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Nicholas B

Series 63, Series 65

Lancaster, PA

Hershey Financial Advisers, LLC

Nicholas Brightbill is a financial advisor at Hershey Financial Advisers, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hershey Financial Advisers since 2014 and at Leigh Baldwin & Co., LLC since 2016. He is a 25% owner of Hershey Financial Advisers, where he is involved part-time in financial services as well as life insurance and related products. Hershey Financial Advisers provides investment management, comprehensive financial planning, and insurance solutions to individuals, institutional investors, business entities, trusts, and charitable organizations. The firm employs model-based strategies including Strategic Asset Management and an Active Management Program, using a variety of mutual funds, ETFs, and individual securities tailored to different risk levels.

General retirement planning Income planning Tax-loss harvesting Active portfolio management ESG / Sustainable investing Founder/Business Owner Retired
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Rick R

CFP®, Series 63, Series 65

Lancaster, PA

Rodgers & Associates

Rick Rodgers is a CFP® with 29 years of experience in financial advising. He has been with Rodgers & Associates since 1996 and is a partner at LMM Associates. Additionally, he is involved with Plan Smart, LLC, which focuses on book sales and speaking engagements. Rodgers & Associates provides wealth management and financial planning services primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis and employs a quantitative security-selection process, constructing portfolios mainly with mutual funds and ETFs according to client-specific investment policies.

General retirement planning Passive / index investing Retired Approaching retirement
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Jeanne M

Series 66

Lancaster, PA

Hazlett, Burt & Watson, Inc.

Jeanne Miller is a financial advisor at Hazlett, Burt & Watson, Inc. with 26 years of industry experience. She holds the Series 66 designation and has worked at Hazlett, Burt & Watson since 2014, following ten years at PNC Wealth Management and one year at J.J.B. Hilliard, W.L. Lyons, LLC. Hazlett, Burt & Watson’s division, Security Capital Management, serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset allocation approach guided by economic forecasting and research, managing approximately $1.39 billion for over 2,300 clients through a team of 20 advisors.

Wealth management Income planning Real estate investing
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Timothy T

CFP®, Series 63

Leola, PA

Master's Wealth Management Inc.

Timothy Tyson is a CFP® with 24 years of industry experience. He is currently with Master's Wealth Management Inc., where he has worked since 2024, following a 22-year tenure at Securities America, Inc. Tyson holds a Series 63 license and is based in Lancaster, PA. Master’s Wealth Management serves a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides financial planning and discretionary wealth management, employing customized portfolios that primarily use ETFs and mutual funds alongside other investment vehicles, with a focus on long-term strategies and internal due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Lyle H

CFP®, Series 63, Series 65

Leola, PA

Master's Wealth Management Inc.

Lyle Hershey is a Certified Financial Planner® with 35 years of industry experience. He is currently with Master's Wealth Management Inc. and has held previous roles at Securities America Advisors, Everbank, and Masters Financial Associates. Master's Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm builds customized portfolios primarily using ETFs and mutual funds and operates a wrap fee program that consolidates transaction costs into a single advisory fee.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Gregory S

Series 63, Series 65

Lancaster, PA

PSI Capital Management

Gregory Staub is a financial advisor at PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He worked at Pilot Capital Management, Inc. for nine years before joining PSI Capital Management in 2018. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, constructing diversified portfolios tailored to clients’ goals and risk tolerances.

General retirement planning
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Tyler H

CFP®, Series 63

Lancaster, PA

Arx Private Wealth

Tyler Harris is a CFP® with six years of industry experience, currently serving as the sole advisor at Arx Private Wealth. He previously worked at RKL Wealth Management for seven years and The Vanguard Group, Inc. for six years. Arx Private Wealth offers discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other investment advisers, and family offices. The firm’s approach focuses on asset allocation and the use of third-party model portfolios and independent managers, combining family office offerings such as trustee oversight and bill-paying with access to private placements.

Wealth management Charitable giving & philanthropy
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Richard W

CFP®, Series 63

East Petersburg, PA

Comprehensive Financial Planning, Inc.

Richard Walters is a CFP® with 35 years of experience in financial advising. He has been with Comprehensive Financial Planning, Inc. since 1984 and has operated his own advisory business since 1983. Outside of advising, Walters owns Comprehensive Benefit Marketing Services, Inc., where he sells employee benefits including group life, disability, and dental insurance. 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 an asset-allocation approach supported by fundamental, technical, and cyclical analysis.

Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner Retired
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Richard W

Series 63, Series 65

York, PA

Integrated Wealth Solutions, LLC

Richard Wilkinson is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Integrated Wealth Solutions in 2025, he worked at TerraWealth, LLC and CAPE SECURITIES, Inc., and spent ten years at Primerica. He is also an independent licensed insurance agent. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm manages approximately $114 million across 300 client relationships, providing discretionary asset management and financial planning with an emphasis on tailored investment programs and public educational seminars.

General retirement planning General tax planning Cash flow / budgeting
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Liza H

Series 65

Leola, PA

Master's Wealth Management Inc.

Liza Heisey is a financial advisor at Master’s Wealth Management Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Lincoln Financial Distributors, Inc. and in educational roles at Grove City College and Cornerstone Christian School. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans by providing financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm constructs customized portfolios using ETFs, mutual funds, individual securities, and independent managers, applying fundamental and technical analysis with a long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Matthew M

CFP®, CFA®

Lancaster, PA

Atwater Malick

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.

General retirement planning College savings (529s, UTMA, etc.)
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Clinton S

Series 66

Lancaster, PA

Vantus Wealth

Clinton Simmons is a financial advisor at Vantus Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Mass Mutual Investors Services and Wienken Advisors, Ltd. Outside of his advisory role, Simmons is a licensed independent insurance agent and a partner in an LLC that manages real estate. 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, and fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Paul B

Series 66

Lancaster, PA

Vantus Wealth

Paul Broomell is a financial advisor at Vantus Wealth with 11 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, he is a licensed independent insurance agent, spending minimal hours weekly on this activity. 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, and retirement-plan fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Haley S

CFP®, Series 63, Series 65

Lancaster, PA

Arx Private Wealth

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.

Wealth management Charitable giving & philanthropy
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Christopher H

CFP®

Lancaster, PA

Rodgers & Associates

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.

General retirement planning Passive / index investing Retired Approaching retirement
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Ashley D

CFP®

Lancaster, PA

Rodgers & Associates

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.

General retirement planning Passive / index investing Retired Approaching retirement
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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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Garrison N

CFP®, Series 63, Series 65

Leola, PA

Master's Wealth Management Inc.

Garrison North is a CFP® with 13 years of industry experience, currently serving as an advisor at Master's Wealth Management Inc. since 2024. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over a decade. Outside of his advisory role, he serves as treasurer and elder board member at Neffsville Mennonite Church and participates on the finance committee of a sports-related nonprofit ministry. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, providing financial planning, discretionary wealth and investment management, and 3(21) retirement plan advisory services. The firm constructs customized portfolios primarily using ETFs and mutual funds, employing both fundamental and technical analysis with a long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Charles K

Series 63, Series 65

Leola, PA

Master's Wealth Management Inc.

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Karl L

Series 65

Lancaster, PA

PSI Capital Management

Karl Lehman is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds a Series 65 designation and has worked at PSI since 2018, with prior roles at Pilot Capital Management and RLH CPA's & Business Advisors, where he has also served as managing partner since 1980. His background includes accounting and business advisory services through RLH CPA's & Business Advisors, a non-investment related firm. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages diversified portfolios using Modern Portfolio Theory and offers both discretionary and non-discretionary asset management.

General retirement planning
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