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.

Thomas Talbott is a CFP® professional with 24 years of industry experience, currently serving at Stewardship Advisors, LLC since 2014. His prior experience includes roles at Cambridge Investment Research Advisors, Ronald Blue & Co., Equitable Advisors, and Faithward Advisors, LLC. He serves as a board member for ServingLeaders Ministries, a nonprofit organization. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in client assets. The firm provides financial planning, investment consultation, and portfolio management to individuals, businesses, charitable organizations, and retirement plan sponsors, employing a strategic asset allocation approach that includes ESG portfolios and offers complimentary public workshops on finance and investing.

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.

Jeffrey Emrich is a financial advisor with Vantus Wealth in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He worked at Mass Mutual Life Insurance Company and MML Investors Services from 2012 to 2025 before joining Vantus Wealth. Emrich is also a licensed independent insurance agent with minimal weekly hours dedicated to this activity. Vantus Wealth is an SEC-registered advisory firm serving individuals, high-net-worth clients, estates, trusts, retirement plans, and other institutional clients. The firm employs strategic and tactical asset allocation alongside active management and long-term holding strategies, offering both discretionary and non-discretionary services.

Darshana Desai is a financial advisor at Macro Advisors, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with Macro Advisors for over two decades. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan advisory services. The firm uses proprietary model portfolios combining equities, fixed income, and hedging strategies, applying modern portfolio theory alongside fundamental, technical, and cyclical analysis to tailor client portfolios.

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.

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.

James Shaffer is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Cape Securities, Terra Wealth Management, and Primerica. Outside of advisory work, he serves as a project manager for Kinsley Construction, Inc. and is involved in insurance sales and life insurance review through the Financial Independence Group. Integrated Wealth Solutions, LLC is an SEC-registered adviser providing discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and charities. The firm uses a combination of fundamental and technical analysis to develop investment programs tailored to clients’ goals and risk tolerance, and it offers public seminars focused on general investment education.

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.

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 40 years of industry experience. He has been with Stewardship Advisors, LLC since 2011 and previously worked at Concourse Financial Group Securities, Inc. from 2006 to 2011. Outside of his advisory role, Shertzer serves as treasurer of Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm emphasizes strategic asset allocation primarily using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts complimentary public 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.

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.

Patrick Carney is a financial advisor at Rodgers & Associates with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with Rodgers & Associates since 2015, following a brief tenure at LPL Financial. Rodgers & Associates provides discretionary investment management, financial planning, and hourly consulting primarily to individuals nearing retirement or retired, as well as to pension plans, trusts, corporations, and estates. The firm uses a quantitative security-selection approach and constructs portfolios based on client objectives, time horizons, and risk tolerances, often implementing them with mutual funds and ETFs.

Brandon Adams is a CFA® charterholder with 14 years of industry experience. He is currently with RKL Private Wealth in Lancaster, PA, where he has worked since 2016 across various related entities. Prior to joining RKL, he was with Ambassador Advisors, LLC from 2012 to 2016. RKL Wealth Management LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm offers integrated tax, accounting, and consulting services through its affiliation with RKL LLP and employs a core-satellite investment approach tailored to client needs.

Adam Hollinger is a CFP® professional with eight years of industry experience, currently serving at RKL Private Wealth since 2025. Prior to joining RKL, he worked at Cetera and its affiliated firms for seven years and has experience with Merrill, TD Ameritrade, and Farmers & Merchants Trust Company. Hollinger also served six years in the Pennsylvania Army National Guard. RKL Wealth Management LLC provides 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 investment advice with tax, accounting, and consulting services through its parent company, using a core-satellite approach and a range of asset classes in customized portfolios.