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.

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.

Timothy June is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Hancellor Financial Group WB LP since 2015 and Newbridge Securities since 2011. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often utilizing third-party asset managers and providing ongoing monitoring and rebalancing.

Trent Hart is a financial advisor at Simplicity Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Hart Wealth and Retirement Planning and Senior Solutions Consulting Group, as well as five years at Pequea Valley School. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of advisory and operational services including a managed account platform for advisers.

Karl Klingmann II is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Kovack Advisors since 2015 and Kovack Securities since 2014. Outside of his advisory role, he owns and operates PENN RISE ADVISORS, LLC, a business providing financial services and brokerage for small businesses and individuals. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension plans, and banking institutions. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, alongside third-party manager recommendations and financial planning services.

Sheetal Khanna is a CFP® professional with 20 years of industry experience. She joined CW Advisors, LLC in 2025 after working at CMS Wealth Management and Capital Management Services, Inc. for a combined total of over 50 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, using both third-party and internally managed portfolios.

Shane Martin is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses, and has six years of industry experience. His prior work includes roles at Thrivent Financial, Transamerica Financial Advisors, and United Financial Service. Outside of advising, he works as an independent contractor runner for Rock Lititz, supporting production teams in a music tour stage construction facility. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, offering both point-in-time financial plans and optional managed account solutions.

Robert Oconnor is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with PNC Investments LLC since 2012. Outside of his advisory role, he is listed as the owner of a rental property, unrelated to his investment activities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements portfolios via mutual funds and ETFs with annual rebalancing.

Devin Frey is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 13 years of industry experience. He has been with PNC Investments LLC since 2015. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment to recommend portfolios managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Ian Kahil is a financial advisor at Kestra Advisory Services, LLC with 12 years of experience in the financial industry. He holds the CFP® certification and Series 66 license. Prior to joining Kestra in 2025, he spent nine years at Commonwealth Financial Network and has experience in mortgage services through Absolute Home Mortgage Corporation. Outside of his advisory role, he is involved in managing rental property investments through third-party property management companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Patrick Devlin is a CFP® and Series 65-credentialed advisor with four years of industry experience. He currently works at Citizens Securities, Inc. and has previously held roles at MyCIO Wealth Partners, Temple University, MASS MUTUAL, CREATIVE Financial Group, and Fence Authority. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and IRA accounts, offering advisory programs alongside brokerage and insurance services. The firm utilizes both a digital advisory platform and managed accounts and operates as a broker-dealer and insurance agency.

Jeffrey Wolf is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra Advisory Services and Kestra Investment Services in 2025. Outside of his advisory role, he has a minority ownership interest in an online restaurant ordering business, though it is currently inactive. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, serving large institutional clients and maintaining extensive affiliate and third-party relationships.

Manuel Zavala is a financial advisor with Empower Advisory Group in West Grove, PA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm offers point-in-time financial plans and optional managed account solutions, operating through an integrated model connected to Empower’s recordkeeping and administrative platforms.

David Dively is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 23 years of industry experience, including roles at Truist Investment Services, Bb&T Securities, and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Tyler Cotten is a financial advisor at Kestra Advisory with a Series 66 designation and several years of experience that include roles in both educational institutions and advisory services. His background spans positions at Saint Peters University, Paul D. Camp Community College, George Mason University, the University of North Carolina at Charlotte, and Grafton High School before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Jennifer Lowden is a financial advisor with LPL Financial in Quarryville, PA, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2017 and previously worked at Joann Fabric and Craft. In addition to her advisory role, she is a Notary Public who notarizes forms for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology support.

John Delp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been associated with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in selling loan products and home security services through affiliates of Primerica, and he owns Delp Financial Corporation, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, managing potential conflicts through disclosure and oversight.

Daniel Seal II is a financial advisor with Primerica Advisors in Strasburg, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at PFS Investments Inc. since 2017 and was self-employed for 14 years prior. Seal also has over 30 years with Primerica Financial Services. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers, delegates trading to BNY Mellon Advisors, and employs a tiered wrap-fee structure.

Jonathan Williams is a financial advisor at Edward Jones in Oxford, PA, holding the Series 63 and Series 65 designations with two years of industry experience. He previously worked with Florida Financial Advisors (DBA Tristate Financial Advisors) and has held roles in various firms including Nyle Maxwell and Capstone Logistics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.