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.

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.

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.

Damon Heller is a financial advisor with Comprehensive Financial Planning, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Comprehensive Financial Planning since 2019, following prior roles at JML Ingredients and Alps. 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 services, employing an asset-allocation approach that incorporates fundamental, technical, and cyclical analysis.

Erika Eckman is a financial advisor at Rodgers & Associates in Lancaster, PA, with 11 years of industry experience. She holds the Series 65 designation and has been with Rodgers & Associates since 2011. 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 focused on mutual funds and ETFs, tailoring portfolios to client-specific investment policy statements.

John Landis is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked at The Vanguard Group and BB&T and operated a yard sign rental business for two years. Faithward Advisors serves individual investors, retirement plans, trusts, estates, nonprofits, and related donors, managing approximately $1.05 billion in assets across about 3,000 client relationships through a multi-team advisory platform. The firm employs investment strategies based on Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and estate management services, including a Biblically Responsible Investing overlay.

Angela Shea is a financial advisor at Faithward Advisors, LLC with 20 years of industry experience. She holds the Series 63 designation and has worked at multiple firms including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Shea is also a partner at Garcia Garman & Shea, PC, an accounting and tax preparation firm, and serves as treasurer for the Mount Gretna Foundation. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs portfolios using Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering a Biblically Responsible Investing policy aligned with Christian values.

Parker Marsh is a financial advisor with Stonebridge Financial Group, LLC in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, J.W. Cole Advisors, and Triad Advisors. Marsh serves as a board member and finance committee participant for Lancaster County Field of Hope, a nonprofit supporting families facing severe or terminal illness. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers portfolio management, retirement-plan consulting, and tailored investment strategies implemented primarily through Charles Schwab custody accounts.

Scott Ehrig is a CFP® with four years of industry experience, currently serving as an advisor at RKL Private Wealth. His prior roles include positions at F&M Trust and FMA Advisory, Inc. He took a one-year retirement before joining RKL Private Wealth. RKL Wealth Management LLC provides discretionary investment management and financial planning services 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 and accounting services through its affiliation with RKL LLP and utilizes a core‑satellite investment approach tailored to client needs.

Robert Cagliola is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 1999. 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 combines fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated pooled investment vehicles.

Benjamin Atwater is a financial advisor with Atwater Malick, holding a Series 65 designation and 18 years of industry experience. He has been with Atwater Malick since 2008. Outside of advising, he is a partner and member-owner of Main St. EP Restaurant, LLC, which operates Josie’s Pub in East Petersburg, PA. Atwater Malick provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a goal-based, fundamental and cyclical investment approach with a low-turnover, buy-and-hold strategy across equities, fixed income, indexed ETFs, and cash equivalents.

Jeremie Patrick is a CFP®-credentialed financial advisor with eight years of industry experience, currently practicing at Rodgers & Associates in Lancaster, PA. He has been with Rodgers & Associates since 2016. 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 portfolio management guided by client-specific investment policy statements.

Michael Lenick is a financial advisor with Rodgers & Associates in Lancaster, PA, holding the ChFC® designation and Series 63 license. He has eight years of industry experience, including six years at Northwestern Mutual in various wealth management and investment roles. Prior to his financial services career, he worked at Berks Christian School for two years. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis for around 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs, with portfolios guided by client-specific investment policy statements.

Brooke Herr is a financial advisor with Comprehensive Financial Planning, Inc. in East Petersburg, PA, holding a Series 63 designation and 35 years of industry experience. She has been with Comprehensive Financial Planning since 1984 and has been active in her advisory practice since 1983. Outside of her advisory work, she serves as president and 50% owner of Comprehensive Benefit Marketing Services, Inc., which provides group medical insurance programs. 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 with an intermediate-to-long-term, asset allocation approach, using various analytical methods to monitor and adjust portfolios.

Nikolas Madonis is a financial advisor at Arx Private Wealth with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RKL Private Wealth and Lloyds Bank Corporate Markets. His background includes roles in both wealth management and corporate markets. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to a select group of high-net-worth clients, utilizing model portfolios and third-party managers primarily through ETFs, equities, and bonds. The firm focuses on long-term investments tailored to client risk tolerance and liquidity needs while offering integrated wealth-transfer and trustee oversight services.

Austin Sauder is a financial advisor at Master's Wealth Management Inc. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Equipter LLC and several nonprofit and business roles. Master’s Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering financial planning and investment management with a focus on customized portfolios primarily using ETFs and mutual funds. The firm sponsors a wrap fee program that bundles transaction costs into a single advisory fee and maintains an institutional relationship with Raymond James for research and technology support.

William Zerillo is a financial advisor with Oasis Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Terra Wealth Management, CAPE Securities, and Primerica. Outside of advising, he is a co-owner of Your Money Your Purpose LLC, which provides money mindset coaching and educational content. Oasis Advisors delivers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach informed by fundamental analysis, modern portfolio theory, and quantitative methods.

Apostolos Paul Lountzis is a financial advisor at Lountzis Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lountzis Asset Management and Achtinon Capital Management since 2000. Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental research, concentrated equity holdings, and low turnover, and manages both individual accounts and a privately offered pooled investment vehicle.