user avatar

Shawn Vuocolo

Advisor at Lifemark Securities Corp.

Updated today

Location

South Williamsport, PA

Credentials

Series 66

Industry experience

21 years

About

Shawn Vuocolo is a financial advisor at LifeMark Securities Corp. with 21 years of industry experience. He holds the Series 66 designation and has worked at LifeMark since 2018, following prior roles at Foresters Equity Services, Inc. and ongoing involvement with Fischer Financial Group. Outside of his advisory work, he manages Finding Nostalgia, a baseball sports collectible blog. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and employs suitability-driven advice with risk assessments, managing accounts on discretionary or non-discretionary bases.

Client services

Based on Lifemark Securities Corp.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lifemark Securities Corp.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.

Percentage

$0+: IAR fee from 0.35% to 0.5% depending on asset level, maximum cannot exceed 2.0%; client fee may exceed 2.0% due to add-ons N/A - N/A: IAR fees are negotiable and may be discounted or premium based on complexity and require preapproval

Commissions

Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.

Project-based

Financial planning hourly fees typically range from $100 to $500 per hour.

Other

Minimum fee: Minimum annual account fees may apply depending on the custodian or platform used; specific amounts not stated. Fee-only: Yes, investment advisory services fees payable as percentage of assets; IAR fees negotiated within stated ranges; no commissions on advisory services.

Location

South Williamsport, PA

Most active in

Pennsylvania

Work history

LifeMark Securities Corp.

2018 - Present (8 years)

Finding Nostalgia

2016 - Present (10 years)

Foresters Equity Services, Inc

2011 - 2018 (7 years)

Fischer Financial Group

2009 - Present (17 years)

Disclosures

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

Business activities & affiliations

user avatar

Joshua H

ChFC®, Series 63, Series 65

Williamsport, PA

True Vine Investments

Joshua Hall is the sole advisor at True Vine Investments in Williamsport, PA. He holds the ChFC® designation and has four years of industry experience. In addition to his advisory role, he owns and operates True Vine Publishing, a book publishing business. True Vine Investments manages accounts for a small group of clients, including individuals, trusts, estates, charitable organizations, and some institutional investors. The firm employs a global, trend-oriented investment approach that combines macro trend identification, market analysis, and company-level fundamental research to build longer-term portfolios with occasional shorter-term adjustments.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar

Michael H

Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Michael Hudock is a financial advisor at Hudock Capital Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at APW Capital, Inc. and Comprehensive Asset Management & Servicing. Outside of his advisory work, he serves as a trustee on the finance committee of the Woodcock Foundation for the Appreciation of the Arts. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification strategies, including dividend-yield selections and options strategies, and manages portfolios primarily through a firm-sponsored wrap fee program.

Options & derivatives strategies Passive / index investing
user avatar

John K

CFP®, Series 66

Williamsport, PA

Hudock Capital Group

John Kolb is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Hudock Capital Group, where he has worked since 2015, and also has experience at APW Capital, Inc. Outside of his advisory role, Kolb creates outdoor-related video content on social media and serves as a director for the local chapter of Trout Unlimited, a nonprofit conservation organization. Hudock Capital Group provides asset management and financial planning services to individuals, trusts, estates, nonprofits, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, with options for third-party managers and strategies including dividend selection and covered call writing.

Options & derivatives strategies Passive / index investing
user avatar

Shelley W

CFP®, Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Shelley Whitnack is a financial advisor with Hudock Capital Group in Williamsport, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 24 years of industry experience and has worked at Hudock Capital Group since 2012 and APW Capital, Inc. since 2018. Outside of her advisory role, she is an active musician, performing as a violist with the Williamsport Symphony Orchestra and engaging in other musical projects including Celtic Wood and Wires and Williamsport Wedding Music. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification in its investment approach and offers portfolio management through a wrap fee program, with additional services including third-party reporting and account aggregation.

Options & derivatives strategies Passive / index investing
user avatar

Wayne D

Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Wayne Dieffenderfer is a financial advisor at Hudock Capital Group with 27 years of industry experience. He has worked at Hudock Capital Group since 2012 and also has experience with APW Capital, Inc. and Comprehensive Asset Management & Servicing, Inc. He serves as a member of the board for the Red Raider Foundation. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory with diversified strategies and offers a firm-sponsored wrap fee program alongside third-party reporting and account aggregation services.

Options & derivatives strategies Passive / index investing
user avatar

Amanda P

Series 65

Williamsport, PA

Hudock Capital Group

Amanda Phillips is a financial advisor at Hudock Capital Group with 12 years of industry experience. She holds a Series 65 designation and has been with Hudock Capital Group since 2014. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification in its investment approach and offers strategies including dividend-yield selection and options, along with employee ownership and comprehensive third-party reporting services.

Options & derivatives strategies Passive / index investing
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")