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.

Michael Kolb is a CFP® professional with 16 years of industry experience, currently serving at Kintra Wealth, LLC. His prior work includes roles at Evergreen Wealth Solutions, Commonwealth Financial Network, and H K Wealth Management. He is involved with the non-profit Lycoming County United Way as an appropriations committee member. Kintra Wealth, LLC advises a diverse client base including individuals, families, trusts, charitable organizations, and business owners, managing approximately $1.5 billion in discretionary assets. The firm offers comprehensive financial planning combined with discretionary portfolio management, often utilizing proprietary models and a mix of active and passive investment strategies.

Darla Wise is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at PKS Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. Outside of her advisory work, she is involved with a real estate rental partnership. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by an Investment Management team and committee oversight.

Delaney Jean is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Merit Financial Advisors. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. Outside of her advisory work, she owns and operates Shale Ridge Farms, raising livestock for public sale in Trout Run, Pennsylvania. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Keith Sprauer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Global Wealth Advisors, Fisher Investments, Tupler Financial, Inc., and The Bank of New York Mellon. He is currently based in Warren, NJ. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

John Keene Jr. is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. Outside of his advisory work, he serves as a board member of Disciple of Makers for Nations, a civic organization that supports missionary funding decisions. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Todd Rishel is a CFP® with 34 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and has previously worked at Evergreen Wealth Solutions, Llc and M&T Securities, Inc. Rishel holds Series 63 and Series 65 licenses. Kintra Wealth, LLC serves individuals, families, trusts, charitable organizations, foundations, retirement plans, corporations, and privately held business owners. The firm offers comprehensive financial planning and discretionary portfolio management, combining proprietary models with both active and passive strategies.

Peter Frikker Jr. is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC Institutions in 2024, he worked at Burns Insurance Agency and spent over a decade at the University of Pittsburgh. He is also a licensed Medicare Insurance Agent, assisting individuals with navigating the Medicare Insurance marketplace. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s assets are primarily managed on a non-discretionary basis, and it provides services through a large network of investment adviser representatives who utilize both fundamental and technical analysis.

Lindsay Johnson is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 license and seven years of industry experience. She has worked at Catherine Burns Insurance and Infinex Investments, Inc., and previously at CarMax. Outside of her advisory role, she is a licensed agent specializing in Medicare supplement plans through Catherine Burns Insurance Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services including financial planning, ERISA plan services, access to alternative investments, and lending solutions. The firm primarily delivers advice through a network of investment adviser representatives who provide both advisory and brokerage solutions, employing a variety of investment analysis techniques.

Michelle Smith is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and eight years of industry experience. She has been with Bankers Life and its affiliated entities since 2011. Outside of her advisory role, Smith serves as treasurer for St. John's Lutheran Church and the St. John Cemetery Association, managing financial responsibilities for both organizations. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, and a combination of fundamental and technical analysis in its investment approach.

Jason Hurwitz is a financial advisor with GWN Securities Inc. in Montoursville, PA, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining GWN Securities in 2018, he worked at Morgan Stanley from 2015 to 2018. Outside of his advisory role, Hurwitz is involved in music as the owner and musician for a local wedding and event music business, serves as president of the Reciprocity Club of Williamsport, and is a board trustee for the Williamsport Symphony Orchestra. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a network of over 400 advisors. The firm offers discretionary managed accounts and model portfolios, employing a range of investment strategies including legacy market-timing and momentum approaches.