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.

Benjamin Atwater is a financial advisor with Atwater Malick, holding a Series 65 designation and 18 years of industry experience. He has been with Atwater Malick since 2008. Outside of advising, he is a partner and member-owner of Main St. EP Restaurant, LLC, which operates Josie’s Pub in East Petersburg, PA. Atwater Malick provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a goal-based, fundamental and cyclical investment approach with a low-turnover, buy-and-hold strategy across equities, fixed income, indexed ETFs, and cash equivalents.

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.

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.

Apostolos Paul Lountzis is a financial advisor at Lountzis Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lountzis Asset Management and Achtinon Capital Management since 2000. 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, and manages both individual accounts and a privately offered pooled investment vehicle.

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 with Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Ambassador Advisors, LLC, and Equitable Advisors. He is also a president and part-owner of an independent fixed insurance brokerage business. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and businesses by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $1.05 billion in assets across six offices and employs a variety of investment strategies, including Biblically Responsible Investing, using a combination of quantitative and fundamental analysis.

Kenneth Weik is a financial advisor at Weik Capital Management with eight years of industry experience. He holds a Series 65 designation and has worked exclusively with Weik Capital Management since 2016. 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 separately managed accounts and private pooled investment vehicles, including two equity-focused limited partnerships.

Kyle Beissel is a CFP® with eight years of experience in the financial advisory industry. He is currently with Faithward Advisors, LLC, where he has worked since 2024. Prior to that, he held positions at Savant Wealth Management, Domani Wealth, LLC, and 1847Financial. 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 employs a blend of Modern Portfolio Theory, long- and short-term strategies, and both quantitative and fundamental analysis, with a focus that includes Biblically Responsible Investing.

Jaidan Piper is a CFP® professional at Faithward Advisors, LLC in Lancaster, PA, with four years of experience at the firm. Prior to joining Faithward Advisors, Piper worked in various roles outside of the financial industry, including painting and university employment. 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 uses a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and a Biblically Responsible Investing policy to build portfolios.

Timothy Whitmoyer is a financial advisor with Lountzis Asset Management, LLC, holding Series 65 and Series 63 designations and three years of industry experience. He previously worked at The Vanguard Group, Inc. and Santander N.A. before joining Lountzis Asset Management. Lountzis Asset Management provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth families, institutions, retirement plans, and investment limited partnerships. The firm focuses on fundamental, field-based research with concentrated equity holdings and low turnover, investing in undervalued businesses across domestic and international markets.

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, currently serving as an advisor at RKL Private Wealth in Lancaster, PA. His career includes roles at RKL Wealth Management LLC since 2016 and prior experience at Faithward Advisors, LLC from 2012 to 2016. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, charitable organizations, and businesses. The firm integrates tax and accounting services through its parent company, RKL LLP, and employs a core-satellite approach to portfolio construction using a variety of asset classes.