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Allison K

ChFC®, Series 63

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Allison Kramer is a ChFC® with four years of industry experience, currently serving as a financial advisor at Seaside Wealth Advisors LLC. She has prior experience with Northwestern Mutual Wealth Management and other financial firms. Outside of her advisory role, she is involved in online fitness coaching and competes as a professional bodybuilder with the IFBB Pro League. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients, as well as small business owners. The firm employs an active, tailored investment approach using Modern Portfolio Theory and targeted asset-allocation models, and offers specialized due-diligence services and in-house bookkeeping and tax support.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
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Joshua J

ChFC®, Series 63, Series 65

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Joshua Jenkins is a financial advisor at Seaside Wealth Advisors LLC with 12 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Seaside Wealth Advisors, he worked at Northwestern Mutual in various capacities from 2012 to 2023. Outside of his advisory role, Jenkins is involved in investment-related activities including serving as Vice President of Investor Relations for Opes Capital Manager LLC. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients and small business owners. The firm employs an active, tailored investment approach using Modern Portfolio Theory and asset allocation models, and offers specialized due diligence for private placements alongside in-house bookkeeping and tax services.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
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Michael C

Series 66, Series 63

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Michael Cox is a financial advisor with Seaside Wealth Advisors LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Northwestern Mutual and Brad Nelson. Outside of his advisory work, he serves as Coaches Coordinator for the Red Land Midget Football Organization, a nonprofit youth football group. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients as well as small business owners. The firm employs an active, tailored investment process using Modern Portfolio Theory and targeted asset-allocation model portfolios, and it also offers due-diligence services for private placements along with bookkeeping and tax services for business clients.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
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Allen T

Series 63, Series 65

Mechanicsburg, PA

Seaside Wealth Advisors LLC

Allen Tyndall is a financial advisor at Seaside Wealth Advisors LLC with 13 years of industry experience. His prior roles include positions at Northwestern Mutual and Eagles Coast Wealth Management. Outside of his advisory work, Tyndall is involved in managing a bike shop and a juice bar as well as participating in several real estate investment and development ventures. Seaside Wealth Advisors provides discretionary asset management, financial planning, and consulting primarily to individual and high-net-worth clients and small business owners. The firm uses an active, tailored investment approach grounded in Modern Portfolio Theory and offers due diligence on private placements alongside in-house bookkeeping and tax services.

Passive / index investing Active portfolio management Real estate investing Business Financial Management Founder/Business Owner Executive
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