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 at Stewardship Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Private Client Services LLC and Cambridge Investment Research, Inc. Zachary has been with Stewardship Advisors since 2015. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach using ETFs and mutual funds, offers values-based ESG portfolios, and provides complimentary public workshops on personal finance and investing.

Samuel Ben Ali is a CFP® and holds a Series 65 license with two years of experience in financial advising. He currently works at RKL Private Wealth in Lancaster, PA, and has prior experience teaching at Cabrini University, Coatesville Area Senior High School, and Scott Middle School. RKL Wealth Management LLC offers 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 affiliation with RKL LLP and uses a core-satellite approach to portfolio construction.

William Onorato Jr. is a financial advisor with RKL Private Wealth, holding a Series 65 designation and six years of industry experience. He has worked at RKL Wealth Management, LLC since 2019 and previously spent four years at Hawthorn, PNC Family Wealth. RKL Wealth Management LLC offers discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm combines tax, accounting, and consulting services through its parent company, RKL LLP, and uses a core-satellite investment approach with customized portfolios.

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.

Brian Luster is a financial advisor with Collective Family Office, LLC and holds a Series 66 designation. He has 17 years of industry experience, including prior work at BNY Mellon Wealth Management from 2016 to 2019. Luster has been with Collective Family Office since 2019. Collective Family Office provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, using sub-advisors for alternative allocations, and incorporates derivatives and secured borrowing within its managed accounts.

Michelle Wilkinson is a financial advisor with Integrated Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior work includes roles at CAPE Securities Inc., TerraWealth, LLC, and Primerica Advisors. She also has insurance sales experience, dedicating approximately 10% of her time to this activity. Integrated Wealth Solutions is an SEC-registered investment adviser serving individual clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis to manage portfolios, offers discretionary asset management, and provides public seminars focused on general investment education.

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.

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 firms including Osaic Wealth, INC., American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Outside of his advisory role, Olds serves on the finance committee of Endwell United Methodist Church. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a long-term investment approach using Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

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.

Connor Pierce is a financial advisor with SLP Wealth holding a Series 65 designation and two years of industry experience. He has worked at SLP Wealth since 2023 and is also involved with Student Loan Planner as a student loan consultant. Additionally, Pierce is the founder of After the DPT, LLC, which focuses on student loan education through webinars and content creation. SLP Wealth is an SEC-registered advisory firm that serves individual clients and small-business owners with discretionary investment management and financial planning. The firm uses diversified, risk-based portfolios with no-load mutual funds and ETFs and maintains frequent account monitoring and reviews.

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 with PSI Capital Management in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Planning Strategies, Inc. since 2001. Outside of advising, he is an author of educational books, serves on the boards of St. Joseph Health Ministries and the YMCA of Lancaster, and is involved in marketing patent rights through an LLC. 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 using mutual funds and ETFs, offering both discretionary and non-discretionary management with annual account reviews.

David Lutz is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2014 and previously worked at ProEquities, Inc for nine years. Outside of his advisory work, he is involved as a shareholder and member in an investment-related LLC focused on rental property management. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person advisory team, using a long-term strategic asset allocation approach with primarily low-cost, diversified mutual funds and ETFs, along with other investment options when appropriate.

Melinda Bodi is a Series 65-licensed advisor at Johnson & White Wealth Management LLC with six years of industry experience. Prior to joining the firm, she worked at the York VA Outpatient Clinic for four years. Johnson & White Wealth Management serves individuals, trusts, foundations, pensions, and corporate clients with personalized financial planning and investment management. The firm incorporates multigenerational engagement in its planning and utilizes artificial intelligence tools for note-taking and data aggregation, with portfolios that may include a wide range of investment instruments.

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.

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.