Amanda Taylor Gehman is a financial advisor at Bradley Advisory with one year of industry experience. She holds a Series 65 designation and has worked at Penn State College of Medicine since 2017, following two years at Penn State University. Bradley Advisory provides investment advisory and financial planning services primarily to individuals, families, small corporations, and trusts. The firm manages approximately $90 million in client assets using a value-oriented, long-term investment approach that emphasizes diversification and periodic rebalancing.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Matthew Berry is a financial advisor with First Affirmative Financial Network LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Outside of his advisory role, he serves as a pastor at Lampeter Church of the Brethren, a position he has held for over 15 years. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions nationwide through a team of 14 advisors. The firm focuses on values-aligned and faith-based investing, integrating environmental, social, and governance factors into discretionary portfolio management using diversified equity, fixed income, and alternative strategies.