Tyler Storms is a financial advisor at Hyperion Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold approach with index funds, ETFs, stocks, and bonds. The firm offers comprehensive planning services delivered virtually and coordinates with clients’ tax and legal professionals.

Michael Hartman is the founder of Hyperion Financial and holds the CFP® designation, along with Series 65 and Series 63 licenses. He has 12 years of industry experience, including seven years with 1847 Financial, Penn Mutual Life Insurance, and HTK prior to founding his firm. Hyperion Financial provides 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 approach using diversified portfolios of index mutual funds, ETFs, stocks, and bonds, and offers additional services such as virtual delivery of advice, project-based planning, and financial education workshops.

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.

Kyle Hutchinson is a financial advisor at Atlas Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Atlas Wealth Partners, he was involved with YF Visuals LLC and The Greenfield Restaurant and Bar, and he also served with Eastern Pennsylvania Youth Soccer for seven years. Atlas Wealth Partners advises individuals, trusts, and participant-directed pension plans, serving both high-net-worth and non-HNW clients. The firm follows a value-oriented, discipline-driven investment process with an emphasis on security-level valuation and offers discretionary asset management and integrated financial planning.

Jay Kemmerer is the principal and CEO of Berkshire Advisors, Inc. in Wyomissing, PA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including roles at Purshe Kaplan Sterling Investments since 2003 and J.R. Kemmerer & Co since 1992. In addition to his advisory work, he is an author of financial reports and serves as treasurer and secretary for a joint marketing group supporting his firm. Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, and trusts. The firm uses fundamental, quantitative, and third-party research to manage portfolios across various asset classes and offers both customized allocations and model portfolios.

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.

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.

Joshua Groff is a financial advisor with Odyssey Group Wealth Advisors in Lancaster, PA, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes roles at PFM Fund Distributors, Inc. and Commonwealth Financial Network before joining Odyssey Group Wealth Advisors in 2018. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million and employs a discretionary investment approach utilizing mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Greg Boll is a financial advisor with Hershey Financial Advisers, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Leigh Baldwin & Co., LLC since 2011. Outside of his advisory role, he serves as treasurer for Cocolico Community Chapel. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based programs emphasizing asset allocation and active management, serving approximately 591 clients with $139.3 million in discretionary assets under management.

Raymond Bradley is a financial advisor at Bradley Advisory with 37 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been affiliated with Ausdal Financial Partners, Inc. since 2009. In addition to his advisory work, he owns and operates a life and health insurance practice providing investment advice and financial planning in Stevens, PA. Bradley Advisory serves individuals, families, small corporations, and trusts, managing approximately $90 million in client assets. The firm employs a value-oriented, long-term investment approach focused on diversification, periodic rebalancing, and the use of mutual funds and ETFs, offering both discretionary and non-discretionary account management.

Michael Novak is a Certified Financial Planner® at Life Stewardship Advisors in Lancaster, PA, with 10 years of industry experience. He has been with Life Stewardship Advisors since 2013. Novak serves as a board member of the Water Street Mission, a nonprofit organization, and is a supervisor for Pequea Township. Life Stewardship Advisors is a state-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm offers discretionary portfolio management and financial planning services tailored to client objectives and utilizes a variety of investment strategies.

Christian Pascuzzo is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Odyssey Group Wealth Advisors and has previously worked at firms including Commonwealth Financial Network, Spring Ridge Financial Group, RKL Wealth Management LLC, and The Prudential Insurance Company of America. 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 portfolios that typically include mutual funds, ETFs, stocks, and bonds.

Aaron Sherman is a CFP® with 11 years of industry experience, currently practicing at Odyssey Group Wealth Advisors in Lancaster, PA. He has worked at Odyssey Group Wealth Advisors since 2018 and previously spent 10 years at Commonwealth Financial Network. Outside of advising, he is the owner of Sterling 22AB, LLC, an entity involved in managing commercial real estate in Lancaster. Odyssey Group Wealth Advisors provides personalized investment management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $421 million across 245 client relationships, employing a discretionary investment approach with portfolios constructed from mutual funds, ETFs, stocks, and bonds tailored to client objectives.

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.

Gerard Clunan Jr. is a financial advisor with Hershey Financial Advisers, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 25 years at Hershey Financial Advisers and Leigh Baldwin & Co., LLC. Outside of his advisory work, he serves as president of both the Gate Club and Gideons International of Pennsylvania, and is a board member of the Student Life Center at Temple University. Hershey Financial Advisers provides investment management, financial planning, and insurance solutions to individual, institutional, and charitable clients. The firm offers model-based investment programs and individualized financial plans, managing approximately $139 million in discretionary assets for nearly 600 clients.

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.

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.