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Wendel K

Series 66

East Petersburg, PA

Comprehensive Financial Planning, Inc.

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.

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

Series 66

Lancaster, PA

Faithward Advisors, LLC

Adrian Young is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation with 24 years of industry experience. His prior roles include positions at OSAIC, SevenOneSeven Capital Management, American Portfolio Advisors, American Portfolios Financial Services, Ambassador Advisors, and Equitable Advisors. Outside of his advisory work, he serves on the board of Cornerstone Pregnancy Care Services, a pregnancy center, and is involved in legal services related to estate planning through Aevitas Law Firm. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and donors, managing over $1 billion in assets across approximately 3,000 client relationships. The firm employs a multi-team advisory platform and uses a Modern Portfolio Theory-based investment approach that includes mutual funds, ETFs, REITs, and sub-advisers, 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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Lee P

Series 66

Lancaster, PA

Faithward Advisors, LLC

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.

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

Series 63, Series 65

Lancaster, PA

PSI Capital Management

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.

General retirement planning
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George W

Series 63, Series 65

Lancaster, PA

Hazlett, Burt & Watson, Inc.

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.

Wealth management Income planning Real estate investing
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Gabrielle G

CFP®

Lancaster, PA

Rodgers & Associates

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.

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

Series 63, Series 65, Series 66

York, PA

Integrated Wealth Solutions, LLC

Jacob Kent is a financial advisor with Integrated Wealth Solutions, LLC in York, PA. He holds the Series 63, 65, and 66 designations and has two years of industry experience. His prior work includes roles at Leidos, Inc., CACI, Inc., Primerica Advisors, and Edward Jones. Integrated Wealth Solutions, LLC provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm uses fundamental and technical analysis to develop customized investment programs and offers public seminars focused on general investment education.

General retirement planning General tax planning Cash flow / budgeting
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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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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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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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Wade C

ChFC®, Series 63

York, PA

Macro Advisors, Inc.

Wade Cornett is a financial advisor at Macro Advisors, Inc. with 31 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Cornett also manages a small portfolio of rental properties as a personal business activity. Macro Advisors, Inc. provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm manages approximately $371 million for about 669 clients through a team of nine advisors, using proprietary model allocations that combine equities, hedging strategies, and fixed-income securities, with regular portfolio monitoring and rebalancing.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning Retired Founder/Business Owner
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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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Jay D

CFP®, Series 63, Series 65

York, PA

Macro Advisors, Inc.

Jay Desai is a CFP® with 37 years of industry experience and is currently with Macro Advisors, Inc. He has been with the firm since 2003. Outside of his advisory role, he is an independent insurance agent focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and integrates modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning Retired Founder/Business Owner
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Christopher A

Series 63, Series 65

York, PA

Integrated Wealth Solutions, LLC

Christopher Albright is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at CAPE Securities, Inc., PFS Investments Inc., and Primerica Financial Services. Outside of finance, he serves as a wrestling coach during the school year. Integrated Wealth Solutions, LLC provides discretionary asset management and financial planning services to individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars focused on general investment topics.

General retirement planning General tax planning Cash flow / budgeting
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David S

CFP®, Series 63, Series 65

York, PA

Collective Family Office, LLC

David Sivel is a CFP®-credentialed financial advisor with 21 years of industry experience. He has worked at Collective Family Office, LLC since 2019 and previously was with BNY Mellon Wealth Management from 2015 to 2019. Collective Family Office 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 variety of investment strategies including fundamental, technical, and cyclical analysis, utilizing tools such as derivatives, options, direct indexing, and private funds.

Private / alternative investments Options & derivatives strategies
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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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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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