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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 at Keller Financial Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and INVEST Financial Corporation. Outside of advisory work, he serves as a board member for AAA of Central Penn and holds officer roles in several non-investment related businesses. Keller Financial Group provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates accounting and tax services with investment advice and manages client accounts using a sub-advisory platform while emphasizing fundamental analysis and long-term trading strategies.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities
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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 27 years of industry experience. He has been with Mighty Oak Strong America Investment Company since 2003 and was a partner at DeMuth & Kaufman Professional Management Consultants from 1976 to 2023. Outside of his advisor role, he remains involved as a partner in DeMuth & Kaufman Professional Management Consultants. Mighty Oak Strong America Investment Company serves individual clients, pension plans, trusts, and estates, managing approximately $398 million across 175 accounts. The firm constructs portfolios tailored to client risk tolerance using fundamental analysis and a combination of active and passive investment strategies, and offers clients access to institutional asset-class funds as well as affiliated tax preparation services through its related CPA firm.

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 in Harrisburg, PA, holding a Series 65 credential with one year of industry experience. Prior to joining DVB Private Wealth, he spent six years with 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 around 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, using a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework.

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 and holds 22 years of industry experience. He has worked at Asset Strategy Retirement Plan Consultants since 2008 and was previously associated with Charles River Retirement Consultants, Inc. and Invesmart Advisors Inc. He is also a licensed insurance agent and occasionally offers insurance products to clients. Asset Strategy Retirement Plan Consultants, LLC provides investment advisory and pension consulting services to individuals, including high-net-worth clients, and to retirement plans such as defined benefit plans and 401(k)s. The firm emphasizes long-term, buy-and-hold strategies with diversified asset allocation and primarily delivers non-discretionary investment recommendations to trustees and clients.

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 63, Series 66

Wormleysburg, PA

Stonebridge Financial Group, LLC

Bradley Sanders is a CFP® professional with 19 years of experience in financial advising. He is currently with Stonebridge Financial Group, LLC and previously worked at Triad Advisors and Wells Fargo Advisors. Sanders serves on the boards of Hospice of Central PA/Choices Healthcare and Bishop McDevitt High School, and participates in fundraising and volunteer efforts for Open Stage, a regional professional theatre and educational program. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored portfolio management and retirement-plan consulting, implementing strategies primarily through accounts custodied at Charles Schwab.

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 21 years of industry experience. She has worked at River Wealth Advisors LLC since 2015 and previously spent 10 years with Fma Advisory Inc. She holds Series 63 and Series 65 licenses. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm employs a fundamentally oriented, customized investment approach and conducts regular portfolio reviews, managing some accounts 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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Benjamin D

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Benjamin Dum is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with River Wealth Advisors LLC, where he has worked since 2022, following eight years at TIAA-CREF Individual & Institutional Services, LLC. Benjamin serves on the Finance Committee for the Partnership for Better Health, contributing to the oversight of the organization’s budgeting, regulatory compliance, and investment management. 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 tailored to risk tolerance, time horizon, and liquidity needs, utilizing proprietary model portfolios and a range of investment vehicles.

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