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.

Christopher Johnson is a CFP® professional with 27 years of industry experience. He has been with Johnson & White Wealth Management LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. Johnson serves as managing director and co-owner at Johnson & White Wealth Management. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, providing personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning process and utilizes a range of investment instruments, supported by artificial intelligence tools for data aggregation and meeting note-taking.

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.

Christopher Albright is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at CAPE Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Outside of finance, he serves as a wrestling coach during the school year. Integrated Wealth Solutions, LLC provides discretionary asset management and financial planning services to individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars focused on general investment topics.

David Sivel is a CFP®-credentialed financial advisor with 21 years of industry experience. He has worked at Collective Family Office, LLC since 2019 and previously was with BNY Mellon Wealth Management from 2015 to 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a variety of investment strategies including fundamental, technical, and cyclical analysis, utilizing tools such as derivatives, options, direct indexing, and private funds.

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.

Charles Wise III is a financial advisor at Invariant Investment Management with 16 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Invariant Investment Management in 2017, he worked at Pure Capital Management Limited for seven years. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering portfolio management, financial planning, subadvisory services, and platform consulting. The firm uses a disciplined investment approach combining fundamental, technical, and cyclical analysis with modern portfolio theory, managing diverse asset classes on a discretionary basis with regular monitoring.

Kiah Fowler is a Series 65 licensed financial advisor with PSI Capital Management in Lancaster, PA, bringing one year of industry experience. Prior to joining PSI Capital Management, Kiah held various roles across multiple industries, including hospitality and retail. 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 and offers both discretionary and non-discretionary management, primarily using mutual funds and exchange-traded funds.

Michael Hoyt is a financial advisor with Integrated Wealth Solutions, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in academic roles at Gettysburg College, Gov. Thomas Johnson High School, and Grove City College. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team of eight advisors manages approximately $114 million across 300 client relationships, providing discretionary asset management and financial planning with an emphasis on client-specific goals and risk tolerance.

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.

Brian Luster is a financial advisor with Collective Family Office, LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior work at BNY Mellon Wealth Management from 2016 to 2019. Luster has been with Collective Family Office since 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, using sub-advisors for alternative allocations, and incorporates derivatives and secured borrowing within its managed accounts.

Michelle Wilkinson is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior work includes roles at CAPE Securities Inc., TerraWealth, LLC, and Primerica Advisors. She also has insurance sales experience, dedicating approximately 10% of her time to this activity. Integrated Wealth Solutions is an SEC-registered investment adviser serving individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis to manage portfolios, offers discretionary asset management, and provides public seminars focused on general investment education.

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.

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.

Melinda Bodi is a Series 65-licensed advisor at Johnson & White Wealth Management LLC with six years of industry experience. Prior to joining the firm, she worked at the York VA Outpatient Clinic for four years. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporate clients with personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning and utilizes artificial intelligence tools for note-taking and data aggregation, with portfolios that may include a wide range of investment instruments.

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.

Robert Allan III is a financial advisor at Johnson & White Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has been with Johnson & White since 2014. Outside of his advisory role, he is involved as a professional ultimate frisbee athlete with the Philadelphia Phoenix. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporate clients, providing personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning and uses artificial intelligence tools with human oversight to support client service.