CGI Wealth Advisors, Inc.

Aaron Harken is a financial advisor with CGI Wealth Advisors, Inc. in Frazer, PA, holding a Series 63 designation and 28 years of industry experience. He has worked at CGI Wealth Advisors since 2020 and previously spent 10 years at Commonwealth Financial Network. Harken is also involved with The Conestoga Group, where he has served as an investment advisor since 2000 and conducts fixed insurance sales as an agent. CGI Wealth Advisors provides discretionary investment advisory services primarily to individual clients and businesses, focusing on accumulation and distribution planning for goals such as retirement and education. The firm employs a Modern Portfolio Theory approach to construct diversified portfolios and generally manages accounts on a discretionary basis with regular monitoring and rebalancing.

Vance Palmer is a financial advisor with CGI Plan Advisors, Inc. He holds a Series 63 designation and has 45 years of industry experience. Prior to his current role, he was associated with Commonwealth Financial Network for 19 years and has been involved with The Conestoga Group, Inc. since 1986, where he is the sole shareholder. He also manages The Conestoga Group, Inc., a company that sells fixed insurance products and provides benefit administration services. CGI Plan Advisors primarily serves 401(k), profit-sharing, and other pension plans, advising on plan investment menus and fiduciary governance for approximately $211 million in assets. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and provides consulting services focused on pension plan governance and participant education.