Jamie Roth

Scott Ford is the principal of Ford Investment & Retirement Management LLC and holds Series 63 and Series 65 licenses. He has five years of experience in financial advising, including prior roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, Ford maintains a full-time engineering position at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth investors. The firm focuses on actively managed, short-term strategies utilizing stocks, ETFs, mutual funds, bonds, and specialized ETF exposures, and combines portfolio management with ongoing financial planning and consulting.

Shawn Minnich is a financial advisor at Lifetime Financial Foundations, LLC with six years of industry experience. He holds a Series 65 designation and previously worked for 20 years in the Northeastern York School District before transitioning to financial services. Minnich also has experience as an independent insurance agent. Lifetime Financial Foundations provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term investment approach based on fundamental analysis while maintaining flexibility for rebalancing and shorter-term trades, offering customized portfolios that include mutual funds, ETFs, individual equities, fixed income, and allocations to independent managers.

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.

Mark Yoffe is a financial advisor at Secure Care Wealth Management, LLC in York, PA. He holds a Series 65 credential and has no prior industry experience as a financial advisor. Outside of his advisory role, he is an actively practicing physician at UPMC. Secure Care Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored planning engagements and constructs portfolios using approaches such as Modern Portfolio Theory, fundamental analysis, and technical analysis.

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.

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.