Aaron Schwartz is a CFP® credentialed financial advisor at McFarland Associates with 16 years of industry experience. He has held various roles at McFarland Associates and previously worked at NPB Financial Group, LLC. Outside of finance, he is involved in private flight instruction as a certified pilot and flight instructor. McFarland Associates serves individuals, trusts, estates, corporations, non-profits, and other business entities, advising both high-net-worth and non-HNW clients. The firm emphasizes broadly diversified, mutual fund-based portfolios managed primarily on a non-discretionary basis, integrating comprehensive financial planning and a range of non-investment services.

Ann Ainsworth is a CFP® professional with 34 years of industry experience, currently serving at McFarland Associates in Wyomissing, PA. She has worked at Landsworth Corporation Dba McFarland Associates since 1981. McFarland Associates advises individuals, trusts, estates, corporations, non-profits, and other business entities, serving both high-net-worth and non-high-net-worth clients. The firm emphasizes broadly diversified, mutual-fund based portfolios following modern portfolio theory and primarily manages accounts on a non-discretionary basis, integrating a range of financial planning and implementation services into its client relationships.