Ryan Kurtz is a financial advisor at Bare Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bare Wealth Advisors and its predecessors since 2015. Prior to his advisory career, he was employed at Cornerstone Drywall Co. for 13 years. Outside of his financial work, Ryan is involved in raising and selling puppies with his family. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm’s investment approach includes tailored asset allocation, periodic rebalancing, and the use of sub-advisors and model strategies, with an emphasis on values-based portfolio options.

Ryan Vermillion is a financial advisor at Vermillion & White Wealth Management Group with 19 years of industry experience. He holds a Series 66 designation and has been with Vermillion & White since 2013. Outside of his advisory role, he serves as a part-time middle school football coach in the Owen J. Roberts School District. Vermillion & White Wealth Management Group provides portfolio management, financial planning, and pension consulting services to individuals, institutions, and charitable organizations. The firm emphasizes aligning portfolios with clients’ risk tolerance and objectives through asset allocation, diversification, and ongoing monitoring, managing approximately $231 million across several hundred accounts.

David Benfer is a CFP® with 32 years of industry experience, currently serving as an advisor at Veery Capital, LLC. He has worked at Purshe Kaplan Sterling Investments, Inc. since 2018 and previously spent six years with Cambridge Investment Research Advisors, Inc. Benfer also provides financial education and one-on-one planning to 401(k) plan participants through the WellCents program. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, and institutions, managing approximately $802 million in assets. The firm uses a modern portfolio theory-based approach with strategic asset allocation primarily through ETFs, supplemented by other investment vehicles, and delivers services through a team of six advisors.

Evan Evans is a financial advisor at Onyx Bridge Wealth Group LLC with 8 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Mass Mutual Investors Services, Northwestern Mutual Wealth Management Company, and Provenance Capital. Onyx Bridge Wealth Group serves individuals, trusts, estates, pension and profit-sharing plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm uses a blend of third-party research and internal portfolio models, providing tailored investment solutions and coordinating services with affiliated tax and retirement businesses.

Owen Mulhern IV is a CFP® with 24 years of industry experience, currently serving at Financial Coach, a team-based firm in West Chester, PA. He has worked with FC Advisory, LLC since 2014 and has been associated with LPL Financial dba Financial Coach since 2007. FC Advisory, LLC provides financial planning and portfolio management to retail clients at various life stages through its dual-brand model: Financial Coach for retirees and near-retirees, and New Wealth Project for young families and emerging professionals. The firm customizes portfolios based on client goals, time horizon, and risk tolerance, primarily using mutual funds and ETFs, and offers both one-time plans and ongoing implementation services.

Clair King is an Investment Advisor Representative at Bare Wealth Advisors with seven years of industry experience. She holds a Series 66 credential and previously worked at Fulton Financial Corp for ten years. Outside of her advisory role, King volunteers with Millersville Bible Church, serves on the board of the Pennsylvania Agriculture Business Development Center, and participates on the tuition finance committee for Lancaster County Christian School. Bare Wealth Advisors serves individual and high-net-worth clients, retirement plans, trusts, estates, and business entities by providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment process that includes asset allocation, rebalancing, and multi-method analysis, and it utilizes third-party sub-advisors and model strategies to implement portfolios.

Francis Hoey is the principal and sole advisor at Hoey Investments, Inc., a firm he has led since 2009. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Hoey Investments, Inc. is an independently owned, SEC-registered advisor providing discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored investment objectives, ongoing portfolio monitoring, and a formal policy on the use of artificial intelligence tools, while excluding cryptocurrencies from client portfolios.

Robert Welch is a financial advisor at Veery Capital, LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Veery Capital since 2013. Outside of his advisory role, he oversees tenant and maintenance relationships for a real estate limited partnership. Veery Capital serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning services. The firm emphasizes strategic asset allocation primarily through ETFs and passive mutual funds, tailoring portfolios to client goals and risk tolerance with ongoing monitoring and periodic reviews.

Diane Krainik is a CFP® professional with 4 years of industry experience, currently with Key Financial, Inc., where she has worked for 10 years. She is based in West Chester, PA. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, supported by advanced tools for planning and portfolio monitoring.

Keith Traynor is a CFP® with 34 years of industry experience and has been with Traynor Capital Management since 2005. He is based in Malvern, PA, and holds Series 63 and Series 65 licenses. Traynor Capital Management provides portfolio management, financial planning, retirement plan and corporate consulting, and business-funding consulting to individuals, corporate retirement plans, foundations, and other institutions. The firm manages approximately $1.85 billion in client assets and emphasizes direct equity ownership with customized portfolios monitored and rebalanced regularly to align with client objectives.

Patricia Brennan is a Certified Financial Planner® with 40 years of industry experience and serves as President and CEO of Key Financial, Inc. She has been with Key Financial since 1990 and also holds a longstanding role with OSAIC. Outside of her advisory work, she is an author and serves on several nonprofit boards, including Turks Head Health Services and Connect Through Cancer. Key Financial, Inc. offers comprehensive financial planning and portfolio management services for individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes a long-term, asset-allocation-driven investment approach using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing.

Kevin Holt is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Market Street Wealth Management. He has worked with Market Street Wealth Management since 2011 and has additional experience with USA Financial Securities Corporation, Market Street Financial Group, and Principal Life Insurance. Outside of his advisory role, Holt owns and operates Method Hockey, LLC, a sports training business. Market Street Wealth Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan advisory, and access to an automated managed-account program on Fidelity’s platform. The firm’s investment approach focuses on long-term fundamental analysis and diversified portfolios tailored to client goals and risk tolerance.

Curtis Burkholder is a Series 66-licensed advisor with 19 years of experience, currently serving at Bare Wealth Advisors. He has been affiliated with the firm and its predecessors since 2005. Outside of his advisory role, he volunteers in leadership positions at his church and serves on the governance board of YWAM Lancaster. Bare Wealth Advisors serves individual and high-net-worth clients, retirement plans, trusts, estates, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment process that includes multi-method analysis, periodic rebalancing, and the use of sub-advisors and model strategies.

Adam Sweigart is a financial advisor with Bare Wealth Advisors holding a Series 65 credential and has been with the firm since 2025. He has no prior industry experience before joining Bare Wealth Advisors and previously attended Liberty University. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored asset allocation, periodic rebalancing, and multi-method analysis, utilizing sub-advisors and faith-based model portfolios to implement client strategies.

Meghan Tait is a CFP® and Series 66-licensed advisor with 11 years of industry experience. She has been with FC Advisory, LLC and Financial Coach since 2013 and also has a background with LPL Financial. Outside of her advisory work, she serves as a field hockey coach at Saints Simon & Jude Church in West Chester, PA. FC Advisory, LLC operates under the Financial Coach and New Wealth Project brands, providing customized financial planning and portfolio management to retail clients across various life stages. The firm offers tailored programs for retirees and near-retirees as well as young families and emerging professionals, managing portfolios primarily with mutual funds and ETFs on a discretionary basis.

Daniel Elser is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Ballast Financial Advisors, LLC since 2019 and previously held roles at Ameriprise Financial and Keystone State Insurance. Outside of his advisory role, he is involved in personal home and auto insurance sales. Ballast Financial Advisors, LLC serves individual and high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm provides asset management, financial planning, and retirement plan consulting using a range of investment strategies and analytical methods tailored to each client.

Ronald Bare is a CFP® with 29 years of experience and currently serves as an advisor at Bare Wealth Advisors. He has been affiliated with the firm and its predecessor entities since 2002. Outside of his advisory role, he is involved in several community and advisory activities, including serving on the board and finance committee of his local church and participating on advisory councils related to charitable giving. Bare Wealth Advisors works with individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm’s approach includes tailored asset allocation, periodic rebalancing, and multi-method analysis, using sub-advisors and model strategies to implement portfolios.

Matthew Macneal is a CFP® with 27 years of industry experience, currently serving at Veery Capital, LLC and Purshe Kaplan Sterling Investments since 2018. His prior experience includes six years at Cambridge Investment Research and more than two decades at Tegler Mchenry. Outside of his advisory role, he is a partner in a holding company and an insurance agent, and he provides 401(k) participant education through MyWellCents. Veery Capital, LLC offers investment advisory and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a modern portfolio theory-based investment approach using ETFs, mutual funds, individual equities, and fixed income, supported by independent managers and institutional platforms.

Stephen Mcguire is a CFA® charterholder and Series 63 licensee with one year of industry experience. He currently serves as an advisor at Wealthcare Advisory Partners LLC and previously worked at Bank of China from 2015 to 2020. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and quantitative measures to construct long-term oriented portfolios that include a range of investment options.

Jesse Pellegrino is a financial advisor at Wealthcare Advisory Partners LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at IAM Advisory LLC, Investment Advisors Asset Management, LLC, and Royal Alliance Associates, Inc. prior to joining Wealthcare. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based financial advising approach supported by proprietary Wealthcare software and combines evidence-based, quantitative metrics with fundamental, technical, and behavioral analysis to implement both passive and active investment strategies.