Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.

Stephen Elliker is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Elliker Financial, which he founded in 2025, after previously working at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of financial advising, he is co-owner of Elliker Cookie Company, a business involved in scheduling, business development, and sales. Elliker Financial serves individuals and high-net-worth households by providing wealth management and comprehensive financial planning, including investment management, retirement and college planning, business planning, and risk and tax considerations. The firm uses a discretionary approach emphasizing asset allocation based on Modern Portfolio Theory, combining both passive and active investment vehicles and offering socially responsible investing options upon request.

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Kenneth Ray is the sole advisor at Global Steward Advisors, LLC in Leola, PA, with 16 years of industry experience. He holds a Series 63 designation and has managed EPG Agency, LLC, an insurance agency, since 2009. He also manages a marketing brand known as Safe IRA. Global Steward Advisors provides discretionary portfolio management to individuals, trusts, and retirement plans through two growth-focused strategies involving diversified ETFs and individual stocks. The firm manages approximately 36 client relationships and $5.6 million in assets, employing active management with a focus on relative return, risk, and fundamental criteria.

Craig Hafer is a financial advisor at Walsky Investment Management Inc with 23 years of industry experience. He has been with Walsky since 2000 and holds a Series 65 designation. Outside of his advisory role, Mr. Hafer coaches youth soccer in Berks County, PA, and owns Westview Productions, through which he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $122 million across fewer than 100 client accounts. The firm emphasizes fundamental analysis and long-term investment strategies, tailoring portfolios to clients’ objectives and risk tolerances while providing quarterly reviews and reports.

Jay Kemmerer is a financial advisor at Berkshire Advisors, Inc. in Wyomissing, PA. He holds a Series 65 designation and has been with the firm since 2022. Prior to his advisory role, he worked in the restaurant industry and education sector. Berkshire Advisors, Inc. offers discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. The firm uses fundamental, quantitative, and third-party research to construct portfolios across various asset classes and provides access to alternative and privately placed investments.

Christopher Makosch is a CFP® and Series 66 credentialed advisor at Schuylkill Financial, LLC with 19 years of industry experience. He has been with Schuylkill Financial since 2007. Schuylkill Financial serves individual and high-net-worth clients, managing approximately $123.6 million in discretionary assets for around 126 clients. The firm constructs portfolios using fundamental, technical, charting analysis, and modern portfolio theory, employing various investment vehicles and reviewing accounts at least annually.

Tyler Storms is a financial advisor at Hyperion Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold approach with index funds, ETFs, stocks, and bonds. The firm offers comprehensive planning services delivered virtually and coordinates with clients’ tax and legal professionals.

Michael Hartman is the founder of Hyperion Financial, LLC and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 11 years of industry experience, including seven years with 1847 Financial, Penn Mutual Life Insurance Company, and HTK prior to founding his firm in 2021. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold strategy involving index mutual funds, ETFs, stocks, and bonds. The firm offers project, foundational, and ongoing comprehensive planning services and coordinates with clients’ tax and legal professionals.

Jay Kemmerer is the principal and CEO of Berkshire Advisors, Inc. in Wyomissing, PA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including roles at Purshe Kaplan Sterling Investments since 2003 and J.R. Kemmerer & Co since 1992. In addition to his advisory work, he is an author of financial reports and serves as treasurer and secretary for a joint marketing group supporting his firm. Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, and trusts. The firm uses fundamental, quantitative, and third-party research to manage portfolios across various asset classes and offers both customized allocations and model portfolios.

Franklin Morgan is the sole advisor at Morgan Financial Incorporated, holding Series 63 and Series 65 designations with 27 years of industry experience. He has worked at Cambridge Investment Research, Inc. since 2006 and has been involved with Morgan Financial Incorporated since 2005. Outside of advising, he is a member of the LLC that operates Lazy B Bar and Cafe in Montana and also works as an independent insurance agent. Morgan Financial serves individual and high-net-worth clients with personalized portfolio management and comprehensive financial planning services. The firm employs a fundamental analysis-based investment approach focused on long-term strategies, managing most assets on a discretionary basis and providing regular reports to clients.

Elizabeth Ward is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with Walsky Investment Management Inc. since 1998. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $122 million across fewer than 100 client accounts, focusing on individualized investment policies and portfolios guided by fundamental analysis and a long-term investment approach.

Elizabeth Gallen Mastromarino is a financial advisor with Financial Planning Advisors, Inc. in Wyomissing, PA, holding Series 63 and Series 65 licenses and with 40 years of industry experience. She has worked with Financial Planning Advisors, LPL Financial, and Van Reed Wealth Management. Outside of her advisory roles, she serves as a varsity assistant field hockey coach at Berks Catholic High School. Financial Planning Advisors, Inc. is a Pennsylvania state-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations with comprehensive financial planning, managed investment advisory programs, and discretionary portfolio management using platforms such as LPL’s Strategic Wealth Management. The firm’s process includes detailed client fact-finding, written personal investment policy statements, and ongoing portfolio monitoring through discretionary and consulting services.

Sean Mccullough is a CFP® with 15 years of industry experience and is currently affiliated with Atlas Wealth Partners LLC, where he has worked since 2015. He holds Series 63 and Series 65 licenses. Atlas Wealth Partners advises individuals and trusts, including both high-net-worth and non-high-net-worth clients, as well as participant-directed pension plans. The firm’s investment approach is value-oriented and discipline-driven, focusing on security-level valuation and aligning holdings with client objectives through discretionary management.

Michael Janvrin Sr. is a CFP® with 17 years of experience currently serving at Atlas Wealth Partners LLC since 2015. He holds the Series 66 designation and is based in Wyomissing, PA. Atlas Wealth Partners advises individuals, trusts, and participant-directed pension plans, including both high-net-worth and non-HNW clients. The firm employs a value-oriented, discipline-driven investment process with discretionary implementation and works notably with state and municipal government clients.

Ann Ainsworth is a CFP® with 34 years of industry experience, currently serving at McFarland Associates. She has been with the firm, operating under Landsworth Corporation, since 1981. McFarland Associates provides comprehensive financial and estate planning and investment advisory services to individuals, including high-net-worth clients, as well as trusts, estates, corporations, and retirement plans. The firm follows a Modern Portfolio Theory framework with broadly diversified mutual fund allocations and typically operates on a non-discretionary basis, while also offering supervision of third-party investment managers.

Daniel Cieniewicz is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hyperion Financial since 2021. His prior roles include positions at Mohler Insurance and 1847 Financial/Hornor, Townsend, Kent, Inc. Outside of his advisory work, he provides financial aid and student loan counseling through The College Dude and contributes educational content to MoneyGeek. He also serves as an instructor for the American Financial Education Alliance, delivering financial wellness workshops. Hyperion Financial is a Pennsylvania-registered advisory firm serving individual and high-net-worth clients with tailored financial planning and discretionary investment management. The firm employs a primarily passive, long-term buy-and-hold investment approach and offers project, foundational, and ongoing comprehensive planning alongside portfolio management.

Timothy Tyson is a CFP® with 24 years of industry experience. He is currently with Master's Wealth Management Inc., where he has worked since 2024, following a 22-year tenure at Securities America, Inc. Tyson holds a Series 63 license and is based in Lancaster, PA. Master’s Wealth Management serves a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides financial planning and discretionary wealth management, employing customized portfolios that primarily use ETFs and mutual funds alongside other investment vehicles, with a focus on long-term strategies and internal due diligence.