Laurie Peer is a CFP® with 23 years of industry experience and is a partner of RKL LLP, the parent company of RKL Wealth. She has worked at RKL Wealth Management LLC since 2016 and holds roles at Sterling Financial Advisors, LLC and Reinsel Kuntz Lesher LLP. Peer serves as president of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

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® with 20 years of industry experience, currently serving at Connors Investor Services Inc since 2005. He holds Series 63 and Series 65 licenses and is based in Wyomissing, PA. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, and various entities. The firm employs a blend of fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated funds and pooled vehicles.

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.

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.

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.

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.

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.

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.

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.

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 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.

Abigail Smith is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 66 designation with one year of industry experience. Prior to joining RKL Private Wealth, she held roles at Ameriprise and several other organizations, including work in the hospitality and education sectors. Outside of her advisory work, her background includes various positions at local businesses and educational institutions. RKL Wealth Management LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Ryan Mccallum is a financial advisor with Connors Investor Services Inc, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Connors Investor Services since 2022 and previously spent 11 years at LPL Financial LLC. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and is notable for its role as adviser and sponsor of multiple pooled investment vehicles and affiliated funds.

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.