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Logan K

CFP®, Series 63

Mount Joy, PA

Stewardship Advisors, LLC

Logan Kready is a CFP® and Series 63 credentialed advisor with six years at Stewardship Advisors, LLC and a total of three years in the financial industry. His prior experience includes roles at PFM Asset Management LLC, BNY Mellon, Sirius Facilities, and the University of Pittsburgh. Outside of financial advising, he is a partner and shareholder in 5K Enterprises LLC. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets, emphasizing strategic asset allocation primarily through ETFs and mutual funds, and offers periodic educational workshops on personal finance and investing.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Jonathan T

CFP®, Series 63, Series 65

Leola, PA

Master's Wealth Management Inc.

Jonathan Thompson is a CFP® professional with 17 years of experience in financial services. He is currently with Master's Wealth Management Inc., where he has worked since 2024. His prior experience includes roles at Securities America Advisors Inc., State Farm VP Management Corp, and Randy Eshleman Insurance Agency. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers financial planning, discretionary wealth and investment management, and acts as a 3(21) retirement plan advisor, constructing customized portfolios primarily using ETFs and mutual funds with a long-term investment orientation.

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

ChFC®

Lancaster, PA

Rodgers & Associates

Brittany Luttrell is a ChFC® credentialed advisor with Rodgers & Associates in Lancaster, PA, bringing one year of industry experience. Her prior roles include positions at Friendship Community and Community Services Group. Rodgers & Associates (RA Financial Services) provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing retirement or already retired. The firm manages approximately $1.49 billion on a discretionary basis for about 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs within client-specific investment policies.

General retirement planning Passive / index investing Retired Approaching retirement
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Michael K

Series 66

East Petersburg, PA

Comprehensive Financial Planning, Inc.

Michael Kowalick is a financial advisor at Comprehensive Financial Planning, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with Comprehensive Financial Planning since 2005. Additionally, he is involved with Comprehensive Benefit Marketing Services, Inc., which provides medical, hospitalization, life, and disability insurance products. 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 a managed portfolio program that combines fundamental and technical analysis with ongoing monitoring.

Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner Retired
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Michael P

Series 66

Lancaster, PA

Faithward Advisors, LLC

Michael Paranich is a Series 66-licensed financial advisor with Faithward Advisors, LLC in Lancaster, PA, bringing four years of industry experience. His background includes roles at OSAIC and American Portfolios Financial Services, as well as entrepreneurial activities as the owner of Blue Light Ventures Limited, a company involved in new product development and property due diligence. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors through a multi-team platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory in building portfolios and offers discretionary management, financial planning, and estate services, with a Biblically Responsible Investing overlay as part of its approach.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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Emily D

CFA®

Lancaster, PA

RKL Private Wealth

Emily Detz is a CFA® charterholder affiliated with RKL Private Wealth in Lancaster, PA. She has experience working at the Pennsylvania Public School Employees' Retirement System and IBM Retirement Funds prior to joining RKL Private Wealth. Outside of financial advising, she has been involved with Lancaster Catholic High School since 2022. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and charitable organizations. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and employs a core-satellite investment approach tailored to client needs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Zachary D

Series 66

Mount Joy, PA

Stewardship Advisors, LLC

Zachary Drescher is a financial advisor at Stewardship Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Private Client Services LLC and Cambridge Investment Research, Inc. Zachary has been with Stewardship Advisors since 2015. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach using ETFs and mutual funds, offers values-based ESG portfolios, and provides complimentary public workshops on personal finance and investing.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Samuel B

CFP®, Series 65

Lancaster, PA

RKL Private Wealth

Samuel Ben Ali is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at RKL Private Wealth in Lancaster, PA, and has prior experience teaching at Cabrini University, Coatesville Area Senior High School, and Scott Middle School. 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 integrates tax, accounting, and consulting services through its affiliation with RKL LLP and uses a core-satellite approach to portfolio construction.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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William O

Series 65

Lancaster, PA

RKL Private Wealth

William Onorato Jr. is a financial advisor with RKL Private Wealth, holding a Series 65 designation and six years of industry experience. He has worked at RKL Wealth Management, LLC since 2019 and previously spent four years at Hawthorn, PNC Family Wealth. RKL Wealth Management LLC offers discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm combines tax, accounting, and consulting services through its parent company, RKL LLP, and uses a core-satellite investment approach with customized portfolios.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Scott M

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Scott Monger is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Outside of advising, he is involved in managing several real estate partnerships and operates Monger Financial Group, focusing on insurance sales and service. Faithward Advisors serves individual investors, retirement plans, trusts, estates, and non-profit organizations through a multi-team platform of 17 advisors, managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory and efficient-frontier model portfolios, incorporating mutual funds, ETFs, REITs, and selected individual securities, with an option for Biblically Responsible Investing overlays.

ESG / Sustainable investing Real estate investing Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Christian Faith Based
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Todd B

Series 63, Series 66

Lancaster, PA

Stonebridge Financial Group, LLC

Todd Bogda is a financial advisor with Stonebridge Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Triad Advisors, Triad Hybrid Solutions, and Wells Fargo Advisors. He is based in Lancaster, PA. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs tailored investment strategies including asset allocation, technical analysis, and options trading, and offers specialized retirement-plan consulting services.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dirk O

Series 63, Series 66

Lancaster, PA

Faithward Advisors, LLC

Dirk Olds is a financial advisor at Faithward Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Osaic Wealth, INC., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory role, Olds serves on the finance committee of Endwell United Methodist Church. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach using Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers 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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Melissa W

CFP®, Series 66

Leola, PA

Master's Wealth Management Inc.

Melissa Wissler is a CFP® professional with 10 years of experience in the financial services industry. She is currently with Master's Wealth Management Inc., where she has worked since 2025. Her prior experience includes roles at Cetera Wealth Services, LPL Financial, and BB&T-related firms. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers financial planning and discretionary investment management, constructing customized portfolios primarily using ETFs and mutual funds, with an emphasis on long-term strategies and internal due diligence.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Connor P

Series 65

Mount Joy, PA

SLP Wealth

Connor Pierce is a financial advisor with SLP Wealth holding a Series 65 designation and two years of industry experience. He has worked at SLP Wealth since 2023 and is also involved with Student Loan Planner as a student loan consultant. Additionally, Pierce is the founder of After the DPT, LLC, which focuses on student loan education through webinars and content creation. SLP Wealth is an SEC-registered advisory firm that serves individual clients and small-business owners with discretionary investment management and financial planning. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs and maintains frequent account monitoring and reviews.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Founder/Business Owner
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Patrick C

CFP®, Series 63, Series 65, Series 66

East Petersburg, PA

Comprehensive Financial Planning, Inc.

Patrick Cloonan Jr. is a CFP® with 18 years of industry experience, currently serving at Comprehensive Financial Planning, Inc. since 2012. He has also worked as an independent insurance agent since 2006 and has been a basketball referee for the Lancaster-Lebanon PIAA Association since 1999. Additionally, he is involved in nonprofit activities as the treasurer for the Manheim Township Class of 1987 reunion and provides divorce financial consulting through Creative Divorce Solutions, LLC. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs an intermediate-to-long-term, asset-allocation oriented investment approach, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services.

Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner Retired
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David L

CFP®, Series 66

Mount Joy, PA

Lifeguide Financial Advisors, LLC

David Lutz is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2014 and previously worked at ProEquities, Inc for nine years. Outside of his advisory work, he is involved as a shareholder and member in an investment-related LLC focused on rental property management. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person advisory team, using a long-term strategic asset allocation approach with primarily low-cost, diversified mutual funds and ETFs, along with other investment options when appropriate.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Gabriel S

Series 65

Lancaster, PA

RKL Private Wealth

Gabriel Stetler is a financial advisor at RKL Private Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at SEI Investment Company, Emerald Asset Management, and Susquehanna Financial Strategies Group - Ameriprise Financial. Before entering the financial industry, he worked in the restaurant sector. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Meghan B

Series 65

Lancaster, PA

Atwater Malick

Meghan Baum is a financial advisor at Atwater Malick in Lancaster, PA, holding a Series 65 designation. She has been with Atwater Malick since 2017 and also has prior work experience at Marriott and Hershey Pantry. Atwater Malick provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, tailoring strategies to client goals and risk tolerances. The firm follows a low-turnover, buy-and-hold investment approach and manages all assets in-house.

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

CFP®

Lancaster, PA

Rodgers & Associates

Adam Sclafani is a CFP® professional at Rodgers & Associates with four years of industry experience. He has been with Rodgers & Associates since 2019 and has prior experience working at Temple University and Pathway Financial. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion on a discretionary basis for about 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs, with client portfolios managed according to individualized investment policy statements.

General retirement planning Passive / index investing Retired Approaching retirement
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Damon H

Series 63, Series 65

East Petersburg, PA

Comprehensive Financial Planning, Inc.

Damon Heller is a financial advisor with Comprehensive Financial Planning, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Comprehensive Financial Planning since 2019, following prior roles at JML Ingredients and Alps. 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 services, employing an asset-allocation approach that incorporates fundamental, technical, and cyclical analysis.

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