Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. 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 focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

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.

Bryan Stirling is the sole advisor at Stirling Investment Management in Coatesville, PA. He holds a Series 65 credential and has one year of experience in investment management. Prior to founding his firm in 2025, he worked in various roles at companies including Amerihealth Caritas and Davita Kidney Care. Stirling Investment Management is a newly formed, state-registered adviser providing fee-based portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical allocation approach using a wide range of instruments, including higher-risk options and over-the-counter securities, and offers custom, non-discretionary recommendations requiring client approval before trading.

Steven Richards is a financial advisor at Byerly Investment Management Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Donnelly Steen & Company since 2008. Byerly Investment Management Inc. is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6.0 million in assets and employs a variety of investment instruments and analytical methods to tailor portfolios according to client goals, risk tolerance, and time horizon.

Craig Lytle is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. In addition to his advisory role, he owns an independent insurance agency specializing in life, accident, health, and property/casualty insurance, as well as Income and Estate Planning Partners, P.A., which provides comprehensive financial planning services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Lee Kerr is a financial advisor at Crosswalk Investment Advisory, Inc. with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Kerr holds Series 63 and Series 65 licenses. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of strategies including fundamental and technical analysis, buy-and-hold, asset allocation, shorter-term trading, short sales, and option writing.

Richard Byerly is the sole advisor at Byerly Investment Management Inc., an independent firm based in Coatesville, PA. He holds Series 63 and Series 65 designations and has 47 years of industry experience. He has led Byerly Investment Management since 2010. The firm provides discretionary portfolio management to individuals and high-net-worth clients, managing approximately $6 million in assets. It offers customized investment programs using a variety of instruments and analytical methods, focusing on asset allocation, diversification, and multi-generational planning.

Ryan Ruark is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Integrity Alliance, he worked at Cambridge Investment Research and Lion Street Financial. He serves as a volunteer board member for the JT Dorsey Foundation and is a committee member for The Foundation for Enhancing Communities. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm provides a range of investment management and financial planning services, employing various portfolio construction approaches and offering access to multiple custodial platforms and third-party manager programs.

Edward Plakans is a financial advisor at Crosswalk Investment Advisory, Inc. in Strasburg, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of investment strategies, including buy-and-hold, asset allocation, short-term trading, short sales, and option writing, managing approximately $63.9 million in client assets.

David Denlinger is a financial advisor at Bare Wealth Advisors with two years of industry experience. He holds a Series 65 credential and previously worked at Securities America, Inc. from 2021 to 2022. Outside of his advisory role, he co-manages two short-term rental properties with his wife. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm uses a disciplined, tailored investment approach incorporating multiple analysis methods and sub-advisors, including values-based model options.

James Wahlberg is an Investment Advisor Representative at Bare Wealth Advisors with seven years of industry experience. He previously worked at Landis Financial Advisors for ten years before joining the Bare Wealth Advisors team. Wahlberg is also involved in his community as a church deacon and volunteer at Millersville Bible Church. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a disciplined, tailored investment approach that includes asset allocation, fundamental and quantitative analysis, and ongoing portfolio monitoring, with options for values-based models and discretionary account management.

Kurtis Eby is a financial advisor at Bare Wealth Advisors with one year of industry experience. He previously worked at Univest Bank and Trust for seven years and spent two years in full-time education. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, portfolio management, financial planning, and retirement-plan consulting. The firm uses a disciplined, tailored approach incorporating multiple analysis methods and offers values-based investment options through sub-advisors.

Alexandre Costa is an Investment Advisory Representative at Bare Wealth Advisors with 17 years of industry experience. Before joining Bare Wealth Advisors, he worked at Vanguard Advisors, Inc. and Vanguard Marketing Corporation. He serves as a board member of his homeowners' association, where he is involved in community decision-making. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a disciplined, tailored investment approach that includes asset allocation, duration management, and multiple analysis methods, and offers values-based model options through sub-advisors.

Adam Black is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Bare Wealth Advisors, where he has been an investment advisor representative since 2023. His prior roles include positions at The Carlisle Group and Lititz Mutual Insurance Company. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm uses a tailored investment approach that incorporates multiple analysis methods and sub-advisor strategies, including values-based model options.

Ryan Kurtz is a financial advisor with Bare Wealth Advisors in Gap, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Bare Wealth Advisors and its predecessor entities since 2015 and previously worked at Cornerstone Drywall Co. for over a decade. Outside of his advisory role, he is involved in raising and selling puppies. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management and financial planning. The firm employs a disciplined, tailored investment approach, utilizing a range of securities and sub-advisors to implement client-specific portfolios.

Clair King is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Bare Wealth Advisors and previously worked at Fulton Financial Corp for ten years. Outside of her advisory role, King volunteers with Millersville Bible Church and serves on the board of the Pennsylvania Agriculture Business Development Center. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management and financial planning. The firm employs a disciplined, tailored investment approach and offers values-based model options through sub-advisors.

Curtis Burkholder is an investment advisor representative with Bare Wealth Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with the Bare Wealth Advisors team and its predecessor entities since 2005. Outside of his advisory role, he volunteers in his local church leading small group discussions and serves on the governance board of YWAM Lancaster. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a disciplined, tailored investment approach and offers values-based model options through sub-advisors, including EverSource, LLC.

Ronald Bare is a CFP® with 29 years of experience in financial advising and is affiliated with Bare Wealth Advisors, where he has worked since 2002 through various firm entities. He also manages Bare Family Farm, a family crop and poultry operation, and serves on the board and finance committee of his local church. Additionally, he participates in charitable giving advisory committees, including the National Christian Foundation Generosity Council. Bare Wealth Advisors serves individuals, trusts, retirement plans, and business entities with customized portfolio management, financial planning, and retirement-plan consulting. The firm employs a disciplined, tailored investment approach incorporating multiple analysis methods and offers values-based model options through sub-advisors.

Reid Strobel is a financial advisor with Aprio Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at RBC Capital Markets, LLC and M&T Securities, as well as M&T Bank. He is also involved with Aprio Risk Management and Aprio Advisory Group. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities by providing portfolio management, financial planning, plan sponsor advisory, and consulting services. The firm manages approximately $2.64 billion across a multi-advisor team and offers tailored investment programs along with access to private investment opportunities.