Barron Fitz Gerald is a financial advisor with Wellington Adams Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wellington Adams since 2017 and previously worked at Gradient Advisors, LLC. Outside of his advisory role, he is a partner and insurance agent at Wellington Adams Financial Group, Inc. Wellington Adams serves individual and high-net-worth clients by providing discretionary portfolio management, financial and retirement planning, and access to third-party managers. The firm employs a tailored investment approach using fundamental, technical, cyclical, and quantitative analysis, and offers a variety of portfolio implementation options including in-house management and alternative investments.

Michelle Fletcher is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Cedar Spring Advisors, LLC since 2017 and has been involved with Fletch Financial since 2011. Prior to that, she spent a decade at INVEST Financial Corporation. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning services tailored to client goals and risk tolerance through a variety of investment strategies and third-party managed solutions.

Teressa Beard is a financial advisor at Sequinox Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Mulholland Wealth Advisors, LLC and J.W. Cole Advisors, Inc. prior to her current role. Outside of advising, she serves as an Executive Administrative Assistant for Sequinox. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily uses model portfolios and allocates to third-party sub-advisers, serving 757 clients with $160 million in discretionary assets under management.

Geoffrey Finch is a financial advisor at Harmony Road Advisors with five years of industry experience and holds a Series 65 designation. He has worked at Harmony Road Advisors and The Wenger Group since 2020 and previously spent over two decades at Wenger Feeds. Outside of his advisory role, he serves as a project manager at The Wenger Group, overseeing strategic projects related to a new ingredient and a health care model for employees. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term investment approach that includes a variety of asset classes.

Matthew Lebo is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently an advisor at Sequinox Wealth Management, LLC, where he has worked since 2018, after prior roles at Mulholland Wealth Advisors, Sageworth Trust Company, Santander Securities, LPL Financial, and VOYA Financial Advisors. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients including high net worth individuals and charitable organizations. The firm manages $160 million in discretionary assets and serves 757 clients through a four-advisor team, primarily using model portfolios and third-party sub-advisers.

Justin McMaster is a financial advisor at Cedar Spring Advisors, LLC with 14 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cedar Spring Advisors since 2017. He is also the owner of McMaster Financial Services, LLC, which provides financial investment services, small business consulting, tax preparation, and insurance. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm customizes investment programs based on client goals and risk tolerance, employing a range of strategies and utilizing third-party managed solutions.

Marc Bowman is a financial advisor with Bowman Wealth Management Group in Hershey, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Innovation Partners LLC, Fortune Financial Services, Purshe Kaplan Sterling Investments, and as managing member of Stout Bowman & Associates, LLC. He is also an independent insurance agent, involved in life insurance sales including term, whole life, and universal life products. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $96.3 million in discretionary assets and employs individualized investment policies with quarterly portfolio reviews and tax-loss harvesting.

Curt Stauffer is a financial advisor at MCM Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CS Planning Corp., Seven Summits Capital, LLC, and Coastal Investment Advisors. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with portfolios tailored to client goals and offers a proprietary rules-based options overlay platform for eligible clients.

Gerard Clunan Jr. is a financial advisor with Hershey Financial Advisers, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 25 years at Hershey Financial Advisers and Leigh Baldwin & Co., LLC. Outside of his advisory work, he serves as president of both the Gate Club and Gideons International of Pennsylvania, and is a board member of the Student Life Center at Temple University. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based investment programs and individualized financial plans, managing approximately $139 million in discretionary assets for nearly 600 clients.

Christopher Hasircoglu is a financial advisor at Lancaster County Financial Group, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities Service Network, Inc., Securities America, Inc., and OSAIC. In addition to portfolio management, he provides occasional life and health insurance products to clients. Lancaster County Financial Group offers investment management, wealth planning, and consulting services to individuals, trusts, retirement plans, and businesses. The firm employs an individualized asset-allocation approach with discretionary portfolio management and periodic rebalancing tailored to client objectives.

Donald Lamison is a financial advisor with Sequinox Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Highland Financial, Ltd and Trustmont Financial Group, Inc. Lamison is also the head varsity hockey coach for the Westmont Hilltop High School hockey team in Johnstown, PA. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual and charitable clients. The firm serves over 750 clients through a four-advisor team and implements client programs primarily via model portfolios and sub-adviser allocations.

Jared Bowman is a financial advisor at Bowman Wealth Management Group in Hershey, PA, holding a Series 65 credential with one year of industry experience. Prior to his financial advisory career, he served with the Pennsylvania State Police for four years and worked at Fenicci's of Hershey for five years. He began his advisory career while transitioning his business from Stout Bowman & Associates. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm employs a mix of fundamental, technical, and charting analysis to manage approximately $96.3 million in discretionary assets across about 283 client relationships.

Richard Rowley is a financial advisor with Rowley Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has served in various roles since 2013, including vice president at Rowley & Associates, Inc., and has worked at Markle Financial LLC and Cambridge Investment Research, Inc. Outside of advisory services, he is also a licensed insurance agent specializing in life and disability insurance. Rowley Financial provides advisory services to individual investors, including both high-net-worth and non-high-net-worth clients, as well as sponsors of pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, tailoring investment strategies across multiple asset classes and employing various analytical methods.

Nicholas Brightbill is a financial advisor at Hershey Financial Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin & Co., LLC since 2016 alongside his tenure at Hershey Financial Advisers beginning in 2014. Brightbill is a 25% owner of Hershey Financial Advisers and dedicates part of his time to the firm’s related insurance and financial services activities. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual clients, institutional investors, business entities, trusts, and charitable organizations. The firm employs model-based programs and active management strategies, managing approximately $139.3 million in discretionary assets for about 591 clients.

Rick Rodgers is a CFP® with 29 years of experience in financial advising. He has been with Rodgers & Associates since 1996 and is a partner at LMM Associates. Additionally, he is involved with Plan Smart, LLC, which focuses on book sales and speaking engagements. Rodgers & Associates provides wealth management and financial planning services primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis and employs a quantitative security-selection process, constructing portfolios mainly with mutual funds and ETFs according to client-specific investment policies.

Jeanne Miller is a financial advisor at Hazlett, Burt & Watson, Inc. with 26 years of industry experience. She holds the Series 66 designation and has worked at Hazlett, Burt & Watson since 2014, following ten years at PNC Wealth Management and one year at J.J.B. Hilliard, W.L. Lyons, LLC. Hazlett, Burt & Watson’s division, Security Capital Management, serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset allocation approach guided by economic forecasting and research, managing approximately $1.39 billion for over 2,300 clients through a team of 20 advisors.

Timothy Tyson is a CFP® with 24 years of industry experience. He is currently with Master's Wealth Management Inc., where he has worked since 2024, following a 22-year tenure at Securities America, Inc. Tyson holds a Series 63 license and is based in Lancaster, PA. Master’s Wealth Management serves a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides financial planning and discretionary wealth management, employing customized portfolios that primarily use ETFs and mutual funds alongside other investment vehicles, with a focus on long-term strategies and internal due diligence.

Lyle Hershey is a Certified Financial Planner® with 35 years of industry experience. He is currently with Master's Wealth Management Inc. and has held previous roles at Securities America Advisors, Everbank, and Masters Financial Associates. Master's Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm builds customized portfolios primarily using ETFs and mutual funds and operates a wrap fee program that consolidates transaction costs into a single advisory fee.

Gregory Staub is a financial advisor at PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He worked at Pilot Capital Management, Inc. for nine years before joining PSI Capital Management in 2018. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, constructing diversified portfolios tailored to clients’ goals and risk tolerances.

Tyler Harris is a CFP® with six years of industry experience, currently serving as the sole advisor at Arx Private Wealth. He previously worked at RKL Wealth Management for seven years and The Vanguard Group, Inc. for six years. Arx Private Wealth offers discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm’s approach focuses on asset allocation and the use of third-party model portfolios and independent managers, combining family office offerings such as trustee oversight and bill-paying with access to private placements.