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.

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.

James White is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been with Great Oak Wealth Management, Inc since 2021 and previously operated JH White Financial Services, LLC for 16 years. Outside of advisory work, he is employed as a Network Planner I at Verizon Communications, where he designs and plans outside plant facilities for telephone and high-speed services. Great Oak Wealth Management serves individuals, families, corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary investment management, retirement plan consulting, and participant account management, using an investment approach focused on asset allocation, fundamental analysis, and mutual fund/ETF selection.

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.

Kristen Barker is a CFP® professional with six years of industry experience. She is currently with Q3 Advisors, LLC, having previously worked at several firms including Thrive Wealth Management, Milestone Financial Associates, and Wescott Financial Advisory Group. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through various packaged programs, emphasizing planning-level recommendations without offering investment management or discretionary authority. The firm operates entirely on fixed-fee engagements and collaborates with independent CPA firms for tax preparation.

Christi Bender is a financial advisor at Vermillion & White Wealth Management Group with 11 years of industry experience. She has been with Vermillion & White since 2014 and is also a certified public accountant running her own tax and small business accounting practice since 2010. In addition to her advisory role, she holds a Pennsylvania insurance producer license and dedicates a limited amount of time to insurance-related activities. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and organizations, managing approximately $231 million across several hundred accounts. The firm offers portfolio management, comprehensive financial planning, and pension consulting, focusing on aligning investments with clients’ risk tolerance, time horizon, and objectives through a disciplined process that includes asset allocation, diversification, and regular rebalancing.

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.

Robert Decampli Jr is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA, holding a Series 63 designation and 11 years of industry experience. He has worked at Vermillion & White since 2014 and has been associated with Guardian Life Insurance Co of America since 2009. Outside of financial advising, he operates a CPA accounting practice focused on tax preparation and accounting services. Vermillion & White Wealth Management Group serves individuals, institutions, pension plans, trusts, and charitable organizations, managing approximately $231 million across several hundred accounts. The firm provides portfolio management, financial planning, and pension consulting, using an investment approach based on asset allocation, diversification, and periodic rebalancing informed by research and third-party models.

Sean Gunning is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. His work history includes roles at Arkadios Capital, Realta Investment Advisors, and ADP LLC. He maintains an inactive business entity, Top Gunning, LLC, which was formerly used for real estate investments. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm manages most accounts on a non-discretionary basis, employing both fundamental and technical analysis with a long-term investment orientation.

Brian White is a CFP® with 21 years of industry experience and has been with Vermillion & White Wealth Management Group since 2013. He holds a Series 66 license and operates out of Phoenixville, PA. In addition to his advisory role, he is a registered insurance producer in Pennsylvania, dedicating a small portion of his time to that business. Vermillion & White Wealth Management Group serves individuals, institutions, and various types of plans and trusts, managing approximately $231 million across several hundred accounts. The firm employs a disciplined investment process focused on asset allocation, diversification, and periodic rebalancing, utilizing both fundamental and technical research along with third-party model inputs.

Raymond Martin is a financial advisor at Creative Capital Wealth Management Group with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including MassMutual Life Insurance Co, Citi Group, and Northwestern Mutual Investment Services. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, focusing on both fundamental and technical analysis within a long-term investment approach. The firm offers a range of services including a tax mitigation program, third-party money manager recommendations, and alternative investments, while generally managing client accounts on a non-discretionary basis.

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.