Steven Maher is a financial advisor at Cool Creek Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Domani Wealth, EHD Advisory Services, Global Retirement Partners, and LPL Financial. Cool Creek Financial is an independent, fee-only investment adviser serving individuals, charitable organizations, small businesses, and employer-sponsored pension and profit-sharing plans. The firm provides customized wealth management, retirement plan consulting, and develops client-specific investment policies using a combination of passive and active strategies.

Jeremy Walter is a CFP® professional with 19 years of experience in financial advising. He has been with Fident Financial, LLC since 2017 and previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, inc., and Bare Financial Services, Inc. from 2007 to 2017. Fident Financial is a fee-only independent advisor serving individuals, high-net-worth clients, business entities, and employee benefit plans. The firm focuses on passive portfolio construction using index funds and ETFs, incorporates factor exposures when appropriate, and provides pension consulting services alongside personalized financial planning and discretionary investment management.

John Burns is a financial advisor at Growth Point Financial LLC in Lancaster, PA, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Good Life Advisors and LPL Financial. Burns is also the principal owner and licensed insurance agent of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement insurance, and fixed annuities. Growth Point Financial LLC provides investment advisory services and financial planning to individual clients, focusing on low-cost ETFs and a buy-and-hold, long-term approach informed by modern portfolio theory and quantitative analysis. The firm manages portfolios with discretionary authority when appropriate and offers educational seminars and workshops at no additional charge.

Russell Harlan is the sole advisor at Harlan Financial LLC in Lancaster, PA, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at Securus Financial Services and Alive3D, where he serves as Chief Operating Officer for a startup focused on enhancing sporting event viewer experiences. He also provides consultation services for investment advisory software development and is involved in selling insurance products. Harlan Financial offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs third-party money managers and model portfolios to implement long-term, diversified investment strategies, and provides pension consulting, educational workshops, and a subscription advisory service.

Isaac Eisenhauer is a financial advisor at CedarLine Capital with six years of industry experience. He holds Series 63, 65, and 66 registrations and has worked at TD Ameritrade and IvyLine Capital Advisors. He is also the managing member and owner of IvyLine Capital Advisors and IvyLine Capital Group. CedarLine Capital provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm uses a combination of fundamental, quantitative, technical, and cyclical analysis alongside modern portfolio theory to construct and monitor portfolios, offering tailored investment programs that include the use of margin, options, and derivatives.

Baizhou Chen is the sole advisor at One Stop Advisor LLC, an independent advisory firm based in Lancaster, PA. He holds a Series 65 designation and has three years of industry experience. Chen is also a licensed CPA and serves as an accounting instructor at Millersville University. One Stop Advisor LLC manages a small client base with discretionary investment management and offers modular financial planning, tax return preparation, and insurance and annuities sales. The firm employs long-term, globally diversified portfolios and provides project-based or hourly financial planning services.

Brian Tribbitt is a CFP® and holds a Series 66 license, serving as the sole advisor at Marin Financial LLC with six years of industry experience. He has a background that includes service in the United States Navy and Navy Reserves as a submarine officer and aide-de-camp, along with involvement in several small businesses, including a brewing company and real estate partnerships. Tribbitt currently works as a Joint Staff Planner for EUCOM AOR. Marin Financial LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research to guide asset allocation, offering fiduciary services to qualified retirement plans and incorporating alternative assets to manage risk.

At Harvest Financial Planning Associates, LLC, we are proud to serve the hard working individuals and families who form the back bone of our community - Trade workers and Powerplant employees. You dedicate your time and energy to building, maintaining, and powering our world and we are here to ensure that the fruits of your labor are protected and will grow for years to come. We understand the unique challenges and opportunities you face such as: Union benefits How to make overtime pay accelerate your ability to retire Varying income based on the market cycle Changing jobs Long labor intensive hours Stock options Starting your own business We understand your hesitancy to engage with a financial advisor - you may: 1. You do not trust financial advisors - I will not show up in a suit, my style is to lay out pros and cons of all decisions and help you decide 2. Think its too expensive - A good financial advisor should provide way more value than they receive 3. Prefer to rely on peers or family for advice - I have witnessed a lot of good and bad advice come from the friends and family of my clients. Wondering if the advice is good or bad? I'll offer you a second opinion 4. Assume your union benefits will cover everything - It is possible, but are you sure? 5. Feel you are too busy - I enjoy what I do and I care about the people I do it for - we will make a time work for both of us 6. Don't think you earn enough - it does not take a lot to get started, time is your best friend 7. Think your comfortable with the status quo - you could very well be, what if the status quo leaves you coming up short for retirement? How can I serve you?

Jonathan Kiehl is a Certified Financial Planner™ and a Certified Kingdom Advisor® with an MBA in Personal Finance. A teacher at heart, Jonathan serves as an adjunct professor of finance at Elizabethtown College's School of Graduate and Professional Studies. He has also volunteered as a financial coach, tax preparer, and treasurer. In his free time, Jonathan is an outdoor enthusiast who enjoys running, birding, and camping. He met his wife Katelyn during a self-supported bicycle (bikepacking) trip across the United States. They now use their home in Lancaster, PA as a launch pad for their next adventures with their four children.

Lester Mahaffey is the sole advisor at Mahaffey Financial LLC in Lancaster, PA, holding a Series 65 designation with seven years of industry experience. He has been with Mahaffey Financial LLC since 2006. Mahaffey Financial LLC provides investment advisory and wealth management services primarily to individuals preparing for or in retirement. The firm employs a tactical, actively managed asset allocation strategy focused on low-cost mutual funds, ETFs, and selective individual securities, with a primarily non-discretionary approach requiring client approval for trades and transfers.

Carl Rowits is the sole advisor at CWR Capital Management LLC in Lancaster, PA, with five years of industry experience. He has held roles at EY, West Pharmaceutical Services, Workiva Inc, Exelon, and For The Trades Financial Wellness LLC, where he is involved in financial wellness coaching. At Exelon, he manages financial reporting in a non-investment capacity. CWR Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual clients, focusing on index-oriented growth strategies through diversified portfolios. The firm employs a mix of analytical methods and conducts quarterly reviews, using fixed monthly fees rather than asset-based charges.

Joseph Wirbick is a CFP® with 20 years of industry experience and is currently a financial advisor at Sequinox Wealth Management, LLC. His prior work includes roles at Mulholland Wealth Advisors, LLC, Sequinox Wealth Advisors, LLC, and J.W. Cole Advisors, INC. He is also the owner of a software company. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily implements client programs through model portfolios and allocation to sub-advisers, serving 757 clients with $160 million in discretionary assets across a four-advisor team.

Richard Heilig is a financial advisor at Chestnut Street Investment Counsel, LLC with 33 years of industry experience. He worked for Wheatland Advisors Inc. for 32 years prior to joining Chestnut Street Investment Counsel in 2020. Chestnut Street Investment Counsel provides discretionary investment management and comprehensive wealth planning services to individuals, trusts, estates, retirement plans, and businesses. The firm utilizes a portfolio approach based on individual stocks and bonds, applying both fundamental and technical analysis with a generally long-term focus, and offers fiduciary retirement plan services alongside traditional wealth management.

Ethan Lytle is a financial advisor at Candlelight Financial Solutions with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked for 19 years at Lincoln University. He is also affiliated with Income and Estate Planning Partners P.A. Candlelight Financial Solutions is a newly formed registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm focuses on customized investment policy statements, discretionary portfolio management using fundamental analysis and modern portfolio theory, and offers a free monthly newsletter.

Joshua Kroll is a financial advisor at Tarigas Investment Advisory in Lancaster, PA, holding a Series 65 credential. He has professional experience spanning roles at Tarigas Investment Advisory, Kroll Strategies, and Sutter Home, following a 13-year career in the US Navy. Tarigas Investment Advisory provides financial planning and portfolio management services to individuals and high-net-worth clients, as well as family office and fractional CFO services through an affiliated entity. The firm employs a long-term investment approach using quantitative, fundamental, and cyclical analysis within a broad investment universe.

Craig Lytle is a CFP® professional with 26 years of industry experience. He currently serves at Candlelight Financial Solutions and has held previous roles at Integrity Alliance, Lion Street, and Signator Investors. Lytle owns Income and Estate Planning Partners, P.A., a firm focused on comprehensive financial planning, and is also an independent insurance agent specializing in life, accident, health, and property/casualty insurance. Candlelight Financial Solutions provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm uses fundamental analysis and modern portfolio theory, establishing personalized Investment Policy Statements and occasionally referring client assets to third-party advisers after due diligence.

Nathan Kibler is a financial advisor at Tarigas Investment Advisory with 10 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Tarigas Investment Advisory in 2025, he worked at Tarigas and Black Diamond Financial Solutions since 2021, and at MASS MUTUAL from 2016 to 2021. He is also licensed as a broker with multiple life insurance companies. Tarigas Investment Advisory provides financial planning and portfolio management services for individuals and high-net-worth clients, along with family office and fractional CFO services through an affiliated entity. The firm uses a combination of quantitative, fundamental, and cyclical analysis within a long-term investment approach, offering a wide range of investment options and acting as a fiduciary for retirement accounts.

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.

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 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.