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.

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.

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.

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.

Nathan Kibler is a financial advisor with Tarigas Investment Advisory in Lancaster, PA, holding the ChFC® and Series 66 designations. He has nine years of industry experience, including five years with Tarigas and Black Diamond Financial Solutions and five years at MASS MUTUAL. 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 based on quantitative, fundamental, and cyclical analysis, managing a diverse investment universe while acting as a fiduciary for retirement accounts.

Sharon England is a financial advisor with Mangolds Investment Advisors Inc. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she has experience with Mangolds Tax Service Inc. as a tax professional since 2012 and spent 13 years at The Lancaster School of Cosmetology. Mangolds Investment Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, nonprofit organizations, and business entities. The firm provides discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerances.

Ross Burnam is a CFP® with 20 years of industry experience and serves as an advisor at Omicron Advisors, LLC, where he has worked since 2012. He also operates his own accounting practice, Ross W. Burnam, CPA, PA, providing accounting services. Omicron Advisors provides investment supervisory services, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and nonprofit accounts. The firm follows an academic-driven investment approach that emphasizes diversification and passive strategies, managing approximately $151 million across about 74 client relationships.

Ross Burnam is a CFP® and PFS™ with 25 years of industry experience. He is a principal at Omicron Advisors, LLC, where he has worked since 2012, and he also owns and operates Ross W. Burnam, CPA, PA, a separate accounting practice established in 1989. Burnam serves as successor trustee for a testamentary education trust. Omicron Advisors, LLC provides investment supervisory services, financial planning, and pension consulting to individuals, trusts, partnerships, and non-profit plans. The firm manages discretionary portfolios for a small client base using an investment approach based on academic research, emphasizing diversification and passive strategies through mutual funds and ETFs.

Mateusz Atlasik is a financial advisor at Chestnut Street Investment Counsel, LLC in Lancaster, PA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at The Vanguard Group, Inc., Ameriprise Financial Services, Inc., and PeoplesBank, A Codorus Valley Company. Chestnut Street Investment Counsel serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with discretionary investment management, comprehensive wealth management, and financial planning. The firm emphasizes customized portfolios combining individual stocks and bonds with mutual funds, applying both fundamental and technical analysis within a long-term investment orientation while allowing flexibility for shorter-term adjustments.

Logan Gotshall is a Series 65-licensed advisor with Lancaster County Financial Group, LLC, where he has worked since 2020. His prior experience includes roles in healthcare and other industries, including Quantum Imaging & Therapeutic Associates, Inc., and Scribe America. Lancaster County Financial Group provides investment management, wealth planning, and consulting services primarily to individuals, trusts, retirement plans, and businesses. The firm employs a Managed Asset Allocation Model approach, tailoring portfolios and rebalancing them based on client goals and economic conditions.

Wendy Rowley is a CFP® with 30 years of industry experience. She is currently with Rowley Financial, where she has worked since 2023, and previously held roles at Markle Financial LLC and Cambridge Investment Research Advisors Inc. Outside of financial advising, she has ownership interests in real estate entities. Rowley Financial provides advisory services to individual investors, including high-net-worth and non-high-net-worth clients, as well as sponsors of pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using multiple analytical methods to tailor investment programs across a broad range of asset classes.

Lee Kerr is a financial advisor at Crosswalk Investment Advisory, Inc. with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Kerr holds Series 63 and Series 65 licenses. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of strategies including fundamental and technical analysis, buy-and-hold, asset allocation, shorter-term trading, short sales, and option writing.

Dante Giorgio is a financial advisor with EHG Wealth Management and holds a Series 65 designation. He has several years of experience, including roles at Kerr Wealth Management, Giorgio Financial Advisors LLC, Benefix, and Benecon Group. Outside of finance, he is involved with Giorgio Transport, Inc., a family business operating since 2015. EHG Wealth Management provides fee-based investment advisory services and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset-allocation strategy based on technical analysis and offers a combination of discretionary portfolio management and hourly financial planning.