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.

John Amos is a financial advisor with McClelland Wesley Wealth Management in Parkton, MD. He holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has been with McClelland Wesley Wealth Management since 2014. Outside of his advisory role, he plans to establish an insurance agency separate from his RIA. McClelland Wesley Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of charting, fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework and serves both retail and institutional clients, including pension consulting.

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.

Kathleen Houseman is the principal advisor at Houseman Financial LLC and holds a Series 65 designation. She has over 28 years of experience, including a long tenure at McCormick & Company, Inc., and currently also works as a financial consultant and tax professional at William T Houseman CPA. Houseman Financial LLC provides investment supervisory services primarily through discretionary money-manager arrangements for institutional accounts, pooled vehicles, and retirement plans, while also supporting 401(k) programs with third-party administration. The firm employs a value-driven, fundamental analysis investment approach and offers financial planning and consulting services alongside public educational seminars.

Thomas Bonvissuto is the principal of Intero Financial Planning, LLC in Parkton, MD, with 29 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 65 designations. Prior to founding Intero Financial Planning in 2019, he worked at The Financial Consulate Inc. and held roles at Lyft and Uber. He serves as a trustee for Sheppard Pratt Investment Inc., where he reviews investments monthly. Intero Financial Planning is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional entities such as pension plans, nonprofits, and corporations. The firm offers financial-planning-driven investment management, public educational seminars, annuity placement, and uses a multi-allocation strategy focused on ETFs, mutual funds, and a combination of passive and active management.

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.

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.

Mary Winand is a financial advisor with The Financial Advisory Group in York, PA, holding CFP® and Series 66 credentials and nine years of industry experience. She has been affiliated with The Financial Advisory Group and LPL Financial since 2016 and serves as the firm's Chief Compliance Officer. The Financial Advisory Group provides fee-based financial planning primarily to individuals and families, focusing on comprehensive planning including asset/liability analysis, tax and estate considerations, retirement, and education planning. The firm emphasizes planning and consulting over portfolio management and does not take custody or discretionary control of client assets.

Jordan Abell is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Johnson & White Wealth Management LLC in York, PA, where he has worked in various roles since 2021. Prior to this, he was associated with Mercari Consultants (The Boston Executives) and Washington & Finnegan, Inc. Jordan’s background also includes time at California State University, Northridge. Johnson & White Wealth Management LLC provides financial planning and investment management services to individuals, trusts, foundations, pensions, and corporate clients. The firm is noted for its multigenerational engagement approach and use of artificial intelligence tools for data aggregation, offering customized asset-allocation strategies and continuous portfolio monitoring.

Sara Brackett is a financial advisor at Johnson & White Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has previous experience at PeopleBank and Browns Orchards & Farm Market. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, offering personalized financial planning and investment management services. The firm incorporates multigenerational engagement into its planning process and uses artificial intelligence tools for meeting note-taking and data aggregation, emphasizing client data protection.

Trevor Hoffman is a financial advisor with Collective Family Office, LLC, holding seven years of industry experience. He previously worked at BNY Mellon Wealth Management from 2015 to 2019 before joining his current firm. Outside of advisory work, he is a part owner of an agricultural and residential property business. Collective Family Office, LLC provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes strategies including long- and short-term positions, option writing, direct indexing, and investments in structured products, ETFs, and private funds.

Michael Summers is a CFP® with 41 years of industry experience, currently serving at Investment Research Corp. He has been affiliated with World Capital Brokerage, Inc. since 2008. Summers is also the owner of Summers Financial Planning and Investments, where he focuses on investment and insurance sales. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to both individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad product range, including equities, debt securities, and mutual funds.

Trevor Kasulen is a financial advisor at Collective Family Office, LLC with a Series 65 credential and one year of industry experience. His prior work includes positions at GHI Engineers & Surveyors and Napoli Hospitality Group. Collective Family Office provides discretionary portfolio management and pension consulting to high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of investment strategies including the use of derivatives and structured products, and it manages over $527 million in discretionary assets with a small advisory team.

Jacob Little is a financial advisor at Johnson & White Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Johnson & White, he held positions in various fields including construction and education. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, offering personalized financial planning and investment management services. The firm emphasizes multigenerational engagement, uses artificial intelligence tools for data aggregation with human oversight, and manages diverse portfolios tailored to client risk tolerance.

Christopher Johnson is a CFP® professional with 27 years of industry experience. He has been with Johnson & White Wealth Management LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. Johnson serves as managing director and co-owner at Johnson & White Wealth Management. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, providing personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning process and utilizes a range of investment instruments, supported by artificial intelligence tools for data aggregation and meeting note-taking.

David Sivel is a CFP®-credentialed financial advisor with 21 years of industry experience. He has worked at Collective Family Office, LLC since 2019 and previously was with BNY Mellon Wealth Management from 2015 to 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, utilizing tools such as derivatives, options, direct indexing, and private funds.

Charles Wise III is a financial advisor at Invariant Investment Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Invariant Investment Management in 2017, he worked at Pure Capital Management Limited for seven years. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering portfolio management, financial planning, subadvisory services, and platform consulting. The firm uses a disciplined investment approach combining fundamental, technical, and cyclical analysis with modern portfolio theory, managing diverse asset classes on a discretionary basis with regular monitoring.

Brian Luster is a financial advisor with Collective Family Office, LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior work at BNY Mellon Wealth Management from 2016 to 2019. Luster has been with Collective Family Office since 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, using sub-advisors for alternative allocations, and incorporates derivatives and secured borrowing within its managed accounts.

Melinda Bodi is a Series 65-licensed advisor at Johnson & White Wealth Management LLC with six years of industry experience. Prior to joining the firm, she worked at the York VA Outpatient Clinic for four years. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporate clients with personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning and utilizes artificial intelligence tools for note-taking and data aggregation, with portfolios that may include a wide range of investment instruments.

Robert Allan III is a financial advisor at Johnson & White Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Johnson & White since 2014. Outside of his advisory role, he is involved as a professional ultimate frisbee athlete with the Philadelphia Phoenix. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporate clients, providing personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning and uses artificial intelligence tools with human oversight to support client service.