Abhishek Amatya is a financial advisor at Weik Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Weik Capital Management since 2017, following three years at Weik Investment Services, Inc. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks below intrinsic business value and manages both separate accounts and private equity partnerships.

Zachary Lountzis is a financial advisor at Lountzis Asset Management, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC before joining his current firm in 2019. 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, managing both individual accounts and a privately offered pooled investment vehicle.

Patricia Ludgate is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. since 2020. She previously worked at LPL Financial LLC for 11 years and Financial Planning Advisors, Inc. for 29 years. In addition to her advisory role, she is licensed to sell non-variable insurance products, including term life, disability, and long-term care insurance. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative strategies through its Align Alternative Access Fund.

Scott Monger is a financial advisor at Faithward Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Outside of his advisory work, he is involved in managing private business ventures including insurance services. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy to construct client portfolios.

Todd Bogda is a financial advisor at Stonebridge Financial Group, LLC in Lancaster, PA, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Triad Advisors. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm emphasizes tailored investment advice using various strategies and offers portfolio management, retirement-plan consulting, and other 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.

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 several firms, including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. He serves on the finance committee of Endwell United Methodist Church. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, estate management, and pension consulting. The firm manages approximately $1.05 billion in assets with a team of 18 advisors across six offices, utilizing a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy.

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 at PSI Capital Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Planning Strategies, Inc. since 2001. Outside of advisory work, he is an educational book author and serves on the boards of St. Joseph Health Ministries and the YMCA of Lancaster. PSI Capital Management offers financial planning, investment management, pension consulting, and related services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based investment process that focuses on diversified portfolios primarily using mutual funds and ETFs tailored to clients’ goals and risk tolerances.

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.

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, with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Vanguard, BB&T, and previously operated Dazzle my Yard Sign Rentals, LLC. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, offering discretionary portfolio management, financial planning, and estate management. The firm employs a blend of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options.

Angela Shea is a financial advisor at Faithward Advisors, LLC with 20 years of industry experience. She holds a Series 63 designation and has worked at firms including Ambassador Advisors, LLC and American Portfolios Financial Services, Inc. Outside of advisory services, Shea is a partner at Garcia Garman & Shea, PC, where she oversees tax preparation and accounting, and serves as treasurer for the Mount Gretna Foundation. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, offering portfolio management, financial planning, and pension consulting. The firm uses a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and offers Biblically Responsible Investing options.

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.

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.