Robert Parks is a CFP® professional with 30 years of experience in financial advising. He is a partner at Parks & Company, a CPA firm, where he dedicates significant time alongside his role at WealthQuest, Ltd., an independent financial planning firm he has been associated with since 1995. WealthQuest, Ltd. provides fee-only financial planning primarily to individuals and businesses, focusing on retirement and investment planning without selling commission-based products. The firm’s approach integrates tax considerations through its close affiliation with Parks’s CPA practice and emphasizes personalized advice delivered on an hourly basis without managing client assets directly.

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Ryan Canfield is a financial advisor at Victus Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 designations. Canfield has worked at LPL Financial and has served on the board of directors for the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management serves individual and high-net-worth clients by providing asset management, financial planning, and consulting services, including portfolio management for institutional clients. The firm combines third-party model portfolios with in-house oversight and offers public seminars to educate the community about investments and its services.

Dennis Grier is a financial advisor at Csa Financial Management, Inc. in Hummelstown, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has led Csa Financial Management since 2003, following a year at Csa Financial Group, LLC. Csa Financial Management provides asset management and financial planning services to individuals, including high-net-worth clients, as well as trusts and estates. The firm manages approximately $33.2 million in assets for about 70 clients, emphasizing strategic asset allocation, a long-term buy-and-hold approach, and non-discretionary account management that requires client approval for trades.

Stephen Wingert is the sole advisor at Wingert Investment Management, LLC, an independent firm based in Hummelstown, PA. He holds Series 63 and Series 65 credentials and has 24 years of industry experience, having led his firm since 2001. Wingert Investment Management provides portfolio management services to individual clients, offering both discretionary and non-discretionary management for taxable and retirement accounts. The firm employs a value-oriented investment approach with a focus on listed equities, options, ETFs, and fixed income, managing a small client base with approximately $2.47 million in assets under management.

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.

William Sumski is the sole advisor at William J. Sumski, an independent firm based in Harrisburg, PA. He holds Series 63 and Series 65 designations and has three years of industry experience, with 18 years working at his current firm. The firm provides portfolio management and financial planning services to individual investors, focusing on mutual funds, exchange-traded funds, managed account programs, and IRA rollover recommendations. It follows a long-term purchase approach using fundamental, technical, and cyclical analysis, operating primarily on a non-discretionary basis with regular portfolio evaluations and client-directed trade decisions.

William Peeples is a financial advisor with Peeples Wealth Management LLC in Hummelstown, PA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at PNC Investments, Edward Jones, and JP Morgan Securities LLC. Peeples Wealth Management LLC provides ongoing portfolio management and investment advice to individuals, high-net-worth clients, and business entities. The firm manages predominantly non-discretionary accounts, utilizes a variety of analytical methods, and maintains a small client base with a focus on long-term trading and regular account reviews.

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.

Michael Uehlein is a financial advisor at WealthU Advisors LLC with six years of industry experience. He holds a Series 66 designation and has worked at Summit Advisory since 2022, where he is an Associate Vice President. Prior to that, he was employed at Pruco Securities LLC and Cerner Corporation. WealthU Advisors LLC serves individual and high-net-worth clients, providing investment management and comprehensive financial planning, including services related to digital assets. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, supplemented by fundamental and cyclical analysis, and manages accounts on a discretionary basis following client-specific investment policies.

The driving force behind my work as a financial planner is empowering clients to build a meaningful financial plan, one that aligns with their core values and purpose. My Journey: After receiving entry-level training from a large brokerage firm back in 2012, I ultimately decided that an independent firm was more in alignment with my values as a planner. After dedicating nine years to a mid-sized firm in central Pennsylvania, I leveraged my invaluable experience and expertise to embark on a new journey by founding my own firm, First Light Wealth, LLC in 2023. Professional Growth: Throughout my career, I've embraced continuous learning and professional growth to stay at the forefront of the ever-evolving financial landscape. In 2021, I embarked upon the challenging journey of earning the CERTIFIED FINANCIAL PLANNER™ mark, a designation held by less than 30% of financial advisors. Who I Work WIth: I specialize in delivering comprehensive financial planning services tailored to the unique needs of attorneys, small business owners, and families. By understanding the distinct financial challenges and opportunities each group faces, I help them navigate their financial journey with confidence, ensuring a secure and prosperous future. Areas of Expertise: - Retirement planning - Investment management - Debt strategies - Insurance planning - Estate planning - Tax optimization Let's Connect: I'm excited to connect with professionals who share my passion for finance, whether you're an attorney, business owner, or an individual looking to secure your financial future.

Jacob Dentler is a financial advisor at Dentler Capital LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ithax Financial LLC, GWFS Equities, Econ Wealth Management LLC, and MML Investors Services. Outside of finance, he has worked as a waiter at Premier Caterers. Dentler Capital LLC serves individuals, high-net-worth clients, charitable organizations, and state or municipal entities by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a mix of technical, fundamental, and modern portfolio theory approaches and offers participant education and fiduciary services for employee benefit plans.

Steven Economopoulos is a CFP® and ChFC® with 21 years of industry experience. He has been with ECON Wealth Management since 2015 and holds Series 63 and Series 65 licenses. Outside of advisory work, he serves as president of ECON Properties, LLC, a real estate-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of approximately $250,000 or more. The firm provides personalized financial planning and in-house asset management, employing a disciplined, active, team-based investment process that includes a range of strategies tailored to client goals and risk tolerances.

Michael Benkovic is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with DVB Private Wealth, joining in 2026 after prior roles at Private Advisor Group, LLC and LPL Financial, LLC. His background includes providing insurance services as part of his financial advisory work. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, employing a top-down, macro-environmental investment approach that emphasizes tactical asset allocation and sector rotation with discretionary portfolio management.

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.

Shawn Mullarkey is a financial advisor with Taylor Securities Services, Inc. He holds Series 65 and Series 66 licenses and has 14 years of industry experience. Prior to joining Taylor Securities Services in 2020, he worked at Brookstone Capital Management and was involved with Tap N' Atk Games. He is also engaged in insurance sales through Taylor Retirement Services, Inc. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program. The firm emphasizes mutual funds, ETFs, hedged equity funds, and long-term investing strategies, while actively using derivatives and offering customized portfolio oversight.

Jason Velencia is a CFP® and holds a Series 66 license, currently serving as a financial advisor at DVB Private Wealth with eight years of industry experience. His prior roles include positions at Private Advisor Group, LLC and LPL Financial LLC. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, employing a top-down, macro-environmental investment approach with an emphasis on tactical asset allocation, sector rotation, and a relative growth/value framework.

Stacy Heistand is a CFP® professional with 23 years of industry experience, currently serving as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. She has worked at Asset Strategy Retirement Plan Consultants since 2009 and has been with Asset Strategy Consultants, LLC since 2016. Asset Strategy Retirement Plan Consultants is a registered investment adviser focusing on ERISA retirement plan consulting for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies with a primarily non-discretionary approach and extensive plan-level services.