John Tumolo is a financial advisor with Sector Analysts LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously spent 11 years with LPL Financial LLC. Outside of his advisory role, Tumolo is involved with Tumolo Financial Group, where he provides fixed insurance products including life, health, and long-term care coverage. Sector Analysts LLC serves individual and high-net-worth clients with financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset-allocation approaches, managing assets primarily through its sponsored wrap fee program.

Elizabeth Ward is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with Walsky Investment Management Inc. since 1998. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $122 million across fewer than 100 client accounts, focusing on individualized investment policies and portfolios guided by fundamental analysis and a long-term investment approach.

Shayn Horrocks is a financial advisor at Great Oak Wealth Management, Inc with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Long Financial Group. Outside of his advisory role, he is employed as a delivery driver for DoorDash. Great Oak Wealth Management serves individuals and families, including high-net-worth clients, as well as corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation, fundamental analysis, and mutual fund/ETF selection, with client relationships documented and reviewed regularly.

Patrick Hutchinson is a financial advisor with Sector Analysts LLC in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and LPL Financial from 2003 to 2017. Outside of his advisory role, he owns Hutchinson Insurance, offering fixed insurance products including life, disability, and long-term care insurance. Sector Analysts LLC serves individual and high-net-worth clients, providing financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset allocation, managing assets through a proprietary wrap fee program.

Elizabeth Gallen Mastromarino is a financial advisor with Financial Planning Advisors, Inc. in Wyomissing, PA, holding Series 63 and Series 65 licenses and with 40 years of industry experience. She has worked with Financial Planning Advisors, LPL Financial, and Van Reed Wealth Management. Outside of her advisory roles, she serves as a varsity assistant field hockey coach at Berks Catholic High School. Financial Planning Advisors, Inc. is a Pennsylvania state-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations with comprehensive financial planning, managed investment advisory programs, and discretionary portfolio management using platforms such as LPL’s Strategic Wealth Management. The firm’s process includes detailed client fact-finding, written personal investment policy statements, and ongoing portfolio monitoring through discretionary and consulting services.

Ceida Branca is a financial advisor at Limerick Financial Group, LLC with a Series 65 designation and five years of industry experience. She has been with Limerick Financial Group since 2020 and previously worked at Merrill Lynch. Her work history also includes roles outside the financial sector at Temple University, Retro Fitness, and Norristown Area High School. Limerick Financial Group provides portfolio management, financial planning, and consulting services to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and various trading approaches, offering proprietary asset-allocation and specialty models that include long/short and leveraged mutual-fund strategies alongside traditional investments.

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.

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.

James White is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been with Great Oak Wealth Management, Inc since 2021 and previously operated JH White Financial Services, LLC for 16 years. Outside of advisory work, he is employed as a Network Planner I at Verizon Communications, where he designs and plans outside plant facilities for telephone and high-speed services. Great Oak Wealth Management serves individuals, families, corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary investment management, retirement plan consulting, and participant account management, using an investment approach focused on asset allocation, fundamental analysis, and mutual fund/ETF selection.

Daniel Cieniewicz is a CFP® professional with 12 years of industry experience, currently serving at Hyperion Financial since 2021. His prior experience includes roles at Mohler Insurance and 1847 Financial/Hornor, Townsend, Kent, Inc. Outside of advisory work, he provides financial aid and student loan counseling through The College Dude, contributes to financial education content for MoneyGeek, and teaches personal finance workshops with the American Financial Education Alliance. Hyperion Financial offers discretionary investment management and financial planning services to individuals and business clients, emphasizing a primarily passive, long-term investment approach. The firm manages diversified portfolios using index funds, ETFs, stocks, and bonds, and provides virtual service delivery and unique client conveniences such as estate document updates and tax preparation payments for eligible 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.

David Coult is a CFP® and ChFC® with 28 years of industry experience. He has been with Milestone Financial Associates, LLC since 2011, where he serves as co-owner and president. Prior to and alongside his current role, he was affiliated with CommonWealth Financial Network for 14 years. Outside of advisory work, he is involved in insurance businesses and holds several ownership interests in related entities. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios primarily on a discretionary basis using mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Justin Miller is a CFA® charterholder with 15 years of industry experience. He has worked at Milestone Financial Associates, LLC since 2008 and was previously with Commonwealth Financial Network from 2011 to 2025. In addition to his advisory role, he serves as an instructor in Applied Investment Management at Kutztown University. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs asset allocation guided by fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds, typically on a discretionary basis.

Paul Juliano Jr. is a CFP® with 13 years of industry experience, currently serving at Milestone Financial Associates, LLC since 2026. He previously worked for The Vanguard Group, Inc. for 13 years. Milestone Financial Associates is a team-based registered investment adviser managing approximately $654 million in discretionary assets, offering personalized investment management and financial planning to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations. The firm constructs tailored asset allocations using fundamental analysis and integrates financial planning into most client relationships.

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.

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.