Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at LPL Financial and Waddell & Reed, Inc. Canfield serves on the board of directors for West Shore Young Professionals, a nonprofit organization. Victus Wealth Management provides asset management, financial planning, and consulting services to individual, high-net-worth, and institutional clients. The firm uses a combination of third-party model portfolios and in-house oversight, offers public seminars, and conducts account reviews at least annually.

William Benner is a financial advisor with Aviator Financial, LLC in Newport, PA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and served in the Pennsylvania Air National Guard for 31 years. Outside of his advisory work, Benner is President of Rose Hunting Camp in Bedford, PA, and holds emeritus positions with the Perry County Chamber of Commerce and Perry County Republican Committee. Aviator Financial provides portfolio management and financial planning primarily for individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm emphasizes tailored investment strategies based on client goals, risk tolerance, and time horizon, with a non-discretionary, client-directed approach.

Michael Uehlein is a financial advisor at WealthU Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked at Summit Advisory since 2022, where he is an Associate Vice President. Prior to that, he was employed at Pruco Securities LLC and Cerner Corporation. WealthU Advisors LLC serves individual and high-net-worth clients, providing investment management and comprehensive financial planning, including services related to digital assets. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis, and manages accounts on a discretionary basis following client-specific investment policies.

Wade Hoffman is a financial advisor at Avantra Family Wealth, Inc. in Mechanicsburg, PA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Purshe Kaplan Sterling Investments since 2017. Hoffman is also a founding partner of Miacomet Partners LLC, where he supervises compliance support and consulting. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, financial planning, and divorce-related financial planning, managing portfolios primarily with mutual funds, ETFs, equities, and fixed-income securities on a generally long-term basis.

Joshua Jenkins is a ChFC® credentialed financial advisor with 12 years of industry experience. He currently works at Seaside Wealth Advisors LLC in Mechanicsburg, PA, where he has been since 2024, following prior roles at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, he is involved in managing private investment ventures including serving as a vice president in investor relations for Opes Capital Manager LLC. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients and small business owners. The firm uses an active asset management approach guided by Modern Portfolio Theory and offers specialized services including private real estate lending and due-diligence consulting on privately placed investments.

Stacy Heistand is a CFP® with 23 years of experience in the financial services industry. She has worked at Asset Strategy Retirement Plan Consultants, LLC since 2009 and previously held positions at Asset Strategy Consultants, LLC, Asset Strategy Advisors, LLC, Cetera Wealth Services, LLC, and Invesmart Advisors Inc. Heistand serves as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals and retirement plans, focusing on long-term, buy-and-hold strategies and diversified asset allocation. The firm primarily offers non-discretionary investment management and specializes in advising participant-directed retirement plans.

Keaton Macut is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants, LLC since 2018 and previously spent seven years at USI Insurance Services. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals and retirement plans, including defined benefit, 401(k), and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies and diversified asset allocation, primarily offering non-discretionary investment management and recommendations to trustees and clients.

Kyle Nickler is a financial advisor at RWM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in tax preparation and accounting support roles, including at RWM & Company and Jackson Hewitt. Outside of his advisory work, he formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $35.4 million across about 213 accounts. The firm employs tailored discretionary strategies and model portfolios that incorporate fundamental and cyclical analysis alongside modern portfolio theory.

Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.

James Adams III is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He currently works at Lighthouse Wealth Management, LLC in Camp Hill, PA, where he has been employed since 2022. His prior experience includes roles at Advisory Services Network, LLC, Mighty Oak Strong America Investment Company, and operating as a sole proprietor. Lighthouse Wealth Management provides fee-only financial planning and investment management services to individuals, businesses, pensions, trusts, and charitable organizations. The firm uses fundamental analysis to develop personalized investment policy statements and manages accounts with a combination of long-term, primarily no-load mutual funds and ETFs, as well as more active trading strategies when appropriate, alongside integrated tax and accounting services through its ownership by a CPA firm.

Drew Keller is a financial advisor at Keller Financial Group with a Series 65 credential and one year of industry experience. Prior to joining Keller Financial Group, he held roles at Harvard Business School and McKinsey & Company. Keller Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm combines investment advice with accounting and tax services, managing client accounts on a discretionary basis using fundamental analysis and a long-term trading orientation.

Steven Thompson is a financial advisor at Avantra Family Wealth, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch Pierce Fenner and Smith. Thompson is a founding partner at Avantra Family Wealth and also serves as a partner at Miacomet Partners LLC, where he is involved in operations, billing, and compliance consulting. Avantra Family Wealth provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, with a generally long-term investment focus and additional financial planning services including divorce-related planning and mediation.

Shawna Nale is a financial advisor at Snavely Associates Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at Snavely Associates Financial Services and The O.N. Equity Sales Company. Outside of her advisory role, she has worked as a registered tax preparer during tax season and is involved in life insurance and annuity product sales. Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages portfolios on a non-discretionary basis, utilizing fundamental analysis and both long- and short-term investment strategies.

Teancum Light is a CFP® professional with nine years of industry experience, currently serving at Lighthouse Wealth Management, LLC. He has prior experience at PricewaterhouseCoopers, LLp, and other firms, and also works as an adjunct professor of financial planning at the Graham School of Business at York College. Lighthouse Wealth Management provides fee-only financial planning and investment management to individuals, businesses, pensions, trusts, and charitable organizations. The firm emphasizes fundamental analysis and tailored investment strategies, combining advisory services with affiliated accounting practice to integrate investment and tax planning.

Jack Snavely II is a financial advisor at Snavely Associates Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Life Insurance Company prior to his current role. He is also an insurance agent, licensed to sell life, long-term care, and fixed indexed annuities. Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individuals, high-net-worth households, trusts, estates, and other entities. The firm manages approximately $182.57 million in client assets on a non-discretionary basis, utilizing fundamental analysis and a mix of long- and short-term investments across stocks, ETFs, mutual funds, bonds, and CDs.

Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.

Michael Cox is a financial advisor with Seaside Wealth Advisors LLC in Mechanicsburg, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Seaside in 2024, he worked at Northwestern Mutual and other firms. Outside of his advisory work, Cox serves as a coaches coordinator for a youth football organization. Seaside Wealth Advisors provides discretionary asset management and financial planning to individual and high-net-worth clients, small business owners, and investment companies. The firm uses active asset management guided by Modern Portfolio Theory, incorporating tailored portfolios, ongoing monitoring, and specialized strategies including private real estate lending through affiliated sponsors.

William Wright is a Series 65-licensed financial advisor with 11 years of experience. He has worked at Asset Strategy Consultants and Asset Strategy Retirement Plan Consultants, LLC since 2015 and has been self-employed since 2014. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and retirement plans such as defined benefit plans, 401(k)s, and profit-sharing plans. The firm focuses on long-term, buy-and-hold strategies with diversified asset allocation and primarily offers non-discretionary investment management.