Donald Gross, Jr. is a financial advisor with G&H Investments, bringing 35 years of industry experience. He is also a principal of AUG, Inc., dba Gross Investments, a registered investment advisory firm in Lancaster, PA. Gross has been involved with Gross Investments since 1988 and with Gross & Hartman Investments since 2022. G&H Investments primarily serves individual investors, including high-net-worth clients, as well as trusts and charitable accounts. The firm manages approximately $501 million in client assets on a discretionary basis and employs a long-term investment approach focused on high-quality fixed income and concentrated equity portfolios.

Jared Clarkin Wilcox is a CFP® professional at Rodgers & Associates with 14 years of industry experience. His career includes roles at The Vanguard Group, Lancaster Bible College, and SCOTTRADE/TD Ameritrade before joining Rodgers & Associates in 2021. 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 uses a quantitative security-selection process and constructs portfolios with mutual funds and ETFs tailored to client objectives and risk tolerances.

James Balthaser is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PSI Capital Management since 2018. In addition to his advisory role, he is a member and treasurer of RLH CPA's & Business Advisors, LLC, a non-investment related CPA firm. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment approach, primarily using mutual funds and ETFs to build diversified portfolios tailored to client goals and risk profiles.

Javan Martin is a CFP® with 17 years of industry experience, currently serving as the sole advisor at Martin, Javan Von since 2025. He previously worked at THE Vanguard Group, Inc. for 15 years and operates several small businesses, including a seed supply company and a decal printing firm. Outside of his advisory role, he is involved in farming and agricultural activities. Martin, Javan Von provides wealth management, financial planning, and retirement plan consulting to individuals, employer plans, charitable organizations, and businesses. The firm offers tailored investment policies and asset allocation strategies, primarily managing accounts on a non-discretionary basis and utilizing fee arrangements based on hourly, reserved, or fixed/project fees.

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 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.

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.

Steven Silverman is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been with Connors Investor Services Inc in Wyomissing, PA since 1997. Outside of his advisory role, Silverman is owner and president of Old Mill Management, LLC, a commercial real estate and management company where he provides consulting and financial analysis. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, and other entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple affiliated private funds and a mutual fund.

John Kirschner III is a financial advisor at Guardian Asset Advisors, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked at National Planning Corporation, Securities America, Inc., and OSAIC. He is the owner of Kirschner Financial S Corp, a pass-through company unrelated to investment activities. Guardian Asset Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $278 million in regulatory assets. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party money managers through a team of eight advisors.

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.

Steven Pottieger is a CFP® professional at Connors Investor Services Inc with 21 years of industry experience. He has been with Connors Investor Services since 2005. Connors Investor Services provides discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, incorporating options strategies such as covered call writing and hedging as part of its risk management approach.

Laura Novak is a financial advisor at Weik Capital Management with 18 years of industry experience. She holds a Series 65 credential and has previously worked at AmeriCU Investments and Americu Capital Management. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm employs a value-based investment philosophy focused on fundamental analysis and manages both separate accounts and private limited partnerships.

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.

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.

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.

Thomas Drexler is a financial advisor with Alliance Financial, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Visions Federal Credit Union, LPL Financial LLC, and Invest Financial Corporation. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, pension consulting, and financial planning services. The firm employs a variety of analytical approaches and investment strategies, including discretionary portfolio management and wrap fee programs, and utilizes LPL-sponsored advisory programs.