Matthew Swales is a financial advisor at Kintra Wealth, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Kintra Wealth, he worked at EuroOptic, Maxwell Locke & Ritter, Baker Tilly US, and Bloomsburg University. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven asset allocation combined with fundamental security analysis and integrates planning and investment services to optimize tax efficiency across client households.

Jesse Cornell is a financial advisor with Kintra Wealth, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Evergreen Wealth Solutions since 2021 and has a total of 10 years in related fields prior to that. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment approach combined with fundamental analysis and emphasizes tax efficiency and integrated planning across client accounts.

Ross Jarrett is a financial advisor at Kintra Wealth, LLC in Williamsport, PA, holding a Series 65 credential with one year of industry experience. His prior experience includes roles at United Professional Advisors and Alfred State College, along with nine years of service in the US Army. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines model-driven asset allocation with fundamental security analysis and offers specialized services including business exit planning and institutional sub-advisory solutions.

Edward Barone is a financial advisor with Kintra Wealth, LLC in Williamsport, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Evergreen Wealth Solutions, Commonwealth Financial Network, M&T Securities, and Wilmington Trust. He also conducts fixed insurance sales as an agent under Evergreen Wealth Solutions. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment approach focused on tax efficiency and integrates planning with investment strategies.

Shawn Vuocolo is a financial advisor with Lifemark Securities Corp. in South Williamsport, PA, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Lifemark since 2018 and concurrently manages a baseball sports collectible blog, Finding Nostalgia, which he started in 2016. Prior to joining Lifemark, he worked at Foresters Equity Services, Inc. and has been involved with Fischer Financial Group since 2009. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement-plan sponsors, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts. The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on both a discretionary and non-discretionary basis.

Michael Kolb is a CFP® with 17 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at Evergreen Wealth Solutions, Commonwealth Financial Network, and H K Wealth Management, Inc. He is also involved in community service as an Appropriations committee member for Lycoming County United Way. Kintra Wealth serves a diverse client base including individuals, families, trusts, and institutions, providing wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment approach combined with fundamental analysis, optimizing tax efficiency on a household basis and offering specialized services such as business exit planning and institutional consulting.

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.

Lynn Price is a CFP® and Series 63 credentialed advisor at Kintra Wealth, LLC with 12 years of industry experience. Prior to joining Kintra Wealth, Lynn worked at Rtd Financial Advisors, Inc. for 10 years and also spent time at Commonwealth Financial Network and Great Scott Financial Services. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven and fundamentally based investment approach executed on a household level to optimize tax efficiency and incorporates specialized services such as business exit planning and institutional collaborations.

Keith Sprauer is a financial advisor at Kintra Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Commonwealth Financial Network, Warren Wealth Associates, Global Wealth Advisors, Fisher Investments, Tupler Financial, Inc., and The Bank of New York Mellon. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental security analysis, and offers specialized services such as business exit planning and sub-advisory support to institutional clients.

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® professional with 34 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at M&T Securities, Inc. for 23 years and LPL Financial for two years. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses a combined approach of client interviews, model-driven asset allocation, and fundamental security analysis to optimize tax efficiency and coordinate investments on a household basis.

Matthew Cramer is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has worked at Janney Montgomery Scott since 2017, following eight years at Bank of America and 26 years at Merrill. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, planning, and advisory services.

Peter Frikker Jr. is a Series 66-licensed financial advisor with Osaic Institutions, Inc., where he has worked since 2024. He has two years of industry experience and also operates as a Medicare Insurance Licensed Agent at Burns Insurance Agency, helping individuals navigate the Medicare marketplace. Prior to his advisory roles, he worked at the University of Pittsburgh from 2012 to 2023. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individual, ERISA, trust, estate, and corporate clients through a network of investment adviser representatives. The firm emphasizes a hybrid adviser/broker-dealer model, providing customized advisory services and access to alternative investments and lending solutions while allowing clients to choose discretionary or pre-approval control over transactions.

Michael Bennett is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services.

Lindsay Johnson is a financial advisor at Osaic Institutions, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at Catherine Burns Insurance and Infinex Investments, as well as CarMax. Johnson is also a licensed agent specializing in Medicare supplement plans through her work at Catherine Burns Insurance Services. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan consulting, and access to alternative investments while operating a hybrid adviser/broker-dealer structure with a combination of discretionary and non-discretionary account management.

Christine Marrazzo is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She has been with Janney Montgomery Scott since 1998. Outside of her advisory work, she participates in community activities including serving on the Finance Committee for St. Boniface Church, and holding board and committee roles with the Jersey Shore Public Library and the Susquehanna Health Foundation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, and advisory services, and combines in-house portfolio management with third-party managers across multiple programs.

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.

Courtney Kasenchak is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. Prior to joining Janney in 2021, she worked at Bank of America and Merrill from 2014 to 2021. She serves on the advisory council of the East Lycoming YMCA, focusing on community childcare and education needs. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

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.