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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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Jeffrey H

Series 65

Leola, PA

G&H Investments

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.

Concentrated stock management Options & derivatives strategies Private / alternative investments
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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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Joshua G

Series 65

Lancaster, PA

Arx Private Wealth

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.

Wealth management Charitable giving & philanthropy
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Abigail S

Series 66

Lancaster, PA

RKL Private Wealth

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Daniel P

Series 65

Lancaster, PA

RKL Private Wealth

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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Bryan M

Series 65, Series 63

Lancaster, PA

Faithward Advisors, LLC

Bryan Mahon is a financial advisor at Faithward Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at NYLIFE Securities LLC, New York Life Insurance Company, and Under Armour Inc. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profit organizations, and related donors through a multi-team advisory platform managing approximately $1.05 billion in assets. The firm employs Modern Portfolio Theory and efficient-frontier model portfolios with mutual funds, ETFs, REITs, and occasional individual securities, and offers a Biblically Responsible Investing overlay within its client strategies.

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

Series 65

Lancaster, PA

PSI Capital Management

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.

General retirement planning
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John S

Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

John Simkins is a financial advisor at Stewardship Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services, LLC and Cambridge Investment Research, INC. Outside of his advisory role, he is involved with Elizabethtown Mennonite Church teaching Sunday school and serves as a board member for No Longer Alone Ministries. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, manages accounts on discretionary and nondiscretionary bases, and provides complimentary public 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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Logan K

CFP®, Series 63

Mount Joy, PA

Stewardship Advisors, LLC

Logan Kready is a CFP® and Series 63 credentialed advisor with six years at Stewardship Advisors, LLC and a total of three years in the financial industry. His prior experience includes roles at PFM Asset Management LLC, BNY Mellon, Sirius Facilities, and the University of Pittsburgh. Outside of financial advising, he is a partner and shareholder in 5K Enterprises LLC. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm’s team of nine advisors manages approximately $545 million in assets, emphasizing strategic asset allocation primarily through ETFs and mutual funds, and offers periodic 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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Jonathan T

CFP®, Series 63, Series 65

Leola, PA

Master's Wealth Management Inc.

Jonathan Thompson is a CFP® professional with 17 years of experience in financial services. He is currently with Master's Wealth Management Inc., where he has worked since 2024. His prior experience includes roles at Securities America Advisors Inc., State Farm VP Management Corp, and Randy Eshleman Insurance Agency. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers financial planning, discretionary wealth and investment management, and acts as a 3(21) retirement plan advisor, constructing customized portfolios primarily using ETFs and mutual funds with a long-term investment orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brittany L

ChFC®

Lancaster, PA

Rodgers & Associates

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.

General retirement planning Passive / index investing Retired Approaching retirement
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Kiah F

Series 65

Lancaster, PA

PSI Capital Management

Kiah Fowler is a Series 65 licensed financial advisor with PSI Capital Management in Lancaster, PA, bringing one year of industry experience. Prior to joining PSI Capital Management, Kiah held various roles across multiple industries, including hospitality and retail. 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 and offers both discretionary and non-discretionary management, primarily using mutual funds and exchange-traded funds.

General retirement planning
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Michael H

Series 65

York, PA

Integrated Wealth Solutions, LLC

Michael Hoyt is a financial advisor with Integrated Wealth Solutions, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in academic roles at Gettysburg College, Gov. Thomas Johnson High School, and Grove City College. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team of eight advisors manages approximately $114 million across 300 client relationships, providing discretionary asset management and financial planning with an emphasis on client-specific goals and risk tolerance.

General retirement planning General tax planning Cash flow / budgeting
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Michael K

Series 66

East Petersburg, PA

Comprehensive Financial Planning, Inc.

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.

Retirement income strategy Retirement withdrawal strategies General estate planning guidance Founder/Business Owner Retired
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Michael P

Series 66

Lancaster, PA

Faithward Advisors, LLC

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.

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

Series 63, Series 65

Lancaster, PA

PSI Capital Management

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.

General retirement planning
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