Shelby Jury is a Series 65-registered advisor with RKL Private Wealth in Lancaster, PA, with two years of industry experience. Their prior work includes four years at Susquehanna University. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Donna Gurreri is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within the Mutual of Omaha group since 2013, including as an insurance agent specializing in life, health, and annuities. Prior to advisory services, she was employed at AMZ Manufacturing for two years. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Deborah Lander is a CFP® with 19 years of industry experience, currently serving at RKL Private Wealth. Her career includes roles at M&T Securities and M&T Bank, spanning nearly three decades prior to joining RKL. RKL Wealth Management LLC provides discretionary investment management and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, and businesses. The firm integrates tax and accounting services from its parent company, RKL LLP, and employs a customized, core-satellite investment approach tailored to client needs.

John Frick is a financial advisor at Realta Investment Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at Realta Equities, Fulton Financial Advisors, and Raymond James Financial Services Advisors Inc. Frick is involved in building a marketing platform under the New Era Wealth Management brand. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm employs a personalized approach to asset allocation and offers access to third-party money managers, retirement-plan consulting, and estate planning services.

Justin Pierce is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms including Terra Wealth Management and PFS Investments Inc. Outside of his advisory role, he owns THAT Guy's Graphics, a business involving design and photography services, and is also involved as a mortgage loan originator. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and participant account management. The firm employs a range of model portfolios and strategic approaches, supports subadvisory relationships, and provides ERISA-related plan services.

Edward Monborne is a financial advisor at RKL Private Wealth with 26 years of industry experience. He holds a Series 65 designation and has been with Reinsel Kuntz Lesher LLP since 2005. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, providing investment management, financial planning, and consulting. The firm integrates its advisory services with accounting and tax offerings through its parent company and employs a discretionary management approach focused on strategic asset allocation and a core-satellite portfolio structure.

Peter Xenias is a financial advisor with Prosperity Wealth Management, Inc. in Lancaster, PA. He holds the CFP® and ChFC® designations and has 43 years of industry experience. His career includes long-term roles at Changing Time Financial Planner, Inc. and Fortune Financial Services Inc. Outside of advising, he is a shareholder of Changing Times Financial Planners, Inc. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients and employs a multi-method investment approach with continuous portfolio supervision and due diligence on third-party managers.

Abigail Smith is a financial advisor with RKL Private Wealth in Lancaster, PA, holding a Series 66 designation and one year of industry experience. Prior to joining RKL Private Wealth, she held positions at Ameriprise and Haas Financial Group, among others. Outside of finance, she has worked in various roles in the hospitality and retail sectors. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm integrates tax and accounting services through its parent company, RKL LLP, and employs a core-satellite investment approach tailored to client needs.

Daniel Preziosi is a financial advisor with RKL Private Wealth in Lancaster, PA. He holds a Series 65 designation and has experience across several firms including Psecu, Paramount Management Group, and Triad Advisors Inc. He has been active in the industry since 2021. RKL Wealth Management LLC offers discretionary investment management and financial planning services to a diverse client base, leveraging its affiliation with RKL LLP to coordinate tax, accounting, and consulting services alongside its investment advice. The firm employs a core-satellite portfolio approach and provides fiduciary services for defined contribution plans.

Lyndsey Michelsen is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Lombard Advisers, she worked at The Vanguard Group and has held various positions in education and hospitality. Michelsen is also self-employed, maintaining entrepreneurial activities alongside her advisory role. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management using fundamental, technical, charting, and cyclical analysis, managing approximately $670 million in assets as of the end of 2025.

David Over Jr. is affiliated with Silver Oak Securities, Inc. and holds a Series 66 designation. He has been working in the financial industry since 2023, including his current role at Silver Oak Securities since 2025. Prior to this, he held positions at Coram Deo Advisors and Deerfoot Lodge, as well as retail experience at Target. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, combining financial professional-directed portfolios, UMA models, and fixed-fee services, supported by operational features like ongoing model monitoring and automated investment processes.

Andrew Nell is a CFP® with three years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC. He previously worked at TFO Wealth Partners and has a background that includes roles outside finance, such as an independent contractor delivery driver for DoorDash. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm’s approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation emphasis and offers both discretionary and non-discretionary portfolio management.

Emily Detz is a CFA® charterholder affiliated with RKL Private Wealth in Lancaster, PA. She has experience working at the Pennsylvania Public School Employees' Retirement System and IBM Retirement Funds prior to joining RKL Private Wealth. Outside of financial advising, she has been involved with Lancaster Catholic High School since 2022. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and charitable organizations. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and employs a core-satellite investment approach tailored to client needs.

Stefan Striffler is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts since 2018. His prior experience includes roles at Lincoln Investment, Signator Investors, and the Red Lion Area School District. Capital Analysts serves a diverse range of clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management and research team.

Jeffrey Swope is a CFP® and ChFC® professional with 38 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. He has been with Mutual of Omaha and Kirkpatrick, Pettis, Smith, Polian Inc. since 1987. In addition to his advisory role, he is involved in insurance sales across multiple lines including life, fixed annuities, accident and health, and property and casualty. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and retirement plan consulting, primarily delivering solutions through platform relationships with Envestnet and Pershing.

Samuel Ben Ali is a CFP® and Series 65-registered advisor at RKL Private Wealth with three years of industry experience. Prior to joining RKL Private Wealth in 2023, he worked in educational roles at Cabrini University, Coatesville Area Senior High School, and Scott Middle School. RKL Wealth Management LLC provides discretionary investment management and financial planning to a broad range of clients, including individuals, high net worth clients, trusts, estates, and charitable organizations. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach with access to various asset classes and fiduciary services.

Evan Stein is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 designation with one year of industry experience. Prior to joining RKL Private Wealth, he worked in various roles including positions at TNT Fireworks and University Recreation. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and charitable organizations. The firm integrates tax, accounting, and consulting services through its parent and affiliated firm, RKL LLP, utilizing a core-satellite investment approach tailored to client needs.

William Onorato Jr. is a financial advisor at RKL Private Wealth with six years of industry experience. He holds a Series 65 credential and has worked previously at Hawthorn, PNC Family Wealth. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP, offering customized portfolios using a core-satellite approach and additional fiduciary services for defined contribution plans.

Frank Corto is a financial advisor with Lombard Advisers Incorporated in York, PA, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Lombard Securities Incorporated since 2017 and previously worked at IFS Securities. Outside of his advisory role, he is the managing partner of Corto Financial Group, which serves physicians by providing disability and life insurance products, and he owns a financial interest in the Central Pennsylvania Lacrosse Club. Lombard Advisers provides personalized investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team approach. The firm offers both discretionary and non-discretionary portfolio management solutions, employing various analytical methods and managing approximately $670 million in assets under management as of 2025.

Jeffrey Farrell is a financial advisor at Sound Income Strategies, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Wunderlich Securities, Inc. and FTB Advisors, Inc. He also serves as a Strategic Wealth Advisor and Client Service Advisor at McAdams Group LLC. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized managed portfolios with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary strategies.