James Wahlberg is an Investment Advisor Representative with Bare Wealth Advisors and holds the Series 66 designation. He has eight years of industry experience, primarily with Bare Wealth Advisors and its predecessor firms. Outside of his advisory role, he volunteers as a church deacon and participates in children’s ministry programs. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment process involving multi-method analysis, periodic rebalancing, and the use of third-party sub-advisors and model strategies.

Scott Smith is a financial advisor with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities Service Network, Inc. and Planning Strategies, Inc. since the early 2000s. Outside of his advisory role, Smith is an educational book author and serves as Vice President and President of the Board of Directors for The Hershey Partnership, a nonprofit organization. PSI Capital Management is an SEC-registered investment adviser that provides financial planning, pension consulting, and investment management services to individuals, plans, trusts, and charitable organizations. The firm uses a Modern Portfolio Theory-based process and primarily advises with mutual funds and ETFs, offering both discretionary and non-discretionary management.

George Weaver III is a financial advisor with Hazlett, Burt & Watson, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Hazlett, Burt & Watson since 1994. Hazlett, Burt & Watson’s division, Security Capital Management, provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses an asset allocation investment approach guided by economic forecasting and research, offering both discretionary and non-discretionary portfolio management alongside various financial planning engagements.

Steven Sell is a financial advisor at Hazlett, Burt & Watson, Inc. with 29 years of industry experience. He has been with Hazlett, Burt & Watson since 2001 and holds the ChFC® designation as well as Series 63 and Series 65 licenses. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers a range of discretionary and non-discretionary account options across multiple asset classes.

Gabriel Sedora is a financial advisor at Vantus Wealth in Lancaster, PA, holding a Series 65 designation with one year of industry experience. Prior to joining Vantus Wealth, he worked at Liberty Financial Strategies, Red Lion Area School District, WEIS Markets, and Minor. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, consulting, and retirement-plan fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

Charles Bender is a CFP® professional with 14 years of industry experience, currently serving at The Financial Consulate since 2006. He is based in Lancaster, PA. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with investment advisory, applying a "Risk Opportunity Investing" framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Kurtis Eby is a financial advisor at Bare Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Univest Bank and Trust for seven years. Kurtis also has a background in full-time education for two years. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm offers investment management, financial planning, and retirement plan consulting, using a customized investment approach that incorporates asset allocation, rebalancing, and multi-method analysis.

Joseph Hess is a CFA® charterholder with 16 years of industry experience. He currently works at Hazlett, Burt & Watson, Inc. and previously spent 15 years with The Vanguard Group, Inc. Outside of his advisory role, he owns and manages a rental property in Lancaster, PA. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based approach supported by documented processes, third-party research, and ongoing monitoring across a variety of traditional and alternative asset classes.

Joyce Libby is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Hazlett Burt & Watson, Inc. since 2019 and previously held positions at LPL Financial and EHD Advisory Services, Inc. She is part of Security Capital Management, a division of Hazlett Burt & Watson, Inc. that serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach focuses on asset allocation informed by economic forecasting and third-party research, offering both discretionary and non-discretionary portfolio management along with various financial planning services.

Matthew Staub is a financial advisor at PSI Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at PSI Capital Management since 2018, following seven years at Pilot Capital Management, Inc. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm manages assets using a Modern Portfolio Theory-based approach, focusing on diversified portfolios tailored to clients' goals, time horizons, and risk tolerances.

Alexandre Costa is an investment advisory representative at Bare Wealth Advisors with 18 years of industry experience. He previously worked at Vanguard Advisors, Inc. and related firms from 2008 to 2020 before joining Bare Wealth Advisors. Outside of his advisory role, he serves on the board of his homeowners' association. Bare Wealth Advisors serves individual and high-net-worth clients, along with retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach with periodic rebalancing and uses third-party sub-advisors and model strategies, including options for values-based screening.

Adam Black is a CFP® with five years of industry experience, currently serving as an Investment Advisor Representative at Bare Wealth Advisors. His career includes roles at Bare Financial Services and Securities America entities, as well as experience at The Carlisle Group and Lititz Mutual Insurance Company. Bare Wealth Advisors works with individual and high-net-worth clients, retirement plans, trusts, estates, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment process involves tailored asset allocation, periodic rebalancing, and the use of fundamental, quantitative, and qualitative analysis, often incorporating third-party sub-advisors and model strategies.

Kiah Fowler is a financial advisor at PSI Capital Management with a Series 65 designation and two years of industry experience. Prior to joining PSI Capital Management, Fowler held various roles in the hospitality and service industries. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is based on Modern Portfolio Theory and typically creates diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerances.

Vanessa Zook is a financial advisor at PSI Capital Management with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Guardian Life Insurance & Annuity Company and operated her own planning business. Outside of her advisory role, she is a member of Lancaster SHRM and serves on its Workforce Readiness committee. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a Modern Portfolio Theory-based process focused on goal setting, analysis, implementation, and monitoring, primarily advising with mutual funds and ETFs.

Allen Carr Jr. is a financial advisor at Vantus Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for over three decades combined. Outside of financial advising, he serves as a committeeman for the Manheim Township Republican Committee. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan fiduciary services, utilizing a combination of asset allocation, active management, and third-party money manager strategies.

Andrew Sedora is a financial advisor at Vantus Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Ross Insurance. Outside of his advisory role, he coaches high school boys basketball in the Red Lion Area School District. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers discretionary and non-discretionary investment management along with financial planning and fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

Ryan Kurtz is a financial advisor at Bare Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bare Wealth Advisors and its predecessors since 2015. Prior to his advisory career, he was employed at Cornerstone Drywall Co. for 13 years. Outside of his financial work, Ryan is involved in raising and selling puppies with his family. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm’s investment approach includes tailored asset allocation, periodic rebalancing, and the use of sub-advisors and model strategies, with an emphasis on values-based portfolio options.

Steven Mitchell is a financial advisor with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Planning Strategies, Inc. since 2001. Outside of advising, he is an author of educational books, serves on the boards of St. Joseph Health Ministries and the YMCA of Lancaster, and is involved in marketing patent rights through an LLC. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment process using mutual funds and ETFs, offering both discretionary and non-discretionary management with annual account reviews.

Bryce Brennan is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with PSI Capital Management and previously worked with Transition Wealth Management LLC and Transitions Planning Associates LLC. He serves in the Army National Guard Reserve Unit. PSI Capital Management provides financial planning, investment management, and pension consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach to build diversified portfolios tailored to clients’ goals and risk tolerances and manages approximately $384.8 million in assets.

Clair King is an Investment Advisor Representative at Bare Wealth Advisors with seven years of industry experience. She holds a Series 66 credential and previously worked at Fulton Financial Corp for ten years. Outside of her advisory role, King volunteers with Millersville Bible Church, serves on the board of the Pennsylvania Agriculture Business Development Center, and participates on the tuition finance committee for Lancaster County Christian School. Bare Wealth Advisors serves individual and high-net-worth clients, retirement plans, trusts, estates, and business entities by providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment process that includes asset allocation, rebalancing, and multi-method analysis, and it utilizes third-party sub-advisors and model strategies to implement portfolios.