Lancaster, PA Oregon Pike Office

Adrian Young is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding a Series 66 designation and 24 years of industry experience. His career includes roles at firms such as Ambassador Advisors, Equitable Advisors, and American Portfolios Financial Services. Outside of his advisory work, he serves as a board member for Cornerstone Pregnancy Care Services and manages Caroli Creative, an LLC focused on art and theatrical investments for his children. Faithward Advisors serves individual investors, nonprofit organizations, pension plans, trusts, and business entities, providing discretionary portfolio management and financial planning. The firm employs a combination of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy integrated into client strategies.

Daniel Bailey is a financial advisor with Faithward Advisors, LLC in Lancaster, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at American Portfolios Financial Services, Inc, Equitable Advisors, and Ambassador Advisors, LLC. Outside of advising, Bailey serves as an elder at Lancaster Evangelical Free Church and is a board member of Lititz Springs Park. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities, managing over $1 billion in assets. The firm employs a range of strategies including Modern Portfolio Theory, fundamental and quantitative analysis, and offers Biblically Responsible Investing options.

Scott Monger is a financial advisor at Faithward Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services, Inc. and Ambassador Advisors, LLC. Outside of his advisory work, he is involved in managing private business ventures including insurance services. Faithward Advisors serves individual investors, nonprofits, pension plans, trusts, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a mix of Modern Portfolio Theory, quantitative and fundamental analysis, and offers a Biblically Responsible Investing policy to construct client portfolios.

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.