William Benner is a financial advisor with Aviator Financial, LLC in Newport, PA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and served in the Pennsylvania Air National Guard for 31 years. Outside of his advisory work, Benner is President of Rose Hunting Camp in Bedford, PA, and holds emeritus positions with the Perry County Chamber of Commerce and Perry County Republican Committee. Aviator Financial provides portfolio management and financial planning primarily for individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm emphasizes tailored investment strategies based on client goals, risk tolerance, and time horizon, with a non-discretionary, client-directed approach.

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.

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.

Kyle Nickler is a financial advisor with RWM Asset Management, LLC and holds a Series 65 designation. He has been with RWM Asset Management since 2025 and has prior experience in tax preparation and accounting, including a role as Client Tax & Accounting Manager at RWM & Company. He also formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm employs a variety of investment approaches and maintains a close affiliation with an accounting practice that also offers tax and accounting services.

Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.

James Adams is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He has worked at Lighthouse Wealth Management since 2022 and previously held positions at Advisory Services Network, Mighty Oak Strong America Investment Company, and Sageworth Trust Co. Adams also operated as a sole proprietor from 2009 to 2018. Lighthouse Wealth Management provides fee-only financial planning and investment management services to individuals, businesses, charitable organizations, pensions, trusts, and estates. The firm employs a discretionary investment approach grounded in fundamental analysis and asset allocation, with portfolios mainly consisting of no-load mutual funds and ETFs.

Steven Thompson is a financial advisor at Avantra Family Wealth, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch Pierce Fenner and Smith. Thompson is a founding partner at Avantra Family Wealth and also serves as a partner at Miacomet Partners LLC, where he is involved in operations, billing, and compliance consulting. Avantra Family Wealth provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, with a generally long-term investment focus and additional financial planning services including divorce-related planning and mediation.

Shawna Nale is a financial advisor at Snavely Associates Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at Snavely Associates Financial Services and The O.N. Equity Sales Company. Outside of her advisory role, she has worked as a registered tax preparer during tax season and is involved in life insurance and annuity product sales. Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages portfolios on a non-discretionary basis, utilizing fundamental analysis and both long- and short-term investment strategies.

Teancum Light is a CFP® professional with eight years of industry experience, currently serving at Lighthouse Wealth Management, LLC since 2021. Prior to this, he worked at PricewaterhouseCoopers, LLP from 2010 to 2017 and held roles at Mighty Oak Strong America Investment Company and DeMuth & Kaufman Professional Management Consultants. He is also an adjunct professor of financial planning at the Graham School of Business at York College, where he teaches annually during the fall semester. Lighthouse Wealth Management provides fee-only financial planning and investment management to individuals, businesses, and charitable organizations. The firm emphasizes individualized investment policy statements and manages portfolios using fundamental analysis and asset allocation, typically employing no-load mutual funds and ETFs, with selective use of derivatives and shorter-term trading strategies.

Jack Snavely is a financial advisor at Snavely Associates Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and fixed indexed annuities. Snavely Associates Financial Services provides financial planning, asset allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages approximately $182.57 million in assets on a non-discretionary basis, using fundamental analysis and both long- and short-term investment strategies.

Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.

Michael Cox is a financial advisor at Seaside Wealth Advisors LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Wealth Management Company and Brad Nelson. Outside of his advisory role, he serves as a coaches coordinator for the Red Land Midget Football Organization, a nonprofit youth football group. Seaside Wealth Advisors manages approximately $102.6 million in assets for individual clients and small business owners, offering discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax services. The firm employs an active, tailored asset-management approach using Modern Portfolio Theory and multiple asset-allocation models, with ongoing client reviews and oversight.

Robert Morris III is a financial advisor at RWM Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RWM Asset Management since 2004. In addition to his advisory role, he is employed by Robert W. Morris & Co., PC, a certified public accounting firm where he provides tax preparation, audits, and consulting services. RWM Asset Management primarily serves individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, supported by custom and third-party model portfolios and tax-management tools.

Kim Kenawell is a financial advisor with Avantra Family Wealth, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Avantra in 2017, Kenawell worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 21 years. Outside of finance, Kenawell serves as an Emergency Medical Technician and holds leadership roles in several nonprofit and community organizations, including emergency health services and collaborative divorce support groups. 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, ongoing financial planning, and specialized divorce-related financial planning, managing portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a long-term focus tailored to client objectives.

David Borowsky is a financial advisor with Invariant Investment Management and holds a Series 65 designation. He has 14 years of industry experience, including roles at Anthem Capital Management and various Invariant-related entities. Outside of advisory work, he provides business consulting through Zurich Partners LLC. Invariant Investment Management offers discretionary and non-discretionary portfolio management and financial planning to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to guide asset allocation and rebalancing, and maintains a tax-preparation subsidiary serving its clients.

Heather Rivas is a CFP® professional with three years of industry experience. She has been with River Wealth Advisors LLC since 2022 and previously worked at Psecu from 2015 to 2022. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.

Jennifer Collins is a CFP® with 20 years of industry experience and is currently with River Wealth Advisors LLC in Camp Hill, PA. She has been with the firm since 2015. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.

Benjamin Dum is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with River Wealth Advisors LLC, where he has worked since 2022, following eight years at TIAA-CREF Individual & Institutional Services, LLC. Benjamin serves on the Finance Committee for the Partnership for Better Health, contributing to the oversight of the organization’s budgeting, regulatory compliance, and investment management. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment vehicles.