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.

Christopher Cassel is a financial advisor at Apollon Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory role, he is involved in community and business activities, including serving on the finance and investment committees of United Way of the Capital Region and serving as a board member and finance committee member at Vista School for Autism. He also owns interests in a distillery/restaurant and a bowling alley/restaurant. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and retirement plans, offering financial planning, portfolio management, and sub-advisory services through a combination of centrally managed strategies and locally managed portfolios.

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.

Grace Roland is a financial advisor at Personal Wealth Advisory, LLC with a Series 66 designation and two years of industry experience. She previously worked at THRIVENT Financial and Hershey Wealth Advisors. Roland is also an independent representative for fixed insurance sales. Personal Wealth Advisory, LLC provides financial planning and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, with a focus on Pennsylvania educators through its TeachersRetire program. The firm offers a collaborative, multi-step planning process emphasizing strategic asset allocation without managing client assets or charging percentage-based fees.

Steven Bell is a financial advisor with Geneos Wealth Management, Inc. in Lancaster, PA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Personal Wealth Advisory LLC and Geneos Wealth Management since 2006. Bell serves as a board member for both the Rotary Club of Lancaster Sunrise and Lititz Springs Park. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable investment strategies.

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.

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.

Lawrence Knolle is a financial advisor at Belpointe Asset Management LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Wealthcare Advisory Partners LLC and American Portfolios Financial Services, Inc. Outside of his advisory role, he is a part owner of Builders Specialty Services, a specialty construction company. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through various advisor-specific and third-party strategies.

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.

Thomas Gerhart is a CFP® professional with 26 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is based in Lebanon, PA. Outside of his advisory role, Gerhart is president and director of The Anne Fund, Inc., a nonprofit focused on raising funds for cancer research and supporting local families, and he participates in youth football camps as a former NFL player to share his experiences with young athletes. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a large network of advisors managing approximately $4.1 billion in client assets. The firm offers diverse advisory platforms and delegates investment decisions to its representatives, supporting a range of services including financial planning, managed portfolios, and specialty consulting such as 1031 exchanges.

Christopher Miller is a financial advisor with Geneos Wealth Management, Inc. in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Geneos Wealth Management since 2004 and also operates Personal Wealth Advisory, LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority and access to both in-house and third-party portfolio management.

Andrew Woolley is a CFP® professional with 10 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has worked with Geneos since 2016 and directs Directed Wealth Strategies. Woolley also serves as a board member of the Warwick Community Hub. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with a diverse range of financial planning and portfolio management services. The firm employs a variety of investment strategies and offers both customized and model-based solutions through multiple advisory platforms.

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.

Gregory Richards is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Merit Financial Advisors. His prior experience includes roles at Purshe Kaplan Sterling Investments, OSAIC, Triad Hybrid Solutions, Triad Advisors, Inc., and First Financial Group, Inc. Outside of his advisory work, Richards serves as Judge Advocate for the Hershey American Legion Post 386 and is an attorney consulting on estate planning matters. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm provides asset management, financial planning, retirement plan consulting, and employee financial wellness programs through a network of investment adviser representatives, emphasizing long-term, diversified asset allocation supported by internal and third-party investment management.

Steven Hohenwarter is a financial advisor at Gradient Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Gradient Advisors since 2015. Outside of his advisory role, he serves as Vice President on the board of a homeowners association in Ocean City, Maryland. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, employing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis in portfolio management.

Laura Peace is a financial advisor with Greenspring Advisors, LLC in Lancaster, PA, holding a Series 65 designation and 16 years of industry experience. Prior to joining Greenspring Advisors, she spent 12 years at ISI Financial Group. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profit organizations, and employer-sponsored retirement plans. The firm’s investment approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation emphasis and includes services such as discretionary portfolio management and institutional retirement plan consulting.