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Steven S

ChFC®, Series 63, Series 65

Lancaster, PA

Hazlett, Burt & Watson, Inc.

Steven Sell is a financial advisor at Hazlett, Burt & Watson, Inc. with 29 years of industry experience. He has been with Hazlett, Burt & Watson since 2001 and holds the ChFC® designation as well as Series 63 and Series 65 licenses. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers a range of discretionary and non-discretionary account options across multiple asset classes.

Wealth management Income planning Real estate investing
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Daniel J

CFA®

Leola, PA

G&H Investments

Daniel Jennings is a CFA® charterholder with three years of experience at G&H Investments, located in Leola, PA. His prior work history includes roles at Conestoga Wood Specialties, BNY Mellon, and Randstad USA. G&H Investments provides discretionary investment management and consulting services primarily to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a combination of high-quality fixed-income portfolios and concentrated equity positions, utilizing a detailed municipal credit research process and selective options strategies.

Concentrated stock management Options & derivatives strategies Private / alternative investments
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Deborah L

CFP®, Series 63

Lancaster, PA

RKL Private Wealth

Deborah Lander is a CFP® with 18 years of experience in the financial industry. She is currently with RKL Private Wealth and previously worked at M&T Securities and M&T Bank. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors by providing investment management, financial planning, and consulting. The firm combines strategic asset allocation and a core-satellite portfolio approach, supported by its affiliation with a regional accounting and consulting firm that offers integrated tax services.

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

Series 65

Lancaster, PA

Vantus Wealth

Gabriel Sedora is a financial advisor at Vantus Wealth in Lancaster, PA, holding a Series 65 designation with one year of industry experience. Prior to joining Vantus Wealth, he worked at Liberty Financial Strategies, Red Lion Area School District, WEIS Markets, and Minor. 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, consulting, and retirement-plan fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Charles B

CFP®

Lancaster, PA

Financial Consulate

Charles Bender is a CFP® professional with 14 years of industry experience, currently serving at The Financial Consulate since 2006. He is based in Lancaster, PA. The Financial Consulate provides comprehensive financial planning and investment management services to individuals, corporate retirement plans, and institutional clients. The firm integrates tax and accounting services with investment advisory, applying a "Risk Opportunity Investing" framework that combines tactical asset allocation with fundamental, macroeconomic, and technical analysis.

Wealth management Private / alternative investments Retirement income strategy Active portfolio management Founder/Business Owner Executive
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Daniel B

Series 63, Series 65

Lancaster, PA

Faithward Advisors, LLC

Daniel Bailey is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory work, he serves as an elder at Lancaster Evangelical Free Church and is a board member of Lititz Springs Park. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs 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.

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

Series 65

Lancaster, PA

RKL Private Wealth

Edward Monborne is a financial advisor at RKL Private Wealth with 26 years of industry experience. He holds a Series 65 designation and has been with Reinsel Kuntz Lesher LLP since 2005. 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 its advisory services with accounting and tax offerings through its parent company and employs a discretionary management approach focused on strategic asset allocation and a core-satellite portfolio structure.

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

Series 63, Series 65

Lancaster, PA

Rodgers & Associates

Jessica Rodgers is a financial advisor at Rodgers & Associates with 24 years of industry experience. She has been with the firm since 1996 and holds Series 63 and Series 65 licenses. Outside of advisory work, she is involved in book sales and speaking engagements through Plan Smart, LLC. 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 employs a quantitative security-selection approach and manages portfolios using mutual funds and ETFs, with continuous account reviews conducted by assigned advisors.

General retirement planning Passive / index investing Retired Approaching retirement
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Mark B

CFP®, Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

Mark Brinser is a CFP® with 18 years of experience in the financial services industry. He is affiliated with Stewardship Advisors, LLC, where he has worked since 2011. His prior roles include positions at Private Client Services, LLC and Concourse Financial Group Securities, Inc. In addition to his advisory work, he serves as an independent insurance agent for various companies. Stewardship Advisors, LLC serves a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, and offers 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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Maggie F

CFP®, Series 65

Lancaster, PA

Arx Private Wealth

Maggie Fisher is a CFP® and Series 65 credentialed advisor with four years of industry experience. She currently works at Arx Private Wealth, where she has been since 2026. Prior to this, she spent five years with RKL Wealth Management LLC and has held various roles outside finance, including positions at Sauder's Eggs and the PA Horticultural Society. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other advisers, and family offices. The firm focuses on asset allocation using third-party model portfolios and independent managers, combining long-term investment strategies with tactical short-term trades.

Wealth management Charitable giving & philanthropy
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Joseph H

CFA®, Series 63

Lancaster, PA

Hazlett, Burt & Watson, Inc.

Joseph Hess is a CFA® charterholder with 16 years of industry experience. He currently works at Hazlett, Burt & Watson, Inc. and previously spent 15 years with The Vanguard Group, Inc. Outside of his advisory role, he owns and manages a rental property in Lancaster, PA. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based approach supported by documented processes, third-party research, and ongoing monitoring across a variety of traditional and alternative asset classes.

Wealth management Income planning Real estate investing
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Jeffrey H

Series 65

Leola, PA

G&H Investments

Jeffrey Hartman is a Series 65-licensed financial advisor at G&H Investments in Leola, PA, with 10 years of industry experience. He has been with Gross Investments since 2013, which is affiliated with G&H Investments. G&H Investments primarily serves individual investors, including a significant high-net-worth segment, as well as trusts and charitable accounts. The firm manages approximately $501 million in client assets with a long-term investment approach focused on high-quality fixed income and concentrated equity portfolios, offering both discretionary management and non-discretionary consulting services.

Concentrated stock management Options & derivatives strategies Private / alternative investments
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Joyce L

CFP®, Series 63

Lancaster, PA

Hazlett, Burt & Watson, Inc.

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.

Wealth management Income planning Real estate investing
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Joshua G

Series 65

Lancaster, PA

Arx Private Wealth

Joshua Guevin is a financial advisor at Arx Private Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at RKL Wealth Management LLC for five years before joining his current firm. Prior to his advisory roles, he held academic positions at Villanova University and the University of Valley Forge. Arx Private Wealth serves a small client base that includes individuals, high-net-worth and ultra-high-net-worth clients, other investment advisers, and family offices. The firm provides discretionary portfolio management, financial planning, and family office services, primarily utilizing model portfolios and third-party managers with a focus on ETFs, equities, and bonds.

Wealth management Charitable giving & philanthropy
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Abigail S

Series 66

Lancaster, PA

RKL Private Wealth

Abigail Smith is a financial advisor with RKL Private Wealth in Lancaster, PA, holding a Series 66 designation and one year of industry experience. Prior to joining RKL Private Wealth, she held positions at Ameriprise and Haas Financial Group, among others. Outside of finance, she has worked in various roles in the hospitality and retail sectors. 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 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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Daniel P

Series 65

Lancaster, PA

RKL Private Wealth

Daniel Preziosi is a financial advisor with RKL Private Wealth in Lancaster, PA. He holds a Series 65 designation and has experience across several firms including Psecu, Paramount Management Group, and Triad Advisors Inc. He has been active in the industry since 2021. RKL Wealth Management LLC offers discretionary investment management and financial planning services to a diverse client base, leveraging its affiliation with RKL LLP to coordinate tax, accounting, and consulting services alongside its investment advice. The firm employs a core-satellite portfolio approach and provides fiduciary services for defined contribution plans.

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

Series 65, Series 63

Lancaster, PA

Faithward Advisors, LLC

Bryan Mahon is a financial advisor at Faithward Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors through a multi-team advisory platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory and efficient-frontier model portfolios with mutual funds, ETFs, REITs, and occasional individual securities, and offers a Biblically Responsible Investing overlay within its client strategies.

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

Series 65

Lancaster, PA

PSI Capital Management

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.

General retirement planning
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John S

Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

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.

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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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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