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.

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.

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.

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 in Coatesville, PA. He holds a Series 65 credential and has one year of experience in investment management. Prior to founding his firm in 2025, he worked in various roles at companies including Amerihealth Caritas and Davita Kidney Care. Stirling Investment Management is a newly formed, state-registered adviser providing fee-based portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical allocation approach using a wide range of instruments, including higher-risk options and over-the-counter securities, and offers custom, non-discretionary recommendations requiring client approval before trading.

Timothy Deery is a financial advisor at Adare Asset Management, LLC in Lancaster, PA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Adare Asset Management since 2009. Adare Asset Management provides discretionary and non-discretionary investment management to individual and institutional clients, including trusts, estates, charitable organizations, banks, pension and profit-sharing plans, and corporate and insurance clients. The firm employs a conservative investment approach emphasizing companies with sustainable earnings and reliable dividends, along with a fixed-income strategy focused on highly rated bonds, and offers specialized financial-services portfolios and third-party adviser referrals.

Kenneth Ray is the sole advisor at Global Steward Advisors, LLC in Leola, PA, with 16 years of industry experience. He holds a Series 63 designation and has managed EPG Agency, LLC, an insurance agency, since 2009. He also manages a marketing brand known as Safe IRA. Global Steward Advisors provides discretionary portfolio management to individuals, trusts, and retirement plans through two growth-focused strategies involving diversified ETFs and individual stocks. The firm manages approximately 36 client relationships and $5.6 million in assets, employing active management with a focus on relative return, risk, and fundamental criteria.

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.

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.