Ashli Marie Lehman

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Huyen Nguyen is a CFP® and holds a Series 65 license, with three years of experience in financial advising. She is the sole advisor at Inclusive Wealth Financial Planning LLC and previously worked at Guiding Wealth LLC and LifeGuide Financial Advisors. Prior to her advisory career, she spent eight years at HM Health Solution - United Concordia. Inclusive Wealth Financial Planning LLC serves individual clients by offering comprehensive financial plans, project-based reviews, subscription-style planning services, and discretionary investment management. The firm employs long-term, low-cost passive investment strategies and provides regular portfolio reviews and rebalancing, with a service model that includes scheduled client check-ins during implementation support periods.

Thomas Hendrix III is the sole advisor at Hendrix Financial Planning in Boiling Springs, PA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked at Sherwin-Williams and spent several years as a stay-at-home parent. Hendrix Financial Planning offers comprehensive financial planning services to individuals and high-net-worth clients, focusing on written plans that cover areas such as retirement, tax planning, and estate document review. The firm emphasizes Modern Portfolio Theory in its investment guidance, uses fixed and hourly fees rather than asset-based billing, and does not provide ongoing portfolio management or custody of client assets.

Lawrence Cohen is the sole advisor at Freedom Asset Management Inc. in Mechanicsburg, PA, with 17 years of industry experience. He has been with Freedom Asset Management since 2011 and is also a licensed insurance agent, selling life, accident, and health insurance as well as fixed annuities through his S-corporation. Freedom Asset Management Inc. provides investment advice and portfolio management primarily to individuals and their families, focusing on principal preservation, diversification, and tailored recommendations based on clients’ risk tolerance and financial goals. The firm operates on a non-discretionary basis and incorporates guaranteed insurance products into client solutions when appropriate.

Allison Kramer is a Chartered Financial Consultant (ChFC®) with five years of experience in the financial industry. She is currently with Seaside Wealth Advisors LLC and has worked previously at Northwestern Mutual Wealth Management and other firms. Outside of finance, she competes professionally as an IFBB Pro League bodybuilder and coaches online fitness programs. Seaside Wealth Advisors provides discretionary asset management and financial planning primarily to individual and high-net-worth clients and small business owners, with an investment approach guided by Modern Portfolio Theory and active portfolio management. The firm is notable for its involvement in private real estate lending and due-diligence consulting on privately placed investments.