William James Graham V

Noah Eshenaur is a financial advisor at TruNorth Financial Services, Inc. with a Series 65 designation and three years of industry experience. Prior to joining TruNorth, he worked in various roles including positions at Shippensburg University and Tuscarora Intermediate Unit 11. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm uses a conservative, diversified investment approach with portfolios constructed primarily of mutual funds and ETFs, supplemented by individual equities and fixed-income securities when appropriate.

Kristin Ramsay is a financial advisor at truNorth Financial Services, Inc. with a Series 65 credential and three years of industry experience. She previously worked at Orrstown Bank for eight years before joining truNorth Financial Services in 2019. Outside of advising, she is a minority owner of a coffee roasting and coffee shop business called Denim Coffee Company. truNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach, constructing portfolios primarily with mutual funds and ETFs while offering retirement rollover guidance and consulting services.

Christopher Jackson is a financial advisor at TruNorth Financial Services, Inc. in Chambersburg, PA, holding a Series 65 designation with 11 years of industry experience. He previously worked at PNC Wealth Management and Tucker Financial Services. Outside of his advisory role, Jackson is active in community and educational organizations, serving as chairperson of the Shippensburg University Finance Advisory Council and president of University Community Ministries. TruNorth Financial Services provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and business entities. The firm employs a conservative, diversified investment approach with portfolios primarily consisting of mutual funds and ETFs, managing accounts on a discretionary basis guided by client risk tolerance and an Investment Policy Statement.

Michael Eicher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked with Mutual of Omaha and Mutual of Omaha Investor Services since 2015 in various roles. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, operating through platform relationships with Envestnet and Pershing.

William Lape is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He is the president of ProtectSHIP LLC, where he is involved in administration and training for health insurance products. Lape also serves as a volunteer board member on the Shippensburg Borough Planning Commission and the Gideons International Cumberland South Camp. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning, utilizing platform relationships with Envestnet and custodial services through Pershing.

Chase Polly is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Lincoln Investment and Horace Mann Investors. Outside of advising, he assists with financial management and operations for a nature school owned by his wife. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering portfolio management, access to third-party managers, and retirement-plan advisory services through a nationwide network. The firm combines discretionary investment management by an in-house team with non-discretionary advisory services supported by proprietary fund screening and tax-aware portfolio options.