Jeffrey Kline is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonebridge, he worked at Triad Advisors and Wells Fargo Advisors. He serves as the Pennsylvania DeMolay Treasurer, overseeing the investment account for this youth fraternity. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm offers discretionary and non-discretionary portfolio management, retirement-plan consulting, and employs a tailored investment approach that includes asset allocation, technical analysis, and options trading.

Michael Good is a financial advisor with Turning Point Financial holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including WDC Advisors, Harvest Investment Services, and ProEquities. Outside of his advisory role, he provides independent software contracting for a nonprofit organization. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with investment management through a team-based fiduciary process.

Christian Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Harrington Hoists Inc, TE Connectivity, and Sherwin-Williams. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a mix of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios.

George Kegerreis Jr. is a financial advisor at Merit Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Zimmerman Investment Management and Planning, LLC, and Professional Financial Advisors, Inc. Outside of his advisory role, he serves on the auditing committee of Faith Immanuel Presbyterian Church. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation through centrally managed portfolios overseen by an internal investment team and investment committee, offering both discretionary and non-discretionary services.

Richard Matthews is a CFP® certificant with 38 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Ameriprise Financial Services, Inc. and several other firms. Matthews is also the secretary of the East Pennsboro Lions Club, a nonprofit service organization involved in community programs. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm uses customized investment plans that integrate fundamental, technical, and cyclical analysis, and offers a range of internally managed and third-party investment solutions.

Stephen Kuhn is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Bleakley Financial Group, LLC since 2022 and previously spent seven years with Private Advisor Group and two years with LPL Financial. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models and third-party managers to implement portfolios, with a majority of client assets managed on a discretionary basis.

Ralph Thrush III is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Ameriprise Financial Advisors Inc. and Triad Advisors. Outside of his advisory role, he serves on the board of directors for the Bob Craig Youth Foundation, a nonprofit supporting youth activities in central Pennsylvania. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans delivered through various account structures and integrates fundamental, technical, and cyclical analysis in its investment approach.

Clinton Smith III is a CFP® designated financial advisor with eight years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2021. Prior to this, he was employed at SevenBridge Financial Group, LLC and BDO USA LLP. Outside of his advisory role, he serves on the board of the Boys and Girls Club of Harrisburg and owns a commercial distillery and a family entertainment center. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, businesses, and other entities, employing a combination of centrally managed strategies and locally managed portfolios supported by an Investment Committee.

Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.

Ernie Irwin is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently with JFS Wealth Advisors, LLC, where he has worked since 2023. Prior to joining JFS, he held positions at Peoplesbank Wealth Management, Wheatland Advisors, Inc., and PNC Investments. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s approach involves a written Financial Goal Plan and an internal Investment Committee that uses Modern Portfolio Theory to guide portfolio allocations, with services including continuous investment management, financial planning, tax preparation, and fiduciary retirement plan services.

Andrew Ogle is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. Ogle also serves as a financial planning assistant at 1st Choice Financial Services, where he meets with clients and creates financial plans involving insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and model portfolios, supplemented by third-party sub-advisers and custodians, to tailor advice based on confidential client profiles.

Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.

David Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.

Eric Beittel is a Certified Financial Planner® with 26 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has been since 2023. Prior to that, he held positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. He also owns Beittel Consulting LLC, providing consulting on employee benefits and health coverage options. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and employs a primarily discretionary investment approach using individual securities, ETFs, mutual funds, and independent strategist models.

Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, LPL Financial, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of her advisory role, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth, LLC serves a broad range of clients such as individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a mix of mutual funds, ETFs, individual equities, fixed income, and alternative instruments, and is actively involved in managing pooled funds and serving as a sub-advisor to an ETF.

Jeffrey Goyette Jr. is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC since 2023. Prior to joining Dakota Wealth, he worked for seven years at Raymond James Financial Services. Dakota Wealth, LLC advises a diverse range of clients including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a primarily long-term and customized investment approach, utilizing fundamental, technical, and quantitative analysis to manage diversified portfolios and also serves as an investment manager and sub-advisor to various pooled vehicles and registered ETFs.

Paul Dubendorf is a CFP®-certified financial advisor with 21 years of industry experience. He is currently registered with Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc., with a work history that includes roles at Northeastern Star Asset Management, Penn Investment Advisors, and AMP Asset Management. Outside of advisory services, he serves as president of Dube's Tax and Payroll Services Inc., providing tax preparation and payroll services. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on long-term, diversified portfolio construction using low-cost mutual funds and ETFs, supported by ongoing portfolio management and access to independent managers.

Keegan Carl is a financial advisor at Arkadios Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berenberg Capital Markets LLC, Wolfe Research Advisors, and Osaic Wealth. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.

Andrew Spuhler is a CFP® with four years of industry experience currently affiliated with Vicus Capital, Inc. His prior roles include positions at Cetera Wealth Services, Securities America Advisors, and OSAIC. He also operates Spuhler Enterprises LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.