YOUR TEAM

Partners & Additional Management

Wealth Advisory Group

Investment Strategy Group

Practice Management & Operations

YOUR TEAM

Angela R. Berkosky, CFA<sup>®</sup>

Angela R. Berkosky, CFA^®

Investment Strategy Group, Partners

Scott D. Michael, CFP<sup>®</sup>, AIF<sup>®</sup>

Scott D. Michael, CFP^®, AIF^®

CCO, Partners, Wealth Advisory Group

Angie M. Stephenson, CFP<sup>®</sup>, CPA/PFS

Angie M. Stephenson, CFP^®, CPA/PFS

COO, Partners, Wealth Advisory Group

Christopher M. Stock, MBA, AIF<sup>®</sup>

Christopher M. Stock, MBA, AIF^®

Partners, Wealth Advisory Group

Jacqueline E. Keener, CPA

Jacqueline E. Keener, CPA

Additional Management, Practice Management & Operations

Amanda L. Faith, FPQP<sup>™</sup>

Amanda L. Faith, FPQP^™

Wealth Advisory Group

Anthony R. Knight

Anthony R. Knight

Practice Management & Operations

April L. Papst, M.Ed

April L. Papst, M.Ed

Additional Management, Practice Management & Operations

Coby A. Stout

Coby A. Stout

Investment Strategy Group

Derek J. Hinebaugh

Derek J. Hinebaugh

Investment Strategy Group

Michael J. Spangler, CPA

Michael J. Spangler, CPA

Practice Management & Operations

Lori A. Weiler

Lori A. Weiler

Practice Management & Operations

Thomas K. Williams, CFP<sup>®</sup>, CPA

Thomas K. Williams, CFP^®, CPA

CEO, Partners, Wealth Advisory Group

Michele L. Bailey

Michele L. Bailey

Additional Management, Practice Management & Operations

Michael J. Dinan, CFP<sup>®</sup>

Michael J. Dinan, CFP^®

Additional Management, Partners, Wealth Advisory Group

Steven P. Maher, CPFA

Steven P. Maher, CPFA

Additional Management, Partners, Wealth Advisory Group

Paula R. Pascoe

Paula R. Pascoe

Practice Management & Operations

Holly P. White

Holly P. White

Additional Management, Practice Management & Operations

Matthew M. Gavel, CFA<sup>®</sup>

Matthew M. Gavel, CFA^®

Additional Management

Edward A. Hauck, CFP<sup>®</sup>

Edward A. Hauck, CFP^®

Additional Management, Wealth Advisory Group

Kenneth L. Eshleman, CFP<sup>®</sup>

Kenneth L. Eshleman, CFP^®

Additional Management, Partners, Wealth Advisory Group

Jennifer L. Hill, CFP<sup>®</sup>, CPA/PFS

Jennifer L. Hill, CFP^®, CPA/PFS

Additional Management, Practice Management & Operations, Wealth Advisory Group

Richard P. Ellenberger, AIF<sup>®</sup>

Richard P. Ellenberger, AIF^®

Wealth Advisory Group

Paul B. Elfner, CFP<sup>®</sup>, MSFS

Paul B. Elfner, CFP^®, MSFS

Wealth Advisory Group

Kyle B. Beissel

Kyle B. Beissel

Wealth Advisory Group

Chris J. Rice, CFP<sup>®</sup>, CPA/PFS

Chris J. Rice, CFP^®, CPA/PFS

Additional Management, Investment Strategy Group

Debra H. Sherman, CTFA

Debra H. Sherman, CTFA

Additional Management, Wealth Advisory Group

Andrew D. Rohrer

Andrew D. Rohrer

Investment Strategy Group

PARTNERS AND MANAGEMENT TEAM

Angela R. Berkosky, CFA<sup>®</sup>

Angela R. Berkosky, CFA^®

Partner | Chief Investment Officer

Michael J. Dinan, CFP<sup>®</sup>

Michael J. Dinan, CFP^®

Partner | Senior Wealth Advisor

Kenneth L. Eshleman, CFP<sup>®</sup>

Kenneth L. Eshleman, CFP^®

Partner | Senior Wealth Advisor

Jennifer L. Hill, CFP<sup>®</sup>, CPA/PFS

Jennifer L. Hill, CFP^®, CPA/PFS

Partner | Senior Wealth Advisor | Director of Practice Management

Steven P. Maher, CPFA

Steven P. Maher, CPFA

Partner | Senior Wealth Advisor

Scott D. Michael, CFP<sup>®</sup>, AIF<sup>®</sup>

Scott D. Michael, CFP^®, AIF^®

Partner | Senior Wealth Advisor | CCO

Angie M. Stephenson, CFP<sup>®</sup>, CPA/PFS

Angie M. Stephenson, CFP^®, CPA/PFS

Partner | Senior Wealth Advisor | COO

Christopher M. Stock, MBA, AIF<sup>®</sup>

Christopher M. Stock, MBA, AIF^®

Partner | Senior Wealth Advisor

Thomas K. Williams, CFP<sup>®</sup>, CPA

Thomas K. Williams, CFP^®, CPA

Partner | Senior Wealth Advisor | CEO

Michele L. Bailey

Michele L. Bailey

Manager of Firm Operations

Paul B. Elfner, CFP<sup>®</sup>, MSFS

Paul B. Elfner, CFP^®, MSFS

Wealth Advisor

Matthew M. Gavel, CFA<sup>®</sup>

Matthew M. Gavel, CFA^®

Senior Portfolio Manager

Jacqueline E. Keener, CPA

Jacqueline E. Keener, CPA

Finance and Systems Manager

April L. Papst, M.Ed

April L. Papst, M.Ed

Manager of Human Resources

Chris J. Rice, CFP<sup>®</sup>, CPA/PFS

Chris J. Rice, CFP^®, CPA/PFS

Portfolio Manager

Andrew D. Rohrer

Andrew D. Rohrer

Research Analyst

Debra H. Sherman, CTFA

Debra H. Sherman, CTFA

Senior Wealth Advisor

Holly P. White

Holly P. White

Marketing and Communications Manager

ADDITIONAL TEAM MEMBERS

Kyle B. Beissel

Kyle B. Beissel

Senior Associate Wealth Advisor

Richard P. Ellenberger, AIF<sup>®</sup>

Richard P. Ellenberger, AIF^®

Senior Associate Wealth Advisor

Amanda L. Faith, FPQP<sup>™</sup>

Amanda L. Faith, FPQP^™

Senior Client Service Associate

Derek J. Hinebaugh

Derek J. Hinebaugh

Associate Portfolio Manager

Anthony R. Knight

Anthony R. Knight

Client Service Associate

Paula R. Pascoe

Paula R. Pascoe

Operations Associate

Michael J. Spangler, CPA

Michael J. Spangler, CPA

Senior Finance and Systems Analyst

Coby A. Stout

Coby A. Stout

Senior Associate Portfolio Manager

Lori A. Weiler

Lori A. Weiler

Firm Coordinator

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