James Leon Mccurdy

Jake is a financial planner and investment advisor at Harvest Rock Advisors, an independent financial services firm serving the greater Susquehanna Valley region. He works with clients 50+ to help them plan confidently and keep more of what they’ve built through smart tax, investment, and retirement planning. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Series 65, Series 7, and Series 63 securities licenses. Jake lives in Lancaster County, PA with his wife, kids, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Harvest Rock Advisors, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC.

Robert Parks is a CFP® professional with 30 years of experience in financial advising. He is a partner at Parks & Company, a CPA firm, where he dedicates significant time alongside his role at WealthQuest, Ltd., an independent financial planning firm he has been associated with since 1995. WealthQuest, Ltd. provides fee-only financial planning primarily to individuals and businesses, focusing on retirement and investment planning without selling commission-based products. The firm’s approach integrates tax considerations through its close affiliation with Parks’s CPA practice and emphasizes personalized advice delivered on an hourly basis without managing client assets directly.

Jeffrey Guindon is a financial advisor at Carriage Hill Investment Associates LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Carriage Hill since 2019, following roles at RKL Wealth Management LLC and ParenteBeard Wealth Management LLC. He serves on the board and chairs the investment committee of the Lancaster County Community Foundation. Carriage Hill Investment Associates LLC is an independent registered investment adviser that provides discretionary portfolio management and hourly financial planning to individuals, charitable organizations, and some corporate clients. The firm manages approximately $41.3 million in assets, using a combination of economic and fundamental analysis along with Modern Portfolio Theory to create model and customized portfolios.

John Burns is a financial advisor at Growth Point Financial LLC in Lancaster, PA, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Good Life Advisors and LPL Financial. Burns is also the principal owner and licensed insurance agent of Growth Point Retirement Services LLC, an insurance agency offering life insurance, Medicare supplement insurance, and fixed annuities. Growth Point Financial LLC provides investment advisory services and financial planning to individual clients, focusing on low-cost ETFs and a buy-and-hold, long-term approach informed by modern portfolio theory and quantitative analysis. The firm manages portfolios with discretionary authority when appropriate and offers educational seminars and workshops at no additional charge.

Isaac Eisenhauer is a financial advisor at CedarLine Capital with six years of industry experience. He holds Series 63, 65, and 66 licenses and has been managing member and portfolio manager of IvyLine Capital Advisors and related entities since 2015. CedarLine Capital provides portfolio management services to individual, high-net-worth, and corporate clients, as well as pooled investment vehicles. The firm employs multiple analysis methods and both long- and short-term trading strategies, with a distinctive focus on pension consulting for self-directed 401(k) accounts and private fund advisory activities.

Dennis Grier is a financial advisor at Csa Financial Management, Inc. in Hummelstown, PA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has led Csa Financial Management since 2003, following a year at Csa Financial Group, LLC. Csa Financial Management provides asset management and financial planning services to individuals, including high-net-worth clients, as well as trusts and estates. The firm manages approximately $33.2 million in assets for about 70 clients, emphasizing strategic asset allocation, a long-term buy-and-hold approach, and non-discretionary account management that requires client approval for trades.