Matthew Malick is a CFP® and CFA® with 18 years of experience in financial advisory. He has been with Atwater Malick, LLC since 2008, located in Lancaster, PA. Atwater Malick provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a goal-based, fundamental and cyclical investment approach with a low-turnover, buy-and-hold strategy across various asset classes, tailoring services to each client’s goals and risk tolerance.

Haley Schwartz is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Arx Private Wealth. Her prior roles include positions at RKL Wealth Management LLC and Pruco Securities LLC. She is Vice President of the American Business Women's Association, Penn Square Chapter, and a member of the Lancaster Estate Planning Council. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm emphasizes asset allocation and the use of third-party model portfolios and independent managers, offering a combination of family office services and access to private placements.

Christopher Hershey is a CFP® at Rodgers & Associates with seven years of industry experience. He has worked at Rodgers & Associates since 2019 and previously spent five years with eMoney Advisor. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing retirement or who are retired, as well as to pension plans, trusts, corporations, and estates. The firm uses a quantitative security-selection approach and implements portfolios mainly with mutual funds and ETFs.

Ashley Duff is a CFP® professional with eight years of experience at Rodgers & Associates and a total of five years in the financial industry. Prior to joining Rodgers & Associates in 2018, she worked at Freedom Credit Union, Wawa, Temple University, and Hatboro Market & Deli. Outside of finance, she has provided pet care services through Rover.com on a limited basis before the COVID-19 pandemic. Rodgers & Associates, operating as RA Financial Services, offers wealth management, financial planning, and hourly consultation primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis, employing a quantitative security-selection process focused on mutual funds and ETFs, with client portfolios guided by individualized investment policy statements.

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.

Garrison North is a CFP® professional with 14 years of industry experience. He currently serves at Master’s Wealth Management Inc. and previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Outside of his advisory role, he is involved in community finance activities, including serving as treasurer for Neffsville Mennonite Church and participating on the finance committee of a sports-related nonprofit ministry. Master’s Wealth Management serves individuals, families, trusts, charitable organizations, and retirement plans by providing financial planning, investment management, and retirement-plan advisory services. The firm builds customized portfolios using ETFs, mutual funds, and other securities, applying both fundamental and technical analysis with a long-term allocation approach, and offers a wrap fee program that includes transaction costs in a single advisory fee.

Charles Keller is a financial advisor at Master’s Wealth Management Inc. with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms, including Securities America Advisors, Inc. and Master’s Financial Associates, Inc. He joined Master’s Wealth Management in 2024 as part of a nine-advisor team. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning and investment management services. The firm builds customized portfolios primarily using ETFs and mutual funds, employs both fundamental and technical analysis, and sponsors a wrap fee program that combines transaction costs into a single advisory fee.

Donald Gross, Jr. is a financial advisor with G&H Investments, bringing 35 years of industry experience. He is also a principal of AUG, Inc., dba Gross Investments, a registered investment advisory firm in Lancaster, PA. Gross has been involved with Gross Investments since 1988 and with Gross & Hartman Investments since 2022. G&H Investments primarily serves individual investors, including high-net-worth clients, as well as trusts and charitable accounts. The firm manages approximately $501 million in client assets on a discretionary basis and employs a long-term investment approach focused on high-quality fixed income and concentrated equity portfolios.

Jared Clarkin Wilcox is a CFP® professional at Rodgers & Associates with 14 years of industry experience. His career includes roles at The Vanguard Group, Lancaster Bible College, and SCOTTRADE/TD Ameritrade before joining Rodgers & Associates in 2021. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing or in retirement, as well as pension plans, trusts, corporations, and estates. The firm uses a quantitative security-selection process and constructs portfolios with mutual funds and ETFs tailored to client objectives and risk tolerances.

Leanne Fee is a financial advisor with Stewardship Advisors, LLC in Mount Joy, PA, holding a Series 66 designation and 22 years of industry experience. She has worked at Stewardship Advisors since 2018 and previously at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of her advisory role, Fee serves as a Notary Public in Mount Joy. Stewardship Advisors serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm emphasizes strategic asset allocation using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts public educational workshops.

Kellie Field is a financial advisor with Synergy Asset Management, LLC in Palmyra, PA, holding a Series 65 designation and two years of industry experience. Her background includes roles at Messiah University and LifeGuide Financial Advisors. Synergy Asset Management provides comprehensive wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other investment advisers. The firm employs an active, adaptive investment approach that integrates tactical asset allocation mathematics with fundamental and quantitative analysis.

Wendel King is a Series 66-licensed financial advisor with Comprehensive Financial Planning, Inc., where he has worked since 2007. He has 18 years of industry experience and also manages group medical insurance programs through a related business, Comprehensive Benefit Marketing Services, Inc. King serves as a board member for Tel Hai Retirement Community, overseeing leadership activities and expansion projects. Comprehensive Financial Planning, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an asset-allocation focused approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios and provide regular client reporting.

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.

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.

Gabrielle Gioia is a CFP® professional with four years of experience at Rodgers & Associates in Lancaster, PA. Prior to her advisory role, she worked over a decade at Rita's Water Ice Store #20. Rodgers & Associates provides wealth management and financial planning services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion across about 980 clients, using a quantitative security-selection process focused on mutual funds and ETFs, with discretionary portfolio management guided by client-specific investment policies.

Daniel Jennings is a CFA® charterholder with three years of experience at G&H Investments, located in Leola, PA. His prior work history includes roles at Conestoga Wood Specialties, BNY Mellon, and Randstad USA. G&H Investments provides discretionary investment management and consulting services primarily to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a combination of high-quality fixed-income portfolios and concentrated equity positions, utilizing a detailed municipal credit research process and selective options strategies.

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.

Jessica Rodgers is a financial advisor at Rodgers & Associates with 24 years of industry experience. She has been with the firm since 1996 and holds Series 63 and Series 65 licenses. Outside of advisory work, she is involved in book sales and speaking engagements through Plan Smart, LLC. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing or in retirement, as well as pension plans, trusts, corporations, and estates. The firm employs a quantitative security-selection approach and manages portfolios using mutual funds and ETFs, with continuous account reviews conducted by assigned advisors.

Mark Brinser is a CFP® with 18 years of experience in the financial services industry. He is affiliated with Stewardship Advisors, LLC, where he has worked since 2011. His prior roles include positions at Private Client Services, LLC and Concourse Financial Group Securities, Inc. In addition to his advisory work, he serves as an independent insurance agent for various companies. Stewardship Advisors, LLC serves a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, and offers educational workshops on personal finance and investing.

Maggie Fisher is a CFP® and Series 65 credentialed advisor with four years of industry experience. She currently works at Arx Private Wealth, where she has been since 2026. Prior to this, she spent five years with RKL Wealth Management LLC and has held various roles outside finance, including positions at Sauder's Eggs and the PA Horticultural Society. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other advisers, and family offices. The firm focuses on asset allocation using third-party model portfolios and independent managers, combining long-term investment strategies with tactical short-term trades.