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Marc B

Series 63, Series 65

Hershey, PA

Bowman Wealth Management Group

Marc Bowman is a financial advisor with Bowman Wealth Management Group in Hershey, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. His prior roles include positions at Innovation Partners LLC, Fortune Financial Services, Purshe Kaplan Sterling Investments, and as managing member of Stout Bowman & Associates, LLC. He is also an independent insurance agent, involved in life insurance sales including term, whole life, and universal life products. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm manages approximately $96.3 million in discretionary assets and employs individualized investment policies with quarterly portfolio reviews and tax-loss harvesting.

HENRY (High Earners, Not Rich Yet) Approaching retirement
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Thomas P

Series 63, Series 65

Harrisburg, PA

Grandview Asset Management LLC

Thomas Parker is an associate advisor at Grandview Asset Management LLC with three years of industry experience. He has worked at Grandview Asset Management and Purshe Kaplan Sterling Investments since 2022, and has prior experience at Hershey Entertainment and Resorts. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a detailed security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Wealth management Tax-loss harvesting Real estate investing Founder/Business Owner Retired
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Ryan T

Series 65

Harrisburg, PA

ECON Wealth Management

Ryan Troup is a Series 65-licensed advisor at ECON Wealth Management with four years of industry experience. Before joining ECON Wealth Management in 2021, he worked at Multiply Ink and Press Yourself Tees, and earlier at Shiffer Inc. He is also a partner at Big Hitter Sports, LLC, a company that designs and sells uniforms. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on personalized financial planning and in-house asset management. The firm employs both fundamental and technical analysis within a disciplined, team-based investment process and offers a range of strategies and service levels tailored to client goals and risk tolerances.

Active portfolio management Options & derivatives strategies Real estate investing
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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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Dwayne K

Series 63, Series 66

Camp Hill, PA

Keller Financial Group

Dwayne Keller is a financial advisor with Keller Financial Group in Camp Hill, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior firms include LPL Financial LLC and INVEST Financial Corporation. Keller serves as an officer for two non-investment-related companies and is a board member of AAA of Central Penn. Keller Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and a long-term trading approach, tailoring portfolios to client goals and risk tolerance, and combines registered advisory services with accounting and insurance activities alongside a sub-advisory relationship with AssetMark.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
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Brian Z

CFP®, Series 65

Harrisburg, PA

ECON Wealth Management

Brian Zellers is a CFP® with six years of industry experience and has been with ECON Wealth Management since 2019. Prior to joining ECON, he worked for ten years at Central Dauphin School District. He also serves as a volunteer baseball coach for the Central Dauphin Knights. ECON Wealth Management serves individuals, families, trusts, charitable organizations, and institutional clients, focusing on accounts of $250,000 or more. The firm offers personalized financial planning and in-house asset management using a disciplined, active, team-based process that incorporates both fundamental and technical analysis.

Active portfolio management Options & derivatives strategies Real estate investing
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Gary K

Series 63, Series 65

Harrisburg, PA

Grandview Asset Management LLC

Gary Kephart is a financial advisor at Grandview Asset Management LLC with Series 63 and Series 65 credentials and 64 years of industry experience. He has worked at Grandview since 2020 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2020. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm manages approximately $411.7 million in assets, utilizing a structured security selection process and offering both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Real estate investing Founder/Business Owner Retired
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Bruce S

Series 63, Series 65

Harrisburg, PA

Grandview Asset Management LLC

Bruce Smith is a financial advisor with Grandview Asset Management LLC in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Grandview in 2018, he worked at F&M Trust from 2014 to 2018. Grandview Asset Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm employs a disciplined security selection process and manages approximately $411.7 million in assets across over 600 client relationships.

Wealth management Tax-loss harvesting Real estate investing Founder/Business Owner Retired
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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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Craig V

Series 65

Harrisburg, PA

DVB Private Wealth

Craig Velencia is a financial advisor at DVB Private Wealth with one year of experience at the firm. He holds a Series 65 designation and previously worked for six years at LAXtastic and served six years in the U.S. Coast Guard. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services, using a top-down investment approach focused on tactical asset allocation and sector rotation across various asset classes.

General retirement planning Income planning Wealth management Business ownership considerations Founder/Business Owner Executive
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Clark F

Camp Hill, PA

Asset Strategy Retirement Plan Consultants, LLC

Clark Frese is a financial advisor with Asset Strategy Retirement Plan Consultants, LLC, holding 22 years of industry experience. He has been with Asset Strategy Retirement Plan Consultants and affiliated firms since 2006. In addition to his advisory role, he is a licensed insurance agent and occasionally offers related products and advice to clients. Asset Strategy Retirement Plan Consultants serves individual and high-net-worth clients as well as pension and profit-sharing plans, focusing on ERISA retirement plan consulting. The firm emphasizes long-term, buy-and-hold investment strategies with asset allocation across mutual funds, ETFs, and fixed income, primarily providing non-discretionary plan-level services.

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Founder/Business Owner
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Jared B

Series 65

Hershey, PA

Bowman Wealth Management Group

Jared Bowman is a financial advisor at Bowman Wealth Management Group in Hershey, PA, holding a Series 65 credential with one year of industry experience. Prior to his financial advisory career, he served with the Pennsylvania State Police for four years and worked at Fenicci's of Hershey for five years. He began his advisory career while transitioning his business from Stout Bowman & Associates. Bowman Wealth Management Group provides discretionary asset management, financial planning, and ERISA retirement-plan advisory services to individuals, businesses, and plan sponsors. The firm employs a mix of fundamental, technical, and charting analysis to manage approximately $96.3 million in discretionary assets across about 283 client relationships.

HENRY (High Earners, Not Rich Yet) Approaching retirement
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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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David B

Series 65

Camp Hill, PA

Invariant Investment Management

David Borowsky is a financial advisor at Invariant Investment Management with 14 years of industry experience. He holds a Series 65 designation and has held roles at Anthem Capital Management, Invariant Real Estate II and III, AB Grandview, and Invariant Tax Services. Borowsky is also involved in business consulting through Zurich Partners LLC and serves as managing member of AB Grandview, a real estate investment company. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, providing portfolio management, financial planning, subadvisory, and platform consulting services. The firm uses a diversified investment approach combining fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Wealth management Annuities
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Martin L

CFP®, Series 66

Mechanicsburg, PA

IFS Group

Martin Leonard is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 21 years of industry experience. He is currently with IFS Group and has previously worked at LPL Financial LLC and Investacorp Advisory Services. Outside of advisory work, he is an author associated with Triton, Inc. IFS Group advises individuals, corporations, and retirement plan sponsors, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a client-focused approach with diverse investment options and portfolio oversight through an internal investment committee and multiple LPL-sponsored platforms.

Options & derivatives strategies Tax-loss harvesting Annuities
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Bradley S

CFP®, Series 66, Series 63

Wormleysburg, PA

Stonebridge Financial Group, LLC

Bradley Sanders is a CFP® with 19 years of experience in the financial services industry. He is currently with Stonebridge Financial Group, LLC and has previously worked at Triad Advisors, Wells Fargo Advisors, and Econ Wealth Management LLC. Outside of his advisory role, Sanders serves on the board of a regional professional theatre, Open Stage, and is a board member at Bishop McDevitt High School. He also participates in the marketing and investment committees for Hospice of Central PA. Stonebridge Financial Group, LLC provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm customizes investment strategies based on client objectives and utilizes a range of approaches including asset allocation, dollar-cost averaging, and options trading.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Heather R

CFP®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Heather Rivas is a CFP® and Series 65-licensed advisor with River Wealth Advisors LLC, where she has worked for four years. She has a total of 11 years of industry experience, including seven years at PSECU prior to joining River Wealth Advisors. River Wealth Advisors offers discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm uses a fundamentally oriented, customized investment approach and conducts regular portfolio monitoring and formal reviews.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
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Jennifer C

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jennifer Collins is a CFP® with 20 years of industry experience and is currently with River Wealth Advisors LLC in Camp Hill, PA. She has been with the firm since 2015. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies through proprietary model portfolios.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
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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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William A

Series 65

Harrisburg, PA

Fischer Financial Services Inc

William Angino is a financial advisor at Fischer Financial Services Inc in Harrisburg, PA, holding a Series 65 designation with 25 years of industry experience. He has been with Fischer Financial Services since 1989. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity approach focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team while serving several hundred client relationships across various account types.

Active portfolio management Wealth management Doctor or Medical Professional Attorney Founder/Business Owner
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