Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.

Adam Snellbaker is a financial advisor at ACS Tax & Financial Advisors P.C. He holds a Series 65 designation and has over 13 years of experience, including a long tenure at Reinhart & Company CPAs before founding his independent advisory firm in 2026. ACS Tax & Financial Advisors, P.C. provides comprehensive financial planning, discretionary investment management, retirement planning, tax planning, and related consulting services to individuals, families, professionals, retirees, business owners, and trusts. The firm’s approach integrates tax planning with financial planning and investment management, using a long-term, passive investment strategy focused on diversification, asset allocation, and cost- and tax-efficiency.

Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

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.

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.

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.

Casey Calder is a financial advisor with Calder Financial LLC in Downingtown, PA, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He has worked at United Planners' Financial Services for 23 years and has been with Calder Financial since 1981. Calder Financial LLC provides investment advisory services to individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm manages approximately $134.8 million in discretionary client assets and constructs customized portfolios using ETFs, mutual funds, individual stocks, and third-party model portfolios, emphasizing ongoing monitoring and rebalancing aligned with client objectives.

Stephen Pomanti is a CFP® and ChFC® with 11 years of industry experience. He is the sole advisor at SP Retirement LLC, an independent firm based in Downingtown, PA. His prior roles include positions at Wealth Enhancement Group, McLean Asset Management Corporation, Vanguard Group, and Global Atlantic Financial Company. SP Retirement provides wealth management and financial planning services to individual and high-net-worth clients, focusing on discretionary investment management and retirement-account advice. The firm typically constructs portfolios using low-cost mutual funds and ETFs, employing a long-term allocation approach with flexibility for individual securities and rebalancing.

James Taylor is a financial advisor at Groundwork Wealth Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has led the firm since its founding in 2014. Groundwork Wealth Management provides comprehensive portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers discretionary management that can involve derivatives such as options and leveraged ETFs tailored to client objectives and risk tolerance.

Timothy Gardiner is the principal of Gardiner Investment Group, Inc. in West Chester, PA, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 15 years. Outside of advisory services, he is a licensed insurance agent offering life, health, and disability insurance products and operates a tax preparation service through an affiliated entity. Gardiner Investment Group, Inc. advises individuals, high-net-worth clients, trusts, and estates, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, and occasionally individual securities, managing approximately $43.1 million in client assets as of the end of 2024.

Jonathan Wood is the sole advisor at Wood J D & Co with 50 years of industry experience. He has worked at J D Wood & Company since 1976. Wood J D & Company is an independent, fee-only discretionary investment manager serving a select group of high-net-worth individuals, trusts, and estates. The firm emphasizes a blend of fundamental, technical, and cyclical analysis focused on quality, value, timing, diversification, and long-term capital accumulation, with accounts reviewed daily and clients receiving quarterly investment outlooks.

I founded Whitford Financial Planning after working in the financial services industry for 25 years. We help people dealing with changes in life such as planning for retirement, adjusting to a job change, managing investments, or handling an inheritance. Your Retirement, Stress Free - Our comprehensive services are designed to coordinate your investments, tax strategies, retirement income needs, insurance, and estate planning goals. From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest. Through regular meetings and communications we keep your plan on track by adjusting to economic conditions, tax law changes, and updates to your personal situation. With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes. Visit our website to learn more!

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.

Kurt Ebner is the sole advisor at EHB Financial Resources Management, Inc. in Exton, PA. He holds the CFP®, CFA®, and Series 63 designations and has 35 years of industry experience. He has been with EHB Financial Resources Management since 1986. EHB Financial Resources Management provides portfolio management, financial planning, and accounting/tax services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm’s investment approach emphasizes asset-allocation-driven portfolio construction with a long-term buy-and-hold strategy, integrating accounting and tax services alongside asset management.

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/

Edward Kriczky is the principal of Kriczky Wealth Management LLC, an independent advisory firm. He holds a Series 65 designation and has three years of experience in the financial industry. Prior to founding his firm, he worked in various roles including business consulting and engineering. Kriczky is also involved in business consulting through a separate firm, Kriczky Virus, LLC. Kriczky Wealth Management provides investment advisory services mainly to individuals, high-net-worth clients, charitable organizations, and small businesses, focusing on a very small client roster relative to assets under management. The firm manages discretionary portfolios using a blend of fundamental analysis, Modern Portfolio Theory, and Monte Carlo planning, incorporating a range of traditional and alternative investment vehicles when appropriate.

David Kring is a CFP® professional with 19 years of industry experience and has led Conestoga Wealth Management since 2011. He is also a licensed insurance agent and engages in talent and entertainment activities as well as contributing to BrightScope.com. Conestoga Wealth Management specializes in financial planning and coordinates asset management through third-party managers for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm emphasizes documented Investment Policy Statements, quarterly reviews, and a long-term, modern-portfolio-theory approach without maintaining discretionary trading authority or custody of client assets.

Michael Henzes, CFP®, MBA, EA Hi, my name is Mike. If you’re looking for someone to help you objectively answer a couple questions or guide you through the variety of financial/life events you’ll be experiencing over the next 20-40 years; you’ve come to the right place!!! My mission is to help you use your human and financial resources to live your best life NOW and in the FUTURE. Some ways we’re different from other advisors: Advice Only – Never worry about being sold something you don’t want. No upfront fees – You get billed after the work is done - not before. CFP® Professional – Rigorously trained and dedicated to your best interest. Choice – You choose the level of service that fits your needs. Low annual fee – Planning and investment management for one low fee. No minimum asset requirement – We base our relationship on the value we bring NOT the value of the accounts you bring. I'm originally from Northeast Pennsylvania (Blakely, PA) and currently live in Southeast Pennsylvania, Western Montgomery county (Pottstown, PA). I attended the University of Pittsburgh and finished my last two years at West Chester University of Pennsylvania where I earned a Bachelor of Science degree in Accounting. I went on to earn my MBA, with a concentration in Finance, from St. Joseph’s University in Philadelphia and hold a certificate of completion from the College for Financial Planning’s Elite-CFP education program. I am a CERTIFIED FINANCIAL PLANNER™ professional and an enrolled agent admitted to practice before the Internal Revenue Service. I've accrued more than 23 years of experience in the accounting and financial services industry in a number of different capacities. Most notably, I served as a Regional Director for a leading global provider of outsourced asset management where I had the opportunity to work with hundreds of advisors and see, first hand, how great firms operate and serve their clients. You can learn more about my professional background here: LinkedIn: https://www.linkedin.com/in/finplanningspecialist/ On the personal side, I've been married for over 20 years and have four children. I enjoy tinkering, working on cars, being in the outdoors and I'm a basketball enthusiast. If you’d like to talk and further explore how we might be able to help, I would encourage you to give us a call, send an email or use the scheduling app on our website. I sincerely appreciate your interest and look forward to connecting with you soon. – Michael Henzes