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.

Robert Simons is a Series 65-licensed financial advisor with RKL Private Wealth, bringing 16 years of industry experience. He has worked at RKL Wealth Management LLC since 2020 and previously spent seven years with RKL CPA (formerly Reinsel Kuntz Lesher LLP). Outside of his advisory role, he serves as a board member and shareholder of Dart Trucking Co LLC. RKL Wealth Management advises a broad range of clients including individuals, high-net-worth clients, trusts, estates, and businesses, offering investment management, financial planning, and consulting services. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a discretionary, core-satellite investment approach with the option to include separate account managers and private investments.

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 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.

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.

Charles Keller is a financial advisor at Master's Wealth Management Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America Advisors, Inc. and Master's Financial Associates, Inc. Master’s Wealth Management serves individuals, families, trusts, 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 using ETFs, mutual funds, individual securities, and independent managers, applying both fundamental and technical analysis with a long-term orientation.

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.

Dong Choe is a financial advisor at RKL Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining RKL Private Wealth in 2024, he held roles at Ambassador Advisors and Avante Language Services, among others. Outside of finance, his work history includes experience in the food service industry. RKL Wealth Management LLC offers discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm combines investment advice with tax, accounting, and consulting services through its affiliation with RKL LLP, employing a core-satellite approach to portfolio management that includes a range of asset classes and fiduciary services.

Sara Brackett is a financial advisor at Johnson & White Wealth Management LLC with one year of industry experience. She holds a Series 65 designation and has previous experience at PeopleBank and Browns Orchards & Farm Market. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, offering personalized financial planning and investment management services. The firm incorporates multigenerational engagement into its planning process and uses artificial intelligence tools for meeting note-taking and data aggregation, emphasizing client data protection.

Matthew Gordner is a financial advisor with RKL Private Wealth in Lancaster, PA. He holds a Series 65 designation and has recent experience at Ernst & Young LLP and RKL LLP. His background also includes roles at Capital Blue Cross, Pathway Financial Group, and teaching positions at Messiah University and Garden Spot High School/Middle School. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and utilizes a core-satellite investment approach tailored to client needs.

Abbey Mccormick is a financial advisor at RKL Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining RKL Private Wealth, she worked at West Chester Golf and Country Club and is currently affiliated with The Pennsylvania State University. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent firm, RKL LLP, and implements customized portfolios using a core-satellite approach with various asset classes.

Kyle Brady is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 designation. He has been with RKL Private Wealth since 2024 and previously worked in various roles at Donsco, Voith, Acme Markets, and Giant Food Stores. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, providing investment management, financial planning, and consulting. The firm integrates with its parent company, RKL LLP, to coordinate tax and accounting services and employs a discretionary, core-satellite portfolio approach that includes a range of investment types and fiduciary retirement plan services.

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.

Trevor Hoffman is a financial advisor with Collective Family Office, LLC, holding seven years of industry experience. He previously worked at BNY Mellon Wealth Management from 2015 to 2019 before joining his current firm. Outside of advisory work, he is a part owner of an agricultural and residential property business. Collective Family Office, LLC 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 combination of fundamental, technical, and cyclical analysis and utilizes strategies including long- and short-term positions, option writing, direct indexing, and investments in structured products, ETFs, and private funds.

Jared Clarkin Wilcox is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Rodgers & Associates since 2021. His prior roles include positions at The Vanguard Group, Inc., Lancaster Bible College, and SCOTTRADE/TD Ameritrade. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily for individuals nearing retirement or who are retired. The firm employs a quantitative security-selection process and manages portfolios using mutual funds and ETFs based on client-specific investment policy statements.

David Morais is a CFP® with 24 years of industry experience and currently serves as a financial advisor at RKL Private Wealth. He previously worked at Wilmington Trust Wealth Advisory for eight years before joining RKL Wealth Management in 2018. Morais is a member of the Investment Committee of the Rotary Club of York (PA). RKL Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors. The firm uses a discretionary, consolidated asset management approach with a core-satellite portfolio structure and is formally affiliated with a regional accounting and consulting firm, enabling integrated tax and advisory services.

James Balthaser is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PSI Capital Management since 2018. In addition to his advisory role, he is a member and treasurer of RLH CPA's & Business Advisors, LLC, a non-investment related CPA firm. 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, primarily using mutual funds and ETFs to build diversified portfolios tailored to client goals and risk profiles.

Javan Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Martin, Javan Von since 2025. He previously worked at THE Vanguard Group, Inc. for 15 years and operates several small businesses, including a seed supply company and a decal printing firm. Outside of his advisory role, he is involved in farming and agricultural activities. Martin, Javan Von provides wealth management, financial planning, and retirement plan consulting to individuals, employer plans, charitable organizations, and businesses. The firm offers tailored investment policies and asset allocation strategies, primarily managing accounts on a non-discretionary basis and utilizing fee arrangements based on hourly, reserved, or fixed/project fees.