Frederick Fischer is a financial advisor at Fischer Financial Services Inc with 34 years of industry experience. He has been with Fischer Financial Services since 1988 and holds a Series 63 designation. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team and serves a diverse client base including corporations, non-profits, and retirement plans.

Logan Kready is a CFP® and Series 63 credentialed advisor with six years at Stewardship Advisors, LLC and a total of three years in the financial industry. His prior experience includes roles at PFM Asset Management LLC, BNY Mellon, Sirius Facilities, and the University of Pittsburgh. Outside of financial advising, he is a partner and shareholder in 5K Enterprises LLC. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets, emphasizing strategic asset allocation primarily through ETFs and mutual funds, and offers periodic educational workshops on personal finance and investing.

Evan Shiley is a CFP® with seven years of industry experience currently with SevenBridge Financial Group, LLC. His prior roles include positions at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, he serves as an assistant offensive line coach for Cedar Cliff High School football. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite, primarily long-term investment approach and manages roughly $722 million on a discretionary basis with a team of three advisors.

Michael Kowalick is a financial advisor at Comprehensive Financial Planning, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with Comprehensive Financial Planning since 2005. Additionally, he is involved with Comprehensive Benefit Marketing Services, Inc., which provides medical, hospitalization, life, and disability insurance products. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning, using a managed portfolio program that combines fundamental and technical analysis with ongoing monitoring.

Zachary Drescher is a financial advisor at Stewardship Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Private Client Services LLC and Cambridge Investment Research, Inc. Zachary has been with Stewardship Advisors since 2015. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach using ETFs and mutual funds, offers values-based ESG portfolios, and provides complimentary public workshops on personal finance and investing.

Casey Mc Millan is a financial advisor at Fischer Financial Services Inc with a Series 65 designation and one year of industry experience. Prior to joining the firm, Mc Millan worked for the Commonwealth of Pennsylvania and served in law enforcement with the Highspire Borough and Steelton Borough Police Departments for a combined ten years. Fischer Financial Services provides discretionary investment management to individual and institutional clients, including corporations, non-profits, banks, trusts, and retirement plans. The firm employs a bottom-up, buy-and-hold equity strategy focused on large-cap growth, complemented by mutual funds and fixed-income instruments, and manages over $500 million with a small team of three advisors.

Connor Pierce is a financial advisor with SLP Wealth holding a Series 65 designation and two years of industry experience. He has worked at SLP Wealth since 2023 and is also involved with Student Loan Planner as a student loan consultant. Additionally, Pierce is the founder of After the DPT, LLC, which focuses on student loan education through webinars and content creation. SLP Wealth is an SEC-registered advisory firm that serves individual clients and small-business owners with discretionary investment management and financial planning. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs and maintains frequent account monitoring and reviews.

Patrick Cloonan Jr. is a CFP® with 18 years of industry experience, currently serving at Comprehensive Financial Planning, Inc. since 2012. He has also worked as an independent insurance agent since 2006 and has been a basketball referee for the Lancaster-Lebanon PIAA Association since 1999. Additionally, he is involved in nonprofit activities as the treasurer for the Manheim Township Class of 1987 reunion and provides divorce financial consulting through Creative Divorce Solutions, LLC. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs an intermediate-to-long-term, asset-allocation oriented investment approach, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services.

David Lutz is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2014 and previously worked at ProEquities, Inc for nine years. Outside of his advisory work, he is involved as a shareholder and member in an investment-related LLC focused on rental property management. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person advisory team, using a long-term strategic asset allocation approach with primarily low-cost, diversified mutual funds and ETFs, along with other investment options when appropriate.

Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Harrisburg, PA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with SevenBridge since 2015. Outside of his advisory work, Eberly serves as a director for the Kenneth Bankert Foundation, where he reviews grants and visits organizations involved with the foundation. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite, primarily long-term investment approach, utilizing multiple analytical methods and a range of investment strategies, including individual equities, fixed income, options, and alternative investments, while managing approximately $722 million in discretionary assets across a three-advisor team.

Damon Heller is a financial advisor with Comprehensive Financial Planning, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Comprehensive Financial Planning since 2019, following prior roles at JML Ingredients and Alps. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services, employing an asset-allocation approach that incorporates fundamental, technical, and cyclical analysis.

Brooke Herr is a financial advisor with Comprehensive Financial Planning, Inc. in East Petersburg, PA, holding a Series 63 designation and 35 years of industry experience. She has been with Comprehensive Financial Planning since 1984 and has been active in her advisory practice since 1983. Outside of her advisory work, she serves as president and 50% owner of Comprehensive Benefit Marketing Services, Inc., which provides group medical insurance programs. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an intermediate-to-long-term, asset allocation approach, using various analytical methods to monitor and adjust portfolios.

Thomas Talbott is a CFP® professional with 24 years of industry experience, currently serving at Stewardship Advisors, LLC since 2014. Prior to that, he was with Cambridge Investment Research Advisors from 2014 to 2016. He is a board member of ServingLeaders Ministries, a nonprofit organization, where he contributes approximately 30 hours annually. Stewardship Advisors, LLC is a nine-advisor team that provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm emphasizes strategic asset allocation using ETFs and mutual funds, with a values-based ESG portfolio option and offers complimentary public workshops on personal finance and investing.

Caleb Bogia Curles is a financial advisor at Defining Wealth Partners with four years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Ameriprise Financial Services LLC and American Portfolios Financial Services. Curles serves on the board of a nonprofit, Professionals International, where he is involved in financial management and investment decisions. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm uses an evidence-based, broadly diversified buy-and-hold investment approach emphasizing low-cost and tax-aware strategies.

Benjamin Writer is a CFP® professional with Stewardship Advisors, LLC in Mount Joy, PA. He has been with the firm since 2021 and previously operated a lawn care business for seven years. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in assets for individuals, businesses, charitable organizations, and retirement plan sponsors. The firm focuses on strategic asset allocation using ETFs and mutual funds, combining fundamental and technical analysis, and offers services including financial planning, investment consultation, and portfolio management.

Jay Kready is a financial advisor at Stewardship Advisors, LLC with 23 years of industry experience. His career includes roles at Everence Trust Company, ProEquities, Everence Financial Advisors, and Concourse Financial Group Securities, Inc. Outside of advising, he is involved in several family and partnership real estate ventures focusing on investment properties. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management. The firm manages approximately $545 million in client assets, emphasizing strategic asset allocation using ETFs and mutual funds along with a values-based ESG portfolio option, and offers complimentary public workshops on personal finance and investing.

Wilbur Shertzer is a CFP® and ChFC® with 39 years of industry experience. He is a managing partner at Stewardship Advisors, LLC, where he has worked since 2011, following five years at Cambridge Investment Research, INC. Outside of his advisory role, Shertzer serves as treasurer for Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management. The firm employs a team approach with nine advisors managing approximately $545 million in client assets, emphasizing strategic asset allocation through ETFs and mutual funds, and providing public educational workshops on personal finance and investing.

Jonathan Lapp is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Mass Mutual Life Insurance Company and MML Investors Services LLC. Lapp is also a member and owner of Haven Financial Advisors, LLC, an investment-related business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, providing customized portfolios through advisor-specific styles and third-party manager relationships.

Andrew Ogle is a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. In addition to his advisory role, he is involved as a financial planning assistant at 1st Choice Financial Services, where he meets with clients and creates financial plans utilizing insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a blend of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority assignments.

David Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.