Domani Wealth, LLC is a registered investment adviser that offers investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary or non-discretionary investment advisory services on a fee basis, with annual fees ranging from 0.10% to 1.25% of total assets managed. Financial planning and consulting services are also available on a fixed fee or hourly rate basis. The firm primarily allocates client assets among mutual funds, ETFs, individual equities, and debt securities based on designated investment objectives. Domani Wealth, LLC does not accept performance-based fees and acts as a fiduciary in clients' best interests. The firm recommends Charles Schwab as a custodian and may receive support services from Schwab without additional cost to clients. Clients are encouraged to review financial planning issues annually, and account reviews are conducted regularly. The firm does not vote client proxies unless agreed upon in writing. Domani Wealth, LLC does not foresee any financial conditions impairing its ability to meet contractual commitments. For any inquiries, clients can contact the Chief Compliance Officer, Scott D. Michael.

Faithward Advisors, LLC, a registered investment adviser based in Lancaster, Pennsylvania, has been providing personalized investment advisory services since 2002. The firm offers portfolio management services, advisory consulting services, selection of other advisors, and pension consulting services. Faithward Advisors primarily recommends investments in Mutual Funds, Real Estate Investment Trusts (REITs), Individual Securities, and Exchange Traded Funds (ETFs). The firm specializes in Biblically Responsible Investing (BRI), managing assets in accordance with Christian values. Faithward Advisors may recommend sub-advisers, including SevenOneSeven Capital Management Ltd, an affiliate of the firm. The firm's fee structure is based on a tiered fee schedule, with fees assessed pro rata based on assets under management. Faithward Advisors does not accept performance-based fees, participate in side-by-side management, or vote client securities. The firm does not have custody of client funds but recommends using Schwab, Pershing, LLC, or Osaic for brokerage services. Faithward Advisors does not vote proxies on behalf of clients and does not participate in class action lawsuits on behalf of clients. The firm may provide advice on charitable gift annuities and charitable giving but does not recommend specific charities or organizations. For more information, clients can contact Adrian Young, Chief Compliance Officer at 717.560.8300.

Faithward Capital, operating as SevenOneSeven Capital Management, is a registered investment adviser based in Lancaster, Pennsylvania, providing services since 2019. The firm offers continuous discretionary portfolio management services, making investment decisions based on client objectives and selected model portfolios/strategies. Clients may impose reasonable restrictions on investments. Faithward Capital also offers sub-advisory services to registered investment advisers and actively manages client assets under investment programs. The firm may recommend long-term or short-term purchases, trading, margin transactions, and option writing strategies. Faithward Capital does not accept performance-based fees and does not have a sub-advisory relationship with a registered investment company. The firm charges a maximum annual fee of 1.75% of assets under management for portfolio management services, payable monthly or quarterly. Clients must grant discretionary authority for management services. Faithward Capital does not vote proxies and maintains client confidentiality. The firm's financial information indicates no prepayment requirements or financial commitments impairing its ability to meet obligations. Faithward Capital prioritizes client privacy and security, adhering to strict policies to safeguard customer information. For more details, visit www.faithwardcapital.com.

Atwater Malick, LLC, established in September 2008 by Matthew Charles Malick and Benjamin Howe Atwater, offers investment supervisory services tailored to individual client goals, risk tolerance, and time horizons. The firm provides ongoing portfolio management, financial planning, and consulting services covering various aspects such as life insurance, tax concerns, retirement planning, and investment planning. Investment strategies include goal-based, fundamental, and cyclical analysis, primarily focusing on individual equities, fixed income instruments, indexed exchange-traded funds, and cash equivalents. The firm operates as a fiduciary, acting in clients' best interests, especially in IRA rollovers, where potential conflicts of interest may arise due to fee structures. Clients are responsible for third-party fees, and fees for investment supervisory services are based on a percentage of assets under management, with negotiable terms. AM does not participate in wrap fee programs and has assets under management totaling $586,640,333 as of October 31, 2024. The firm reviews client accounts regularly, provides transparent fee structures, and does not engage in cross trading or accept compensation for the sale of securities to clients. Clients have the option to grant discretionary or non-discretionary trading authorization, with AM maintaining custody only for fee deduction purposes. The firm does not permit trade away brokerage and does not solicit prepayment of fees exceeding $1,200 per client. Additionally, AM does not accept voting authority for client securities and has a clean financial record with no bankruptcy petitions in the last ten years.

Adare Asset Management, LLC is an investment adviser based in Lancaster, PA, established in December 2009 by Timothy N. Deery. The firm offers continuous investment management services tailored to individual client needs on a discretionary or non-discretionary basis. Adare manages portfolios of bonds, stocks, mutual funds, and exchange-traded funds with a conservative approach, focusing on sustainable profits, strong dividends, and strong management teams. The firm specializes in high-quality bond investments and financial services companies analysis. Adare may direct clients to third-party advisers and act as a subadviser to unaffiliated advisers. The firm charges a standard fee of 1.00% based on the account value and may negotiate fees based on account size and complexity. Client assets under management totaled $142,487,350.00 on discretionary assets and $7,633,738.00 on non-discretionary assets as of December 2024. Adare does not participate in wrap fee programs and does not use a performance-based fee structure. The firm follows a code of ethics requiring fiduciary duty and does not accept compensation for securities sales. Clients receive quarterly portfolio valuation statements and monthly custodian reports. Adare has no custody of client funds and does not vote proxies unless requested by clients. The firm has not been involved in legal or disciplinary events and has not filed for bankruptcy in the last ten years.

Hershey Financial Advisers, LLC is a Registered Investment Adviser established in March 25, 2009, located in Lancaster, PA. The firm offers personalized investment advice, financial planning, and insurance solutions to individuals, high net worth individuals, institutional investors, business entities, trusts, and charitable organizations. The firm's investment advice is tailored to each client's financial situation, goals, and risk tolerance. Hershey Financial Advisers manages approximately $139,268,000 on a discretionary basis and $962,000 on a non-discretionary basis. The firm charges fees based on assets under management, with rates ranging from 0.5% to 2.0% depending on the asset range. Clients have the option to pay fees quarterly in advance or in arrears. Hershey Financial Advisers acts as a fiduciary, putting clients' interests first. The firm offers investment strategies such as Strategic Asset Management (SAM) and Active Management Program (AMP), focusing on asset allocation and security selection. Clients have investment discretion with specified objectives and limitations. The firm does not accept proxy-voting responsibility for clients. Hershey Financial Advisers maintains strict privacy policies and safeguards client information. For more information, contact Greg Boll, Chief Compliance Officer, at (717) 295-8888 or [email protected].

Omicron Advisors, LLC is a financial advisory firm established in July 2012, with Ross Christian Burnam and Ross Wilson Burnam as principal owners. The firm specializes in Investment Supervisory, Financial Planning, and Pension Consulting services. Omicron follows academic-based research for investment strategies, focusing on diversification and passive strategies. The firm does not impose account minimums and offers a tiered fee schedule for Investment Supervisory services, ranging from 1.50% to 0.40% based on assets under management. Financial Planning fees range from $2,500 to $30,000 annually. Pension Consulting fees are negotiable, not exceeding 2% of assets. Omicron uses Charles Schwab & Co., Inc. as the custodian and broker for client assets. The firm exercises investment discretion with written client authorization and reviews accounts at least quarterly. Omicron does not accept voting authority for client securities and does not solicit prepayment exceeding $1,200 in fees per client. The firm has no financial conditions likely to impair its commitments to clients. Omicron does not have any disciplinary events related to past or present investment clients.

Kornfield Investment Management is a financial advisory firm based in Lancaster, Pennsylvania. It currently has approximately $51,310,088 of assets under management and employs about 4 people. Kornfield Investment Management uses a fee structure of a percentage of assets under your management and hourly charges.