Jonathan Lapp is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Mass Mutual Life Insurance Company and MML Investors Services LLC. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a variety of advisory models.

Dong Choe is a financial advisor at RKL Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining RKL Private Wealth in 2024, he held roles at Ambassador Advisors and Avante Language Services, among others. Outside of finance, his work history includes experience in the food service industry. RKL Wealth Management LLC offers 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 combines investment advice with tax, accounting, and consulting services through its affiliation with RKL LLP, employing a core-satellite approach to portfolio management that includes a range of asset classes and fiduciary services.

Kristina Groff is a CFP® with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2022. Her prior roles include positions at Everence Trust Company, CONCOURSE Financial Group Securities Inc, and RBC Capital Markets. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a disciplined investment process using fundamental, quantitative, and qualitative analysis and provides a notable range of fiduciary and non-fiduciary retirement plan services.

Matthew Gordner is a financial advisor with RKL Private Wealth in Lancaster, PA. He holds a Series 65 designation and has recent experience at Ernst & Young LLP and RKL LLP. His background also includes roles at Capital Blue Cross, Pathway Financial Group, and teaching positions at Messiah University and Garden Spot High School/Middle School. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and utilizes a core-satellite investment approach tailored to client needs.

Abbey Mccormick is a financial advisor at RKL Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining RKL Private Wealth, she worked at West Chester Golf and Country Club and is currently affiliated with The Pennsylvania State 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 parent firm, RKL LLP, and implements customized portfolios using a core-satellite approach with various asset classes.

Kyle Brady is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 designation. He has been with RKL Private Wealth since 2024 and previously worked in various roles at Donsco, Voith, Acme Markets, and Giant Food Stores. 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 with its parent company, RKL LLP, to coordinate tax and accounting services and employs a discretionary, core-satellite portfolio approach that includes a range of investment types and fiduciary retirement plan services.

Jason Dietrich is a CFA® charterholder with nine years of industry experience. He is currently with RKL Private Wealth and previously worked at Vanguard for seven years. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a core-satellite approach to portfolio management that includes a range of asset classes and fiduciary services for defined contribution plans.

Harold Wenger Jr. is a financial advisor at Kingsview Wealth Management, LLC in Lancaster, PA, with 44 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at Raymond James Financial Services Advisors Inc. and Wells Fargo Clearing. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through both in-house and third-party strategies, including model portfolios and alternative investments.

David Morais is a CFP® and holds a Series 66 license, with 25 years of industry experience. He is currently a member of the team at RKL Private Wealth in Lancaster, PA, where he has worked since 2024. His prior roles include positions at Wilmington Trust Wealth Advisory and M&T Securities, Inc. Morais serves on the Investment Committee of the Rotary Club of York (PA). 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.

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.

Leonard Bodnar is a financial advisor at Tucker Asset Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Before entering the financial advisory field, he spent 36 years at Power Concepts, Inc. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and offers access to alternative investments through platforms such as CAIS.

Bradley Wilcox is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and four years of industry experience. He has worked at several firms including Royal Alliance Associates and American Portfolios Financial Services. Outside of advising, he is involved with House on the Rock, a nonprofit marriage counseling organization where he serves as a business structure consultant. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and sub-advisory relationships.

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.

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.

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.

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.

Frank Andrescavage Sr. is a financial advisor at Impact Partnership Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at firms including Aegis Wealth Management, Gradient Advisors LLC, and Brookstone Capital Management LLC. Additionally, he is the owner of Retirement Advisory, where he is involved in the sale of fixed annuities and life insurance. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing to deliver discretionary portfolio solutions and direct asset management.