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.

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.

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 at Hudock Capital Group in Williamsport, PA, holding a Series 65 designation with three years of industry experience. He has worked at Hudock Capital Group since 2019, with a brief period at Autumn Alley from 2020 to 2022, and has prior experience at Bucknell University and Southern Columbia High School. 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, offering portfolio management through a wrap fee program alongside third-party reporting and account aggregation services.

Amber Pennycoff is a financial advisor at Hudock Capital Group with a Series 65 credential and three years of industry experience. She has worked at Hudock Capital Group since 2019 and previously held positions at Williamsport Area School District, Jersey Shore State Bank, and AutoTrakk, LLC. 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 such as dividend-yield selection and covered call writing.

Barbara Hudock is a founding partner and Chief Executive Officer of Hudock Capital Group in Williamsport, PA, with 44 years of industry experience. She has worked at APW Capital, Inc. and Comprehensive Asset Management & Servicing, Inc. She serves as a trustee on the finance committee of the Woodcock Foundation for Appreciation of the Arts, advising on investments and distributions to nonprofit arts groups. 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 utilizes Modern Portfolio Theory and diversification, with strategies including dividend-yield selection and options, and offers portfolio management through a firm-sponsored wrap fee program alongside third-party reporting and account aggregation services.

Christina Cline is a financial advisor at Hudock Capital Group with 14 years of industry experience. She holds a Series 65 designation and has been with Hudock since 2012. In addition to her advisory role, she works as a real estate agent with Century 21 Colonial Real Estate. Hudock Capital Group offers discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profits, and businesses. The firm employs Modern Portfolio Theory and diversification strategies, including dividend-yield selection and options, with ongoing portfolio monitoring and rebalancing.

Matthew Edmonds is a CFP® with over 18 years of experience in the financial services industry. He is currently an advisor at Kintra Wealth, LLC and previously worked at The Vanguard Group, Inc. for 15 years and at House of Edmonds. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, offering specialized services for privately held business owners and institutions. The firm combines comprehensive financial planning with discretionary portfolio management using proprietary models and a blend of active and passive strategies.

Joshua Hewlett is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at PKS Investments, LPL Financial, LLC, Cambridge Investment Research, Inc., and Fischer Insurance Agency. Outside of his advisory role, he has experience in emergency management and operated a lawncare and landscaping business for eight years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, while offering customization options for advisors.

Joseph Faux is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of his advisory work, Faux is an author and writer and serves as a board member of the Pennsylvania Outdoor Writers Association; he is also involved with a hunting outfitter business. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Joseph Boyle is a financial advisor with Kintra Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Brokers International Financial Services, Voya Financial Advisors, and The Sholley Agency. Outside of his advisory work, he operates an accounting consultation and tax preparation business and works as an independent insurance agent. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners through specialized services such as business-exit planning and institutional advisory. The firm combines comprehensive financial planning with discretionary portfolio management, utilizing proprietary models and a mix of active and passive strategies.

James Dinsmore is a CFP® with 38 years of industry experience, currently serving at Kintra Wealth, LLC. His prior roles include positions at Evergreen Wealth Solutions, Commonwealth Financial Network, Broker Dealer Financial Services Corp., and Liberty Mutual Insurance Co. Outside of his advisory work, he is the head baseball coach for St. Joseph's Catholic Academy. Kintra Wealth, LLC advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, with specialized services for privately held business owners and institutions. The firm combines comprehensive financial planning focused on life transitions with discretionary portfolio management using proprietary models and a mix of active and passive strategies.

Daniel Lehman is a financial advisor with Trustmont Advisory Group, Inc. in Williamsport, PA, holding a Series 63 designation and 38 years of industry experience. He has been with Trustmont Advisory Group and its affiliated firm, Trustmont Financial Group, Inc., since 2004. Outside of his advisory work, Lehman occasionally fills pulpit ministry roles at various locations. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Andrew Harris is a financial advisor with Kintra Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Commonwealth Financial Network, and HK Wealth Management. Outside of advisory work, he is a co-owner of a real estate holding company. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners through specialized services. The firm integrates comprehensive financial planning with discretionary portfolio management, employing a mix of active and passive strategies and proprietary models, while serving approximately 2,900 clients with $1.5 billion in discretionary assets under management.

Matthew Swales is a financial advisor with Kintra Wealth, LLC in Williamsport, PA. He holds a Series 65 designation and has prior experience at EuroOptic, Maxwell Locke & Ritter, Baker Tilly US, and Bloomsburg University. Swales has been with Kintra Wealth since 2025. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners. The firm combines comprehensive financial planning with discretionary portfolio management, employing both active and passive investment strategies and specialized services such as business-exit planning and retirement-plan consulting.

Jesse Cornell is a financial advisor at Kintra Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has been with Evergreen Wealth Solutions since 2021. Kintra Wealth advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, offering specialized services such as business-exit planning and institutional consulting. The firm combines comprehensive financial planning with discretionary portfolio management using proprietary models and a blend of active and passive strategies.

Edward Barone is a financial advisor with Kintra Wealth, LLC in Williamsport, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Commonwealth Financial Network, M&T Securities, and Wilmington Trust, N.A. He also conducts fixed insurance sales as an agent under the name Evergreen Wealth Solutions. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, and corporations, with specialized services for privately held business owners and institutions. The firm offers comprehensive financial planning focused on life transitions, alongside discretionary portfolio management using proprietary models and a mix of active and passive strategies.