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.

Travis Scott is a financial advisor at Scott Financial Resources LLC in Hanover, PA, holding a Series 65 designation with 10 years of industry experience. He previously worked at Lehman Financial Resources, Inc. for eight years and EP Wealth for one year. In addition to advisory services, he prepares tax returns for clients through Scott Tax Resources LLC, offering tax preparation at no additional cost to clients of his firm. Scott Financial Resources LLC provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, managing a small client base with approximately $3.75 million in discretionary assets. The firm uses a long-term, discretionary approach incorporating various analytical methods and documents client goals through an Investment Policy Statement.

Robert Shoemaker is the sole advisor at Robert William Shoemaker, III, an independent firm based in Gettysburg, PA. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. He has been with his current firm since 2014. The firm provides continuous portfolio management and financial planning services to individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. Its investment process combines fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation, typically utilizing mutual funds and ETFs supported by Morningstar research.

Sean Huston is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial advisory industry. He has been with Financial Advisory Services, LLC since 2005. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals including high-net-worth clients, trusts, businesses, and charitable foundations. The firm uses fundamental, quantitative, and qualitative analysis to build and monitor portfolios primarily composed of mutual funds, ETFs, individual equities, and bonds, managing accounts on a discretionary basis with client-imposed investment restrictions as needed.

Ryan Fox is a financial advisor with Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with the firm since 2015 and serves as an adjunct professor of economics and finance at Elizabethtown College and Eastern University. Financial Advisory Services, LLC provides discretionary investment management and financial planning to families, individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios of mutual funds, ETFs, and individual securities, with an emphasis on aligning investments with clients’ financial situations and risk tolerances.

Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.

Marc Smith is a financial advisor at Oars Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Red Wave Investments and operated his own firm, Marc Smith Investments. Oars Capital serves individual and family clients with discretionary investment portfolio management and integrated financial planning. The firm manages approximately $360 million in assets, employing ETF-based asset allocation and tactical value-oriented security selection strategies within a total-portfolio framework.

Wade Cornett is a financial advisor with Macro Advisors, Inc., holding the ChFC® designation and Series 63 license, and has 30 years of industry experience. His prior roles include positions at MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Outside of his advisory work, he manages five rental properties. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan advisory services. The firm uses proprietary model portfolios and a combination of modern portfolio theory and various analytical methods to tailor investments to client risk profiles.

Jay Desai is a CFP® with 37 years of industry experience and is currently with Macro Advisors, Inc. He has been with the firm since 2003. Outside of his advisory role, he is an independent insurance agent focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and integrates modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Dipal Patel is a financial advisor at Macro Advisors, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been with Macro Advisors in various capacities since 2005. In addition to his advisory role, Patel is an independent insurance agent specializing in term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs proprietary model portfolios and a combination of modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investment strategies to client risk profiles.

Mikesh Desai is a CFP® and Series 65-licensed financial advisor at Macro Advisors, Inc. with 10 years of industry experience. He has been with Macro Advisors since 2015. Outside of his advisory role, he also works as an independent insurance agent, focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and various analytical strategies to tailor investments to client risk profiles.

Shannon Shupp is a CFP® with 29 years of industry experience, currently serving as an advisor at Macro Advisors, Inc. since 2017. Prior to this, Shupp worked for Metropolitan Life Insurance Company and MetLife Securities Inc. from 1995 to 2017. Outside of advisory services, Shupp is an independent insurance agent specializing in term, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm employs proprietary model portfolios and a combination of modern portfolio theory and fundamental, technical, and cyclical analysis to tailor investment strategies to client risk profiles.

Jamie Roth is a financial advisor with Solyco Wealth LLC in Hanover, PA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Solyco Wealth, Roth worked at AE Wealth Management and Encompass More Asset Management, among other firms. Roth also operates independently as a life insurance agent, assisting clients with retirement planning including annuities and life insurance. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and written financial planning services. The firm constructs portfolios using a combination of mutual funds, ETFs, stocks, bonds, options, and alternative investments, employing fundamental and technical analysis with a primarily long-term focus.

Mahir Desai is a CFP® with six years of industry experience, currently serving as a financial advisor at Macro Advisors, Inc. in York, PA. Prior to joining Macro Advisors, he spent nine years at PNC Bank, National Association. In addition to his advisory role, he works as an independent insurance agent specializing in term, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm employs proprietary model portfolios and a combination of modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

David Heiges is a financial advisor with Global Brokerage Services, Inc. in Gettysburg, PA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Global Brokerage Services since 1996. Outside of his advisory role, he is an independent insurance agent specializing in life and disability insurance sales and also provides federal, state, and local income tax preparation services. Global Brokerage Services serves individual investors, retirement accounts, employee benefit plans, and trusts through advisor-led wrap-fee programs and separately managed account offerings. The firm operates on a non-discretionary basis and combines third-party sub-managers and model portfolios, supported by a team of six advisors and custodial relationships with Hilltop Securities and Envestnet.

Darshana Desai is a financial advisor at Macro Advisors, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with Macro Advisors for over two decades. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan advisory services. The firm uses proprietary model portfolios combining equities, fixed income, and hedging strategies, applying modern portfolio theory alongside fundamental, technical, and cyclical analysis to tailor client portfolios.

Kristine Witherow is an investment advisor representative at Harvest Investment Services, LLC with 29 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at ProEquities, Inc. from 2016 to 2018. Outside of her advisory role, she serves on the board of the Gettysburg Community Theatre and acts as fundraising chairperson for the Biglerville High School Band Boosters. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management and financial planning. The firm employs active tactical strategies combining fundamental, technical, and quantitative analyses and serves as an ERISA investment manager when engaged.

Robert Boehner is a CFP® professional with nine years of industry experience, currently serving as an advisor at The Financial Consulate since 2015. He previously operated an accounting practice, from which he receives trailing revenue through a non-operating entity. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm combines active tactical asset allocation with fundamental, macroeconomic, and technical analysis within a Risk Opportunity Investing framework, and integrates tax and accounting services alongside its advisory offerings.

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.

James Dunlop is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been associated with Thrivent-affiliated firms since 2003 and previously worked at Purshe Kaplan Sterling Investments. Dunlop serves as a trustee for Susquehanna University and is board president of Ruth's Harvest Gettysburg, a weekend meal program for food-insecure children. He also holds leadership roles with the Adams County Community Foundation and the Ortenzio Charitable Trust of Susquehanna University. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies, utilizing customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, and operates as part of the broader Thrivent group.