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Ralph M

Series 65, Series 66

Camp Hill, PA

River Wealth Advisors LLC

Ralph Manna is a financial advisor with River Wealth Advisors LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at River Wealth Advisors since 2019 and previously spent 13 years at Roof Advisory Group, Inc. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment approach that tailors portfolios to risk tolerance, time horizon, and liquidity needs, managing 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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Alison C

CFP®, Series 66

Lemoyne, PA

Boden Wealth

Alison Cantley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Boden Wealth. She previously worked at Kestra Advisory Services, Kestra Investment Services, Cambridge Investment Research, and Conte Wealth Advisors. Outside of her advisory role, she holds a treasurer position on the board of a small nonprofit focused on reclaiming mined land in Central Pennsylvania. Boden Wealth provides personalized financial planning, business exit consulting, and investment management services to individuals, families, and various entities. The firm tailors portfolio recommendations to clients’ circumstances and generally employs fundamental analysis with a long-term orientation, while offering fixed and hourly fee options and an explicit focus on business-exit consulting.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities
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Andrew O

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Andrew O’Gorman is a Certified Financial Planner™ with seven years of industry experience. He is currently with River Wealth Advisors LLC, where he has worked since 2018, following a brief tenure at Axa Advisors. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach, regularly monitoring portfolios and conducting formal quarterly 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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Erin F

Series 65

Camp Hill, PA

Invariant Investment Management

Erin Fischer is a financial advisor at Invariant Investment Management with five years at the firm and one year of industry experience. She holds a Series 65 designation and is based in Camp Hill, PA. Prior to joining Invariant, Fischer worked at LingaTech and had periods of unemployment. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering portfolio management, financial planning, subadvisory services, and platform consulting. The firm applies a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage diversified client portfolios on a discretionary basis.

Wealth management Annuities
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Eric T

Series 65

Camp Hill, PA

Turning Point Financial

Eric Tereo is a financial advisor at Turning Point Financial with three years of industry experience. He holds a Series 65 credential and has worked at firms including Equitable Advisors, Modern Woodmen of America, and CoinEx. Outside of advisory services, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance recommendations. The firm uses a team-based fiduciary planning approach and integrates in-house tax expertise with third-party portfolio management.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Established Professionals Mid-Career Professionals
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Brian J

CFA®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Brian Jankowski is a financial advisor at River Wealth Advisors LLC with eight years of industry experience. He holds the CFA® designation and Series 65 license. Prior to his current role, he has worked at Fort Pitt Capital Group LLC since 2019 and Roof Advisory Group, Inc. since 2015. River Wealth Advisors provides 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 employs a fundamentally oriented, customized investment approach and monitors portfolios through ongoing and formal quarterly 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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Robert G

Series 63, Series 65

Lemoyne, PA

Boden Wealth

Robert Grimm is a financial advisor with Boden Wealth in Lemoyne, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior employment includes 17 years at Woodbury Financial Services and 8 years at Kestra Financial. Boden Wealth offers personalized financial planning, business exit consulting, and investment management services to individuals, families, and various entities. The firm customizes portfolio recommendations based on clients’ financial circumstances and goals, using a primarily fundamental, long-term approach while accommodating shorter-term trading when appropriate.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities
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Jackson M

Series 65

Camp Hill, PA

Integrated Wealth Solutions, LLC

Jackson Mascari is a financial advisor at Integrated Wealth Solutions, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at S-Squared Surgical and Hershey Country Club. Integrated Wealth Solutions serves individual clients, small businesses, trusts, estates, pooled vehicles, and charities by providing discretionary asset management, financial planning, and educational seminars. The firm employs a combined fundamental and technical investment approach, typically operating under discretionary trading authority while regularly reviewing and adjusting client portfolios.

General retirement planning Income planning General tax planning
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Nathan I

CFP®, Series 63, Series 65

Lemoyne, PA

Boden Wealth

Nathan Imboden is a CFP® professional with 18 years of industry experience, currently serving as a wealth advisor at Boden Wealth. He has previously worked with Kestra Advisory Services, Kestra Investment Services, and Cambridge Investment Research. Outside of his advisory role, he is involved in leadership training through Legacy Communications, serves as Treasurer on the board of Threefold Education Association, and hosts The Born Podcast. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, trusts, estates, non-profits, private foundations, businesses, and qualified retirement plans. The firm tailors portfolio recommendations based on clients’ financial situations and risk profiles, combining a long-term fundamental analysis approach with flexibility for shorter-term trading when appropriate.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities
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Jonathan G

Series 65

Camp Hill, PA

Turning Point Financial

Jonathan Good is a financial advisor at Turning Point Financial with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Harvest Investment Services, WDC Advisors, and Turning Point Financial. Outside of his advisory role, he is involved with Wealth Development Council, LLC as a research assistant and agent. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates tax and accounting services alongside insurance product recommendations, employing a team-based fiduciary planning process and utilizing third-party sub-advisers for portfolio management.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Established Professionals Mid-Career Professionals
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Jay J

Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jay Jajich is an advisor at River Wealth Advisors LLC and holds a Series 65 designation. He has worked in various roles since 2015, including positions at Tank Truck Outfitters, PNC Bank, and Sherwin Williams. Jay joined River Wealth Advisors in 2024. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a fundamental, client-specific investment approach tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment products.

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

CFP®, ChFC®, Series 63, Series 65

Camp Hil, PA

Turning Point Financial

James Good is a CFP® and ChFC® with 32 years of experience in financial advising. He is currently with Turning Point Financial and has previously worked at WDC Advisors, Harvest Investment Services, and ProEquities, among others. Outside of his advisory work, he is active as a bluegrass musician, performing, teaching, and selling music. He also serves on the boards of the Home Mission Council and the Cumberland County Affordable Housing Trust Fund. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients through a team-based fiduciary planning process that includes financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services alongside its financial advisory offerings.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Established Professionals Mid-Career Professionals
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Michael G

Series 66

Camp Hill, PA

Turning Point Financial

Michael Good is a financial advisor at Turning Point Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including WDC Advisors and Harvest Investment Services. In addition to his advisory role, he has been involved in software development for a non-profit organization. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates tax and accounting services alongside investment management, utilizing a team-based fiduciary planning process and third-party sub-advisers.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Established Professionals Mid-Career Professionals
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Richard M

CFP®, Series 63, Series 65

Lemoyne, PA

Arkadios Wealth Advisors

Richard Matthews is a CFP® certificant with 38 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Ameriprise Financial Services, Inc. and several other firms. Matthews is also the secretary of the East Pennsboro Lions Club, a nonprofit service organization involved in community programs. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm uses customized investment plans that integrate fundamental, technical, and cyclical analysis, and offers a range of internally managed and third-party investment solutions.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Ralph T

Series 63

Lemoyne, PA

Arkadios Wealth Advisors

Ralph Thrush III is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Ameriprise Financial Advisors Inc. and Triad Advisors. Outside of his advisory role, he serves on the board of directors for the Bob Craig Youth Foundation, a nonprofit supporting youth activities in central Pennsylvania. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans delivered through various account structures and integrates fundamental, technical, and cyclical analysis in its investment approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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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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Keegan C

Series 65, Series 63

Lemoyne, PA

Arkadios Wealth Advisors

Keegan Carl is a financial advisor at Arkadios Wealth Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Wolfe Research Advisors, Wolfe Research Securities, and Berenberg Capital Markets. Arkadios Wealth Advisors is an SEC-registered, multi-team advisory firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various managed account platforms and employs a combination of fundamental, technical, and cyclical investment analysis.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Andrew S

CFP®, Series 66

Camp Hill, PA

Vicus Capital, Inc.

Andrew Spuhler is a CFP® with four years of industry experience currently affiliated with Vicus Capital, Inc. His prior roles include positions at Cetera Wealth Services, Securities America Advisors, and OSAIC. He also operates Spuhler Enterprises LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

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

CFP®, ChFC®, Series 66

Camp Hill, PA

Vicus Capital, Inc.

Andrew Kern is a CFP® and ChFC® with 21 years of industry experience. He is an investment advisory representative at Vicus Capital, Inc., and previously worked at Cetera Wealth Services, LLC, Integrated Wealth Concepts LLC, and LPL Financial. Kern serves as vice president of the Michael J Santanna Jr. Achievement Foundation and is a board member of the Financial Planning Association of Central Pennsylvania. He also volunteers as a youth sports coach. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combined fundamental and technical analysis approach, offering a range of model and separately managed strategies along with specialized retirement-plan consulting and fiduciary services.

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

ChFC®, Series 63

Camp Hill, PA

Vicus Capital, Inc.

Douglas Clelan is a financial advisor with Vicus Capital, Inc. holding the ChFC® designation and Series 63 license. He has 50 years of industry experience, including over three decades at Vicus Capital (formerly PFG Financial Advisors) and Clelan and Company. His prior experience includes 12 years at Cetera Wealth Services, LLC. Outside of his advisory roles, he is an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance, and is involved in a life settlement business. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm combines fundamental and technical analysis with various model and separately managed strategies, emphasizing retirement-plan consulting and fiduciary services.

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