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 financial advisor with G&H Investments in Leola, PA, holding a Series 65 designation and 10 years of industry experience. He previously worked at Gross Investments for nine years. G&H Investments provides discretionary investment management and non-discretionary consulting to individuals, high-net-worth clients, trusts, and select business clients. The firm emphasizes long-term holdings through a diversified approach combining a laddered, high-quality fixed-income sleeve and a concentrated equity portfolio, alongside municipal credit research and selective options strategies.

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 a Series 65 designation and four years of industry experience. He previously worked at RKL Wealth Management LLC for five years and has experience in academic roles at Villanova University and the University of Valley Forge. Arx Private Wealth serves a small client base that includes high-net-worth individuals, family offices, and other advisers, offering discretionary portfolio management, financial planning, and wealth transfer services. The firm primarily invests through ETFs, equities, and bonds using model portfolios and independent managers, focusing on long-term purchases complemented by tactical short-term actions.

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.

Bryan Mahon is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 65 and Series 63 licenses with four years of industry experience. His work history includes roles at OSAIC, NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. before joining Faithward Advisors. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management, financial planning, estate management, and pension consulting. The firm uses a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options, managing over $1 billion in assets with a team of 18 advisors across multiple offices.

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.

Jonathan Thompson is a CFP® professional with 18 years of industry experience. He has worked at Master's Wealth Management Inc. since 2024 and previously held roles at Securities America Advisors Inc., Securities America, Inc., State Farm VP Management Corp, and Randy Eshleman Insurance Agency. Master’s Wealth Management serves a diverse client base including individuals, families, trusts, charitable organizations, and businesses, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized portfolios primarily using ETFs and mutual funds, with a long-term allocation approach and a wrap fee program that consolidates transaction costs into a single advisory fee.

Stephanie Baity is a CFP® professional with 11 years of industry experience. She has worked at Alliance Financial since 2020 and previously held positions at LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corporation. Outside of her advisory work, she has participated as a poll worker. Alliance Financial serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting, employing a range of analytic methods and investment strategies. Alliance Financial is notable for sponsoring a wrap fee program and integrating multiple model and algorithm-based platforms into its client solutions.

Debora Covell is a Series 65 licensed advisor with 10 years of industry experience. She has been with Connors Investor Services Inc. since 2017 and previously worked at CemSOL for one year. Connors Investor Services provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis and incorporates options strategies such as covered call writing and hedging as part of its risk management approach.

Logan Boyer is a financial advisor at Weik Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in various roles across multiple industries, including Carpenter Technology, uFinancial Group, and FedEx. 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, and corporations. The firm follows a value-based investment philosophy focused on fundamental equity analysis and balanced portfolios combining equities with conservatively structured fixed-income holdings.

Brittany Luttrell is a ChFC® credentialed advisor with Rodgers & Associates in Lancaster, PA, bringing one year of industry experience. Her prior roles include positions at Friendship Community and Community Services Group. Rodgers & Associates (RA Financial Services) provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing retirement or already retired. The firm manages approximately $1.49 billion on a discretionary basis for about 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs within client-specific investment policies.

Kiah Fowler is a financial advisor at PSI Capital Management with a Series 65 designation and two years of industry experience. Prior to joining PSI Capital Management, Fowler held various roles in the hospitality and service industries. PSI Capital Management provides financial planning, investment management, pension consulting, and related services to individuals, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is based on Modern Portfolio Theory and typically creates diversified portfolios using mutual funds and ETFs tailored to clients’ goals and risk tolerances.

Peter Connors is a CFA® charterholder with 23 years of industry experience. He has been with Connors Investor Services Inc since 1992. The firm is a team of nine advisors based in Wyomissing, PA. 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, using long- and short-term strategies, including options and treating cash as an asset class. It also acts as adviser and sponsor to multiple pooled vehicles, including the Connors Hedged Equity mutual fund and affiliated private funds.

Michael Kowalick is a financial advisor at Comprehensive Financial Planning, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with Comprehensive Financial Planning since 2005. Additionally, he is involved with Comprehensive Benefit Marketing Services, Inc., which provides medical, hospitalization, life, and disability insurance products. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning, using a managed portfolio program that combines fundamental and technical analysis with ongoing monitoring.

Michael Paranich is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at OSAIC, American Portfolios Financial Services, Bank of America, and Merrill. Outside of financial services, he owns Blue Light Ventures Limited, a business focused on new product development and real estate. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options across a diverse client base.

Vanessa Zook is a financial advisor at PSI Capital Management with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Guardian Life Insurance & Annuity Company and operated her own planning business. Outside of her advisory role, she is a member of Lancaster SHRM and serves on its Workforce Readiness committee. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a Modern Portfolio Theory-based process focused on goal setting, analysis, implementation, and monitoring, primarily advising with mutual funds and ETFs.

Benjamin Connors is a financial advisor at Connors Investor Services Inc with one year of industry experience. He holds a Series 65 designation and previously worked at SEI Investments Company from 2021 to 2023. Connors Investor Services provides discretionary portfolio management to individual and institutional clients, employing a combination of fundamental and technical analysis with options strategies for risk management. The firm serves high-net-worth individuals, pension plans, trusts, and charitable organizations, among others, and manages client relationships under written Investment Advisory Agreements.

Brian Mccoy is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 2003. 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 uses a blend of fundamental and technical analysis, employing both long- and short-term strategies including options, and manages a range of assets including mutual funds, ETFs, equities, and fixed income.

Kevin Fox is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Alliance Financial, a team-based firm, and has previously worked at Visions Federal Credit Union, LPL Financial, and INVEST Financial Corporation. Fox provides investment advisory services through multiple independent advisory firms, including Fox Financial Inc. and Alliance Financial. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by offering portfolio management, pension consulting, and financial planning. The firm employs a variety of analytical approaches and investment strategies, manages accounts on discretionary and non-discretionary bases, and sponsors a wrap fee program while utilizing LPL-sponsored advisory programs.