Aedan Wilkinson is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked at several firms including Triad Advisors and Private Client Services, and is also the owner of Wilkinson Wedding Rentals & Decor, a local event decor and rental business serving Central Pennsylvania. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm utilizes tailored investment strategies including asset allocation and technical analysis, and offers specialized retirement-plan consulting and other financial services.

Rachel Stam is a CPA and owner of Stam & Associates CPAs, a public accounting firm she has operated since 2011. She is affiliated with River Wealth Advisors LLC, a team-based advisory firm in Camp Hill, PA, and has seven years of industry experience. River Wealth Advisors provides asset management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, and utilizes proprietary model portfolios in its management strategies.

Kristopher Sekera is a Series 65 licensed advisor at LifeGuide Financial Advisors, LLC with two years of industry experience. Prior to joining LifeGuide, he worked at Grove City College and Pheple Federal Credit Union. Outside of finance, he has worked as a delivery driver for DoorDash. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person team, providing long-term, strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, along with discretionary management and a client “bucket” strategy.

John Simkins is a financial advisor with Stewardship Advisors, LLC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked at Private Client Services, LLC, Cambridge Investment Research Advisors, and Concourse Financial Group Securities, Inc. Simkins serves as a Sunday school teacher and middle school youth mentor at Elizabethtown Mennonite Church, chairs its building finance committee, and is a board member of No Longer Alone Ministries. Stewardship Advisors, LLC provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a team-based approach emphasizing strategic asset allocation primarily using ETFs and mutual funds, with services including public educational workshops and values-based ESG portfolio options.

Dipal Patel is a financial advisor at Macro Advisors, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been with Macro Advisors in various capacities since 2005. In addition to his advisory role, Patel is an independent insurance agent specializing in term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs proprietary model portfolios and a combination of modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investment strategies to client risk profiles.

Frederick Fischer is a financial advisor at Fischer Financial Services Inc with 34 years of industry experience. He has been with Fischer Financial Services since 1988 and holds a Series 63 designation. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team and serves a diverse client base including corporations, non-profits, and retirement plans.

Logan Kready is a CFP® and Series 63 credentialed advisor with six years at Stewardship Advisors, LLC and a total of three years in the financial industry. His prior experience includes roles at PFM Asset Management LLC, BNY Mellon, Sirius Facilities, and the University of Pittsburgh. Outside of financial advising, he is a partner and shareholder in 5K Enterprises LLC. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets, emphasizing strategic asset allocation primarily through ETFs and mutual funds, and offers periodic educational workshops on personal finance and investing.

Elizabeth Wahlig is a financial advisor with MRA Advisory Group in Mechanicsburg, PA, holding a Series 63 designation and 13 years of industry experience. Prior to joining MRA, she worked at Securian Financial Services, Allied Wealth Partners, and Minnesota Life Insurance Company, and she has been involved with Falconer & Daughters, LLC since 2011. Outside of advisory work, she serves as part-time Director of Finance for Christian Churches United of Tri-State Area, a nonprofit focused on services for the homeless. MRA Advisory Group provides wealth management and financial planning to individuals and businesses, serving both retail and high-net-worth clients. The firm uses risk-based model portfolios reviewed by an Investment Committee and offers services including portfolio management, tax preparation through an affiliated CPA practice, and customized solutions for larger portfolios.

Anthony Marrazzo is a financial advisor at Guardian Asset Advisors, LLC with three years of industry experience and a Series 66 designation. He has worked at Guardian Asset Advisors and Securities America, Inc., and previously spent seven years employed at Giant Food Stores. Guardian Asset Advisors, LLC manages approximately $278 million in assets for individuals, trusts, estates, and business entities through a team of eight advisors. The firm offers asset management, financial planning, and retirement consulting services, focusing on diversified, asset-allocation-driven portfolios with ongoing supervision and fiduciary oversight.

Mikesh Desai is a CFP® and Series 65-licensed financial advisor at Macro Advisors, Inc. with 10 years of industry experience. He has been with Macro Advisors since 2015. Outside of his advisory role, he also works as an independent insurance agent, focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and various analytical strategies to tailor investments to client risk profiles.

Seth Arbogast is a CFP® professional with 16 years of industry experience, currently serving at Invariant Investment Management. He has been with Invariant since 2014, following a prior role at Team Financial Managers from 2010 to 2013. Arbogast is also the principal of Invariant Tax Services, a tax preparation and e-filing subsidiary of his firm, where he provides supervisory oversight. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by offering portfolio management and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage client accounts, typically on a discretionary basis, and also provides subadvisory and consulting services to other advisers and financial institutions.

Brent Guthrie is a financial advisor with IFS Group, holding a Series 66 designation and 16 years of industry experience. He has worked with LPL Financial since 2012 and joined IFS Group in 2024. Outside of his advisory role, he is involved with Circle Arc G Investments LLC, a business entity for tax and investment purposes. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal/governmental plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, utilizing a combination of analytical approaches and tailored investment strategies.

Evan Shiley is a CFP® with seven years of industry experience currently with SevenBridge Financial Group, LLC. His prior roles include positions at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, he serves as an assistant offensive line coach for Cedar Cliff High School football. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite, primarily long-term investment approach and manages roughly $722 million on a discretionary basis with a team of three advisors.

Samantha Zimmerman is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at J.W. Cole Advisors, Inc. and Regal Wealth Advisors. Outside of her advisory role, she occasionally provides notary public services on a volunteer basis without charging fees. Stonebridge Financial Group offers investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs a range of strategies including asset allocation, dollar-cost averaging, and technical analysis to tailor portfolios to clients’ objectives and risk tolerances.

Levi Greenly is a CFP®, CFA®, and Series 65-licensed advisor with six years of industry experience. He has worked at Lifeguide Financial Advisors, LLC since 2019 and previously was employed at AgChoice Farm Credit and Messiah College. Lifeguide Financial Advisors is an SEC-registered firm that serves individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person advisory team, offering services ranging from one-time financial planning to ongoing wealth management with a primarily long-term, strategic asset allocation approach.

Craig Hahnlen is a financial advisor with Guardian Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Securities America Inc., National Planning Corporation, and Wealth Management Services. He also engages in fixed insurance and annuity sales as an ancillary service for clients. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for over 1,190 clients through a team of eight advisors. The firm focuses on continuous account supervision and fiduciary duty, employing diversified, asset-allocation-driven portfolios with annual reviews and access to third-party managers and the Osaic Wealth Managed Opportunities wrap program.

Ralph Manna is a financial advisor with River Wealth Advisors LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at River Wealth Advisors since 2019 and previously spent 13 years at Roof Advisory Group, Inc. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach that tailors portfolios to risk tolerance, time horizon, and liquidity needs, managing certain strategies through proprietary model portfolios.

Andrew Fry is a CFP® with 10 years of industry experience, currently serving as an advisor at IFS Group. He previously worked at LPL Financial and Bridgeport Wealth Management. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal/governmental plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and tailored investment strategies.

Zachary Drescher is a financial advisor with Stewardship Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Stewardship Advisors since 2015 and previously spent two years with Private Client Services LLC. Stewardship Advisors serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets and offers educational workshops on personal finance and investing.

Alison Cantley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Boden Wealth. She previously worked at Kestra Advisory Services, Kestra Investment Services, Cambridge Investment Research, and Conte Wealth Advisors. Outside of her advisory role, she holds a treasurer position on the board of a small nonprofit focused on reclaiming mined land in Central Pennsylvania. Boden Wealth provides personalized financial planning, business exit consulting, and investment management services to individuals, families, and various entities. The firm tailors portfolio recommendations to clients’ circumstances and generally employs fundamental analysis with a long-term orientation, while offering fixed and hourly fee options and an explicit focus on business-exit consulting.