Jeremie Patrick is a CFP®-credentialed financial advisor with eight years of industry experience, currently practicing at Rodgers & Associates in Lancaster, PA. He has been with Rodgers & Associates since 2016. 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 portfolio management guided by client-specific investment policy statements.

Michael Lenick is a financial advisor with Rodgers & Associates in Lancaster, PA, holding the ChFC® designation and Series 63 license. He has eight years of industry experience, including six years at Northwestern Mutual in various wealth management and investment roles. Prior to his financial services career, he worked at Berks Christian School for two years. Rodgers & Associates provides wealth management, financial planning, and hourly consultation services primarily to individuals nearing or in retirement. The firm manages approximately $1.49 billion on a discretionary basis for around 980 clients and employs a quantitative security-selection process focused on mutual funds and ETFs, with portfolios guided by client-specific investment policy statements.

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. Prior to that, he was with Cambridge Investment Research Advisors from 2014 to 2016. He is a board member of ServingLeaders Ministries, a nonprofit organization, where he contributes approximately 30 hours annually. Stewardship Advisors, LLC is a nine-advisor team that provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm emphasizes strategic asset allocation using ETFs and mutual funds, with a values-based ESG portfolio option and offers complimentary public workshops on personal 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.

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.

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.