Jeremy Stahl is the sole advisor at Stahl Wealth Management, LLC, an independent firm based in Lancaster, PA. He holds Series 63 and Series 65 designations and has 13 years of industry experience. His prior roles include positions at Dimensional Wealth Advisors, LLC, Fma Advisory Inc, Wheatland Advisors, Inc, and BB&T Bank. Stahl Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth individuals, and charitable organizations. The firm employs a tailored investment process using firm-developed model portfolios and a combination of fundamental, technical, charting, and cyclical analysis, along with option strategies when appropriate.

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.

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

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.

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.

John Burns is a financial advisor at Growth Point Financial LLC in Lancaster, PA, holding a Series 66 designation with 10 years of industry experience. He previously worked at Good Life Advisors, LPL Financial, Waddell & Reed, and various insurance carriers. Burns is also the principal owner and a licensed agent of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement plans, and fixed annuities. Growth Point Financial LLC provides investment advisory and financial planning services to individual clients, focusing on low-cost ETFs and a buy-and-hold investment approach based on modern portfolio theory and quantitative analysis. The firm manages portfolios with discretionary authority when appropriate and offers educational seminars and workshops at no additional charge.

Russell Harlan is the sole advisor at Harlan Financial LLC in Lancaster, PA, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior work includes roles at Securus Financial Services and Alive3D, where he serves as Chief Operating Officer for a startup focused on enhancing sporting event viewer experiences. He also provides consultation services for investment advisory software development and is involved in selling insurance products. Harlan Financial offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs third-party money managers and model portfolios to implement long-term, diversified investment strategies, and provides pension consulting, educational workshops, and a subscription advisory service.

Isaac Eisenhauer is a financial advisor at CedarLine Capital with five years of industry experience. He holds Series 63, 65, and 66 licenses and is also the managing member and owner of IvyLine Capital Advisors and IvyLine Capital Group. CedarLine Capital provides portfolio management and limited pension consulting for individual, high-net-worth, corporate, and pooled investment clients. The firm uses a mix of fundamental, quantitative, technical, and modern portfolio theory analyses, and offers discretionary account management with strategies that may include leverage, options, and both long- and short-term trading.

Christopher Ginder is a CFA® charterholder with 10 years of industry experience. He is the principal of Greenbriar & Associates LLC and also serves as an investment advisor at Bryn Mawr Trust, working with individuals, non-profits, and corporations. His prior experience includes roles at Sageworth Trust Company and RKL Wealth Management, LLC. Greenbriar & Associates provides investment advisory and retirement-plan fiduciary services to institutional clients, plan sponsors, trusts, estates, high-net-worth individuals, and businesses. The firm uses both fundamental and technical analysis to create customized long-term strategies and offers plan-level fiduciary solutions, participant education, and standalone financial planning.