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Lisa Marie Guthrie

Advisor at Latitude Advisors, LLC — Mansfield, PA

Updated today

Credentials

Series 63

Experience

26 years

Location

Mansfield, PA 16933

Latitude Advisors, LLC logo

Latitude Advisors, LLC

Multi-team

Total advisors

65

Across 50 offices

Clients per advisor

23 Very Low

Avg AUM per client

$324,426 Low

HNW client ratio

8% Low

About

Lisa Guthrie is a financial advisor with Latitude Advisors, LLC and holds a Series 63 designation. She has 26 years of industry experience and has also operated Guthrie & Co. PC, providing tax, accounting, and audit services since 1994. In addition to her advisory role, she is involved in insurance sales, focusing on life, health, and long-term care products. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Client services

Based on Latitude Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Latitude Advisors, LLC

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations

Occupation focus

Based on Latitude Advisors, LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on Latitude Advisors, LLC

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification

Percentage

$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%

Commissions

Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees

Project-based

Up to $250/hour for specific financial planning services

Subscriptions

Negotiable retainer fees for ongoing financial planning and consulting services

Other

Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting

Location

See office

Mansfield, PA

2204 South Main St

Mansfield PA 16933

Advisors at this office

1

Most active in

Pennsylvania

Work history

26 years of industry experience

Guthrie & Co. PC

2015 - Present • 11 years

Mansfield, PA

Latitude Advisors, LLC

2010 - Present • 16 years

Vero Beach, FL

Gwn Securities Inc

2010 - Present • 16 years

Palm Beach Gardens, FL

Lisa M Guthrie, Cpa (Self Employed)

1994 - Present • 32 years

Mansfield, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ethan C

Series 65

Mansfield, PA

Sound Income Strategies, LLC

Ethan Callahan is a financial advisor with Sound Income Strategies, LLC and holds a Series 65 designation. He has been active in the industry since 2022, with prior experience at Bulletproof Financial, Inc. DBA PRES Financial, where he provided retirement advisory and fixed insurance sales. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and retirement plans through asset management, financial planning, and co-advisory arrangements. The firm emphasizes fixed-income and income-oriented investment strategies combined with fundamental and technical analysis.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Ryan O

Series 66

Wellsboro, PA

Edward Jones

Ryan Oswald is a financial advisor with Edward Jones in Wellsboro, PA, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Mountain Home Magazine and Pop's Culture Shoppe. Outside of his advisory work, he owns and maintains the building housing his Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
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Philip L

Series 63, Series 66

Mansfiled, PA

LPL Financial

Philip Lett is a financial advisor at LPL Financial with 13 years of industry experience. He has held positions at Morgan Stanley, Merrill, and Fidelity Investments prior to joining LPL Financial and First Heritage Federal Credit Union in 2025. His credentials include the Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Scott C

Series 63, Series 65, Series 66

Wellsboro, PA

LPL Financial

Scott Clark is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and over 34 years of industry experience. He has worked with firms including M&T Securities and Cetera, and currently serves as Vice President and Trust Officer at Citizens & Northern Bank. Outside of his advisory roles, he is a business owner of Coppersmith Valley, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research to support various investment strategies.

College savings (529s, UTMA, etc.)
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Brian T

CFP®, Series 63, Series 65

Wellsboro, PA

LPL Financial

Brian Tevlin is a CFP® with 27 years of industry experience, currently advising at LPL Financial since 2023. He previously worked at Cetera and Cetera Investment Services LLC for over a decade and has been with Citizens And Northern Bank since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jerad R

CFP®, Series 66

Mansfield, PA

LPL Financial

Jerad Rosendahl is a financial advisor with LPL Financial in Mansfield, PA, holding CFP® and Series 66 credentials and possessing 18 years of industry experience. Before joining LPL Financial in 2018, he worked at Infinex Investments, Inc. and First Commonwealth Insurance Agency. He also serves in a financial institution duty role with Northwest Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a variety of advisory programs and financial planning services supported by in-house and third-party research, offering both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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