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.

Lyle Hershey is a Certified Financial Planner® with 35 years of industry experience. He is currently with Master's Wealth Management Inc. and has held previous roles at Securities America Advisors, Everbank, and Masters Financial Associates. Master's Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm builds customized portfolios primarily using ETFs and mutual funds and operates a wrap fee program that consolidates transaction costs into a single advisory fee.

Liza Heisey is a financial advisor at Master’s Wealth Management Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Lincoln Financial Distributors, Inc. and in educational roles at Grove City College and Cornerstone Christian School. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm constructs customized portfolios using ETFs, mutual funds, individual securities, and independent managers, applying fundamental and technical analysis with a long-term orientation.

Garrison North is a CFP® with 13 years of industry experience, currently serving as an advisor at Master's Wealth Management Inc. since 2024. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over a decade. Outside of his advisory role, he serves as treasurer and elder board member at Neffsville Mennonite Church and participates on the finance committee of a sports-related nonprofit ministry. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, providing financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm constructs customized portfolios primarily using ETFs and mutual funds, employing both fundamental and technical analysis with a long-term orientation.

Charles Keller is a financial advisor at Master's Wealth Management Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors, Inc. and Master's Financial Associates, Inc. Master’s Wealth Management serves individuals, families, trusts, charitable organizations, businesses, and retirement plans, providing financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm constructs customized portfolios using ETFs, mutual funds, individual securities, and independent managers, applying both fundamental and technical analysis with a long-term orientation.

David Denlinger is a financial advisor with Bare Wealth Advisors holding a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked at Securities America, Inc. for five years and has also held roles outside the financial sector including positions with Lancaster County Meats and Deli and the PGA Tour Latino America. Outside of his advisory work, he co-manages short-term rental properties with his wife, handling guest applications and property maintenance. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm’s approach includes tailored asset allocation, multi-method investment analysis, and use of sub-advisors and model strategies, including options for values-based screening.

Matthew Berry is a financial advisor with First Affirmative Financial Network LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has served as a pastor at Lampeter Church of the Brethren since 2011. First Affirmative Financial Network, operating as Formative, provides fiduciary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and institutions nationwide. The firm focuses on values-aligned and faith-based investing, integrating environmental, social, and governance factors into its portfolio construction with a long-term, diversified approach.

Donald Gross, Jr. is a financial advisor with G&H Investments, bringing 35 years of industry experience. He is also a principal of AUG, Inc., dba Gross Investments, a registered investment advisory firm in Lancaster, PA. Gross has been involved with Gross Investments since 1988 and with Gross & Hartman Investments since 2022. G&H Investments primarily serves individual investors, including high-net-worth clients, as well as trusts and charitable accounts. The firm manages approximately $501 million in client assets on a discretionary basis and employs a long-term investment approach focused on high-quality fixed income and concentrated equity portfolios.

Javan Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Martin, Javan Von since 2025. He previously worked at THE Vanguard Group, Inc. for 15 years and operates several small businesses, including a seed supply company and a decal printing firm. Outside of his advisory role, he is involved in farming and agricultural activities. Martin, Javan Von provides wealth management, financial planning, and retirement plan consulting to individuals, employer plans, charitable organizations, and businesses. The firm offers tailored investment policies and asset allocation strategies, primarily managing accounts on a non-discretionary basis and utilizing fee arrangements based on hourly, reserved, or fixed/project fees.

James Wahlberg is an Investment Advisor Representative with Bare Wealth Advisors and holds the Series 66 designation. He has eight years of industry experience, primarily with Bare Wealth Advisors and its predecessor firms. Outside of his advisory role, he volunteers as a church deacon and participates in children’s ministry programs. 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 employs a tailored investment process involving multi-method analysis, periodic rebalancing, and the use of third-party sub-advisors and model strategies.

Daniel Jennings is a CFA® charterholder with three years of experience at G&H Investments, located in Leola, PA. His prior work history includes roles at Conestoga Wood Specialties, BNY Mellon, and Randstad USA. G&H Investments provides discretionary investment management and consulting services primarily to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a combination of high-quality fixed-income portfolios and concentrated equity positions, utilizing a detailed municipal credit research process and selective options strategies.

Kurtis Eby is a financial advisor at Bare Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Univest Bank and Trust for seven years. Kurtis also has a background in full-time education for two years. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers investment management, financial planning, and retirement plan consulting, using a customized investment approach that incorporates asset allocation, rebalancing, and multi-method analysis.

Jeffrey Hartman is a Series 65-licensed financial advisor at G&H Investments in Leola, PA, with 10 years of industry experience. He has been with Gross Investments since 2013, which is affiliated with G&H Investments. G&H Investments primarily serves individual investors, including a significant high-net-worth segment, as well as trusts and charitable accounts. The firm manages approximately $501 million in client assets with a long-term investment approach focused on high-quality fixed income and concentrated equity portfolios, offering both discretionary management and non-discretionary consulting services.

Jonathan Thompson is a CFP® professional with 17 years of experience in financial services. He is currently with Master's Wealth Management Inc., where he has worked since 2024. His prior experience includes roles at Securities America Advisors Inc., State Farm VP Management Corp, and Randy Eshleman Insurance Agency. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers financial planning, discretionary wealth and investment management, and acts as a 3(21) retirement plan advisor, constructing customized portfolios primarily using ETFs and mutual funds with a long-term investment orientation.

Alexandre Costa is an investment advisory representative at Bare Wealth Advisors with 18 years of industry experience. He previously worked at Vanguard Advisors, Inc. and related firms from 2008 to 2020 before joining Bare Wealth Advisors. Outside of his advisory role, he serves on the board of his homeowners' association. Bare Wealth Advisors serves individual and high-net-worth clients, along with retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach with periodic rebalancing and uses third-party sub-advisors and model strategies, including options for values-based screening.

Adam Black is a CFP® with five years of industry experience, currently serving as an Investment Advisor Representative at Bare Wealth Advisors. His career includes roles at Bare Financial Services and Securities America entities, as well as experience at The Carlisle Group and Lititz Mutual Insurance Company. Bare Wealth Advisors works with individual and high-net-worth clients, retirement plans, trusts, estates, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment process involves tailored asset allocation, periodic rebalancing, and the use of fundamental, quantitative, and qualitative analysis, often incorporating third-party sub-advisors and model strategies.

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.

Melissa Wissler is a CFP® professional with 10 years of experience in the financial services industry. She is currently with Master's Wealth Management Inc., where she has worked since 2025. Her prior experience includes roles at Cetera Wealth Services, LPL Financial, and BB&T-related firms. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers financial planning and discretionary investment management, constructing customized portfolios primarily using ETFs and mutual funds, with an emphasis on long-term strategies and internal due diligence.

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.