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.

Joel Gish Jr. is a financial advisor with Solid Rock Financial Solutions LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at Cambridge Investment Research Inc. and several non-financial organizations, including Lifeway Church Inc. From 2017 to 2021, he was affiliated with Grove City College. Solid Rock Financial Solutions LLC provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, using a combination of fundamental analysis and modern portfolio theory. The firm prepares individualized investment policy statements and monitors portfolios regularly, offering a range of investment options including mutual funds, equities, ETFs, fixed income, annuities, and occasional private placements or venture capital interests.

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.

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.

Thomas Poltersdorf is the sole advisor at GT Wealth LLC in Lebanon, PA, with 16 years of industry experience. He holds the Series 66 designation and previously worked at Beyond Your Exit Wealth Management LLC and MML Investors Services/MassMutual from 2015 to 2021. GT Wealth LLC provides financial planning and portfolio management primarily to near-retirees, including federal employees covered by FERS and CSRS, as well as employee benefit plan advisory services to plan sponsors. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs to implement diversified, tax-aware allocations.

William Sumski is the sole advisor at William J. Sumski, an independent firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 4 years of industry experience, with prior roles at PNC Wealth Management and American Portfolios Advisors, Inc. He has worked under the name William Joseph Sumski since 2008. The firm provides portfolio management and financial planning services to individual investors, primarily using mutual funds, exchange-traded funds, and managed account programs. It employs a long-term purchase approach supported by fundamental, technical, and cyclical analysis, operating mainly on a non-discretionary basis with customized review schedules.

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.

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.

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® with eight years of industry experience, currently serving as a financial advisor at DVB Private Wealth. He previously worked at Private Advisor Group, LLC and LPL Financial LLC, with earlier experience at Inter-Lux and Jeezny Consulting, LLC. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million across about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners with discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and consulting services, employing a top-down, macro-environmental investment approach.

Matthew Taylor is a CFP® with 18 years of industry experience, currently serving at Taylor Securities Services, Inc. since 2020. He previously worked at Brookstone Capital Management LLC for 13 years and has been president and owner of Taylor Retirement Services, Inc. since 2003, where he dedicates time to insurance education and sales. Taylor Securities Services, Inc. provides discretionary investment management primarily to individual and high-net-worth clients through a sponsored wrap fee program, focusing on mutual funds, ETFs, and hedged equity funds with a long-term investment approach. The firm also employs options and derivatives in client accounts and manages roughly $153 million in discretionary assets.

James Adams III is a CFP® and CFA® credentialed financial advisor with 10 years of industry experience. He currently works at Lighthouse Wealth Management, LLC in Camp Hill, PA, where he has been employed since 2022. His prior experience includes roles at Advisory Services Network, LLC, Mighty Oak Strong America Investment Company, and operating as a sole proprietor. Lighthouse Wealth Management provides fee-only financial planning and investment management services to individuals, businesses, pensions, trusts, and charitable organizations. The firm uses fundamental analysis to develop personalized investment policy statements and manages accounts with a combination of long-term, primarily no-load mutual funds and ETFs, as well as more active trading strategies when appropriate, alongside integrated tax and accounting services through its ownership by a CPA firm.