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Henry H

Series 66

Lancaster, PA

Faithward Advisors, LLC

Henry Hahn is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Walmart and the Tuscarora Inn and Conference Center. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and estate management. The firm employs a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy.

ESG / Sustainable investing Religious/faith focused
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Katherine N

Series 66

Harbinger, NC

Faithward Advisors, LLC

Katherine Neavill is a financial advisor with Faithward Advisors, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Advisors for 17 years and has been associated with Ambassador Advisors and Osaic Wealth Inc. since 2022 and 2024, respectively. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, and trusts by providing discretionary portfolio management, financial planning, and estate management. The firm uses a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy tailored to client mandates.

ESG / Sustainable investing Religious/faith focused
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Jeffrey P

Series 63, Series 65

Portland, OR

Faithward Advisors, LLC

Jeffrey Press is a financial advisor at Faithward Advisors, LLC in Portland, OR, holding Series 63 and Series 65 licenses with 27 years of industry experience. His previous roles include positions at a variety of firms such as Thrivent Investment Management Inc and Atomic Brokerage LLC. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, pension consulting, and advisor selection. The firm employs a mix of Modern Portfolio Theory, quantitative and fundamental analysis, and incorporates Biblically Responsible Investing screens as part of its investment approach.

ESG / Sustainable investing Religious/faith focused
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Walter G

Series 63, Series 65, Series 66

Vestal, NY

Faithward Advisors, LLC

Walter Girnis is a financial advisor with Faithward Advisors, LLC, holding Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Cardinal Financial Partners, and IBN Financial Services. He also owns a property and casualty insurance business focused on the sale and service of insurance products. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities by providing discretionary portfolio management, financial planning, estate management, pension consulting, and advisor selection. The firm combines Modern Portfolio Theory with quantitative and fundamental analysis and offers Biblically Responsible Investing options.

ESG / Sustainable investing Religious/faith focused
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Adrian Y

Series 66

Lancaster, PA

Faithward Advisors, LLC

Adrian Young is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at firms such as Ambassador Advisors, Equitable Advisors, and American Portfolios Financial Services. Outside of his advisory work, he serves as a board member for Cornerstone Pregnancy Care Services and manages Caroli Creative, an LLC focused on art and theatrical investments for his children. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management and financial planning. The firm employs a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy integrated into client strategies.

ESG / Sustainable investing Religious/faith focused
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Mary Beth F

Series 66

Lambertville, NJ

Faithward Advisors, LLC

Mary Beth Fanelli is a financial advisor at Faithward Advisors, LLC with 19 years of industry experience and holds the Series 66 designation. She has worked at several firms, including Wells Fargo Advisors LLC and American Portfolios Financial Service. Outside of her advisory role, she is an author of devotionals and a book titled *Leaving a Legacy of Love*, and she is involved in educating future clients on financial mindset and investing. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing portfolio management, financial planning, estate management, and pension consulting. The firm uses a combination of Modern Portfolio Theory, long- and short-term strategies, and quantitative and fundamental analysis, offering Biblically Responsible Investing options to clients.

ESG / Sustainable investing Religious/faith focused
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Lee P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Lee Paglia is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation and three years of industry experience. Prior to joining Faithward Advisors, he worked for Select Medical for over two decades. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities through discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies including Modern Portfolio Theory and Biblically Responsible Investing, managing approximately $1.05 billion in assets across six offices.

ESG / Sustainable investing Religious/faith focused
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Daniel B

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Daniel Bailey is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at American Portfolios Financial Services, Inc, Equitable Advisors, and Ambassador Advisors, LLC. Outside of advising, Bailey serves as an elder at Lancaster Evangelical Free Church and is a board member of Lititz Springs Park. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, managing over $1 billion in assets. The firm employs a range of strategies including Modern Portfolio Theory, fundamental and quantitative analysis, and offers Biblically Responsible Investing options.

ESG / Sustainable investing Religious/faith focused
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Bryan M

Series 65, Series 63

Lancaster, PA

Faithward Advisors, LLC

Bryan Mahon is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at OSAIC, NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. before joining Faithward Advisors. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management, financial planning, estate management, and pension consulting. The firm uses a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options, managing over $1 billion in assets with a team of 18 advisors across multiple offices.

ESG / Sustainable investing Religious/faith focused
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Michael P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Michael Paranich is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at OSAIC, American Portfolios Financial Services, Bank of America, and Merrill. Outside of financial services, he owns Blue Light Ventures Limited, a business focused on new product development and real estate. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options across a diverse client base.

ESG / Sustainable investing Religious/faith focused
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Scott M

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Scott Monger is a financial advisor at Faithward Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Outside of his advisory work, he is involved in managing private business ventures including insurance services. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy to construct client portfolios.

ESG / Sustainable investing Religious/faith focused
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Dirk O

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

Dirk Olds is a financial advisor at Faithward Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. He serves on the finance committee of Endwell United Methodist Church. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm manages approximately $1.05 billion in assets with a team of 18 advisors across six offices, utilizing a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy.

ESG / Sustainable investing Religious/faith focused
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John L

Series 66, Series 63

Lancaster, PA

Faithward Advisors, LLC

John Landis is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard, BB&T, and previously operated Dazzle my Yard Sign Rentals, LLC. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, and estate management. The firm employs a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options.

ESG / Sustainable investing Religious/faith focused
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Angela S

Series 63

Lancaster, PA

Faithward Advisors, LLC

Angela Shea is a financial advisor at Faithward Advisors, LLC with 20 years of industry experience. She holds a Series 63 designation and has worked at firms including Ambassador Advisors, LLC and American Portfolios Financial Services, Inc. Outside of advisory services, Shea is a partner at Garcia Garman & Shea, PC, where she oversees tax preparation and accounting, and serves as treasurer for the Mount Gretna Foundation. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options.

ESG / Sustainable investing Religious/faith focused
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Bernard B

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

Bernard Bostwick is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and Equitable Advisors. He is also a president and part-owner of an independent fixed insurance brokerage business. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and businesses by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $1.05 billion in assets across six offices and employs a variety of investment strategies, including Biblically Responsible Investing, using a combination of quantitative and fundamental analysis.

ESG / Sustainable investing Religious/faith focused
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Kyle B

CFP®, Series 65

Lancaster, PA

Faithward Advisors, LLC

Kyle Beissel is a CFP® with eight years of experience in the financial advisory industry. He is currently with Faithward Advisors, LLC, where he has worked since 2024. Prior to that, he held positions at Savant Wealth Management, Domani Wealth, LLC, and 1847Financial. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm employs a blend of Modern Portfolio Theory, long- and short-term strategies, and both quantitative and fundamental analysis, with a focus that includes Biblically Responsible Investing.

ESG / Sustainable investing Religious/faith focused
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Jaidan P

CFP®

Lancaster, PA

Faithward Advisors, LLC

Jaidan Piper is a CFP® professional at Faithward Advisors, LLC in Lancaster, PA, with four years of experience at the firm. Prior to joining Faithward Advisors, Piper worked in various roles outside of the financial industry, including painting and university employment. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm uses a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy to build portfolios.

ESG / Sustainable investing Religious/faith focused
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Merri B

Series 63, Series 65

Vestal, NY

Faithward Advisors, LLC

Merri Benjamin is a financial advisor with Faithward Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has previously worked with American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and New York Life Insurance Company. In addition to her advisory role, she is a Certified Divorce Financial Analyst providing calculations related to individual and marital property for divorce cases. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm manages approximately $1.05 billion in assets using a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy tailored to client mandates.

ESG / Sustainable investing Religious/faith focused
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