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.

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.

Michael Chisnell Jr. is a CFP® with 20 years of experience in the financial industry. He is a founding member of Bruton Chisnell Advisors, LLC and has previously worked at ValMark Securities, Inc. and Sequoia Financial Group. Outside of his advisory role, he is a partner in Ignite Brunswick Ltd., a brewing company, and serves on the Board of Governors and Finance Committee for the Tuscora Park Health & Wellness Foundation. Bruton Chisnell Advisors provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm’s investment approach centers on fundamental analysis and tailored asset allocation, with ongoing monitoring and a combination of third-party Independent Managers and in-house oversight.

Matthew Quinn is a financial planner with Blacktower Financial Management (US) LLC and holds a Series 65 designation. He has worked in the financial services industry since 2015, previously with Guardian Wealth Management and currently with SJB Global, where he operates across Europe. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, standalone financial planning, and retirement-plan consulting.

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.

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® 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.

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.

James Goodhart is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Chancellor Financial Group since 2021 and previously at TCM Securities, Inc. from 2015 to 2021. Outside of advisory work, he is an insurance agent specializing in fixed insurance and annuity products. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a long-term, fundamental analysis-based investment approach, utilizing low-cost mutual funds and ETFs along with other strategies, and manages approximately $249 million in client assets.

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.

Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Arkadios Capital. Outside of finance, he is the owner and personal trainer of DefySize Fitness and Coaching LLC, providing fitness and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering a mix of fundamental and technical analysis with a long-term investment approach. The firm manages accounts primarily on a non-discretionary basis and includes alternative investments and privately placed securities among its options.

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.

Edward Williams is a CFP® with 24 years of industry experience. He is currently with Boldin Advisors and has previously worked at Facet Wealth, Citizens Bank, CLARFELD Financial Advisors, and TIAA. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses, offering investment advice based on Modern Portfolio Theory without discretionary account management. The firm emphasizes a long-term, buy-and-hold approach using low-cost index funds and ETFs and operates through multiple offices while maintaining a fee-only structure.

Frederick Hubler Jr. is a financial advisor with Creative Capital Wealth Management Group, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arkadios Capital since 2020 and has been involved with Creative Capital Wealth Management Group and independent insurance agency work since 2003. Outside of advisory roles, he coaches other financial advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. He also serves on the advisory council for Renault Winery. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering services including tax mitigation programs, alternative investments, and third-party money manager recommendations. The firm generally manages accounts on a non-discretionary basis, with discretionary authority primarily within its Household Endowment Model.

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.

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. 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 generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.