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.

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.

Dennis Grier is a financial advisor with Csa Financial Management, Inc. in Hummelstown, PA, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with Csa Financial Management, Inc. since 2003 and Csa Financial Group, LLC since 2002. Csa Financial Management provides asset management and financial planning services to individuals, including high-net-worth clients, trusts, and estates, managing approximately $33.2 million in assets for about 70 clients. The firm focuses on strategic asset allocation using mutual funds and ETFs, maintaining a long-term buy-and-hold approach with non-discretionary account management that requires client approval for transactions.

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.

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

Erik Schoener is a financial advisor at BrightPath Financial Advisors, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at McClure Company for eight years. Outside of advising, he is CEO and owner of FTF Holdings, LLC, where he actively engages in day trading and market analysis. BrightPath Financial Advisors, LLC provides personalized financial planning and portfolio management to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs diversified asset-allocation models and integrates insurance analysis within its financial planning services, serving a client base that includes employer-sponsored plans and held-away institutional accounts.

Stephen Hetrick is a financial advisor at Retirement Collaborative LLC in Harrisburg, PA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Retirement Collaborative since 2008. In addition to advisory services, he acts as an independent agent providing non-variable life and health insurance through various life insurance companies. Retirement Collaborative advises individuals, retirement plan sponsors, and institutional clients, offering retirement plan consulting, fiduciary reviews, participant education, and investment management. The firm employs a Fiduciary Quality Management System and utilizes technology platforms to support reporting and wealth aggregation, with a particular focus on institutional pension consulting and formal fiduciary review services.

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.

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.

Allison Kramer is a financial advisor at Seaside Wealth Advisors LLC with four years of industry experience. She holds the ChFC® designation and a Series 63 license. Prior to joining Seaside Wealth Advisors, Allison worked at Northwestern Mutual Wealth Management Company and Brad Nelson. Outside of finance, she is an IFBB Pro League bodybuilder and operates an online fitness coaching business. Seaside Wealth Advisors manages approximately $102.6 million in assets and serves individual clients, including high-net-worth individuals, as well as small business owners. The firm employs an active, tailored asset-management approach based on Modern Portfolio Theory and offers services such as discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax support.

Steven Economopoulos is a CFP® and ChFC® with 20 years of experience in financial advising. He is a principal at ECON Wealth Management, where he has worked since 2015. Outside of advising, he serves as president of ECON PROPERTIES, LLC, a real estate investment-related business. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts typically around $250,000 or more. The firm offers personalized financial planning and in-house asset management, employing both fundamental and technical analysis within a disciplined, active, team-based investment process, and manages all client assets internally.

Wade Hoffman is a financial advisor at Avantra Family Wealth, Inc. in Mechanicsburg, PA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Purshe Kaplan Sterling Investments since 2017. Hoffman is also a founding partner of Miacomet Partners LLC, where he supervises compliance support and consulting. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, financial planning, and divorce-related financial planning, managing portfolios primarily with mutual funds, ETFs, equities, and fixed-income securities on a generally long-term basis.

Joshua Jenkins is a financial advisor at Seaside Wealth Advisors LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Seaside Wealth Advisors, Jenkins worked at Northwestern Mutual in various roles from 2012 to 2023. Outside of his advisory work, he is involved in investment-related activities including serving as VP of Investor Relations at Opes Capital Manager LLC. Seaside Wealth Advisors is a registered investment adviser managing approximately $102.6 million in assets for individual clients, including high-net-worth individuals, and small business owners. The firm employs an active, tailored asset-management approach using Modern Portfolio Theory and multiple asset-allocation models, and offers discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax services.

David Rudy is a Series 65 licensed advisor at Stout Bowman with one year of industry experience. He has been involved in various entrepreneurial and nonprofit activities, including managing Rudy Athletics Management since 2019 and participating in Firehawk, a nonprofit organization, since 2023. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across 340 relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, utilizing a combination of fundamental and technical analysis to create tailored portfolios.

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.

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.

Keaton Macut is a Series 65-licensed financial advisor at Asset Strategy Retirement Plan Consultants, LLC with seven years of industry experience. He previously worked at USI Insurance Services for seven years before joining his current firm in 2018. Asset Strategy Retirement Plan Consultants serves individual and high-net-worth clients as well as pension and profit-sharing plans, focusing on ERISA retirement plan consulting. The firm employs long-term, buy-and-hold investment strategies with an emphasis on plan-level services such as investment policy development, manager selection, and performance monitoring.