Wilbur Shertzer is a CFP® and ChFC® with 39 years of industry experience. He is a managing partner at Stewardship Advisors, LLC, where he has worked since 2011, following five years at Cambridge Investment Research, INC. Outside of his advisory role, Shertzer serves as treasurer for Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management. The firm employs a team approach with nine advisors managing approximately $545 million in client assets, emphasizing strategic asset allocation through ETFs and mutual funds, and providing public educational workshops on personal finance and investing.

Jaidan Piper is a CFP® at Faithward Advisors, LLC with four years of experience at the firm. Prior to joining Faithward Advisors, Jaidan attended West Chester University and worked in the painting industry. Faithward Advisors is a multi-team firm managing approximately $1.05 billion in client assets across around 3,000 client relationships. The firm provides discretionary portfolio management, financial planning, estate management, and pension consulting, using a blend of fundamental and quantitative analysis alongside an offering of Biblically Responsible Investing (BRI) strategies.

Joshua Wenger 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 in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2023 to 2025. RKL Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors. The firm integrates its advisory services with its parent company’s accounting and tax expertise and employs a discretionary, core-satellite portfolio management approach that may include separate account managers and private investments.

Michael Hinerdeer is a financial advisor at RKL Private Wealth in Lancaster, PA, holding a Series 65 credential with 16 years of industry experience. He has been with RKL Wealth Management LLC since 2006. RKL Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plan sponsors, providing investment management, financial planning, and consulting. The firm uses a discretionary, consolidated asset management process with a core-satellite portfolio structure and is formally affiliated with a regional accounting and consulting firm to coordinate tax and advisory services.

Michael Snyder is a financial advisor at RKL Private Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, CBFC, Avantax Advisory Services, Sniegocki Weaver Financial Services, FedEx, The Hershey Company, and KPMG LLP. RKL Wealth Management LLC provides 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 parent company, RKL LLP, and employs a core-satellite portfolio approach that may include equities, fixed income, ETFs, mutual funds, and private investments.

Michael Miller II is a CFP® professional with nine years of industry experience, currently serving as an advisor at RKL Private Wealth in Lancaster, PA. His career includes roles at Charles Schwab from 2019 to 2026 and Northwestern Mutual between 2016 and 2018. 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 small businesses. The firm integrates tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Matthew Hornberger is a financial advisor at RKL Private Wealth with a Series 65 designation and one year of experience at the firm. He previously worked for Emerald Advisers LLC for 21 years. 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 businesses. The firm integrates tax and accounting services through its affiliation with RKL LLP and uses a core-satellite investment approach with customized portfolios.

Patrick Carney is a financial advisor at Rodgers & Associates in Lancaster, PA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Rodgers & Associates since 2015. 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.

Bryce Wandell is a financial advisor at Silver Oak Securities, Incorporated with four years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Ambassador Advisors LLC. Outside of his primary role, he is also involved with Coram Deo, providing financial advice and insurance planning. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers a variety of advisory programs with an emphasis on discretionary, customized investment management tailored to client objectives and risk tolerances.

Jonathan Lapp is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Mass Mutual Life Insurance Company and MML Investors Services LLC. Lapp is also a member and owner of Haven Financial Advisors, LLC, an investment-related business. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, providing customized portfolios through advisor-specific styles and third-party manager relationships.

Kristina Groff is a CFP® with eight years of industry experience, currently serving at Greenspring Advisors, LLC since 2022. Her prior roles include positions at Everence Trust Company, CONCOURSE Financial Group Securities Inc, and RBC Capital Markets. Greenspring Advisors serves individuals, trusts, estates, non-profits, corporations, and retirement plan sponsors by offering private money management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a disciplined investment process using fundamental, quantitative, and qualitative analysis and provides a notable range of fiduciary and non-fiduciary retirement plan services.

Harold Wenger Jr. is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2015 to 2023. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to third-party managers and alternative investments.

David Stofflet is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been associated with Coppell Advisory Solutions and its related entities in various roles since 2014 and has operated Stofflet Financial since 2001. Outside of advisory services, Mr. Stofflet works as an insurance agent, offering life, disability, and health insurance products. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate clients. The firm provides discretionary portfolio management and financial planning using a combination of tailor-made asset allocation models, fundamental and technical analysis, and an open-architecture platform that includes a wide range of investment options.

Joseph Leon is a financial advisor at Silver Oak Securities, Incorporated with seven years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Ambassador Advisors, LLC and American Portfolios Financial Services, Inc. Outside of his advisory role, he is involved in insurance sales through Leon Insurance Group and assists clients with Medicare decisions as a Medicare agent. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management and unified managed accounts through both internal and third-party strategies, delivering investment advice primarily on a discretionary basis.

Leonard Bodnar is a financial advisor at Tucker Asset Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Before entering the financial advisory field, he spent 36 years at Power Concepts, Inc. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and offers access to alternative investments through platforms such as CAIS.

Christopher Cassel is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at SevenBridge Financial Group, LLC and Kuntz Lesher Capital LLC. Outside of his advisory role, Cassel is involved in several business ventures, including ownership interests in a distillery, a bowling alley restaurant, and a commercial real estate property. He also serves on the finance and investment committees of the United Way of the Capital Region and is a board member of the Vista School for Autism. Apollon Wealth Management is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers financial planning and portfolio management services, utilizing a combination of centrally managed strategies and locally managed portfolios, and invests across a range of asset classes including ESG models and alternative vehicles.

Grace Roland is a financial advisor at Personal Wealth Advisory, LLC with a Series 66 designation and two years of industry experience. She previously worked at THRIVENT Financial and Hershey Wealth Advisors. Roland is also an independent representative for fixed insurance sales. Personal Wealth Advisory, LLC provides financial planning and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses, with a focus on Pennsylvania educators through its TeachersRetire program. The firm offers a collaborative, multi-step planning process emphasizing strategic asset allocation without managing client assets or charging percentage-based fees.

Steven Bell is a financial advisor with Geneos Wealth Management, Inc. in Lancaster, PA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Personal Wealth Advisory LLC and Geneos Wealth Management since 2006. Bell serves as a board member for both the Rotary Club of Lancaster Sunrise and Lititz Springs Park. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a range of analytic approaches and customizable investment strategies.

David Over Jr. is a financial advisor with Silver Oak Securities, Incorporated. He holds a Series 66 designation and has been in the industry since 2023 with prior experience at Coram Deo Advisors and Deerfoot Lodge. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Andrew Nell is a CFP® with three years of industry experience, currently serving as a financial advisor at Greenspring Advisors, LLC. He previously worked at TFO Wealth Partners and has a background that includes roles outside finance, such as an independent contractor delivery driver for DoorDash. Greenspring Advisors provides investment advisory and financial planning services to individuals, trusts, estates, non-profits, and employer-sponsored retirement plans. The firm’s approach combines fundamental, quantitative, and qualitative analysis with an asset-allocation emphasis and offers both discretionary and non-discretionary portfolio management.