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Sean M

CFP®, Series 63, Series 65

Wyomissing, PA

Atlas Wealth Partners LLC

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.

Concentrated stock management Real estate investing
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Michael J

CFP®, Series 66

Wyomissing, PA

Atlas Wealth Partners LLC

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.

Concentrated stock management Real estate investing
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Ann A

CFP®, Series 63

Wyomissing, PA

Mcfarland Associates

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.

General retirement planning Tax strategies for small businesses
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Amanda T

Series 65

Stevens, PA

Bradley Advisory

Amanda Taylor Gehman is a financial advisor at Bradley Advisory with one year of industry experience. She holds a Series 65 designation and has worked at Penn State College of Medicine since 2017, following two years at Penn State University. Bradley Advisory provides investment advisory and financial planning services primarily to individuals, families, small corporations, and trusts. The firm manages approximately $90 million in client assets using a value-oriented, long-term investment approach that emphasizes diversification and periodic rebalancing.

Options & derivatives strategies Concentrated stock management Active portfolio management
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Daniel C

CFP®, Series 63, Series 65

Shillington, PA

Hyperion Financial

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.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Young Professionals
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Timothy T

CFP®, Series 63

Leola, PA

Master's Wealth Management Inc.

Timothy Tyson is a CFP® with 24 years of industry experience. He is currently with Master's Wealth Management Inc., where he has worked since 2024, following a 22-year tenure at Securities America, Inc. Tyson holds a Series 63 license and is based in Lancaster, PA. Master’s Wealth Management serves a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides financial planning and discretionary wealth management, employing customized portfolios that primarily use ETFs and mutual funds alongside other investment vehicles, with a focus on long-term strategies and internal due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Lyle H

CFP®, Series 63, Series 65

Leola, PA

Master's Wealth Management Inc.

Lyle Hershey is a Certified Financial Planner® with 35 years of industry experience. He is currently with Master's Wealth Management Inc. and has held previous roles at Securities America Advisors, Everbank, and Masters Financial Associates. Master's Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm builds customized portfolios primarily using ETFs and mutual funds and operates a wrap fee program that consolidates transaction costs into a single advisory fee.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Thomas W

Wyomissing, PA

Weik Capital Management

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.

Active portfolio management Concentrated stock management
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Liza H

Series 65

Leola, PA

Master's Wealth Management Inc.

Liza Heisey is a financial advisor at Master’s Wealth Management Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Lincoln Financial Distributors, Inc. and in educational roles at Grove City College and Cornerstone Christian School. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm constructs customized portfolios using ETFs, mutual funds, individual securities, and independent managers, applying fundamental and technical analysis with a long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Eric M

Series 66

Wyomissing, PA

Alliance Financial

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.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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Garrison N

CFP®, Series 63, Series 65

Leola, PA

Master's Wealth Management Inc.

Garrison North is a CFP® with 13 years of industry experience, currently serving as an advisor at Master's Wealth Management Inc. since 2024. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over a decade. Outside of his advisory role, he serves as treasurer and elder board member at Neffsville Mennonite Church and participates on the finance committee of a sports-related nonprofit ministry. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, providing financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm constructs customized portfolios primarily using ETFs and mutual funds, employing both fundamental and technical analysis with a long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Charles K

Series 63, Series 65

Leola, PA

Master's Wealth Management Inc.

Charles Keller is a financial advisor at Master's Wealth Management Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors, Inc. and Master's Financial Associates, Inc. Master’s Wealth Management serves individuals, families, trusts, charitable organizations, businesses, and retirement plans, providing financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm constructs customized portfolios using ETFs, mutual funds, individual securities, and independent managers, applying both fundamental and technical analysis with a long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Robert H

CFA®

Wyomissing, PA

Connors Investor Services Inc

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.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Warren W

Series 65

Wyomissing, PA

Weik Capital Management

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.

Active portfolio management Concentrated stock management
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Javan M

CFP®, Series 63, Series 65

Ephrata, PA

Martin, Javan Von

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.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Steven S

CFP®, Series 65

Wyomissing, PA

Connors Investor Services Inc

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.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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John K

Series 63

Wyomissing, PA

Guardian Asset Advisors, LLC

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.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Steven P

CFP®, Series 63, Series 65

Wyomissing, PA

Connors Investor Services Inc

Steven Pottieger is a CFP® professional at Connors Investor Services Inc with 21 years of industry experience. He has been with Connors Investor Services since 2005. Connors Investor Services provides discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, incorporating options strategies such as covered call writing and hedging as part of its risk management approach.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Laura N

Series 65

Wyomissing, PA

Weik Capital Management

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.

Active portfolio management Concentrated stock management
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Thomas D

Series 66

Wyomissing, PA

Alliance Financial

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.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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