Jeffrey Hartman is a financial advisor with G&H Investments in Leola, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Gross Investments for nine years. G&H Investments provides discretionary investment management and non-discretionary consulting to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a diversified approach combining a laddered, high-quality fixed-income sleeve and a concentrated equity portfolio, alongside municipal credit research and selective options strategies.

Joyce Libby is a CFP® professional with 23 years of experience in the financial services industry. She has worked at Hazlett Burt & Watson, Inc. since 2019 and previously held positions at LPL Financial and EHD Advisory Services, Inc. She is part of Security Capital Management, a division of Hazlett Burt & Watson, Inc. that serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm’s investment approach focuses on asset allocation informed by economic forecasting and third-party research, offering both discretionary and non-discretionary portfolio management along with various financial planning services.

Joshua Guevin is a financial advisor at Arx Private Wealth with a Series 65 designation and four years of industry experience. He previously worked at RKL Wealth Management LLC for five years and has experience in academic roles at Villanova University and the University of Valley Forge. Arx Private Wealth serves a small client base that includes high-net-worth individuals, family offices, and other advisers, offering discretionary portfolio management, financial planning, and wealth transfer services. The firm primarily invests through ETFs, equities, and bonds using model portfolios and independent managers, focusing on long-term purchases complemented by tactical short-term actions.

Bryan Mahon is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at OSAIC, NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. before joining Faithward Advisors. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management, financial planning, estate management, and pension consulting. The firm uses a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options, managing over $1 billion in assets with a team of 18 advisors across multiple offices.

Matthew Staub is a financial advisor at PSI Capital Management with 15 years of industry experience. He holds a Series 65 designation and has worked at PSI Capital Management since 2018, following seven years at Pilot Capital Management, Inc. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, plans, trusts, estates, charitable organizations, and businesses. The firm manages assets using a Modern Portfolio Theory-based approach, focusing on diversified portfolios tailored to clients' goals, time horizons, and risk tolerances.

John Simkins is a financial advisor with Stewardship Advisors, LLC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked at Private Client Services, LLC, Cambridge Investment Research Advisors, and Concourse Financial Group Securities, Inc. Simkins serves as a Sunday school teacher and middle school youth mentor at Elizabethtown Mennonite Church, chairs its building finance committee, and is a board member of No Longer Alone Ministries. Stewardship Advisors, LLC provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a team-based approach emphasizing strategic asset allocation primarily using ETFs and mutual funds, with services including public educational workshops and values-based ESG portfolio options.

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.

Jonathan Thompson is a CFP® professional with 18 years of industry experience. He has worked at Master's Wealth Management Inc. since 2024 and previously held roles at Securities America Advisors Inc., Securities America, Inc., State Farm VP Management Corp, and Randy Eshleman Insurance Agency. Master’s Wealth Management serves a diverse client base including individuals, families, trusts, charitable organizations, and businesses, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized portfolios primarily using ETFs and mutual funds, with a long-term allocation approach and a wrap fee program that consolidates transaction costs into a single advisory fee.

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.

Kiah Fowler is a financial advisor at PSI Capital Management with a Series 65 designation and two years of industry experience. Prior to joining PSI Capital Management, Fowler held various roles in the hospitality and service industries. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is based on Modern Portfolio Theory and typically creates diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerances.

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.

Michael Paranich is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at OSAIC, American Portfolios Financial Services, Bank of America, and Merrill. Outside of financial services, he owns Blue Light Ventures Limited, a business focused on new product development and real estate. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options across a diverse client base.

Vanessa Zook is a financial advisor at PSI Capital Management with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Guardian Life Insurance & Annuity Company and operated her own planning business. Outside of her advisory role, she is a member of Lancaster SHRM and serves on its Workforce Readiness committee. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a Modern Portfolio Theory-based process focused on goal setting, analysis, implementation, and monitoring, primarily advising with mutual funds and ETFs.

Zachary Drescher is a financial advisor with Stewardship Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Stewardship Advisors since 2015 and previously spent two years with Private Client Services LLC. Stewardship Advisors 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 and offers educational workshops on personal finance and investing.

Scott Monger is a financial advisor at Faithward Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Outside of his advisory work, he is involved in managing private business ventures including insurance services. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy to construct client portfolios.

Todd Bogda is a financial advisor at Stonebridge Financial Group, LLC in Lancaster, PA, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Triad Advisors. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm emphasizes tailored investment advice using various strategies and offers portfolio management, retirement-plan consulting, and other services.

Allen Carr Jr. is a financial advisor at Vantus Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for over three decades combined. Outside of financial advising, he serves as a committeeman for the Manheim Township Republican Committee. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan fiduciary services, utilizing a combination of asset allocation, active management, and third-party money manager strategies.

Andrew Sedora is a financial advisor at Vantus Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Ross Insurance. Outside of his advisory role, he coaches high school boys basketball in the Red Lion Area School District. 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 along with financial planning and fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

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 several firms, including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. He serves on the finance committee of Endwell United Methodist Church. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm manages approximately $1.05 billion in assets with a team of 18 advisors across six offices, utilizing a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy.

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.