James Wahlberg

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.

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.

Stephen Elliker is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Elliker Financial, which he founded in 2025, after previously working at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of financial advising, he is co-owner of Elliker Cookie Company, a business involved in scheduling, business development, and sales. Elliker Financial serves individuals and high-net-worth households by providing wealth management and comprehensive financial planning, including investment management, retirement and college planning, business planning, and risk and tax considerations. The firm uses a discretionary approach emphasizing asset allocation based on Modern Portfolio Theory, combining both passive and active investment vehicles and offering socially responsible investing options upon request.

Jeremy Walter is a CFP® professional with 18 years of industry experience. He has worked at Dominion Advisory, LLC and Securities America Advisors, Inc. before founding FIDENT Financial, LLC, where he is the sole advisor. FIDENT Financial is an independent, fee-only firm that provides financial planning and discretionary investment management to individuals, high-net-worth clients, business entities, and employer-sponsored retirement plans. The firm emphasizes passive portfolio construction with low-cost index funds and ETFs, and offers a distinctive pension consulting program along with participant-focused microplanning services.

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.

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.