Joseph Perretta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at firms including Raymond James Financial Services and Fulton Bank, and currently provides investment advisory services through IFS Group LLC. Outside of his advisory role, he serves as a wrestling coach at Trinity High School. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a broad range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Anthony Marrazzo is a financial advisor at Guardian Asset Advisors, LLC with three years of industry experience and a Series 66 designation. He has worked at Guardian Asset Advisors and Securities America, Inc., and previously spent seven years employed at Giant Food Stores. Guardian Asset Advisors, LLC manages approximately $278 million in assets for individuals, trusts, estates, and business entities through a team of eight advisors. The firm offers asset management, financial planning, and retirement consulting services, focusing on diversified, asset-allocation-driven portfolios with ongoing supervision and fiduciary oversight.

Brent Guthrie is a financial advisor with IFS Group, holding a Series 66 designation and 16 years of industry experience. He has worked with LPL Financial since 2012 and joined IFS Group in 2024. Outside of his advisory role, he is involved with Circle Arc G Investments LLC, a business entity for tax and investment purposes. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal/governmental plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, utilizing a combination of analytical approaches and tailored investment strategies.

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.

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.

Andrew Fry is a CFP® with 10 years of industry experience, currently serving as an advisor at IFS Group. He previously worked at LPL Financial and Bridgeport Wealth Management. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal/governmental plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing a variety of analytical approaches and tailored investment strategies.

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.

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.

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.

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.

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.