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.

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.

John Simkins is a financial advisor with Stewardship Advisors, LLC, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has worked at Private Client Services, LLC, Cambridge Investment Research Advisors, and Concourse Financial Group Securities, Inc. Simkins serves as a Sunday school teacher and middle school youth mentor at Elizabethtown Mennonite Church, chairs its building finance committee, and is a board member of No Longer Alone Ministries. Stewardship Advisors, LLC provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a team-based approach emphasizing strategic asset allocation primarily using ETFs and mutual funds, with services including public educational workshops and values-based ESG portfolio options.

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.

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.

Alexandre Costa is an investment advisory representative at Bare Wealth Advisors with 18 years of industry experience. He previously worked at Vanguard Advisors, Inc. and related firms from 2008 to 2020 before joining Bare Wealth Advisors. Outside of his advisory role, he serves on the board of his homeowners' association. Bare Wealth Advisors serves individual and high-net-worth clients, along with retirement plans, trusts, estates, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a tailored investment approach with periodic rebalancing and uses third-party sub-advisors and model strategies, including options for values-based screening.

Adam Black is a CFP® with five years of industry experience, currently serving as an Investment Advisor Representative at Bare Wealth Advisors. His career includes roles at Bare Financial Services and Securities America entities, as well as experience at The Carlisle Group and Lititz Mutual Insurance Company. Bare Wealth Advisors works with individual and high-net-worth clients, retirement plans, trusts, estates, and business entities, providing investment management, financial planning, and retirement plan consulting. The firm’s investment process involves tailored asset allocation, periodic rebalancing, and the use of fundamental, quantitative, and qualitative analysis, often incorporating third-party sub-advisors and model strategies.

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.

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 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.

Zachary Drescher is a financial advisor with Stewardship Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Stewardship Advisors since 2015 and previously spent two years with Private Client Services LLC. Stewardship Advisors 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 and offers educational workshops on personal finance and investing.

Samuel Ben Ali is a CFP® and Series 65-registered advisor at RKL Private Wealth with three years of industry experience. Prior to joining RKL Private Wealth in 2023, he worked in educational roles at Cabrini University, Coatesville Area Senior High School, and Scott Middle School. RKL Wealth Management LLC provides discretionary investment management and financial planning to a broad range of clients, including individuals, high net worth clients, trusts, estates, and charitable organizations. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach with access to various asset classes and fiduciary services.

Evan Stein is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 designation with one year of industry experience. Prior to joining RKL Private Wealth, he worked in various roles including positions at TNT Fireworks and University Recreation. 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 and affiliated firm, RKL LLP, utilizing a core-satellite investment approach tailored to client needs.

William Onorato Jr. is a financial advisor at RKL Private Wealth with six years of industry experience. He holds a Series 65 credential and has worked previously at Hawthorn, PNC Family Wealth. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporations. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP, offering customized portfolios using a core-satellite approach and additional fiduciary services for defined contribution plans.

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.