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.

Curt Stauffer is a financial advisor at MCM Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CS Planning Corp., Seven Summits Capital, LLC, and Coastal Investment Advisors. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with portfolios tailored to client goals and offers a proprietary rules-based options overlay platform for eligible clients.

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.

Richard Rowley is a financial advisor at Rowley Financial in Lancaster, PA, with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has served as Vice President of Rowley & Associates, Inc. since 2020. In addition to his advisory work, he is a licensed insurance agent specializing in life and disability insurance. Rowley Financial provides advisory services to individual investors, including high-net-worth and non-high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm employs a discretionary investment approach tailored to client objectives and utilizes various analytical methods while offering education through workshops and seminars.

Nicholas Brightbill is a financial advisor at Hershey Financial Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin & Co., LLC since 2016 alongside his tenure at Hershey Financial Advisers beginning in 2014. Brightbill is a 25% owner of Hershey Financial Advisers and dedicates part of his time to the firm’s related insurance and financial services activities. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individual clients, institutional investors, business entities, trusts, and charitable organizations. The firm employs model-based programs and active management strategies, managing approximately $139.3 million in discretionary assets for about 591 clients.

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 a financial advisor at Bradley Advisory with one year of industry experience. She holds a Series 65 designation and has prior work experience at Penn State College of Medicine, Geneia, and Penn State University. Bradley Advisory provides investment advisory and financial planning services primarily to individuals, families, small corporations, and trusts. The firm employs a value-oriented, long-term investment strategy with an emphasis on diversification and periodic rebalancing, managing approximately $90 million in client assets.

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.

Rick Rodgers is a CFP® with 29 years of experience in financial advising. He has been with Rodgers & Associates since 1996 and is a partner at LMM Associates. Additionally, he is involved with Plan Smart, LLC, which focuses on book sales and speaking engagements. Rodgers & Associates provides wealth management and financial planning services primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis and employs a quantitative security-selection process, constructing portfolios mainly with mutual funds and ETFs according to client-specific investment policies.

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.

Lyle Hershey is a CFP® with 34 years of experience in the financial services industry. 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 individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm builds customized portfolios using ETFs, mutual funds, individual stocks, bonds, and independent managers, applying fundamental and technical analysis with a long-term focus.

Tyler Harris is a CFP® with six years of industry experience, currently serving as the sole advisor at Arx Private Wealth. He previously worked at RKL Wealth Management for seven years and The Vanguard Group, Inc. for six years. Arx Private Wealth offers discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm’s approach focuses on asset allocation and the use of third-party model portfolios and independent managers, combining family office offerings such as trustee oversight and bill-paying with access to private placements.

Richard Walters is a CFP® with 35 years of experience in financial advising. He has been with Comprehensive Financial Planning, Inc. since 1984 and has operated his own advisory business since 1983. Outside of advising, Walters owns Comprehensive Benefit Marketing Services, Inc., where he sells employee benefits including group life, disability, and dental insurance. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning, using an asset-allocation approach supported by fundamental, technical, and cyclical analysis.

Brandon Adams is a CFA® charterholder with 13 years of industry experience. He has worked at RKL Wealth Management LLC since 2016 and was previously with Ambassador Advisors, LLC from 2012 to 2016. RKL Wealth Management advises a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors. The firm employs a discretionary, consolidated asset management process focused on strategic asset allocation and a core-satellite portfolio structure, and it is formally affiliated with a regional accounting and consulting firm to provide integrated tax and advisory services.