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.

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.

Matthew Cramer is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill and Bank of America. He has been with Janney Montgomery Scott since 2017. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a range of services including portfolio management, financial planning, retirement advisory, and brokerage through a multi-channel investment platform and integrated portfolio management division.

Michael Bennett is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds the Series 66 designation and has been with Janney since 2015. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering portfolio management, financial planning, retirement plan advisory, and brokerage services through a multi-channel investment platform.

Christine Marrazzo is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She has been with Janney since 1998 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the finance committee of St. Boniface Church and holds board positions with the Jersey Shore Public Library and the Susquehanna Health Foundation. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, and retirement plan advisory to individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Amber Malek is a financial advisor with J.W. Cole Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at Diversified Asset Planners and Restek Corporation. Outside of her advisory role, she serves as president of the board for the Infant Development Program in Lock Haven, PA. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Courtney Kasenchak is a financial advisor with Janney Montgomery Scott in Williamsport, PA, holding a Series 66 designation and 17 years of industry experience. Prior to joining Janney in 2021, Kasenchak worked at Bank of America and Merrill from 2014 to 2021. She serves as an advisory council member for the East Lycoming YMCA, providing guidance on community childcare and education needs. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, and retirement plan advisory for individuals, high-net-worth clients, corporations, charities, and institutions, utilizing a multi-channel investment platform with both discretionary and non-discretionary account options.

Brandy Plocinski is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 22 years of industry experience. She worked at Merrill Lynch for 15 years before joining Janney Montgomery Scott in 2021. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a broad range of portfolio management, financial planning, retirement advisory, and brokerage services.

Allen Kiessling is a Series 66-credentialed financial advisor with 20 years of industry experience. He has worked at Janney Montgomery Scott since 2021, following tenures at Bank of America and Merrill. Kiessling serves on several local nonprofit boards and volunteers as a youth sports coach in the Williamsport, PA area. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a multi-channel investment platform and a broad range of services to individuals, high-net-worth clients, corporations, charities, and institutional accounts.

John Confer is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and six years of industry experience. Prior to joining Janney in 2021, he worked at Bank of America and Merrill from 2019 to 2021, and The Hartman Agency Inc from 2014 to 2019. He serves as Vice Chair of the YMCA Advisory Council in Williamsport, PA, is Vice President of the BNI GSV Business Exchange in Milton, PA, and is a board member of Wildwood Cemetery in Williamsport. Janney Montgomery Scott manages approximately $100.8 billion in client assets and supports over 1,200 advisors serving individuals, high-net-worth clients, corporations, charities, and institutional accounts. The firm offers a multi-channel investment platform combining third-party manager strategies, model-based and in-house portfolio management, and provides a range of services including financial planning, retirement plan advisory, and brokerage.

William Daniels is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering portfolio management, financial planning, retirement plan advisory, and brokerage services through a multi-channel investment platform.