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Michael H
CFP®, Series 63, Series 65
Shillington, PA
Hyperion Financial
Michael Hartman is the founder of Hyperion Financial and holds the CFP® designation along with Series 63 and 65 licenses. He has 12 years of industry experience, including seven years with 1847 Financial, Penn Mutual Life Insurance Company, and HTK before establishing Hyperion Financial in 2021. Hyperion Financial provides discretionary investment management and 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, with services delivered virtually.
Sharon E
Series 65
Lancaster, PA
Mangolds Investment Advisors Inc.
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 B
CFP®, Series 66
Lancaster, PA
Omicron Advisors, LLC
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.
Ruston W
CFP®
Lebanon, PA
Apricus Wealth LLC
Ruston Wolfe is a CFP® professional at Apricus Wealth LLC with three years of industry experience. Prior to joining Apricus Wealth, he spent twelve years at Bryn Mawr Trust. Apricus Wealth is a registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment process combining fundamental and technical analysis with long-term strategies, while providing integrated financial planning and comprehensive account monitoring.
Ross B
CFP®, PFS™, Series 66
Lancaster, PA
Omicron Advisors, LLC
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 H
Series 65
Wyomissing, PA
Atlas Wealth Partners LLC
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 K
Series 63, Series 65
Wyomissing, PA
Berkshire Advisors, Inc.
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.
Mateusz A
Series 66
Lancaster, PA
Chestnut Street Investment Counsel, LLC
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 G
Series 65
Lancaster, PA
Lancaster County Financial Group, LLC
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 R
CFP®, Series 66
Lancaster, PA
Rowley Financial
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.
Beth V
Series 65
Lancaster, PA
Chestnut Street Investment Counsel, LLC
Beth Vulopas is a Series 65-licensed financial advisor with six years of industry experience, currently with Chestnut Street Investment Counsel, LLC. Her prior roles include positions at Financial Advisory Services, LLC, Atwater Malick, Vulopas & Associates Daily Money Management, and Wheatland Advisors. Chestnut Street Investment Counsel serves individuals, trusts, estates, retirement plans, and businesses with discretionary investment management and comprehensive wealth planning. The firm combines fundamental and technical analysis with a generally long-term investment orientation, offering portfolio management, financial planning, and fiduciary retirement plan services.
Zachary B
Series 63, Series 65
Lancaster, PA
Mangolds Investment Advisors Inc.
Zachary Buterbaugh is a financial advisor with Mangolds Investment Advisors Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Primerica Advisors and operating as a sole proprietor. Outside of advisory services, he is involved with Mangold's Tax Service Inc., a tax preparation business. Mangolds Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, nonprofits, and business entities. The firm offers discretionary portfolio management, written financial planning, and educational workshops, tailoring investment programs based on clients’ goals, time horizons, and risk tolerance.
Joshua G
Series 63, Series 65
Lancaster, PA
Odyssey Group Wealth Advisors
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 B
Series 63, Series 65
Lancaster, PA
Hershey Financial Advisers, LLC
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 B
ChFC®, Series 63
Stevens, PA
Bradley Advisory
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.
Robert R
ChFC®
Lancaster, PA
Cedar Spring Advisors, LLC
Robert Rago is a ChFC® credentialed financial advisor with three years of industry experience, currently practicing at Cedar Spring Advisors, LLC. Prior to his advisory career, he worked in various roles including at Ferrera Candy Company and Kellogg Company. He also owns and operates Rago Financial, a business focused on insurance and consulting services. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm employs a tailored investment approach that incorporates fundamental analysis, various strategies including options, and third-party managed solutions, overseeing approximately $169 million in assets across nearly 284 client relationships.
Michael N
CFP®, Series 63, Series 65
Lancaster, PA
Life Stewardship Advisors
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 P
CFP®, Series 63, Series 65
Lancaster, PA
Odyssey Group Wealth Advisors
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 S
CFP®, Series 66
Lancaster, PA
Odyssey Group Wealth Advisors
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.
Michelle F
CFP®, Series 63, Series 65
Lancaster, PA
Cedar Spring Advisors, LLC
Michelle Fletcher is a CFP®-certified financial advisor with 33 years of industry experience. She has worked at Cedar Spring Advisors, LLC since 2017 and has been involved with Fletch Financial since 2011. Prior to that, she spent a decade at INVEST Financial Corporation. Cedar Spring Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management and financial planning services tailored to client goals and risk tolerance through a variety of investment strategies and third-party managed solutions.
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