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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 a Series 66 designation. He has been with Faithward Advisors since 2024 and previously worked at Osaic Wealth, Inc., Walmart, and the Tuscarora Inn and Conference Center. Hahn also serves as a Client Relationship Manager at Faithward Advisors, assisting in meeting client needs. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios with a long-term orientation and a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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Katherine N

Series 66

Harbinger, NC

Faithward Advisors, LLC

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 work history includes roles at multiple firms such as Atomic Brokerage LLC and ICM Capital Markets, LLC. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors, managing over $1 billion in assets across approximately 3,000 client relationships. The firm utilizes Modern Portfolio Theory and model portfolios incorporating mutual funds, ETFs, and REITs, with an overlay option for Biblically Responsible Investing.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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Walter G

Series 63, Series 65, Series 66

Vestal, NY

Faithward Advisors, LLC

Walter Girnis is a financial advisor at Faithward Advisors, LLC with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including American Portfolios Financial Services, Cardinal Financial Partners, and IBN Financial Services. Outside of his advisory role, he owns a property and casualty, fixed rate life, and annuities insurance business. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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Adrian Y

Series 66

Lancaster, PA

Faithward Advisors, LLC

Adrian Young is a financial advisor at Faithward Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc., SevenOneSeven Capital Management, and American Portfolio Advisors. Outside of his advisory role, he serves on the board of Cornerstone Pregnancy Care Services, a nonprofit pregnancy center, and manages an LLC that invests in art and theatrical projects for children. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs Modern Portfolio Theory along with fundamental, quantitative, and qualitative analysis, offering a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Osaic Wealth Inc., Ambassador Advisors, and Wells Fargo Advisors. Outside of her advisory role, she is an author of devotional and faith-based works and manages an educational initiative focused on financial mindset and investing. Faithward Advisors provides personalized investment advisory services to individuals, non-profits, pension plans, trusts, estates, and business entities. The firm uses a combination of Modern Portfolio Theory and fundamental, quantitative, and qualitative analysis, with a focus on long-term investments and offers a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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. He previously worked at Select Medical for 23 years and has been with Faithward Advisors since 2023. Faithward Advisors serves individual investors, retirement plans, trusts, estates, nonprofit organizations, and related donors, managing approximately $1.05 billion in client assets through a multi-team platform. The firm uses Modern Portfolio Theory and efficient-frontier model portfolios, offering discretionary portfolio management, financial planning, and estate management services.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 licenses and bringing 37 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory work, he serves as an elder at Lancaster Evangelical Free Church and is a board member of Lititz Springs Park. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios with a long-term orientation and a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors through a multi-team advisory platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory and efficient-frontier model portfolios with mutual funds, ETFs, REITs, and occasional individual securities, and offers a Biblically Responsible Investing overlay within its client strategies.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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Michael P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Michael Paranich is a Series 66-licensed financial advisor with Faithward Advisors, LLC in Lancaster, PA, bringing four years of industry experience. His background includes roles at OSAIC and American Portfolios Financial Services, as well as entrepreneurial activities as the owner of Blue Light Ventures Limited, a company involved in new product development and property due diligence. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors through a multi-team platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory in building portfolios and offers discretionary management, financial planning, and estate services, with a Biblically Responsible Investing overlay as part of its approach.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 in Lancaster, PA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Outside of advising, he is involved in managing several real estate partnerships and operates Monger Financial Group, focusing on insurance sales and service. Faithward Advisors serves individual investors, retirement plans, trusts, estates, and non-profit organizations through a multi-team platform of 17 advisors, managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory and efficient-frontier model portfolios, incorporating mutual funds, ETFs, REITs, and selected individual securities, with an option for Biblically Responsible Investing overlays.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 firms including Osaic Wealth, INC., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory role, Olds serves on the finance committee of Endwell United Methodist Church. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach using Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked at The Vanguard Group and BB&T and operated a yard sign rental business for two years. Faithward Advisors serves individual investors, retirement plans, trusts, estates, nonprofits, and related donors, managing approximately $1.05 billion in assets across about 3,000 client relationships through a multi-team advisory platform. The firm employs investment strategies based on Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and estate management services, including a Biblically Responsible Investing overlay.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 the Series 63 designation and has worked at multiple firms including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Shea is also a partner at Garcia Garman & Shea, PC, an accounting and tax preparation firm, and serves as treasurer for the Mount Gretna Foundation. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs portfolios using Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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Bernard B

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

Bernard Bostwick is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and SevenOneSeven Capital Management, LLC. Outside of advisory work, he is president and 50% owner of an independent fixed insurance brokerage business. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 financial advisory roles. He has worked at Faithward Advisors, LLC since 2024 and previously held positions at Savant Wealth Management, Domani Wealth, LLC, and 1847Financial. He also spent four years at Lebanon Valley College. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors, managing approximately $1.05 billion in client assets. The firm uses a multi-team advisory platform and employs investment strategies based on Modern Portfolio Theory, with offerings that include discretionary portfolio management, financial planning, and Biblically Responsible Investing overlays.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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Jaidan P

CFP®

Lancaster, PA

Faithward Advisors, LLC

Jaidan Piper is a CFP® at Faithward Advisors, LLC with four years of experience at the firm. Prior to joining Faithward Advisors, Jaidan attended West Chester University and worked in the painting industry. Faithward Advisors is a multi-team firm managing approximately $1.05 billion in client assets across around 3,000 client relationships. The firm provides discretionary portfolio management, financial planning, estate management, and pension consulting, using a blend of fundamental and quantitative analysis alongside an offering of Biblically Responsible Investing (BRI) strategies.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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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 14 years of industry experience. Her prior roles include positions at American Portfolios Financial Services, Ambassador Advisors, Nylife Securities, and New York Life Insurance Company. She is also a Certified Divorce Financial Analyst, providing individual and marital property calculations for couples in divorce. Faithward Advisors offers personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, and provides a Biblically Responsible Investing policy aligned with Christian values.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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