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.

Shelby Jury is a financial advisor at RKL Private Wealth with a Series 65 designation and one year of industry experience. She has been with RKL Private Wealth since 2019 and previously attended Susquehanna University. 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 uses a consolidated asset management process focused on strategic asset allocation and a core-satellite portfolio structure, and it is formally affiliated with a regional accounting and consulting firm to coordinate tax-related services.

Wendel King is a Series 66-licensed financial advisor with Comprehensive Financial Planning, Inc., where he has worked since 2007. He has 18 years of industry experience and also manages group medical insurance programs through a related business, Comprehensive Benefit Marketing Services, Inc. King serves as a board member for Tel Hai Retirement Community, overseeing leadership activities and expansion projects. Comprehensive Financial Planning, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an asset-allocation focused approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios and provide regular client reporting.

Adrian Young is a financial advisor at Faithward Advisors, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Inc., SevenOneSeven Capital Management, and American Portfolio Advisors. Outside of his advisory role, he serves on the board of Cornerstone Pregnancy Care Services, a nonprofit pregnancy center, and manages an LLC that invests in art and theatrical projects for children. 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 along with fundamental, quantitative, and qualitative analysis, offering a Biblically Responsible Investing policy aligned with Christian values.

Jacob Little is a financial advisor at Johnson & White Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Johnson & White, he held positions in various fields including construction and education. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, offering personalized financial planning and investment management services. The firm emphasizes multigenerational engagement, uses artificial intelligence tools for data aggregation with human oversight, and manages diverse portfolios tailored to client risk tolerance.

Lee Paglia is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation and three years of industry experience. He previously worked at Select Medical for 23 years and has been with Faithward Advisors since 2023. Faithward Advisors serves individual investors, retirement plans, trusts, estates, nonprofit organizations, and related donors, managing approximately $1.05 billion in client assets through a multi-team platform. The firm uses Modern Portfolio Theory and efficient-frontier model portfolios, offering discretionary portfolio management, financial planning, and estate management services.

Scott Smith is a financial advisor with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked with Securities Service Network, Inc. and Planning Strategies, Inc. since the early 2000s. Outside of his advisory role, Smith is an educational book author and serves as Vice President and President of the Board of Directors for The Hershey Partnership, a nonprofit organization. PSI Capital Management is an SEC-registered investment adviser that provides financial planning, pension consulting, and investment management services to individuals, plans, trusts, and charitable organizations. The firm uses a Modern Portfolio Theory-based process and primarily advises with mutual funds and ETFs, offering both discretionary and non-discretionary management.

George Weaver III is a financial advisor with Hazlett, Burt & Watson, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Hazlett, Burt & Watson since 1994. Hazlett, Burt & Watson’s division, Security Capital Management, provides 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 uses an asset allocation investment approach guided by economic forecasting and research, offering both discretionary and non-discretionary portfolio management alongside various financial planning engagements.

Gabrielle Gioia is a CFP® professional with four years of experience at Rodgers & Associates in Lancaster, PA. Prior to her advisory role, she worked over a decade at Rita's Water Ice Store #20. Rodgers & Associates provides wealth management and financial planning services primarily to individuals nearing retirement or who are retired. The firm manages approximately $1.49 billion across about 980 clients, using a quantitative security-selection process focused on mutual funds and ETFs, with discretionary portfolio management guided by client-specific investment policies.

Jacob Kent is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 65, Series 66, and Series 63 licenses and two years of industry experience. He has prior work experience at Leidos, Inc., CACI, Inc., and Primerica. Integrated Wealth Solutions, LLC is an SEC-registered advisory firm serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm manages approximately $114 million across about 300 client relationships, employing a combination of fundamental and technical analysis to create investment programs tailored to clients' goals, time horizons, and risk tolerances.

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.

Christopher Johnson is a CFP® professional with 27 years of industry experience. He has been with Johnson & White Wealth Management LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. Johnson serves as managing director and co-owner at Johnson & White Wealth Management. Johnson & White Wealth Management advises individuals, trusts, foundations, pensions, and corporate clients, providing personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning process and utilizes a range of investment instruments, supported by artificial intelligence tools for data aggregation and meeting note-taking.

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.

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.

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.

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.

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.

Jessica Rodgers is a financial advisor with Rodgers & Associates in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Rodgers & Associates since 1996. Outside of her advisory role, she is involved with Plan Smart, LLC through book sales and speaking engagements and serves as a board director and minority owner at Rodgers & Associates, where she supervises accounting procedures and staff. 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 and employs a quantitative security-selection process, focusing on mutual funds and ETFs tailored to client-specific investment policy statements.

Mark Brinser is a CFP® professional with 18 years of industry experience, currently serving at Stewardship Advisors, LLC since 2011. His prior experience includes roles at Cambridge Investment Research, INC and Private Client Services, LLC. Outside of his advisory work, he is involved as an independent insurance agent with various companies and participates as a partner in Freedom Offices, a real estate venture. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management services. The firm’s approach centers on strategic asset allocation using ETFs and mutual funds, blending fundamental and technical analysis, and includes offerings such as a values-based ESG portfolio and complimentary public educational workshops.