Shelley Sue Whitnack

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.

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.

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.

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.

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.

Joshua Yoder is a financial advisor with Hudock Capital Group in Williamsport, PA, holding a Series 65 credential and four years of industry experience. He has worked at Hudock Capital Group since 2019, with a two-year period at Autumn Alley from 2020 to 2022, and was employed at Bucknell University for six years. Hudock Capital Group provides investment advisory and financial planning services to individuals, trusts, estates, not-for-profit organizations, and business entities, managing approximately $1.0 billion in client assets. The firm uses modern portfolio theory and diversification in its tailored portfolios, employing model portfolios, outside independent managers, and derivative strategies, with options for both discretionary and non-discretionary account management.