Wendy Rowley is a CFP® with 30 years of industry experience. She is currently with Rowley Financial, where she has worked since 2023, and previously held roles at Markle Financial LLC and Cambridge Investment Research Advisors Inc. Outside of financial advising, she has ownership interests in real estate entities. Rowley Financial provides advisory services to individual investors, including high-net-worth and non-high-net-worth clients, as well as sponsors of pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using multiple analytical methods to tailor investment programs across a broad range of asset classes.

Richard Rowley is a financial advisor at Rowley Financial in Lancaster, PA, with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has served as Vice President of Rowley & Associates, Inc. since 2020. In addition to his advisory work, he is a licensed insurance agent specializing in life and disability insurance. Rowley Financial provides advisory services to individual investors, including high-net-worth and non-high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm employs a discretionary investment approach tailored to client objectives and utilizes various analytical methods while offering education through workshops and seminars.