Benjamin Burkhart is a CFP® professional with three years of experience in financial advising, currently with The Financial Advisory Group in York, PA. His prior experience includes roles at LPL Financial LLC and Concentus Wealth Advisors. Outside of his advisory work, he is a partner and CFO of Mid Atlantic Car Fest LLC and pursues photography as a part-time activity. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans covering asset and liability analysis, tax and estate considerations, retirement, education, and cash flow. The firm emphasizes planning and consulting services without managing client assets or offering asset-based fees.

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

Scott Ford is a financial advisor at Ford Investment & Retirement Management LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is also an engineer at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients, focusing on customized portfolios primarily composed of individual stocks and ETFs. The firm employs a mix of fundamental, technical, and charting analysis with a primarily short-term investment approach.

Shawn Minnich is a financial advisor with Lifetime Financial Foundations, LLC in York, PA, holding a Series 65 designation and seven years of industry experience. He has worked at Lifetime Financial Foundations since 2019 and also maintains a role as an independent insurance agent since 2017. Lifetime Financial Foundations is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary and occasional non-discretionary investment management and financial planning, utilizing a blend of fundamental, proprietary, and technical strategies to develop customized portfolios.

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

Brian Bordenkircher is a financial advisor at BDB Wealth Advisors LLC with four years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at HACC, Penn State, and Roosevelt University. Outside of advisory work, he is a licensed insurance agent. BDB Wealth Advisors LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities by providing portfolio management, financial planning, and pension consulting. The firm uses a combination of cyclical, fundamental, technical analysis, and modern portfolio theory to tailor investment strategies, including defined-outcome ETFs and optional ESG overlays.

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

Erik Schoener is a financial advisor at BrightPath Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at McClure Company for eight years. Outside of advising, he is the CEO and owner of FTF Holdings, LLC, where he focuses on day trading of personal securities using probability-based strategies. BrightPath Financial Advisors, LLC is an independent registered investment adviser providing personalized financial planning and portfolio management to individuals, trusts, charitable organizations, corporations, and other entities. The firm uses diversified asset-allocation models combined with fundamental, technical, and cyclical analysis, and incorporates insurance analysis and vendor disclosures in its planning process, serving a varied client base including employer-sponsored plans and institutional-type accounts.

Matthew Espina is a financial advisor at Myrmidon Private Capital in York, PA, holding a Series 65 designation and bringing seven years of industry experience. Prior to founding Myrmidon Private Capital, he worked at PowerTrain, Inc., Gap Solutions, Inc., and DSFederal, Inc. Myrmidon Private Capital is an independent advisory firm that provides fee-only investment management services to individuals, small and mid-size groups, and institutional clients, including retirement plans. The firm emphasizes discretionary portfolio management using a range of strategies and instruments such as options, derivatives, and fixed-income products, and maintains operational controls including proxy voting and detailed client reporting.

Jordan Kreiner is the principal of Kreiner Financial Wealth Management, Inc. in Spring Grove, PA, with 40 years of experience in the financial services industry. He holds Series 63 and Series 65 designations and has worked at his current firm since 2018, following prior roles at Gradient Securities and Kreiner Financial Group, Inc. Kreiner also serves as president of Kreiner Financial Group, Inc., which offers life insurance, long-term care insurance, fixed annuities, and estate inventory booklets. Kreiner Financial Wealth Management provides fee-based financial planning and consulting primarily to individual clients, focusing on comprehensive plan reviews covering estate planning, taxes, retirement income, Social Security, and college planning. The firm does not manage client assets directly but offers account evaluation, coordinates with professionals, and refers clients to third-party investment managers when appropriate.

Edward Thomas is a financial advisor with Watchtower Wealth Management, Inc. in Elizabethtown, PA, holding Series 66 and Series 63 licenses and 19 years of industry experience. Prior to founding his independent firm, he worked for Waddell & Reed for 12 years. Outside of finance, he serves as a junior high wrestling coach for the Elizabethtown Area School District. Watchtower Wealth Management is a small, independent firm serving individuals and high-net-worth clients through portfolio management and financial planning. The firm employs a combination of charting, fundamental, quantitative, and technical analysis, and manages accounts on both discretionary and non-discretionary bases, with services that include retirement and small 401(k) plan advising.

Steven Masel is a financial advisor at Wellington Adams Investment Advisory, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard Advisers, Inc., Thrivent Investment Management Inc., and MML Investors Services, LLC. Outside of his advisory role, he is involved with Elevate Networking, LLC. Wellington Adams provides discretionary investment management primarily to individual and high-net-worth clients, offering portfolio management services and access to third-party money managers and turnkey asset management programs. The firm employs an individualized investment process that incorporates fundamental, technical, cyclical, and quantitative analysis to construct diversified portfolios and offers access to alternative investments with disclosed liquidity and tax considerations.

Damien Lynch is a CFP®-designated financial advisor with LPL Financial in York, PA, bringing 25 years of industry experience. He has operated The Financial Advisory Group, an independent registered investment advisory firm, since 2003. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Simon Hilliard is a financial advisor at Wellington Adams Investment Advisory, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Wellington Adams since 2017. Prior to this, he worked at Gradient Advisors, LLC and is a partner in Wellington Adams Financial Group, Inc. Outside of his advisory role, he is a 50% owner of a real estate holding company, 7 Rathton Road, LLC. Wellington Adams serves individual and high-net-worth clients, providing discretionary portfolio management, financial and retirement planning, and access to third-party money managers. The firm uses a combination of fundamental, technical, cyclical, and quantitative analysis to tailor investment strategies and offers various portfolio implementation options, including in-house management and alternative investments.

David Rudy is a financial advisor with Stout Wealth Advisory Group, LLC in Mechanicsburg, PA. He holds a Series 65 designation and has been with the firm since 2025. Outside of his advisory role, he has an extended background involving nonprofit and entrepreneurial ventures, including Passion Athletics and Rudy Athletics Management. Stout Wealth Advisory Group primarily serves individual and high-net-worth clients, providing discretionary and non-discretionary asset management along with financial planning. The firm customizes portfolios based on clients’ goals and risk tolerance and integrates tax, estate, and insurance considerations into its written plans.

Michael Boyer is a financial advisor at RCPlanners with a Series 65 designation and three years of industry experience. His prior roles include positions at LifePro Asset Management, Fast Credit Union, and Ultimate Life Financial. He is licensed to sell insurance products and dedicates approximately half of his time to insurance-related activities. RCPlanners provides financial planning and discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis alongside a proprietary retirement income model to manage various retirement risks, serving both individual and high-net-worth clients.

Frank Collins is a CFP® with 40 years of industry experience and currently serves as an advisor at Harmony Road Advisors in Elizabethtown, PA. Prior to joining Harmony Road Advisors in 2020, he held positions at firms including Avantra Family Wealth, Purshe Kaplan Sterling Investments, and Bank of America. He is also principal of Altius Learning Inc., a company that provides training and coaching for financial professionals. Harmony Road Advisors manages approximately $30.8 million in discretionary assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, and consulting services, using a mix of fundamental, technical, and cyclical analysis with a focus on low-cost mutual funds and ETFs alongside other investment vehicles.

Brad Stein is a CFP®-certified financial advisor with The Financial Advisory Group in York, PA, bringing 33 years of industry experience. He has been associated with LPL Financial and The Financial Advisory Group since 2000. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive plans that address asset and liability analysis, tax and estate considerations, retirement and education planning, and cash flow management. The firm emphasizes planning and consulting services without taking custody or discretion over client assets.

James Lyter is a Series 65-licensed advisor with Wellington Adams Investment Advisory, LLC, bringing 12 years of industry experience. He has held roles at Virtue Capital Management, Horter Investment Management, and has led his own firms, Lyter Group, Inc. and Lyter Financial, LLC. In addition to his advisory work, he serves as president of Lyter Group, Inc., which conducts insurance sales. Wellington Adams Investment Advisory provides discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a mix of fundamental, technical, cyclical, and quantitative analysis. The firm offers access to mutual funds, ETFs, individual equities, model portfolios, and alternative investment vehicles, while also hosting public seminars and collaborating with third-party managers in a co-advisory capacity.