Caleb Bogia Curles is a financial advisor at Defining Wealth Partners with four years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Ameriprise Financial Services LLC and American Portfolios Financial Services. Curles serves on the board of a nonprofit, Professionals International, where he is involved in financial management and investment decisions. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm uses an evidence-based, broadly diversified buy-and-hold investment approach emphasizing low-cost and tax-aware strategies.

Colton Keller is a Series 65 licensed financial advisor with one year of industry experience. He has worked at Master's Wealth Management, Inc. since 2024 and was previously employed at Securities America Advisors, Inc. from 2020 to 2024. Prior to his advisory career, he worked at Outback Toys from 2016 to 2020. Master’s Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, employing a fiduciary approach with customized portfolios primarily using ETFs and mutual funds.

Bernard Bostwick is a financial advisor at Faithward Advisors, LLC in Lancaster, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and SevenOneSeven Capital Management, LLC. Outside of advisory work, he is president and 50% owner of an independent fixed insurance brokerage business. Faithward Advisors provides personalized investment advisory services to individuals, nonprofits, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs Modern Portfolio Theory alongside fundamental, quantitative, and qualitative analysis, and offers a Biblically Responsible Investing policy aligned with Christian values.

Benjamin Writer is a CFP® professional with Stewardship Advisors, LLC in Mount Joy, PA. He has been with the firm since 2021 and previously operated a lawn care business for seven years. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in assets for individuals, businesses, charitable organizations, and retirement plan sponsors. The firm focuses on strategic asset allocation using ETFs and mutual funds, combining fundamental and technical analysis, and offers services including financial planning, investment consultation, and portfolio management.

Jay Kready is a financial advisor at Stewardship Advisors, LLC with 23 years of industry experience. His career includes roles at Everence Trust Company, ProEquities, Everence Financial Advisors, and Concourse Financial Group Securities, Inc. Outside of advising, he is involved in several family and partnership real estate ventures focusing on investment properties. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management. The firm manages approximately $545 million in client assets, emphasizing strategic asset allocation using ETFs and mutual funds along with a values-based ESG portfolio option, and offers complimentary public workshops on personal finance and investing.

Reed Bruner is a financial advisor at RKL Private Wealth with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fiathward Advisors, American Portfolios Financial Services, and Edward Jones. RKL Wealth Management 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 combines strategic asset allocation with customized portfolios employing a core-satellite approach and offers coordinated tax and accounting services through its affiliation with RKL LLP.

Kyle Beissel is a CFP® with eight years of experience in financial advisory roles. He has worked at Faithward Advisors, LLC since 2024 and previously held positions at Savant Wealth Management, Domani Wealth, LLC, and 1847Financial. He also spent four years at Lebanon Valley College. Faithward Advisors serves individual investors, retirement plans, trusts, estates, non-profits, and related donors, managing approximately $1.05 billion in client assets. The firm uses a multi-team advisory platform and employs investment strategies based on Modern Portfolio Theory, with offerings that include discretionary portfolio management, financial planning, and Biblically Responsible Investing overlays.

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.

Thomas Houck Jr. is a financial advisor at PSI Capital Management with 25 years of industry experience. He holds a Series 65 designation and has worked at PSI since 2018, following nine years at Pilot Capital Management, Inc. In addition to his advisory role, he is a partner and CPA at RLH CPA's & Business Advisors, LLC, a non-investment related firm he has been involved with since 1983. 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 uses a Modern Portfolio Theory-based investment process and offers financial planning, pension consulting, and investment management primarily through mutual funds and exchange-traded funds.

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.

Gregory Reif is a CFP® with 12 years of industry experience, currently serving as a financial advisor at JFS Wealth Advisors, LLC. His prior roles include work at Compass Ion Advisors, LLC and the Lankenau Medical Center Foundation. JFS Wealth Advisors is a multi-team registered investment adviser offering wealth management, financial planning, and investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm follows a goal-oriented investment approach supported by an internal Investment Committee and provides a range of services including tax preparation, business retirement plan fiduciary services, and access to private investment funds.

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.