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.

Jeremy Stahl is a financial advisor at Stahl Wealth Management, LLC in Lancaster, PA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dimensional Wealth Advisors, Fma Advisory Inc, Wheatland Advisors, BB&T Bank, and M&T Securities. Stahl Wealth Management serves individual and charitable clients, as well as corporate and business clients, providing discretionary portfolio management and financial planning. The firm employs a tailored, objective-driven approach, utilizing both fundamental and technical methods, and offers services including pension and profit-sharing plan sponsorships.

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

Scott Ford is the sole advisor at Ford Investment & Retirement Management LLC in York, PA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding his firm in 2021, he worked at Primerica Advisors and Primerica Financial Services for two years. He also works as an engineer at Graham Packaging Company. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm constructs customized portfolios primarily with individual stocks and ETFs, employing a mix of fundamental, technical, and charting analysis with a primarily short-term focus.

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.

John Burns is a financial advisor with Growth Point Financial LLC in Lancaster, PA, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Good Life Advisors, LPL Financial, and Waddell & Reed. He is also a licensed insurance agent and principal owner of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement plans, and fixed annuities. Growth Point Financial LLC provides investment advisory services and financial planning to individual clients, focusing on low-cost ETFs and a buy-and-hold, long-term approach guided by modern portfolio theory and quantitative analysis. The firm offers tailored strategies, discretionary investment management, and educational seminars, and is notable for sponsoring a wrap fee program managed consistently with non-wrap accounts.

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 in Red Lion, PA, holding Series 65 and Series 66 licenses with four years of industry experience. His prior work includes roles at Edward Jones and academic positions at Penn State and Roosevelt University. He is also a licensed insurance agent. BDB Wealth Advisors LLC provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and corporate entities. The firm utilizes a combination of cyclical, fundamental, and technical analysis alongside modern portfolio theory to tailor investment strategies, including defined-outcome ETFs and ESG overlays.

Kathleen Houseman is the sole advisor at Houseman Financial LLC in New Freedom, PA. She holds a Series 65 designation and has one year of experience in the financial advisory industry. Prior to founding Houseman Financial LLC, she worked at McCormick & Company, Inc. for 28 years. In addition to her advisory role, she is employed as a financial consultant and tax professional at William T Houseman CPA, focusing on accounting and tax services. Houseman Financial LLC provides investment supervisory services primarily for pooled vehicles and institutional clients, including retirement plans and 401(k) arrangements, along with financial planning, consulting, and public educational seminars. The firm employs a fundamental, value-driven investment approach with a long-term focus and offers discretionary portfolio management through third-party managers.

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.

Michael Miller is a financial advisor at Millers Financial Group, LLC in Lancaster, PA, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Fortune Financial Services, Wheatland Advisors, Orrstown Bank, and Cetera Advisor Networks. Miller is also a licensed insurance agent and registered representative, involved in the sale and servicing of insurance policies and mutual funds. Millers Financial Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental and quantitative analysis alongside momentum-based trading signals to manage client portfolios under written Investment Policy Statements, with regular monitoring and quarterly reviews.

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.

Joseph Wirbick is a CFP® with 20 years of industry experience and is currently a financial advisor at Sequinox Wealth Management, LLC. His prior work includes roles at Mulholland Wealth Advisors, LLC, Sequinox Wealth Advisors, LLC, and J.W. Cole Advisors, INC. He is also the owner of a software company. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily implements client programs through model portfolios and allocation to sub-advisers, serving 757 clients with $160 million in discretionary assets across a four-advisor team.

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.

Brad Stein is a CFP® with 34 years of experience in the financial services industry. He has been associated with LPL Financial and The Financial Advisory Group since 2000 and 2003, respectively. Stein provides financial planning and consulting services through The Financial Advisory Group, an independent advisory firm based in York, PA. The Financial Advisory Group offers fee-based financial planning primarily to individuals and families, focusing on comprehensive plans that include asset/liability analysis, tax and estate considerations, retirement and education planning, and cash flow management. The firm emphasizes planning and consulting over portfolio management and does not take discretionary control or custody of client assets.

Sharon England is a financial advisor with Mangolds Investment Advisors Inc. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she has experience with Mangolds Tax Service Inc. as a tax professional since 2012 and spent 13 years at The Lancaster School of Cosmetology. Mangolds Investment Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm provides discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerances.

Ross Burnam is a CFP® with 20 years of industry experience and serves as an advisor at Omicron Advisors, LLC, where he has worked since 2012. He also operates his own accounting practice, Ross W. Burnam, CPA, PA, providing accounting services. Omicron Advisors provides investment supervisory services, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and nonprofit accounts. The firm follows an academic-driven investment approach that emphasizes diversification and passive strategies, managing approximately $151 million across about 74 client relationships.

Ross Burnam is a CFP® and PFS™ with 25 years of industry experience. He is a principal at Omicron Advisors, LLC, where he has worked since 2012, and he also owns and operates Ross W. Burnam, CPA, PA, a separate accounting practice established in 1989. Burnam serves as successor trustee for a testamentary education trust. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, partnerships, and non-profit plans. The firm manages discretionary portfolios for a small client base using an investment approach based on academic research, emphasizing diversification and passive strategies through mutual funds and ETFs.