Michael Paranich is a Series 66-licensed financial advisor with Faithward Advisors, LLC in Lancaster, PA, bringing four years of industry experience. His background includes roles at OSAIC and American Portfolios Financial Services, as well as entrepreneurial activities as the owner of Blue Light Ventures Limited, a company involved in new product development and property due diligence. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors through a multi-team platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory in building portfolios and offers discretionary management, financial planning, and estate services, with a Biblically Responsible Investing overlay as part of its approach.

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.

Emily Detz is a CFA® charterholder affiliated with RKL Private Wealth in Lancaster, PA. She has experience working at the Pennsylvania Public School Employees' Retirement System and IBM Retirement Funds prior to joining RKL Private Wealth. Outside of financial advising, she has been involved with Lancaster Catholic High School since 2022. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, and charitable organizations. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and employs a core-satellite investment approach tailored to client needs.

Samuel Ben Ali is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at RKL Private Wealth in Lancaster, PA, and has prior experience teaching at Cabrini University, Coatesville Area Senior High School, and Scott Middle School. RKL Wealth Management LLC offers discretionary investment management and financial planning to a diverse client base, including 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 uses a core-satellite approach to portfolio construction.

William Onorato Jr. is a financial advisor with RKL Private Wealth, holding a Series 65 designation and six years of industry experience. He has worked at RKL Wealth Management, LLC since 2019 and previously spent four years at Hawthorn, PNC Family Wealth. RKL Wealth Management LLC offers discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm combines tax, accounting, and consulting services through its parent company, RKL LLP, and uses a core-satellite investment approach with customized portfolios.

Scott Monger is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Outside of advising, he is involved in managing several real estate partnerships and operates Monger Financial Group, focusing on insurance sales and service. Faithward Advisors serves individual investors, retirement plans, trusts, estates, and non-profit organizations through a multi-team platform of 17 advisors, managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory and efficient-frontier model portfolios, incorporating mutual funds, ETFs, REITs, and selected individual securities, with an option for Biblically Responsible Investing overlays.

Todd Bogda is a financial advisor with Stonebridge Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Triad Advisors, Triad Hybrid Solutions, and Wells Fargo Advisors. He is based in Lancaster, PA. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs tailored investment strategies including asset allocation, technical analysis, and options trading, and offers specialized retirement-plan consulting services.

Allen Carr Jr. is a financial advisor at Vantus Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company for over three decades combined. Outside of financial advising, he serves as a committeeman for the Manheim Township Republican Committee. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan fiduciary services, utilizing a combination of asset allocation, active management, and third-party money manager strategies.

Andrew Sedora is a financial advisor at Vantus Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and Ross Insurance. Outside of his advisory role, he coaches high school boys basketball in the Red Lion Area School District. 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 along with financial planning and fiduciary services, combining strategic and tactical asset allocation with active management and long-term holding strategies.

Ryan Kurtz is a financial advisor at Bare Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bare Wealth Advisors and its predecessors since 2015. Prior to his advisory career, he was employed at Cornerstone Drywall Co. for 13 years. Outside of his financial work, Ryan is involved in raising and selling puppies with his family. Bare Wealth Advisors serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm’s investment approach includes tailored asset allocation, periodic rebalancing, and the use of sub-advisors and model strategies, with an emphasis on values-based portfolio options.

Dirk Olds is a financial advisor at Faithward Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Osaic Wealth, INC., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory role, Olds serves on the finance committee of Endwell United Methodist Church. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach using Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

Melissa Wissler is a CFP® professional with 10 years of experience in the financial services industry. She is currently with Master's Wealth Management Inc., where she has worked since 2025. Her prior experience includes roles at Cetera Wealth Services, LPL Financial, and BB&T-related firms. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers financial planning and discretionary investment management, constructing customized portfolios primarily using ETFs and mutual funds, with an emphasis on long-term strategies and internal due diligence.

Patrick Cloonan Jr. is a CFP® with 18 years of industry experience, currently serving at Comprehensive Financial Planning, Inc. since 2012. He has also worked as an independent insurance agent since 2006 and has been a basketball referee for the Lancaster-Lebanon PIAA Association since 1999. Additionally, he is involved in nonprofit activities as the treasurer for the Manheim Township Class of 1987 reunion and provides divorce financial consulting through Creative Divorce Solutions, LLC. Comprehensive Financial Planning, Inc. serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs an intermediate-to-long-term, asset-allocation oriented investment approach, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services.

Steven Mitchell is a financial advisor with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Planning Strategies, Inc. since 2001. Outside of advising, he is an author of educational books, serves on the boards of St. Joseph Health Ministries and the YMCA of Lancaster, and is involved in marketing patent rights through an LLC. PSI Capital Management is an SEC-registered investment adviser serving individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment process using mutual funds and ETFs, offering both discretionary and non-discretionary management with annual account reviews.

Curt Stauffer is a financial advisor at MCM Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CS Planning Corp., Seven Summits Capital, LLC, and Coastal Investment Advisors. MCM Wealth provides investment advisory and financial planning services to individuals, trusts, small-business retirement plans, family offices, institutions, and pooled investment vehicles. The firm uses a multi-asset class, core-and-satellite approach with portfolios tailored to client goals and offers a proprietary rules-based options overlay platform for eligible clients.

Bryce Brennan is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He is currently with PSI Capital Management and previously worked with Transition Wealth Management LLC and Transitions Planning Associates LLC. He serves in the Army National Guard Reserve Unit. PSI Capital Management provides financial planning, investment management, and pension consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach to build diversified portfolios tailored to clients’ goals and risk tolerances and manages approximately $384.8 million in assets.

Gabriel Stetler is a financial advisor at RKL Private Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at SEI Investment Company, Emerald Asset Management, and Susquehanna Financial Strategies Group - Ameriprise Financial. Before entering the financial industry, he worked in the restaurant sector. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and businesses. The firm integrates tax and accounting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Clair King is an Investment Advisor Representative at Bare Wealth Advisors with seven years of industry experience. She holds a Series 66 credential and previously worked at Fulton Financial Corp for ten years. Outside of her advisory role, King volunteers with Millersville Bible Church, serves on the board of the Pennsylvania Agriculture Business Development Center, and participates on the tuition finance committee for Lancaster County Christian School. Bare Wealth Advisors serves individual and high-net-worth clients, retirement plans, trusts, estates, and business entities by providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment process that includes asset allocation, rebalancing, and multi-method analysis, and it utilizes third-party sub-advisors and model strategies to implement portfolios.

Meghan Baum is a financial advisor at Atwater Malick in Lancaster, PA, holding a Series 65 designation. She has been with Atwater Malick since 2017 and also has prior work experience at Marriott and Hershey Pantry. Atwater Malick provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities, tailoring strategies to client goals and risk tolerances. The firm follows a low-turnover, buy-and-hold investment approach and manages all assets in-house.

Adam Sclafani is a CFP® professional at Rodgers & Associates with four years of industry experience. He has been with Rodgers & Associates since 2019 and has prior experience working at Temple University and Pathway Financial. 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 for about 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs, with client portfolios managed according to individualized investment policy statements.