Leo Furlong is the sole advisor at Investors' Choice Advisory Services, LLC, with 26 years of industry experience. He holds a Series 63 designation and has worked at Investors' Choice Securities, LLC, Investors' Choice Advisory Services LLC, Furlong & Company, and H.D. Vest Investment Securities, Inc. since 1987. In addition to his advisory role, he operates a separate CPA practice and other business interests. Investors' Choice Advisory Services provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm integrates investment management with tax and accounting services, using model portfolios and customized allocations informed by fundamental and technical analysis.

Michael Shearer is the sole advisor at WealthPenn.com LLC, an independent advisory firm based in Sinking Spring, PA. He holds a Certified Public Accountant credential and has four years of industry experience. Outside of advisory services, he maintains accounting-related business activities. WealthPenn.com LLC provides online, fee-based investment advisory and financial planning services to high-net-worth families, individuals, trusts, pension and profit-sharing plans, corporations, and other business entities. The firm’s investment approach uses fundamental analysis and a long-term purchase orientation tailored to each client’s financial circumstances, objectives, and risk tolerance.

Ryan Jacob is a Series 65 licensed financial advisor with Longview Financial Planning LLC in Auburn, PA. He has one year of experience at Longview, following nine years each at Deloitte Consulting LLP and in retirement. LongView Financial Planning LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a long-term, fundamental analysis approach to establish strategic asset allocations with low-cost mutual funds and ETFs, supplemented by individual stocks or bonds when appropriate.

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Craig Hafer is a financial advisor with Walsky Investment Management Inc in Wyomissing, PA, holding a Series 65 designation and over 24 years of industry experience. He has been with Walsky Investment Management since 2000. Outside of his advisory work, Mr. Hafer coaches youth soccer in Berks County and owns Westview Productions, where he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm manages approximately $130 million across about 100 client accounts, employing fundamental analysis and a long-term purchase orientation to align portfolios with clients' objectives, risk tolerance, and tax considerations.

Jay Kemmerer Jr. is a financial advisor at Berkshire Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and has previously worked in the restaurant industry, including six years at Log Cabin Restaurant. Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, trusts, and other entities. The firm combines fundamental, quantitative, and third-party research to construct portfolios across various asset classes and acts in a fiduciary capacity for retirement accounts.

Christopher Englebert is a financial advisor at Englebert Financial Advisers, LLC in Allentown, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019 before joining his current firm in 2019. Englebert Financial Advisers serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering portfolio management, financial assessments, consulting, and ERISA plan services. The firm’s investment approach uses relative strength analysis with model portfolios ranging from conservative to aggressive, combining fundamental, technical, and cyclical analysis, and incorporates third-party advisers and risk-management tools, including options and derivatives in separately managed accounts.

Christopher Makosch is a CFP® and Series 66 credentialed advisor at Schuylkill Financial, LLC with 19 years of industry experience. He has been with Schuylkill Financial since 2007. Schuylkill Financial serves individual and high-net-worth clients, managing approximately $123.6 million in discretionary assets for around 126 clients. The firm constructs portfolios using fundamental, technical, charting analysis, and modern portfolio theory, employing various investment vehicles and reviewing accounts at least annually.

Tyler Storms is a financial advisor at Hyperion Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold approach with index funds, ETFs, stocks, and bonds. The firm offers comprehensive planning services delivered virtually and coordinates with clients’ tax and legal professionals.

Michael Hartman is the founder of Hyperion Financial and holds the CFP® designation along with Series 63 and 65 licenses. He has 12 years of industry experience, including seven years with 1847 Financial, Penn Mutual Life Insurance Company, and HTK before establishing Hyperion Financial in 2021. Hyperion Financial provides discretionary investment management and financial planning services to individuals—including high-net-worth households—and business clients. The firm employs a primarily passive, long-term investment approach using diversified portfolios of index mutual funds, ETFs, stocks, and bonds, with services delivered virtually.

Kyle Hutchinson is a financial advisor at Atlas Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Atlas Wealth Partners, he was involved with YF Visuals LLC and The Greenfield Restaurant and Bar, and he also served with Eastern Pennsylvania Youth Soccer for seven years. Atlas Wealth Partners advises individuals, trusts, and participant-directed pension plans, serving both high-net-worth and non-HNW clients. The firm follows a value-oriented, discipline-driven investment process with an emphasis on security-level valuation and offers discretionary asset management and integrated financial planning.

Jay Kemmerer is the principal and CEO of Berkshire Advisors, Inc. in Wyomissing, PA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including roles at Purshe Kaplan Sterling Investments since 2003 and J.R. Kemmerer & Co since 1992. In addition to his advisory work, he is an author of financial reports and serves as treasurer and secretary for a joint marketing group supporting his firm. Berkshire Advisors, Inc. provides discretionary asset management, financial planning, and institutional investment services to individuals, small businesses, retirement plans, and trusts. The firm uses fundamental, quantitative, and third-party research to manage portfolios across various asset classes and offers both customized allocations and model portfolios.

Franklin Morgan Jr. is the sole advisor at Morgan Financial Incorporated in Oley, PA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He previously worked at Cambridge Investment Research for 20 years and has also been employed by Boyertown School District since 1992. Outside of advising, Morgan is involved as a member of a small business that operates a bar and cafe in Montana. Morgan Financial Incorporated provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm uses fundamental analysis with individualized portfolio management and offers both discretionary and nondiscretionary arrangements.

Andrew Gaines is a financial advisor at Englebert Financial Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at RAF Equity, Campania International, and Bear Creek Mountain Resort. Gaines’s background also includes involvement with Muhlenberg College and the Mules Soccer Academy. Englebert Financial Advisers provides discretionary and non-discretionary portfolio management and financial planning services to a diverse client base including individuals, trusts, corporations, and municipal entities. The firm utilizes a relative-strength investment approach and offers a range of services such as ERISA fiduciary arrangements, educational seminars, and risk-managed strategies across various asset classes.

Jamie Englebert is a financial advisor at Englebert Financial Advisers, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beirne Wealth Consulting Services, LLC for five years before joining his current firm. Englebert Financial Advisers provides portfolio management and financial planning services to individuals, trusts, corporations, retirement plans, charitable organizations, and governmental entities. The firm employs a relative-strength investment approach across diverse model portfolios and offers services including fiduciary consulting, adviser-managed annuities, and educational seminars.

Elizabeth Ward is a Series 65-licensed financial advisor with 25 years of industry experience. She has been with Walsky Investment Management Inc. since 1998. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $122 million across fewer than 100 client accounts, focusing on individualized investment policies and portfolios guided by fundamental analysis and a long-term investment approach.

Bruce Ohrenich is a CFP® professional with 46 years of experience in the financial services industry. He is currently with Stillwater Private Wealth, where he has worked since 2026. Prior to this, he spent 37 years with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. Outside of advisory work, he is involved in insurance sales, including life, disability, and long-term care insurance. Stillwater Private Wealth, founded in 2025, is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers wealth management, financial consulting, and retirement plan advisory services, utilizing a combination of quantitative and qualitative analysis to construct diversified portfolios.

Elizabeth Gallen Mastromarino is a financial advisor with Financial Planning Advisors, Inc. in Wyomissing, PA, holding Series 63 and Series 65 licenses and with 40 years of industry experience. She has worked with Financial Planning Advisors, LPL Financial, and Van Reed Wealth Management. Outside of her advisory roles, she serves as a varsity assistant field hockey coach at Berks Catholic High School. Financial Planning Advisors, Inc. is a Pennsylvania state-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations with comprehensive financial planning, managed investment advisory programs, and discretionary portfolio management using platforms such as LPL’s Strategic Wealth Management. The firm’s process includes detailed client fact-finding, written personal investment policy statements, and ongoing portfolio monitoring through discretionary and consulting services.