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.

Amanda Taylor Gehman is an advisor with Bradley Advisory holding a Series 65 designation and no prior industry experience. Her work background includes roles at Penn State College of Medicine since 2017, Geneia in 2016, and Penn State University from 2015 to 2017. Bradley Advisory provides investment advisory and financial planning services primarily to individuals, families, small corporations, and trusts, managing approximately $90 million in assets. The firm employs a value-oriented, long-term investment strategy focused on diversification and periodic rebalancing, utilizing mutual funds, ETFs, and selective individual securities or options.

Daniel Cieniewicz is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Hyperion Financial since 2021. His prior experience includes roles at Mohler Insurance and 1847 Financial/Hornor, Townsend, Kent, Inc. Outside of his advisory work, Cieniewicz is involved in financial education and counseling, providing student loan guidance through The College Dude, contributing personal finance content for MoneyGeek, and instructing workshops for the American Financial Education Alliance. Hyperion Financial offers 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 strategy and delivers services virtually to a clientele of approximately 182 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.

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.

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.

Laurie Peer is a CFP® with 23 years of industry experience and is a partner of RKL LLP, the parent company of RKL Wealth. She has worked at RKL Wealth Management LLC since 2016 and holds roles at Sterling Financial Advisors, LLC and Reinsel Kuntz Lesher LLP. Peer serves as president of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

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.

Steven Pottieger is a CFP® with 20 years of industry experience, currently serving at Connors Investor Services Inc since 2005. He holds Series 63 and Series 65 licenses and is based in Wyomissing, PA. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, and various entities. The firm employs a blend of fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated funds and pooled vehicles.

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.

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.

Ryan Mccallum is a financial advisor with Connors Investor Services Inc, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Connors Investor Services since 2022 and previously spent 11 years at LPL Financial LLC. 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 employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and is notable for its role as adviser and sponsor of multiple pooled investment vehicles and affiliated funds.

Stephanie Baity is a CFP® professional with 11 years of industry experience. She has worked at Alliance Financial since 2020 and previously held positions at LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corporation. Outside of her advisory work, she has participated as a poll worker. Alliance Financial serves individuals, including high-net-worth clients, as well as pension 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. Alliance Financial is notable for sponsoring a wrap fee program and integrating multiple model and algorithm-based platforms into its client solutions.

Debora Covell is a Series 65 licensed advisor with 10 years of industry experience. She has been with Connors Investor Services Inc. since 2017 and previously worked at CemSOL for one year. Connors Investor Services provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis and incorporates options strategies such as covered call writing and hedging as part of its risk management approach.

Logan Boyer is a financial advisor at Weik Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in various roles across multiple industries, including Carpenter Technology, uFinancial Group, and FedEx. 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, and corporations. The firm follows a value-based investment philosophy focused on fundamental equity analysis and balanced portfolios combining equities with conservatively structured fixed-income holdings.

Peter Connors is a CFA® charterholder with 23 years of industry experience. He has been with Connors Investor Services Inc since 1992. The firm is a team of nine advisors based in Wyomissing, PA. 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 employs a blend of fundamental and technical analysis, using long- and short-term strategies, including options and treating cash as an asset class. It also acts as adviser and sponsor to multiple pooled vehicles, including the Connors Hedged Equity mutual fund and affiliated private funds.