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.

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.

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 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.

Matthew Berry is a financial advisor with First Affirmative Financial Network LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He also serves as a pastor at the Lampeter Church of the Brethren, a role he has held for 15 years. First Affirmative Financial Network operates as a team of 14 advisors, providing fiduciary investment management and financial planning services that integrate values-aligned and faith-based investing. The firm serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network, offering diversified, long-term asset allocation strategies alongside tailored portfolio solutions.

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® 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.

Lisa Margulies is a financial advisor with Regatta Capital Group, LLC in York, PA, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with Regatta Capital Group since 2014. Outside of advising, she has authored books due to be published in 2015. Regatta Capital Group is an SEC-registered advisory firm serving individual and high-net-worth clients, institutional investors, and various entities. The firm employs a long-term, fundamental analysis approach, offering diversified portfolios, financial planning, and specialized services including private fund management and digital-asset account facilitation.

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.

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.

Trevor Kasulen is a financial advisor at Collective Family Office, LLC with a Series 65 credential and one year of industry experience. His prior work includes positions at GHI Engineers & Surveyors and Napoli Hospitality Group. Collective Family Office provides discretionary portfolio management and pension consulting to high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of investment strategies including the use of derivatives and structured products, and it manages over $527 million in discretionary assets with a small advisory team.