Clair King is an Investment Advisor Representative at Bare Wealth Advisors with seven years of industry experience. She holds a Series 66 credential and previously worked at Fulton Financial Corp for ten years. Outside of her advisory role, King volunteers with Millersville Bible Church, serves on the board of the Pennsylvania Agriculture Business Development Center, and participates on the tuition finance committee for Lancaster County Christian School. Bare Wealth Advisors serves individual and high-net-worth clients, retirement plans, trusts, estates, and business entities by providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment process that includes asset allocation, rebalancing, and multi-method analysis, and it utilizes third-party sub-advisors and model strategies to implement portfolios.

Francis Hoey is the principal and sole advisor at Hoey Investments, Inc., a firm he has led since 2009. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Hoey Investments, Inc. is an independently owned, SEC-registered advisor providing discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm emphasizes tailored investment objectives, ongoing portfolio monitoring, and a formal policy on the use of artificial intelligence tools, while excluding cryptocurrencies from client portfolios.

Stephen Scialo is a financial advisor with Key Group Management, Inc., holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovate Advisors, Mallie LLP, Avantax Insurance Services, and UBS Financial Services. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental analysis and multiple investment strategies without discretionary trading authority, and coordinates tax planning and accounting through an affiliated tax practice.

Curtis Burkholder is a Series 66-licensed advisor with 19 years of experience, currently serving at Bare Wealth Advisors. He has been affiliated with the firm and its predecessors since 2005. Outside of his advisory role, he volunteers in leadership positions at his church and serves on the governance board of YWAM Lancaster. Bare Wealth Advisors serves individual and high-net-worth clients, retirement plans, trusts, estates, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment process that includes multi-method analysis, periodic rebalancing, and the use of sub-advisors and model strategies.

Dionna Poluch is a CFP® professional with six years of industry experience, currently serving at Brandywine Oak Private Wealth LLC. Her prior roles include positions at Domain Money, Beck Bode, LLC, and JPMorgan Securities, LLC. Brandywine Oak Private Wealth LLC advises individuals, trusts, estates, corporations, and other entities by providing financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach that emphasizes low-cost, diversified ETF allocations, tax minimization, and behavioral finance principles.

Peter Kim is a CFA® charterholder with 12 years of industry experience. He is currently with Brandywine Oak Private Wealth LLC, where he has worked since 2022, following eight years at Goldman Sachs. Kim serves as Treasurer and a member of the Board of Trustees for the Chester Springs Library. Brandywine Oak Private Wealth advises individuals, trusts, estates, corporations, and other entities, offering financial planning, consulting, and both discretionary and non-discretionary investment and wealth management services. The firm employs a goal-oriented investment approach centered on low-cost, broadly diversified ETF core allocations, tax minimization, and behavioral finance principles.

Adam Sweigart is a financial advisor with Bare Wealth Advisors holding a Series 65 credential and has been with the firm since 2025. He has no prior industry experience before joining Bare Wealth Advisors and previously attended Liberty University. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment approach includes tailored asset allocation, periodic rebalancing, and multi-method analysis, utilizing sub-advisors and faith-based model portfolios to implement client strategies.

Ronald Bare is a CFP® with 29 years of experience and currently serves as an advisor at Bare Wealth Advisors. He has been affiliated with the firm and its predecessor entities since 2002. Outside of his advisory role, he is involved in several community and advisory activities, including serving on the board and finance committee of his local church and participating on advisory councils related to charitable giving. Bare Wealth Advisors works with individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm’s approach includes tailored asset allocation, periodic rebalancing, and multi-method analysis, using sub-advisors and model strategies to implement portfolios.

Ciara Price is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the CFP® and Series 66 credentials and has worked previously at Legacy Solutions, Inc. and Lincoln Investment, LLC. Price serves as Chief Operating Officer and partner at Legacy Solutions, LLC, where she is involved in financial planning and client service. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment team that manages model portfolios and uses a proprietary fund screening process.

Kimberly Brumbaugh is a financial advisor with AdvisorNet Wealth Partners, holding Series 63 and Series 65 designations and over 28 years of industry experience. She is the founder and CEO of Brumbaugh Wealth Management, LLC, and has held board positions at Mid Penn Bank Holding Company since 2019. Kimberly also serves as an emeritus board member of the Chester County Chamber of Business & Industry and participates in finance committees for local organizations. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, employing both discretionary and non-discretionary management to meet client objectives.

Joshua Winter is a CFP® with 18 years of industry experience, currently serving as a financial advisor at BCG Securities, Inc. He has a longstanding career with Horace Mann Investors, Inc. and related entities dating back to 2008. Winter is also a board member of the West Chester Education Foundation and the Downingtown Education Foundation, both nonprofit organizations supporting local school districts. BCG Securities, Inc. serves institutional retirement plans and individual clients, focusing on portfolio management, financial planning, pension consulting, and wealth management. The firm emphasizes tailored investment policy statements and employs a range of analytical strategies while overseeing independent third-party managers.

Daniel Danese is a CFP® with 40 years of industry experience and is currently affiliated with Capital Analysts in Kennett Square, PA. He has held roles at Legacy Solutions, LLC, Lincoln Investment, and Capital Analysts Inc over the past two decades. Outside of his advisory work, Danese is involved in insurance sales focused on risk management as president of Legacy Solutions Incorporated. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team that uses proprietary screening processes and offers a range of portfolio management services, including discretionary and non-discretionary options tailored to client needs.

Mark Prowell is the principal of Prowell Financial Management, LLC in Exton, PA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has led his firm since 2016. In addition to his advisory role, he serves as a board member of Commonwealth Trust Company. Prowell Financial Management advises closely held companies and their owners, focusing on financial organization, planning, and asset management related to ownership succession and complex individual circumstances. The firm typically manages clients’ existing third-party relationships while emphasizing liquidity and low-cost investment instruments, often operating on a non-discretionary basis.

Cynthia Hewitt is a financial advisor at Snowden Capital Advisors LLC with 47 years of industry experience. Her prior work includes extensive tenures at Merrill Lynch and Bank of America. She serves on several nonprofit boards, including positions as treasurer for The Land Conservancy of Southern Chester County and Delaware Wild Lands, and is involved with Winterthur Museum and Gardens, the Tatnall School, Serviam Academy, and the Library of American Landscape History. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and other advisory services. The firm combines multi-team scale with institutional capabilities and utilizes a range of investment tools and third-party managers.

David Balint is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and 65 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, he has worked in landscaping and plowing with Davey Tree Expert Company. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers to tailor portfolios according to client objectives.

Jeffrey Hall is a CFP® professional with 21 years of industry experience. He is affiliated with Capital Analysts and has worked at Lincoln Investment and Legacy Solutions, LLC. Hall serves as vice-president of the Cornerstone Study Group and is a board member of the Downingtown Area Chamber of Commerce. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering both discretionary and non-discretionary portfolio management. The firm utilizes an in-house investment management team and proprietary screening processes, providing a range of advisory services including custom portfolios and access to third-party managers.

Timothy June is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Hancellor Financial Group WB LP since 2015 and Newbridge Securities since 2011. NFSG Corporation is an SEC-registered investment adviser offering discretionary and non-discretionary asset management, third-party manager selection, and financial planning to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis and employs both long- and short-term strategies, often utilizing third-party asset managers and providing ongoing monitoring and rebalancing.

Debra Kriebel is a CFP® professional with 27 years of industry experience. She is currently with CW Advisors, LLC and previously worked for Pinnacle Advisory Group, Inc. for 25 years. She is also a partner in Waypoint Consulting Group, a non-investment-related business based in Columbia, MD. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies while providing wealth management, family office services, and retirement plan advisory.

David Kay is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Securities America Advisors, Inc., Questar Capital Corporation, and Lincoln Financial Advisors Corporation. Outside of his advisory work, he is involved with the Max And Bella Black Foundation, a charitable organization that donates annually to 501(c)(3) entities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, leveraging a proprietary advisory platform and access to third-party managers.

Courtney Kauffman is a CFP® professional with seven years at Prowell Financial Management, LLC and a total of four years in the industry. Prior to joining Prowell, Kauffman worked at Lovelace Medical Center for two years. Prowell Financial Management advises closely held companies and their individual owners, focusing on tailored financial organization, planning, and asset management to support ownership succession and complex financial circumstances. The firm typically monitors and coordinates clients’ existing third-party managers while emphasizing liquidity and low-cost investment options for directly managed assets.