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Wealth & Trust Team

Wealth & Trust Team

Our Orrstown Wealth & Trust professionals provide specialized trust, estate, fiduciary, and wealth management support.

Meet the Wealth and Trust Team

Matthew Alpert***

Matthew Alpert***

EVP, Chief Wealth Officer
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Matthew Shandlay

Matthew Shandlay

VP, Wealth Advisor
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Monica Balafoutas, CTFA®, CFA®

Monica Balafoutas, CTFA®, CFA®

SVP, Sr. Director of Wealth & Trust
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Jeffrey Dentler, CTFA®

Jeffrey Dentler, CTFA®

VP, Manager of Fiduciary Services CTFA
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Jason Boas

Jason Boas

VP, Wealth Relationship Manager
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Steve Wenzel

Steve Wenzel

VP, Wealth Relationship Manager
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Karin Kahlbaugh

Karin Kahlbaugh

AVP, Trust Advisor
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Emily Angliss

Emily Angliss

Trust Advisor
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Ashly McWilliams

Ashly McWilliams

Fiduciary Management Associate
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Andrew Reath, CFA®

Andrew Reath, CFA®

VP, Trust Portfolio Manager
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Kevin Rakow

Kevin Rakow

VP, Trust Portfolio Manager
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Disclaimer:

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

*Securities offered through Cetera Wealth Services, LLC, Member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

***Non-producing Registered Representative of Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. 

Investments are: Not FDIC/NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency

Matthew Shandlay, Monica Balafoutas, Jeffrey Dentler, Steve Wenzel, Karin Kahlbaugh, Emily Angliss, Ashley McWilliams, Andrew Reath, Kevin Rakow, are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by these individuals is in no way related to Cetera Wealth Services, LLC or its registered representatives.

Resources from Orrstown Financial Advisors

Explore educational resources designed to help you better understand retirement planning, investing, insurance, taxes, estate planning, and other important financial topics.

Disclaimer:

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 77 E King St, Shippensburg Pa 17257 | 888-677-7869

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://ceterawealthservices.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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