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.

Kurtis Eby is a financial advisor at Bare Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Univest Bank and Trust for seven years. Kurtis also has a background in full-time education for two years. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers investment management, financial planning, and retirement plan consulting, using a customized investment approach that incorporates asset allocation, rebalancing, and multi-method analysis.

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.

Alexandre Costa is an investment advisory representative at Bare Wealth Advisors with 18 years of industry experience. He previously worked at Vanguard Advisors, Inc. and related firms from 2008 to 2020 before joining Bare Wealth Advisors. Outside of his advisory role, he serves on the board of his homeowners' association. Bare Wealth Advisors serves individual and high-net-worth clients, along with retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach with periodic rebalancing and uses third-party sub-advisors and model strategies, including options for values-based screening.

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.

Adam Black is a CFP® with five years of industry experience, currently serving as an Investment Advisor Representative at Bare Wealth Advisors. His career includes roles at Bare Financial Services and Securities America entities, as well as experience at The Carlisle Group and Lititz Mutual Insurance Company. Bare Wealth Advisors works with individual and high-net-worth clients, retirement plans, trusts, estates, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment process involves tailored asset allocation, periodic rebalancing, and the use of fundamental, quantitative, and qualitative analysis, often incorporating third-party sub-advisors and model strategies.

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.

Thomas Skelley is a financial advisor at Trillium Wealth LLC with 14 years of industry experience. His prior roles include positions at Carson Wealth, Wealthcare Advisory Partners LLC, and LPL Financial. Outside of advisory work, he is involved in several business entities unrelated to securities, including ownership roles in real estate-related companies. Trillium Wealth LLC serves a diverse client base with portfolio management, financial planning, retirement plan consulting, and private placement investment services. The firm employs a multifaceted investment approach incorporating quantitative, fundamental, technical, and economic analysis, along with discretionary management of over $544 million in assets.

James Bruton is a financial advisor with Bruton Chisnell Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Valmark Securities, Inc. since 2005 and was previously affiliated with Bruton Financial Advisors, LLC. Outside of his advisory roles, he serves as president of Downingtown Good Neighbor Day, a nonprofit that raises funds for local volunteer fire and rescue companies. Bruton Chisnell Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management, emphasizing fundamental analysis and individualized asset allocation through Independent Managers, mutual funds, ETFs, and individual securities.

Ryan Kurtz is a financial advisor at Bare Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bare Wealth Advisors and its predecessors since 2015. Prior to his advisory career, he was employed at Cornerstone Drywall Co. for 13 years. Outside of his financial work, Ryan is involved in raising and selling puppies with his family. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm’s investment approach includes tailored asset allocation, periodic rebalancing, and the use of sub-advisors and model strategies, with an emphasis on values-based portfolio options.

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.

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.

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.

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.

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.

Devin Born is a financial advisor with Lifemark Securities Corp., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Lifemark Securities since 2016 and previously spent 20 years at B&D Financial Services. In addition to his advisory work, he has been an independent insurance agent since 1996, focusing on the marketing, sales, and servicing of various insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and utilizes platform tools to tailor investment strategies based on client suitability and risk assessments.

Dianne Lutz is a financial advisor at Sowell Management with 38 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously at LaBrunerie Financial, Concert Wealth Management, and the Institute for Wealth Management. Outside of her advisory role, she is co-owner of Pappy G’s, a fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm employs various management styles and offers model portfolios and third-party manager solutions through an independent-contractor model with over 100 investment adviser representatives.

Thomas Levy is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Levy is based in Denver, PA. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to deliver tailored advice, offering a range of portfolio management options, educational seminars, and ongoing planning services.