Trent Michael Hart

Paul Kobilka is a CFP® and ChFC® with 12 years of industry experience. He is the principal advisor at Altruistic Advisor LLC, an independent firm he has been with since 2024. Prior to this, he worked at Brookstone Wealth Advisors, LLC and Mercer Global Advisors Inc. Paul has also owned and managed a rental property business since 1998. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm utilizes diversified, low-cost mutual funds and ETFs, applying fundamental and technical analysis along with artificial intelligence decision-support tools, and offers distinctive ERISA-focused retirement plan services.

Zuri Idoeta is a financial advisor at Eagleview Asset Management, LLC with 32 years of industry experience. Prior to founding Eagleview in 2025, Idoeta spent over 20 years with Insight Securities, Inc. Outside of advising, Idoeta is the sole owner of Wampum LLC, an e-commerce business focused on reselling home goods and medical instruments. Eagleview Asset Management provides discretionary and non-discretionary portfolio management services primarily to individuals and high net worth clients. The firm employs a combination of fundamental, technical, and charting analysis, offering long- and short-term positions, options strategies, and periodic rebalancing.

Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

Ben Strubel is the owner of Strubel Investment Management, LLC in Lancaster, PA, with 16 years of industry experience. He holds a Series 65 designation and has led his independent advisory firm since 2009. Outside of advisory work, he is also the owner of Stmt.ai, a financial data subscription software development business. Strubel Investment Management provides fee-only advisory services primarily to individual households, including some high-net-worth clients, managing approximately $55 million across 224 accounts. The firm offers discretionary portfolio management, financial planning, and retirement-plan management, employing a mix of low-cost index funds, individual equities, bonds, and REITs tailored to client preferences and risk tolerance.

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.