Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Kevin Cornish is a CFP® and ChFC® with three years of experience in the financial industry. He is the principal advisor at Buckler Wealth Management, LLC, where he has worked since 2025. Prior to this, he managed Cornish Family Office Investments and Tax for over two decades. Buckler Wealth Management, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and comprehensive financial planning. The firm combines passive and active strategies based on modern portfolio theory and offers educational seminars, newsletters, and discretionary trading tailored to client needs, including socially conscious investment options.

Alexander Eschborn is the sole advisor at Ace Wealth Management, LLC, an independent firm based in Coatesville, PA. He holds a Series 66 designation and has 18 years of industry experience. Since 2007, he has managed client portfolios at Ace Wealth Management and also holds a Pennsylvania insurance producer license, providing insurance services as part of his client offerings. Ace Wealth Management serves individuals, high-net-worth clients, and pension or profit-sharing plan clients with ongoing portfolio management and financial planning. The firm’s investment approach combines client-specific Investment Policy Statements with fundamental and technical analysis, using third-party research and employing both discretionary authority and a range of trading strategies.

Bryan Stirling is the sole advisor at Stirling Investment Management, holding a Series 65 credential with less than one year of experience in financial advising. His prior work history includes positions at Nimbl Digital and Amerihealth Caritas. Bryan operates an independent advisory firm based in Coatesville, Pennsylvania. Stirling Investment Management provides fee-based, customized investment advisory services to a variety of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical asset-allocation strategy combined with fundamental analysis, offering non-discretionary portfolio management where clients approve all trade recommendations.

Joseph Schubert is a financial advisor with Schubert Financial LLC and holds a Series 65 credential. He has no prior industry experience and founded Schubert Financial following his undergraduate studies. His work history includes roles outside the financial industry, such as at Tropical Stone LLC and Weis Markets. Schubert Financial LLC is a newly organized adviser serving individual clients and families with non-discretionary portfolio management and financial planning services, offering fixed-fee one-time plans, hourly advice, and balanced, diversified portfolios that emphasize passive, low-cost investments using ETFs and select equities.

Steven Richards is a financial advisor at Byerly Investment Management Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Donnelly Steen & Company since 2008. Byerly Investment Management Inc. is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6.0 million in assets and employs a variety of investment instruments and analytical methods to tailor portfolios according to client goals, risk tolerance, and time horizon.

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.

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.

Lee Kerr is a financial advisor at Crosswalk Investment Advisory, Inc. with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Kerr holds Series 63 and Series 65 licenses. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of strategies including fundamental and technical analysis, buy-and-hold, asset allocation, shorter-term trading, short sales, and option writing.

Richard Byerly is a financial advisor with Byerly Investment Management Inc. in Coatesville, PA. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Byerly has been with his current firm since 2010. Byerly Investment Management is a small independent registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm manages approximately $6 million in client assets and employs a range of investment instruments and analytical methods, including equity and fixed income securities, options, and private investments, with a focus on customized asset allocation and diversification.

Ryan Ruark is a financial advisor at Candlelight Financial Solutions with three years of industry experience. He holds a Series 66 designation and has worked at firms including Integrity Alliance, LLC and Lion Street Advisors. Outside of his advisory work, Ruark serves as a volunteer board member for the JT Dorsey Foundation and is a committee member of The Foundation for Enhancing Communities. Candlelight Financial Solutions is a registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and municipal entities. The firm uses fundamental analysis and modern portfolio theory to implement strategies tailored to clients’ goals and risk tolerances and offers a monthly newsletter as part of its client communications.

Edward Plakans is a financial advisor at Crosswalk Investment Advisory, Inc. in Strasburg, PA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Crosswalk Investment Advisory since 1999. Crosswalk Investment Advisory, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, corporations, and estates. The firm employs a range of investment strategies, including buy-and-hold, asset allocation, short-term trading, short sales, and option writing, managing approximately $63.9 million in client assets.

David Denlinger is a financial advisor with Bare Wealth Advisors holding a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked at Securities America, Inc. for five years and has also held roles outside the financial sector including positions with Lancaster County Meats and Deli and the PGA Tour Latino America. Outside of his advisory work, he co-manages short-term rental properties with his wife, handling guest applications and property maintenance. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm’s approach includes tailored asset allocation, multi-method investment analysis, and use of sub-advisors and model strategies, including options for values-based screening.

James Wahlberg is an Investment Advisor Representative with Bare Wealth Advisors and holds the Series 66 designation. He has eight years of industry experience, primarily with Bare Wealth Advisors and its predecessor firms. Outside of his advisory role, he volunteers as a church deacon and participates in children’s ministry programs. 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 employs a tailored investment process involving multi-method analysis, periodic rebalancing, and the use of third-party sub-advisors and model strategies.

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.

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.

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.

Ryan Flurie is a CFP® with 15 years of industry experience. He is currently with Beam Wealth Advisors, Inc. and has previously worked at Purshe Kaplan Sterling Investments, Summit Financial, LLC, and The Vanguard Group, Inc. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.

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.