Stewardship Advisors, LLC

Leanne Fee is a Series 66 credentialed financial advisor at Stewardship Advisors, LLC with 21 years of industry experience. She has previously worked at Ameriprise Financial Services, Inc. and Private Client Services. In addition to her advisory role, Leanne serves as a Notary Public in Mount Joy, PA. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in assets, serving individuals, businesses, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment consultation, and portfolio management services, emphasizing strategic asset allocation primarily through ETFs and mutual funds, and provides complimentary public workshops on personal finance and investing.

Mark Brinser is a CFP® with 18 years of experience in the financial industry. He has worked at Stewardship Advisors, LLC since 2011 and previously at Private Client Services, LLC, as well as Cambridge Investment Research, Inc. Brinser also serves as an independent insurance agent for various companies and is involved as a partner in a real estate venture, Freedom Offices. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management. The firm employs a strategic asset allocation approach using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts public financial education workshops.

John Simkins is a financial advisor at Stewardship Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stewardship Advisors since 2011, with prior experience at Cambridge Investment Research, Inc. Outside of his advisory role, he teaches Sunday school and serves on the finance committee at Elizabethtown Mennonite Church, as well as serving as a board member for No Longer Alone Ministries. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm employs a team-based approach with nine advisors managing approximately $545 million in client assets, emphasizing strategic asset allocation through ETFs and mutual funds, and offering values-based ESG portfolios alongside educational workshops on personal finance and investing.

Logan Kready is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Stewardship Advisors, LLC since 2020. His prior roles include positions at PFM Asset Management LLC and BNY Mellon. Outside of his advisory duties, he is a partner and shareholder in 5K Enterprises LLC. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts educational workshops on personal finance and investing.

Zachary Drescher is a financial advisor at Stewardship Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Private Client Services LLC and Cambridge Investment Research, Inc. Zachary has been with Stewardship Advisors since 2015. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach using ETFs and mutual funds, offers values-based ESG portfolios, and provides complimentary public workshops on personal finance and investing.

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.

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.

Wilbur Shertzer is a CFP® and ChFC® with 39 years of industry experience. He is a financial advisor at Stewardship Advisors, LLC, where he has worked since 2011. Prior to this, he was with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. from 2011 to 2016. 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 providing financial planning, investment consultation, and portfolio management services. The firm emphasizes strategic asset allocation using ETFs and mutual funds, blending fundamental and technical analysis, and offers a values-based ESG portfolio.