Shaun Blakeslee is a financial advisor at Alton Point Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and PNC Investments. Outside of advising, he hosts an educational and entertainment podcast covering topics such as money, business, entrepreneurship, and finance. Alton Point Advisors, LLC is a small, independent firm founded in 2022 that provides discretionary asset management and hourly financial planning primarily for individual clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to develop tailored investment strategies and conducts quarterly reviews for rebalancing and tax-loss harvesting.

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.

Andrew Cecil is a CFP® professional and registered investment adviser with nine years of industry experience. He is the sole advisor at Cecil Wealth, an independent firm he founded in 2025. Prior to this, he worked at LPL Financial for five years and Worthington Financial Partners for three years. Cecil Wealth provides discretionary portfolio management and standalone financial planning primarily to individuals, high-net-worth clients, and business entities. The firm emphasizes a technical and market-timing investment approach, tailoring portfolios based on clients’ goals, time horizons, and risk tolerances.

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.

Joseph Worthy is the principal advisor at Worthy Financial Services in Westminster, MD, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led Worthy Asset Management LLC since 2007. Outside of investment advising, he is licensed to sell life and health insurance products in Maryland and Pennsylvania and operates a tax preparation service for individual returns. Worthy Financial Services is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities. The firm provides fee-based discretionary portfolio management and financial planning services, employing a combination of charting, fundamental, technical, and cyclical analysis alongside long- and short-term trading and option-writing strategies.

Sean Huston is a ChFC® credentialed financial advisor with 21 years of industry experience. He has been with Financial Advisory Services, LLC since 2005, working in Hanover, PA. Financial Advisory Services, LLC provides discretionary investment management and related planning services to a variety of clients including families, high-net-worth individuals, trusts, businesses, and charitable foundations. The firm employs fundamental, quantitative, and qualitative analysis in managing portfolios primarily composed of mutual funds, ETFs, and individual equities and bonds.

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.

Michael Wissel is a financial advisor at Howard Capital Management Group, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Howard Capital Management entities since 2001. Howard Capital Management Group, LLC provides discretionary investment management to high-net-worth individuals, trusts, foundations, endowments, and institutions, managing approximately $2.56 billion in assets. The firm employs fundamental, technical, and cyclical analysis with an emphasis on buy-and-hold strategies while offering access to alternative investments through third-party model portfolios.

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.

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.

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.

Roger Bair III is a CFP® professional with 27 years of industry experience, currently serving at Financial Consulate since 2008. He holds Series 63 and Series 65 licenses and works from Westminster, MD. Financial Consulate serves individuals, including high-net-worth clients, retirement plan sponsors and participants, and institutional clients with comprehensive financial planning, investment management, and retirement plan consulting. The firm integrates tax and accounting services with its advisory offerings and follows a proprietary “Risk Opportunity Investing” approach that combines active tactical asset allocation with fundamental and macroeconomic analysis.

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.

James Dunlop is a financial advisor with Thrivent Advisor Network, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, among other roles. Dunlop serves as a trustee for Susquehanna University and as board president of Ruth's Harvest Gettysburg, a weekend meal program for food-insecure children in the Gettysburg area. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm offers portfolio management, financial planning, and access to independent managers, typically constructing diversified portfolios using low-cost mutual funds, ETFs, and other investment options.

Donald Oates is a financial advisor with Lombard Advisers Incorporated, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked at Castle Realty since 1999 and Lombard Securities Incorporated since 1992. Outside of advising, he is involved in insurance sales, tax preparation, and serves as a FINRA arbitrator. Lombard Advisers provides personalized investment management and retirement plan consulting to individuals, trusts, charitable organizations, and small businesses, employing both discretionary and non-discretionary portfolio strategies through multiple platform custodial arrangements.

Holly Rosensteel is a financial advisor with Thrivent Advisor Network, LLC, holding Series 65 and Series 63 licenses, and has four years of industry experience. She previously worked at Freeburn & Hamilton for sixteen years before joining Thrivent Advisor Network in 2020. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm typically constructs long-term, diversified portfolios using low-cost mutual funds and ETFs, while also incorporating other investments as appropriate.

Bryan Myers is a financial advisor with Brookwood Investment Group, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Redwood Private Wealth LLC, Sera Capital Management, LLC, H. Beck, Inc., Strategic Asset Management, Ltd., and Raymond James Financial Services, Inc. Myers is also involved in insurance sales, serving as president of Strategic Asset Management’s insurance business since 2015 and managing director of Redwood Tax Specialists, an insurance agency, since 2020. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a blend of passive, active, and tactical strategies and offers both discretionary and non-discretionary management, incorporating a range of investment instruments and third-party solutions as appropriate.

Nathan Hockley is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at Cambridge Investment Research Advisors and his own firm, Hockley & O'Donnell Financial Services. Outside of his advisory work, he volunteers with the Center for Youth and Community Development, serving on various nonprofit committees. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with both discretionary and non-discretionary account management.