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Craig H

Series 63, Series 65

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Craig Hahnlen is a financial advisor with Guardian Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Securities America Inc., National Planning Corporation, and Wealth Management Services. He also engages in fixed insurance and annuity sales as an ancillary service for clients. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for over 1,190 clients through a team of eight advisors. The firm focuses on continuous account supervision and fiduciary duty, employing diversified, asset-allocation-driven portfolios with annual reviews and access to third-party managers and the Osaic Wealth Managed Opportunities wrap program.

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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Jacqueline P

CFP®, Series 63, Series 65

Carlisle, PA

Alliance Financial

Jacqueline Powell is a CFP® professional with 42 years of industry experience. She currently serves at Alliance Financial, a team-based firm, and has prior experience with LPL Financial, INVEST Financial Corporation, and her own advisory businesses dating back to 1999. Alliance Financial provides advisory services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, financial planning, and pension consulting. The firm sponsors a wrap fee program and integrates multiple program platforms, including model and algorithmic strategies, into client solutions.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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Derek M

CFP®, Series 66

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Derek Mosley is a CFP® professional with 12 years of industry experience. He has worked at LifeGuide Financial Advisors, LLC since 2016 and previously spent three years at Proequities Inc. 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 through a team of 17 advisors, employing a primarily long-term, strategic asset allocation approach using low-cost, diversified mutual funds and ETFs, with additional options as appropriate.

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

Series 63, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Douglas Denlinger is a financial advisor with Lifeguide Financial Advisors, LLC in Mechanicsburg, PA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, including 12 years at Lifeguide and 12 years at ProEquities, Inc. Outside of advisory work, he is an owner of PSALMS241, LLC, a rental property business. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million through a 17-advisor team and offers a range of financial planning and wealth management services using a primarily long-term, strategic asset allocation approach with in-house model portfolios.

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

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Ezekiel Colyer is a financial advisor at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Morgan Stanley and Falcon Express. 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 using a primarily long-term, strategic asset allocation approach implemented through in-house model portfolios and offers a range of planning and wealth management services.

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

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Hannah Gawne is a financial advisor at LifeGuide Financial Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Custom Homes, Messiah University, and Cherry Crest Adventure Farm. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations with approximately $563 million in assets under management. The firm employs a long-term, strategic asset allocation approach using in-house model portfolios primarily composed of low-cost, diversified mutual funds and ETFs, and offers a range of financial planning and wealth management services delivered through tiered programs and project-based engagements.

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

Series 66

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Matthew Marrazzo is a financial advisor at Guardian Asset Advisors, LLC with a Series 66 designation and over eight years of industry experience. His work history includes previous roles at Securities America Inc. and Osaic Wealth Inc., as well as a five-year tenure at GIANT Food Stores. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets through a team of eight advisors. The firm employs a fiduciary approach with diversified, asset-allocation-driven portfolios and offers services such as financial planning, retirement consulting, and access to third-party managers.

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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Holly W

CFP®, Series 66

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Holly Whitmire is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Lifeguide Financial Advisors, LLC since 2018. Previously, she worked for Ameriprise Financial Services, Inc. for 12 years. Outside of her advisory role, she is a property owner involved in managing an Airbnb rental. Lifeguide Financial Advisors is an SEC-registered firm that manages approximately $563 million for about 766 clients through a 17-person advisory team. The firm serves individuals, trusts, estates, businesses, and charitable organizations with a primarily long-term, strategic asset allocation approach using in-house model portfolios comprised 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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Noah S

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Noah Springer is a Series 65 credentialed advisor with Lifeguide Financial Advisors, LLC, based in Mechanicsburg, PA. He has five years of industry experience, including roles at Lifeguide since 2020 and prior positions at Sunoco, Susquehanna International Group, and Drexel University. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations with approximately $563 million in assets under management. The firm employs a primarily long-term, strategic asset allocation approach using in-house model portfolios comprised mainly of low-cost, diversified mutual funds and ETFs, offering tiered services ranging from financial planning to ongoing wealth management.

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

Series 66

Mechanicsburg, PA

MDRN Capital

Ryan Gray is a financial advisor with MDRN Capital, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual, Northwestern Mutual, and Giant Food Stores. He is also engaged in insurance sales as an individual business activity. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach and offers tailored financial plans and ongoing portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brian W

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Brian Wayne is a CFP® certificant and holds a Series 65 license with four years of industry experience. He has worked at LifeGuide Financial Advisors, LLC since 2021. Prior to his financial advisory career, he spent ten years with the Diocese of Harrisburg. 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-advisor team using a long-term, strategic asset allocation approach with in-house model portfolios primarily composed 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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Joseph M

Series 63, Series 65

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Joseph Marrazzo Jr. is an investment advisor representative at Guardian Asset Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Asset Advisors since 2007, with prior experience at National Planning Corporation and Securities America, Inc. He is also president and owner of Marrazzo and Associates Financial Group, where he provides insurance, annuity sales, planning, and income tax preparation services. Additionally, Marrazzo serves as treasurer of NAIFA-PA. 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 offers 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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Matthew H

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Matthew Hess is a Certified Financial Planner™ (CFP®) with nine years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2017 and previously worked for the Central Pennsylvania Food Bank from 2013 to 2017. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million across about 766 clients through a 17-advisor team, offering services ranging 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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Jodi B

Series 65

Carlisle, PA

The Burney Company

Jodi Bowman is a Series 65 licensed financial advisor with nine years of experience, currently with The Burney Company in Carlisle, PA. She has been with the firm since 2014. The Burney Company serves individual investors, including high net worth clients, as well as small businesses, pension plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets and employs proprietary fundamental and quantitative models to provide discretionary equity portfolio management and financial planning, with additional tax preparation services through an affiliated CPA firm.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Stephen K

Series 63, Series 65

Mechanicsburg, PA

OnePoint BFG Wealth Partners

Stephen Kuhn is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Bleakley Financial Group, LLC since 2022 and previously spent seven years with Private Advisor Group and two years with LPL Financial. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models and third-party managers to implement portfolios, with a majority of client assets managed on a discretionary basis.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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John D

Series 63, Series 65

Carlisle, PA

The Burney Company

John Daley is a financial advisor with The Burney Company in Carlisle, PA, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with The Burney Company since 1984. The Burney Company serves primarily individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages approximately $3.59 billion in discretionary assets using a multi-team advisory platform that incorporates proprietary fundamental and quantitative investment models, offers actively managed ETFs, and provides discretionary equity portfolio management and financial planning.

Active portfolio management Concentrated stock management Options & derivatives strategies Founder/Business Owner Retired
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Clinton S

CFP®, Series 65

Mechanicsburg, PA

Apollon Wealth Management, LLC

Clinton Smith III is a CFP® and Series 65 credentialed advisor with eight years of industry experience. He has worked at Apollon Wealth Management, LLC since 2021, following roles at SevenBridge Financial Group, LLC and BDO USA LLP. He serves as a board member for the Boys and Girls Club of Harrisburg, a nonprofit organization. Additionally, he is an owner of Hidden Still Spirits Inc., a commercial distiller and distributor, and Midway Berkeley Springs LLC, a family entertainment center. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and various institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services including ESG models, Direct Indexing, and portfolio management for pooled and insurance-dedicated funds.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Albert D

Series 63, Series 65

Mechanicsburg, PA

Vicus Capital, Inc.

Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Ernie I

CFP®, Series 66

Mechanicsburg, PA

JFS Wealth Advisors, LLC

Ernie Irwin is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently with JFS Wealth Advisors, LLC, where he has worked since 2023. Prior to joining JFS, he held positions at Peoplesbank Wealth Management, Wheatland Advisors, Inc., and PNC Investments. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s approach involves a written Financial Goal Plan and an internal Investment Committee that uses Modern Portfolio Theory to guide portfolio allocations, with services including continuous investment management, financial planning, tax preparation, and fiduciary retirement plan services.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Derek M

Series 66

Dillsburg, PA

Inspire Advisors, LLC

Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
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