Jeremy Stahl is a financial advisor at Stahl Wealth Management, LLC in Lancaster, PA, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at Dimensional Wealth Advisors, Fma Advisory Inc, Wheatland Advisors, and BB&T Bank. Stahl Wealth Management is an independent registered investment adviser serving individual and charitable clients, as well as corporate and business clients. The firm manages approximately $65 million in discretionary assets and employs a tailored, objective-driven investment approach that incorporates both fundamental and technical methods, offering services including portfolio management, financial planning, and consultative retirement advice.

Zuri Idoeta is a financial advisor at Eagleview Asset Management, LLC with 32 years of industry experience. Prior to founding Eagleview in 2025, Idoeta spent over 20 years with Insight Securities, Inc. Outside of advising, Idoeta is the sole owner of Wampum LLC, an e-commerce business focused on reselling home goods and medical instruments. Eagleview Asset Management provides discretionary and non-discretionary portfolio management services primarily to individuals and high net worth clients. The firm employs a combination of fundamental, technical, and charting analysis, offering long- and short-term positions, options strategies, and periodic rebalancing.

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.

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

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.

Ben Strubel is the principal of Strubel Investment Management, LLC, an independent firm based in Lancaster, PA. He holds a Series 65 designation and has 16 years of industry experience, having founded and led his firm since 2009. Outside of his advisory work, he owns Stmt.ai, a financial data subscription software service focused on software development. Strubel Investment Management is a fee-only registered investment adviser serving individual investors, charitable organizations, corporate clients, and a limited number of 401(k) plans. The firm employs a discretionary portfolio management approach using a combination of low-cost index ETFs, fixed income, REITs, and a concentrated individual-stock sleeve, with asset allocations tailored to client risk tolerance and preferences.

Timothy Deery is the sole advisor at Adare Asset Management, LLC in Lancaster, PA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with Adare Asset Management since 2009. Adare Asset Management provides continuous investment management for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities, including insurance companies and other business clients. The firm employs a conservative, fundamentals-driven equity approach combined with a cautious fixed-income strategy, specializing in financial-services companies and sector-focused portfolios for select clients.

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 licenses and has been managing member and portfolio manager of IvyLine Capital Advisors and related entities since 2015. CedarLine Capital provides portfolio management services to individual, high-net-worth, and corporate clients, as well as pooled investment vehicles. The firm employs multiple analysis methods and both long- and short-term trading strategies, with a distinctive focus on pension consulting for self-directed 401(k) accounts and private fund advisory activities.

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.

Kenneth Ray is a financial advisor at Global Steward Advisors, LLC with 16 years of industry experience. He holds a Series 63 designation and also manages an independent insurance agency, EPG Agency, LLC, where he oversees operations and manages a marketing brand called Safe IRA. Global Steward Advisors provides fee-based, discretionary portfolio management for individuals, trusts, retirement plans, and other organizations. The firm employs an active management approach through two structured managed-account programs, focusing on diversified ETFs and concentrated stock or ETF portfolios.

Michael Miller is a financial advisor at Millers Financial Group, LLC in Lancaster, PA, with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Fortune Financial Services, Wheatland Advisors, Orrstown Bank, and Cetera Advisor Networks. Miller is also a licensed insurance agent and registered representative, involved in the sale and servicing of insurance policies and mutual funds. Millers Financial Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm utilizes a combination of fundamental and quantitative analysis alongside momentum-based trading signals to manage client portfolios under written Investment Policy Statements, with regular monitoring and quarterly reviews.

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.

Robert Reese is the principal of Reese Legacy Capital, LLC, an independent registered investment adviser based in East Petersburg, PA. He holds a Series 65 designation and has been active in financial advisory and related roles since 2022. Prior to establishing his firm, he held positions in professional sports management and media, including with the National Hockey League and the New York Post. Reese currently maintains part-time employment in media and optimization alongside his advisory work. Reese Legacy Capital provides discretionary investment management to individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a combination of fundamental and technical analysis, using both passive and active strategies to build portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Thomas Rauba is a CFP® with 22 years of industry experience and has been with Eagle Rock Financial Advisers, Ltd. in Lancaster, PA since 2003. He holds a Series 63 license and is the sole advisor at his firm. Eagle Rock Financial Advisers serves individual clients, including high-net-worth individuals, as well as trusts, estates, and pension and profit-sharing plans, offering discretionary portfolio management and modular financial planning. The firm uses several allocation models ranging from aggressive growth to capital preservation, incorporating fundamental and cyclical analysis with ongoing supervision and periodic rebalancing.

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.