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.

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?

Jonathan Kiehl is a Certified Financial Planner™ and a Certified Kingdom Advisor® with an MBA in Personal Finance. A teacher at heart, Jonathan serves as an adjunct professor of finance at Elizabethtown College's School of Graduate and Professional Studies. He has also volunteered as a financial coach, tax preparer, and treasurer. In his free time, Jonathan is an outdoor enthusiast who enjoys running, birding, and camping. He met his wife Katelyn during a self-supported bicycle (bikepacking) trip across the United States. They now use their home in Lancaster, PA as a launch pad for their next adventures with their four children.

Craig Sigeti is a financial advisor at CES Investment Strategies with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Penn Advisors from 2015 to 2023. Since 2023, he has been with CES Investment Strategies, an independent firm based in Lititz, PA. CES Investment Strategies serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm’s investment approach combines fundamental, quantitative, and technical analysis with modern portfolio theory to construct diversified portfolios tailored to client goals and risk tolerances.

Robert Reese is the principal of Reese Legacy Capital, LLC, an independent registered investment adviser based in East Petersburg, PA. He holds a Series 65 designation and has been active in financial advisory and related roles since 2022. Prior to establishing his firm, he held positions in professional sports management and media, including with the National Hockey League and the New York Post. Reese currently maintains part-time employment in media and optimization alongside his advisory work. Reese Legacy Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a combination of fundamental and technical analysis, using both passive and active strategies to build portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Thomas Rauba is a CFP® with 22 years of industry experience and has been with Eagle Rock Financial Advisers, Ltd. in Lancaster, PA since 2003. He holds a Series 63 license and is the sole advisor at his firm. Eagle Rock Financial Advisers serves individual clients, including high-net-worth individuals, as well as trusts, estates, and pension and profit-sharing plans, offering discretionary portfolio management and modular financial planning. The firm uses several allocation models ranging from aggressive growth to capital preservation, incorporating fundamental and cyclical analysis with ongoing supervision and periodic rebalancing.

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.

Carl Rowits is the sole advisor at CWR Capital Management LLC in Lancaster, PA, with five years of industry experience. He has held roles at EY, West Pharmaceutical Services, Workiva Inc, Exelon, and For The Trades Financial Wellness LLC, where he is involved in financial wellness coaching. At Exelon, he manages financial reporting in a non-investment capacity. CWR Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual clients, focusing on index-oriented growth strategies through diversified portfolios. The firm employs a mix of analytical methods and conducts quarterly reviews, using fixed monthly fees rather than asset-based charges.

Joseph Wirbick is a CFP® with 20 years of industry experience and is currently a financial advisor at Sequinox Wealth Management, LLC. His prior work includes roles at Mulholland Wealth Advisors, LLC, Sequinox Wealth Advisors, LLC, and J.W. Cole Advisors, INC. He is also the owner of a software company. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily implements client programs through model portfolios and allocation to sub-advisers, serving 757 clients with $160 million in discretionary assets across a four-advisor team.

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.

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.

Craig Hafer is a financial advisor with Walsky Investment Management Inc in Wyomissing, PA, holding a Series 65 designation and over 24 years of industry experience. He has been with Walsky Investment Management since 2000. Outside of his advisory work, Mr. Hafer coaches youth soccer in Berks County and owns Westview Productions, where 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 privately held businesses. The firm manages approximately $130 million across about 100 client accounts, employing fundamental analysis and a long-term purchase orientation to align portfolios with clients' objectives, risk tolerance, and tax considerations.

Richard Heilig is a financial advisor at Chestnut Street Investment Counsel, LLC with 33 years of industry experience. He worked for Wheatland Advisors Inc. for 32 years prior to joining Chestnut Street Investment Counsel in 2020. Chestnut Street Investment Counsel provides discretionary investment management and comprehensive wealth planning services to individuals, trusts, estates, retirement plans, and businesses. The firm utilizes a portfolio approach based on individual stocks and bonds, applying both fundamental and technical analysis with a generally long-term focus, and offers fiduciary retirement plan services alongside traditional wealth management.

Jay Kemmerer Jr. is a financial advisor at Berkshire Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked in the restaurant industry, including six years at Log Cabin Restaurant. Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. The firm combines fundamental, quantitative, and third-party research to construct portfolios across various asset classes and acts in a fiduciary capacity for retirement accounts.

Joshua Kroll is a financial advisor at Tarigas Investment Advisory in Lancaster, PA, holding a Series 65 credential. He has professional experience spanning roles at Tarigas Investment Advisory, Kroll Strategies, and Sutter Home, following a 13-year career in the US Navy. Tarigas Investment Advisory provides financial planning and portfolio management services to individuals and high-net-worth clients, as well as family office and fractional CFO services through an affiliated entity. The firm employs a long-term investment approach using quantitative, fundamental, and cyclical analysis within a broad investment universe.

Kathryn Focht is a financial advisor with Hearthstone Financial Group who holds Series 63 and Series 65 licenses and has five years of industry experience. She has worked at Primerica Financial Services and RFinances LLC and has experience with educational roles at Emerging Entrepreneurs Academy and Alvernia University. Outside of her advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Hearthstone Financial Group provides ongoing portfolio management to individuals, high-net-worth clients, and business entities, focusing on equities and exchange-traded funds. The firm employs a blend of long-term and short-term trading strategies based on modern portfolio theory, tailoring portfolios according to clients’ documented risk tolerance and time horizon.

Matthew Berry is a financial advisor at Hershey Financial Advisers, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has served as a pastor at Lampeter Church of the Brethren for 15 years. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individuals, institutions, and charitable organizations. The firm employs model-based strategies including Strategic Asset Management and an Active Management Program, managing a range of portfolios from conservative income to all-equity.

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.

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.

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.