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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Jeremy S

Series 63, Series 65

Lancaster, PA

Stahl Wealth Management, LLC

Jeremy Stahl is a financial advisor with Stahl Wealth Management, LLC in Lancaster, PA. He holds Series 63 and Series 65 designations and has 14 years of industry experience. Prior to founding his independent firm, he worked at Dimensional Wealth Advisors, LLC, Fma Advisory Inc, Wheatland Advisors, Inc, and BB&T Bank. Stahl Wealth Management provides discretionary portfolio management and financial planning services to individual clients, charitable organizations, and corporate/business clients. The firm emphasizes objective-driven management through tailored model portfolios and employs both fundamental and technical strategies, including option strategies when appropriate.

Options & derivatives strategies Concentrated stock management Wealth management
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Steven M

Series 63, Series 65

Lancaster, PA

Cool Creek Financial

Steven Maher is a financial advisor at Cool Creek Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Domani Wealth, EHD Advisory Services, Global Retirement Partners, and LPL Financial. Cool Creek Financial is an independent, fee-only investment adviser serving individuals, charitable organizations, small businesses, and employer-sponsored pension and profit-sharing plans. The firm provides customized wealth management, retirement plan consulting, and develops client-specific investment policies using a combination of passive and active strategies.

General retirement planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Jeffrey G

Series 66

Lancaster, PA

Carriage Hill Investment Associates LLC

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management Cash flow / budgeting
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Jeremy W

CFP®, Series 66

Lancaster, PA

FIDENT Financial, LLC

Jeremy Walter is a CFP® professional with 18 years of industry experience. He has worked at Dominion Advisory, LLC and Securities America Advisors, Inc. before founding FIDENT Financial, LLC, where he is the sole advisor. FIDENT Financial is an independent, fee-only firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, business entities, and employer-sponsored retirement plans. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, and offers a distinctive pension consulting program along with participant-focused microplanning services.

General retirement planning Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations
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Ben S

Series 65

Lancaster, PA

Strubel Investment Management, LLC

Ben Strubel is the principal of Strubel Investment Management, LLC, an independent firm based in Lancaster, PA. He holds a Series 65 designation and has 16 years of industry experience, having founded and led his firm since 2009. Outside of his advisory work, he owns Stmt.ai, a financial data subscription software service focused on software development. Strubel Investment Management is a fee-only registered investment adviser serving individual investors, charitable organizations, corporate clients, and a limited number of 401(k) plans. The firm employs a discretionary portfolio management approach using a combination of low-cost index ETFs, fixed income, REITs, and a concentrated individual-stock sleeve, with asset allocations tailored to client risk tolerance and preferences.

Active portfolio management Real estate investing
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Timothy D

Series 63, Series 65

Lancaster, PA

Adare Asset Management, LLC

Timothy Deery is a financial advisor at Adare Asset Management, LLC in Lancaster, PA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Adare Asset Management since 2009. Adare Asset Management provides discretionary and non-discretionary investment management to individual and institutional clients, including trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and corporate and insurance clients. The firm employs a conservative investment approach emphasizing companies with sustainable earnings and reliable dividends, along with a fixed-income strategy focused on highly rated bonds, and offers specialized financial-services portfolios and third-party adviser referrals.

Concentrated stock management Options & derivatives strategies Active portfolio management Wealth management
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John B

Series 66

Lancaster, PA

Growth Point Financial LLC

John Burns is a financial advisor at Growth Point Financial LLC in Lancaster, PA, holding a Series 66 designation with 10 years of industry experience. He previously worked at Good Life Advisors, LPL Financial, Waddell & Reed, and various insurance carriers. Burns is also the principal owner and a licensed agent of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement plans, and fixed annuities. Growth Point Financial LLC provides investment advisory and financial planning services to individual clients, focusing on low-cost ETFs and a buy-and-hold investment approach based on modern portfolio theory and quantitative analysis. The firm manages portfolios with discretionary authority when appropriate and offers educational seminars and workshops at no additional charge.

Medicare planning Annuities College savings (529s, UTMA, etc.)
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Russell H

Series 63, Series 65

Lancaster, PA

Harlan Financial LLC

Russell Harlan is the sole advisor at Harlan Financial LLC in Lancaster, PA, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at Securus Financial Services and Alive3D, where he serves as Chief Operating Officer for a startup focused on enhancing sporting event viewer experiences. He also provides consultation services for investment advisory software development and is involved in selling insurance products. Harlan Financial offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs third-party money managers and model portfolios to implement long-term, diversified investment strategies, and provides pension consulting, educational workshops, and a subscription advisory service.

General retirement planning Cash flow / budgeting Wealth management Passive / index investing
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Christopher G

CFA®, Series 65

Lancaster, PA

Greenbriar & Associates LLC

Christopher Ginder is a CFA® charterholder with 10 years of industry experience. He is the principal of Greenbriar & Associates LLC and also serves as an investment advisor at Bryn Mawr Trust, working with individuals, non-profits, and corporations. His prior experience includes roles at Sageworth Trust Company and RKL Wealth Management, LLC. Greenbriar & Associates provides investment advisory and retirement-plan fiduciary services to institutional clients, plan sponsors, trusts, estates, high-net-worth individuals, and businesses. The firm uses both fundamental and technical analysis to create customized long-term strategies and offers plan-level fiduciary solutions, participant education, and standalone financial planning.

Retirement income strategy General tax planning Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k)
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Baizhou C

Series 65

Lancaster, PA

One Stop Advisor LLC

Baizhou Chen is the sole advisor at One Stop Advisor LLC, an independent advisory firm based in Lancaster, PA. He holds a Series 65 designation and has three years of industry experience. Chen is also a licensed CPA and serves as an accounting instructor at Millersville University. One Stop Advisor LLC manages a small client base with discretionary investment management and offers modular financial planning, tax return preparation, and insurance and annuities sales. The firm employs long-term, globally diversified portfolios and provides project-based or hourly financial planning services.

Annuities General retirement planning Social Security optimization Elder care planning Cash flow / budgeting
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Michael M

Series 66

Lancaster, PA

Millers Financial Group, LLC

Michael Miller is a financial advisor at Millers Financial Group, LLC in Lancaster, PA, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Fortune Financial Services, Wheatland Advisors, Orrstown Bank, and Cetera Advisor Networks. Miller is also a licensed insurance agent and registered representative, involved in the sale and servicing of insurance policies and mutual funds. Millers Financial Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental and quantitative analysis alongside momentum-based trading signals to manage client portfolios under written Investment Policy Statements, with regular monitoring and quarterly reviews.

Wealth management Active portfolio management
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Brian T

CFP®, Series 66

Lancaster, PA

Marin Financial LLC

Brian Tribbitt is a CFP® and holds a Series 66 license, serving as the sole advisor at Marin Financial LLC with six years of industry experience. He has a background that includes service in the United States Navy and Navy Reserves as a submarine officer and aide-de-camp, along with involvement in several small businesses, including a brewing company and real estate partnerships. Tribbitt currently works as a Joint Staff Planner for EUCOM AOR. Marin Financial LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research to guide asset allocation, offering fiduciary services to qualified retirement plans and incorporating alternative assets to manage risk.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Sam F

CFP®, ChFC®

Lancaster, PA

Harvest Financial Planning Associates, LLC

At Harvest Financial Planning Associates, LLC, we are proud to serve the hard working individuals and families who form the back bone of our community - Trade workers and Powerplant employees. You dedicate your time and energy to building, maintaining, and powering our world and we are here to ensure that the fruits of your labor are protected and will grow for years to come. We understand the unique challenges and opportunities you face such as: Union benefits How to make overtime pay accelerate your ability to retire Varying income based on the market cycle Changing jobs Long labor intensive hours Stock options Starting your own business We understand your hesitancy to engage with a financial advisor - you may: 1. You do not trust financial advisors - I will not show up in a suit, my style is to lay out pros and cons of all decisions and help you decide 2. Think its too expensive - A good financial advisor should provide way more value than they receive 3. Prefer to rely on peers or family for advice - I have witnessed a lot of good and bad advice come from the friends and family of my clients. Wondering if the advice is good or bad? I'll offer you a second opinion 4. Assume your union benefits will cover everything - It is possible, but are you sure? 5. Feel you are too busy - I enjoy what I do and I care about the people I do it for - we will make a time work for both of us 6. Don't think you earn enough - it does not take a lot to get started, time is your best friend 7. Think your comfortable with the status quo - you could very well be, what if the status quo leaves you coming up short for retirement? How can I serve you?

Inherited wealth Family Business Tax strategies for small businesses Founder/Business Owner Executive Approaching retirement Retired
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Jonathan K

CFP®, Series 65

Lancaster, PA

Evenkiehl, LLC

Jonathan Kiehl is a CFP®-certified financial advisor with seven years of industry experience. He is the principal of Evenkiehl, LLC, an independent investment advisory firm, and previously worked at Stewardship Advisors, LLC and Rolex Watch, USA. In addition to his advisory role, he serves as an adjunct professor teaching core classes in the Master of Finance program at Elizabethtown College. Evenkiehl, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm primarily uses passive investment strategies with low turnover and tax-awareness, offering comprehensive financial planning without additional fees for clients with $350,000 or more under management.

Business sale tax planning Retirement withdrawal strategies College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Lester M

Series 65

Lancaster, PA

Mahaffey Financial LLC

Lester Mahaffey is the sole advisor at Mahaffey Financial LLC in Lancaster, PA, holding a Series 65 designation with seven years of industry experience. He has been with Mahaffey Financial LLC since 2006. Mahaffey Financial LLC provides investment advisory and wealth management services primarily to individuals preparing for or in retirement. The firm employs a tactical, actively managed asset allocation strategy focused on low-cost mutual funds, ETFs, and selective individual securities, with a primarily non-discretionary approach requiring client approval for trades and transfers.

Active portfolio management Wealth management General retirement planning Approaching retirement
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Steven K

CFP®, Series 66

Lancaster, PA

Odyssey Group Wealth Advisors

Steven Kavanaugh is a CFP® with 19 years of industry experience, currently serving at Odyssey Group Wealth Advisors since 2018. His prior experience includes roles at Commonwealth Financial Network, American Portfolios Financial Services, Ambassador Advisors, and Axa Advisors. He is also involved in fixed insurance sales, dedicating a small portion of his time to this activity. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm emphasizes asset allocation and fundamental analysis, managing client portfolios that typically include mutual funds, ETFs, stocks, and bonds.

General retirement planning Income planning
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Wyatt L

Series 65

Lancaster, PA

Life Stewardship Advisors

Wyatt Ledman is a financial advisor at Life Stewardship Advisors in Lancaster, PA, holding a Series 65 designation with five years of industry experience. Prior to joining Life Stewardship Advisors, he worked with YWAM Orlando for six years. He serves as an auditor for Pequea Township in Lancaster County. Life Stewardship Advisors is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm provides discretionary portfolio management and financial planning services, tailoring investment advice to client objectives and risk tolerance, and incorporates insurance products as part of its offerings.

Annuities
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Craig L

CFP®, Series 63, Series 65

Lincoln University, PA

Candlelight Financial Solutions

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.

Options & derivatives strategies Real estate investing Wealth management College savings (529s, UTMA, etc.) Life insurance needs analysis
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Matthew B

Series 63, Series 65

Lancaster, PA

Hershey Financial Advisers, LLC

Matthew Berry is a financial advisor with Hershey Financial Advisers, LLC in Lancaster, PA, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has served as a pastor at Lampeter Church of the Brethren since 2011. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individual and institutional clients. The firm employs model-based programs and an active management approach to deliver tailored advice across a range of portfolio strategies.

General retirement planning Income planning Tax-loss harvesting Active portfolio management ESG / Sustainable investing Founder/Business Owner Retired
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Robert T

Series 63, Series 66

Lancaster, PA

Markle Financial LLC

Robert Teague is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Teague serves as Executive Director of the Eden Bridge Foundation and is a board member and treasurer for Jessica and Friends Community, a nonprofit supporting individuals with disabilities. Markle Financial provides discretionary and non-discretionary portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and pension and profit-sharing plan sponsors. The firm employs a range of analytical approaches and conducts due diligence on third-party managers, while also serving as adviser to a private pooled investment fund.

Wealth management Real estate investing Annuities
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