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John H

CFP®, Series 65, Series 66

Mechanicsburg, PA

Mighty Oak Strong America Investment Company

John Harris is a financial advisor with Mighty Oak Strong America Investment Company, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Mighty Oak Strong America Investment Company, he worked at Carr & Associates for 16 years. He also performs tax preparation services for an affiliated CPA firm, DeMuth & Kaufman Professional Management Consultants. Mighty Oak Strong America Investment Company serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering investment supervisory services, portfolio management, and financial planning. The firm’s investment approach includes fundamental analysis with an emphasis on long-term positions in no-load mutual funds and ETFs, while also employing active strategies when appropriate, and provides clients access to institutional asset-class funds and tax-preparation services through its CPA affiliation.

Active portfolio management Passive / index investing Real estate investing
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Kim K

Series 63, Series 65

Mechanicsburg, PA

Avantra Family Wealth, Inc.

Kim Kenawell is a financial advisor with Avantra Family Wealth, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Avantra in 2017, Kenawell worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 21 years. Outside of finance, Kenawell serves as an Emergency Medical Technician and holds leadership roles in several nonprofit and community organizations, including emergency health services and collaborative divorce support groups. Avantra Family Wealth provides investment advisory and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized investment management, ongoing financial planning, and specialized divorce-related financial planning, managing portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities with a long-term focus tailored to client objectives.

Divorce financial planning Wealth management
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Donald D

CFA®, PFS™

Mechanicsburg, PA

Mighty Oak Strong America Investment Company

Donald Demuth is a CFA® and PFS™ credentialed advisor with 26 years of industry experience. He has been with Mighty Oak Strong America Investment Company since 2003 and is also a partner at DeMuth & Kaufman Professional Management Consultants, a firm he has been affiliated with since 1976. Mighty Oak Strong America Investment Company serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis with a focus on long-term positions in no-load mutual funds and ETFs, while also employing active strategies when appropriate, and offers clients access to institutional asset-class funds and coordinated tax-preparation services through its affiliation with DeMuth & Kaufman.

Active portfolio management Passive / index investing Real estate investing
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Marc S

Series 63, Series 65

Dillsburg, PA

Oars Capital

Marc Smith is a financial advisor at Oars Capital with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Red Wave Investments and operated his own firm, Marc Smith Investments. Oars Capital serves individual and family clients with discretionary investment portfolio management and integrated financial planning. The firm manages approximately $360 million in assets, employing ETF-based asset allocation and tactical value-oriented security selection strategies within a total-portfolio framework.

Passive / index investing Active portfolio management
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Glenn M

Series 66

Mechanicsburg, PA

Mighty Oak Strong America Investment Company

Glenn McKenzie is a financial advisor with Mighty Oak Strong America Investment Company, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Oakmont Capital Management and operating his own advisory practice. Outside of advisory work, he serves as a management consultant for DeMuth & Kaufman Professional Management Consultants. Mighty Oak Strong America Investment Company serves a range of clients including individuals, retirement plans, trusts, and charitable organizations, offering discretionary investment management and financial planning. The firm employs fundamental analysis with a focus on long-term positions in mutual funds and ETFs, while also utilizing active strategies and access to institutional asset-class funds.

Active portfolio management Passive / index investing Real estate investing
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Ryan A

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Ryan Althoff is a CFP® professional with five years of industry experience, currently serving at LifeGuide Financial Advisors, LLC since 2021. Prior to joining LifeGuide, he worked at Select Asset Management & Trust, LLC and has experience in education and other industries. LifeGuide Financial Advisors is an SEC-registered firm managing approximately $563 million for about 766 clients, offering services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, strategic asset allocation approach, using primarily low-cost mutual funds and ETFs, and provides a range of financial planning and wealth management programs through a 17-advisor team.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Stephen B

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Stephen Bruce is a CFP® and Series 65 credentialed advisor at LifeGuide Financial Advisors, LLC with two years of industry experience. His prior work includes roles at Grace Church and Parable Communications, among others. LifeGuide Financial Advisors serves individuals, trusts, estates, businesses, and charitable organizations with a range of financial planning and wealth management services, managing approximately $563 million for about 766 clients through a 17-advisor team. The firm employs a long-term, strategic asset allocation approach using in-house model portfolios composed mainly of low-cost mutual funds and ETFs, offering discretionary management with dynamic rebalancing and a client account bucket strategy.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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David M

Series 63, Series 66

Mechanicsburg, PA

Guardian Asset Advisors, LLC

David Marrazzo is a financial advisor with Guardian Asset Advisors, LLC in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and with 38 years of industry experience. He has been with Guardian Asset Advisors since 2007 and previously worked at National Planning Corporation and Securities America Inc. Marrazzo is also involved in community and religious activities, serving as Chairman of the Cursillo Committee and as a member of the Diocesan Pastoral Council. Additionally, he operates a tax preparation service and is engaged in insurance sales. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for about 1,196 clients through a team of eight advisors. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party money managers, emphasizing fiduciary duty and diversified, asset-allocation-driven portfolios.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Brien L

CFP®, Series 66

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Brien Lasse is a CFP® and holds a Series 66 license, with 19 years of experience in the financial services industry. He has worked at Lifeguide Financial Advisors, LLC since 2020, following prior roles at Raymond James Financial Services and Union Savings Bank. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person advisory team, employing a primarily long-term, strategic asset allocation approach using low-cost mutual funds and ETFs, with discretionary management and periodic rebalancing.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Jason G

Series 63, Series 65

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Jason Giordano is a financial advisor at Guardian Asset Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Inc. and National Planning Corporation. Outside his advisory role, Giordano supports CPAs and business owners through Sentinel Integrated Planning, providing consulting services to enhance business planning and client service. Guardian Asset Advisors, LLC manages approximately $278 million in assets for individuals, trusts, estates, and business entities. The firm employs a team-based approach, emphasizing fiduciary duty and diversified, asset-allocation-driven portfolios with ongoing account supervision.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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David N

Series 66

Mechanicsburg, PA

Guardian Asset Advisors, LLC

David Noggle is a financial advisor with Guardian Asset Advisors, LLC in Mechanicsburg, PA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at National Planning Corporation, Securities America Inc., and OSAIC. Outside of advisory work, he is involved in fixed insurance sales on a limited basis. Guardian Asset Advisors serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party money managers, with an investment approach focused on fiduciary duty, diversified asset allocation, and continuous account supervision.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Michael G

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Michael Ginder is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Lifeguide Financial Advisors, LLC with three years of industry experience. He joined Lifeguide Financial Advisors in 2023 following completion of his full-time studies. Lifeguide Financial Advisors is an SEC-registered firm that serves individuals, trusts, estates, businesses, and charitable organizations, managing approximately $563 million for around 766 clients. The firm employs a long-term, strategic asset allocation approach through in-house model portfolios, primarily consisting of low-cost, diversified mutual funds and ETFs, with discretionary account management and dynamic rebalancing.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Brentt H

CFP®, Series 66

Mechanicsburg, PA

Bamboo Wealth Strategies

Brentt Hoover is a CFP® professional with 22 years of industry experience. He is affiliated with Bamboo Wealth Strategies and has worked at Spectrum Planning & Advisory Services Inc. for the past 12 years. Outside of his advisory role, he serves as treasurer for the Dartmouth Green Homeowners Association and the Hampden Township Volunteer Fire Company, and participates in local government advisory through the Hampden Township Sewer and Stormwater Authorities. Bamboo Wealth Strategies provides discretionary investment management and financial planning to individuals, high net worth clients, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs a long-term, client-specific approach with diversified portfolios focused on low-cost ETFs and individual bonds, offering both fixed-scope and ongoing planning services alongside affiliated bookkeeping, accounting, real estate, and insurance capabilities.

General retirement planning Income planning Founder/Business Owner Retired
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Darren G

Series 63, Series 65

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Darren Gutshall is a financial advisor with Guardian Asset Advisors, LLC in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Guardian Asset Advisors since 2007 and previously held positions at National Planning Corporation and Securities America, Inc. Outside of his advisory role, he is involved in insurance sales through an ownership interest. Guardian Asset Advisors serves individuals, trusts, estates, and business entities, managing approximately $278 million in regulatory assets for about 1,196 clients. The firm provides asset management, financial planning, and retirement plan consulting, employing diversified, asset-allocation portfolios with continuous account supervision and a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Delainey G

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Delainey Gray is a financial advisor at LifeGuide Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has worked at The Vanguard Group and Philadelphia Union. Delainey also has experience with Messiah University and Canon Press. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person advisory team, offering a range of services from financial planning to ongoing wealth management using a primarily long-term, strategic asset allocation approach.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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James O

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

James Ortale is a CFP® and holds a Series 65 license, currently with Lifeguide Financial Advisors, LLC. He has one year of industry experience and previously worked at Bigelow Tea and Gordon College. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for around 766 clients, using a primarily long-term, strategic asset allocation approach with in-house model portfolios composed mainly of low-cost, diversified mutual funds and ETFs.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Kristopher S

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Kristopher Sekera is a Series 65 licensed advisor at LifeGuide Financial Advisors, LLC with two years of industry experience. Prior to joining LifeGuide, he worked at Grove City College and Pheple Federal Credit Union. Outside of finance, he has worked as a delivery driver for DoorDash. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person team, providing long-term, strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, along with discretionary management and a client “bucket” strategy.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Elizabeth W

Series 63

Mechanicsburg, PA

MRA Advisory Group

Elizabeth Wahlig is a financial advisor with MRA Advisory Group in Mechanicsburg, PA, holding a Series 63 designation and 13 years of industry experience. Prior to joining MRA, she worked at Securian Financial Services, Allied Wealth Partners, and Minnesota Life Insurance Company, and she has been involved with Falconer & Daughters, LLC since 2011. Outside of advisory work, she serves as part-time Director of Finance for Christian Churches United of Tri-State Area, a nonprofit focused on services for the homeless. MRA Advisory Group provides wealth management and financial planning to individuals and businesses, serving both retail and high-net-worth clients. The firm uses risk-based model portfolios reviewed by an Investment Committee and offers services including portfolio management, tax preparation through an affiliated CPA practice, and customized solutions for larger portfolios.

General retirement planning Retirement income strategy Life insurance needs analysis
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Anthony M

Series 66

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Anthony Marrazzo is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Guardian Asset Advisors, LLC and has prior experience at Securities America, Inc. Marrazzo's background also includes work as an independent contractor and earlier employment in the retail sector. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for nearly 1,200 clients through a team of eight advisors. The firm focuses on fiduciary account supervision and diversified, asset-allocation-driven portfolios using mutual funds, ETFs, stocks, bonds, and cash equivalents, with annual account reviews and customizable client restrictions.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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Levi G

CFP®, CFA®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Levi Greenly is a CFP®, CFA®, and Series 65-licensed advisor with six years of industry experience. He has worked at Lifeguide Financial Advisors, LLC since 2019 and previously was employed at AgChoice Farm Credit and Messiah College. Lifeguide Financial Advisors is an SEC-registered firm that serves individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person advisory team, offering services ranging from one-time financial planning to ongoing wealth management with a primarily long-term, strategic asset allocation approach.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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