You Can't Take It With You

Chris VanHart is a Wealth Advisor at Advent Partners Wealth Management & Financial Planning, a firm dedicated to helping clients make informed financial decisions and create greater community impact through generosity and planning. Chris holds the CFP®, CKA®, and CLTC® certifications, and Advent Partners has set a bold 10-year vision to help clients donate $100 million to transform lives through g...

Gretchen Duda is a Financial Advisor and Certified Financial Planner practitioner at Advent Partners, a financial planning team that helps clients simplify their financial journeys and plan for meaningful generosity. Gretchen focuses on building financial plans and helping clients explore giving strategies that align with their goals. She also contributes to Advent's client education efforts throu...

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor i...

Jamie French is a Wealth Advisor and the Managing Partner at Advent Partners, a financial planning firm focused on helping clients make informed financial decisions to meet their goals. With 18 years of experience in the field, Jamie began his career as a CPA and financial controller before transitioning to financial advising in 2006. He has helped grow the firm by delivering tailored guidance and...

Lowell Starling is a retired IT executive with more than 40 years of experience, including leadership roles in infrastructure management. He has also served for many years on the client advisory board at Advent Partners, where he's known for his wisdom and valuable perspective. A lifelong learner shaped by strong financial discipline and faith, Lowell lives out generosity through everyday actions,...

Eric Saunders is the Executive Director of New Hope Ministries, a Christian social service agency serving approximately 30,000 people each year across Adams, Cumberland, and York counties in central Pennsylvania. Under his nearly 20 years of leadership, New Hope Ministries has expanded from three to nine locations and has received accolades such as the Central Penn Business Journal's Nonprofit Inn...

Rocky Lalvani is the Founder of Profit Comes First, a company that helps business owners prioritize profitability and build sustainable wealth. He works with entrepreneurs to simplify their finances, improve cash flow, and ensure they are rewarded for the hard work they put into their businesses. As the host of the Profit Answer Man and The Richer Soul Podcast , he teaches that money is a tool for...

Matthew Reichart is the Executive Director at Pine Valley Camp, a faith‑based nonprofit offering residential camps and year‑round programs for inner‑city and underprivileged children in the Pittsburgh region. He co-founded and revived the camp in 1995 with his wife, Susan, guiding its mission to rebuild broken lives through the gospel, life skills, and outdoor adventure. Under his leadership, the...

J.D. Shuman is the President and CEO of Asbury Foundation, a charitable organization that supports benevolent care, innovation, and life-enriching programs for residents of Asbury Communities' senior living campuses. He brings over 20 years of experience in senior living philanthropy, including leadership roles at Asbury and Homewood Foundation. Since rejoining Asbury in 2019, he has led major ini...

Jevon Gondwe is the Founder of Influential Skills, a leadership development company that equips professionals with the communication tools to connect, inspire, and lead high-performing teams. A three-time NCAA national champion and graduate of Messiah University, Jevon blends his athletic mindset with over 15 years of experience in training more than 30,000 individuals across diverse industries. H...

Jason Burtt is a Senior Major Gifts Officer at Grove City College, a highly ranked, nationally recognized Christian liberal arts and sciences college committed to developing leaders of the highest proficiency, purpose, and principles ready to advance the common good. In this role, he cultivates and stewards significant philanthropic relationships that result in transformational impact. Jason is al...

​Mike Cherewka is the Founder and Owner of Cherewka Law PC, a firm providing comprehensive legal services in estate planning, business law, real estate, and nonprofit organizations. Mike began his career in the Tax Department of Ernst & Whinney in 1981 before entering private practice in 1983. In 1989, he founded The Law Offices of Michael Cherewka, which has since evolved into Cherewka Law PC, se...

​Michelle Clary is the Founder, CEO, and Senior Wealth Advisor at Piton Wealth, a firm dedicated to providing comprehensive financial planning services that align with clients' life goals and holistic wellness. She holds multiple professional designations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Cert...

Peter Greer is the President and CEO of HOPE International, a global Christian faith-based nonprofit economic development organization operating in Africa, Asia, Latin America, and Eastern Europe. In this role, he leads the organization's efforts to alleviate both physical and spiritual poverty. Under his leadership, HOPE has expanded its reach, providing financial services and training to empower...

Shane Moerdyk is the Treasurer and Director of Operations for Hunt For A Cure, a nonprofit organization dedicated to raising awareness and funding research to cure cystic fibrosis. With over a decade of experience in nonprofit financial management, Shane has been instrumental in securing partnerships and managing funds to support critical research initiatives. He has played a key role in organizin...

Tom Baker is the CEO of Variety the Children's Charity (of Pittsburgh), a nonprofit organization dedicated to empowering children with disabilities through adaptive equipment and inclusion programs. With over 15 years of leadership experience in nonprofit organizations, including North Hills Community Outreach and Big Brothers Big Sisters of Greater Pittsburgh, Tom has focused on creating programs...

Dr. Doug Spotts is the Associate Professor of Health Policy and Administration at Penn State University, a top-ranked school that advances education and research in healthcare and public policy. With a background as an executive and family physician, Dr. Spotts has served in private practice, mentored future healthcare leaders, and held leadership roles in professional organizations such as the Am...

Kevin Giza is the Senior Vice President of Mortgage Lending at The Giza Group within CrossCountry Mortgage, where he helps clients make informed financial decisions regarding home loans. He brought the first CrossCountry Mortgage franchise to Pittsburgh, now ranked as the country's number one retail mortgage lender. With over 20 years of experience, Kevin has been recognized as a top-performing lo...

Susan Ryder is the Community Engagement Associate at Family Promise of Harrisburg Capital Region, an organization dedicated to assisting families experiencing homelessness. She has contributed to the community through her work at Grace Lutheran Church's Giving Pantry and by writing about nonprofit, DEI, homelessness, and social justice issues for TheBurg magazine. Susan enjoys connecting people to...

Roger Haney is the Owner/Operator of Spectrum Fudge, a Pennsylvania-based company that creates handcrafted fudge and chocolates and provides employment opportunities for individuals with autism and special needs. With a background in healthcare administration and food service, Roger transitioned from a 15-year career in healthcare to founding Spectrum Fudge with his wife, Erin, to build a business...

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor i...

Megan Shreve is the CEO of South Central Community Action Program (SCCAP), an organization with a 60-year history that's dedicated to eliminating poverty and enhancing family stability in South Central Pennsylvania. With 19 years at the helm of SCCAP, Megan's expertise spans from early childhood education to systemic change management in social service programs. Her work involves overseeing innova...

Carolyn Keller is the Founder of Curio412, a consultancy for businesses that want to engage their communities and need help managing their social impact with measurable results. With a certification in Social Impact Strategies from the National Institute for Social Impact, she provides strategic leadership to nonprofits, foundations, and businesses. Carolyn has been named one of Pittsburgh's 30 Un...

Wendy Landis is the Vice President, Branch Manager, and Loan Originator at CMG Home Loans, a mortgage lender that offers a full suite of products. With over 29 years of experience in mortgage banking, Wendy is dedicated to guiding clients through the mortgage process and helping them make informed decisions around financing or refinancing their homes. In addition to her professional work, she is a...

Rukhsana Rahman is the Advisor to Muslim Students at Gettysburg College, where she supports, mentors, and coaches students in need. A retired radiologist from Gettysburg Hospital, Rukhsana has been deeply involved in community service and international development since 2010, serving on several local and international boards, including the Adams County Library and the Interfaith Center for Sustain...