Ryan Daniels is a financial advisor at Hearthstone Financial Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors/PFS Investments, Inc., as well as operating Rfinances, LLC since 2019. Daniels has a military background, having served nine years in the United States Army. Hearthstone Financial Group provides ongoing portfolio management for individuals, high-net-worth clients, and business entities, focusing on equities and exchange-traded funds. The firm utilizes a mix of long- and short-term trading strategies based on modern portfolio theory, offering both discretionary and non-discretionary services tailored to clients’ documented risk tolerance and time horizon.

Sean Mccullough is a CFP® with 15 years of industry experience and is currently affiliated with Atlas Wealth Partners LLC, where he has worked since 2015. He holds Series 63 and Series 65 licenses. Atlas Wealth Partners advises individuals and trusts, including both high-net-worth and non-high-net-worth clients, as well as participant-directed pension plans. The firm’s investment approach is value-oriented and discipline-driven, focusing on security-level valuation and aligning holdings with client objectives through discretionary management.

Bradley Bennett is a financial advisor with Venture Financial Advisors, LLC and holds a Series 65 designation. He has five years of industry experience and prior work history includes roles at KPMG LLP and GEMC2 LLC. Bennett is also a senior partner at Venture CPAs, LLC, a certified public accounting firm, and serves as the fiscal managing director for Child & Family Focus, Inc., a social services and counseling organization. Venture Financial Advisors provides financial planning and investment advisory services to individuals, entrepreneurs, small businesses, and family offices. The firm employs a primarily passive, low-cost investment approach grounded in Modern Portfolio Theory, supplemented by tactical allocations and private investment opportunities for suitable clients.

Michael Janvrin Sr. is a CFP® with 17 years of experience currently serving at Atlas Wealth Partners LLC since 2015. He holds the Series 66 designation and is based in Wyomissing, PA. Atlas Wealth Partners advises individuals, trusts, and participant-directed pension plans, including both high-net-worth and non-HNW clients. The firm employs a value-oriented, discipline-driven investment process with discretionary implementation and works notably with state and municipal government clients.

Ann Ainsworth is a CFP® professional with 34 years of industry experience, currently serving at McFarland Associates in Wyomissing, PA. She has worked at Landsworth Corporation Dba McFarland Associates since 1981. McFarland Associates advises individuals, trusts, estates, corporations, non-profits, and other business entities, serving both high-net-worth and non-high-net-worth clients. The firm emphasizes broadly diversified, mutual-fund based portfolios following modern portfolio theory and primarily manages accounts on a non-discretionary basis, integrating a range of financial planning and implementation services into its client relationships.

Amanda Taylor Gehman is a financial advisor at Bradley Advisory with one year of industry experience. She holds a Series 65 designation and has prior work experience at Penn State College of Medicine, Geneia, and Penn State University. Bradley Advisory provides investment advisory and financial planning services primarily to individuals, families, small corporations, and trusts. The firm employs a value-oriented, long-term investment strategy with an emphasis on diversification and periodic rebalancing, managing approximately $90 million in client assets.

Daniel Cieniewicz is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Hyperion Financial since 2021. His prior experience includes roles at Mohler Insurance and 1847 Financial/Hornor, Townsend, Kent, Inc. Outside of his advisory work, Cieniewicz is involved in financial education and counseling, providing student loan guidance through The College Dude, contributing personal finance content for MoneyGeek, and instructing workshops for the American Financial Education Alliance. Hyperion Financial offers discretionary investment management and comprehensive financial planning services to individuals, including high-net-worth households, and business clients. The firm employs a primarily passive, long-term investment strategy and delivers services virtually to a clientele of approximately 182 clients.

Thomas Weik is a financial advisor with Weik Capital Management in Wyomissing, PA, holding 35 years of industry experience. He has been with Weik Capital Management since 1987. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm follows a value-based investment philosophy focused on fundamental analysis and manages balanced portfolios combining equities and fixed-income holdings, primarily on a discretionary basis with regular team-based reviews.

Eric Mischler is a financial advisor with Alliance Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2015 and held positions at Visions Federal Credit Union and INVEST Financial Corporation prior to joining Alliance Financial. Mischler also provides investment advisory services through Fox Financial Inc., an independent investment advisor firm. Alliance Financial serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting, employing a range of analytic methods and investment strategies, and acts as a wrap fee program sponsor, integrating multiple program platforms into its client solutions.

Robert Hahn is a CFA® charterholder with 10 years of industry experience. He has worked at Connors Investor Services Inc. since 2017 and previously was with Raymond James from 2014 to 2017. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm combines fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple pooled investment vehicles, such as mutual funds and private funds.

Warren Weik is a financial advisor at Weik Capital Management with 13 years of industry experience. He holds the Series 65 designation and has been with Weik Capital Management and its predecessor entities since 2016. Weik Capital Management provides discretionary and non-discretionary portfolio management services to individuals—including high-net-worth clients—retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks at a discount to intrinsic business value and managing balanced portfolios that combine equities with fixed income when income is a client objective. The firm also manages pooled investment vehicles and operates as a private fund adviser for two limited partnerships primarily investing in equities.

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.

Steven Silverman is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been with Connors Investor Services Inc in Wyomissing, PA since 1997. Outside of his advisory role, Silverman is owner and president of Old Mill Management, LLC, a commercial real estate and management company where he provides consulting and financial analysis. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, and other entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple affiliated private funds and a mutual fund.

Laurie Peer is a CFP® with 23 years of industry experience and is a partner of RKL LLP, the parent company of RKL Wealth. She has worked at RKL Wealth Management LLC since 2016 and holds roles at Sterling Financial Advisors, LLC and Reinsel Kuntz Lesher LLP. Peer serves as president of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

John Kirschner III is a financial advisor at Guardian Asset Advisors, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked at National Planning Corporation, Securities America, Inc., and OSAIC. He is the owner of Kirschner Financial S Corp, a pass-through company unrelated to investment activities. Guardian Asset Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $278 million in regulatory assets. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party money managers through a team of eight advisors.

Steven Pottieger is a CFP® with 20 years of industry experience, currently serving at Connors Investor Services Inc since 2005. He holds Series 63 and Series 65 licenses and is based in Wyomissing, PA. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, and various entities. The firm employs a blend of fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated funds and pooled vehicles.

Laura Novak is a financial advisor at Weik Capital Management with 18 years of industry experience. She holds a Series 65 credential and has previously worked at AmeriCU Investments and Americu Capital Management. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm employs a value-based investment philosophy focused on fundamental analysis and manages both separate accounts and private limited partnerships.

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.

Thomas Drexler is a financial advisor with Alliance Financial, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Visions Federal Credit Union, LPL Financial LLC, and Invest Financial Corporation. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, pension consulting, and financial planning services. The firm employs a variety of analytical approaches and investment strategies, including discretionary portfolio management and wrap fee programs, and utilizes LPL-sponsored advisory programs.