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David N

Series 66

Mechanicsburg, PA

Guardian Asset Advisors, LLC

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.

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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Edward O

CFA®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Edward O’Gorman is a CFA® charterholder and holds a Series 65 license, with 16 years of industry experience. He has been with River Wealth Advisors LLC since 2014. River Wealth Advisors provides discretionary and non-discretionary 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 process 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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Noah L

Series 65

Lemoyne, PA

Boden Wealth

Noah Lehman is a financial advisor at Boden Wealth in Lemoyne, PA, holding a Series 65 credential with one year of industry experience. He previously worked at Kestra Advisory Services LLC and Faulkner CDJRF. Prior to his advisory career, his background includes roles in automotive sales and lawn care. Boden Wealth serves individuals, families, and entities such as trusts and businesses, offering personalized financial planning, business exit consulting, and investment management. The firm customizes portfolio recommendations based on clients’ financial situations and risk tolerance, using fundamental analysis with a long-term focus while allowing some 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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Michael G

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

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

CFP®, Series 66

Mechanicsburg, PA

Bamboo Wealth Strategies

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.

General retirement planning Income planning Founder/Business Owner Retired
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Darren G

Series 63, Series 65

Mechanicsburg, PA

Guardian Asset Advisors, LLC

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.

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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Delainey G

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

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

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

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

Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

William Fenimore is a financial advisor at River Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Griffin Financial Group, LLC for 17 years before joining River Wealth Advisors and Kenmar Securities, LLC. River Wealth Advisors provides asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm uses a fundamental, client-specific investment process tailored 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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Trent H

Series 65, Series 63

Camp Hill, PA

Integrated Wealth Solutions, LLC

Trent Heckman is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at CAPE Securities, Inc., Terra Wealth Management, LLC, and Primerica. Outside of advisory roles, he is the owner and president of TH Real Estate Management LLC, which manages rental properties. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team-based approach includes discretionary asset management and financial planning, utilizing both fundamental and technical analysis, with additional offerings such as public investment education seminars.

General retirement planning General tax planning Cash flow / budgeting
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Gary S

CFA®

Camp Hill, PA

Invariant Investment Management

Gary Smith Jr. is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Invariant Investment Management since 2019 and previously held a position at CME Group from 2015 to 2019. Outside of investment management, he is the CEO of GR72 Financial Consulting, a business consulting firm focused on operational efficiency and incentive design. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans with portfolio management, financial planning, subadvisory services, and platform consulting. The firm employs a blend of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage diversified portfolios, typically on a discretionary basis with regular adviser monitoring.

Wealth management Annuities
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Rachel S

Camp Hill, PA

River Wealth Advisors LLC

Rachel Stam is a CPA and owner of Stam & Associates CPAs, a public accounting firm she has operated since 2011. She is affiliated with River Wealth Advisors LLC, a team-based advisory firm in Camp Hill, PA, and has seven years of industry experience. River Wealth Advisors provides asset management, financial planning, 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, and utilizes proprietary model portfolios in its management strategies.

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

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

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

Series 63

Mechanicsburg, PA

MRA Advisory Group

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.

General retirement planning Retirement income strategy Life insurance needs analysis
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Anthony M

Series 66

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Anthony Marrazzo is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Guardian Asset Advisors, LLC and has prior experience at Securities America, Inc. Marrazzo's background also includes work as an independent contractor and earlier employment in the retail sector. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for nearly 1,200 clients through a team of eight advisors. The firm focuses on fiduciary account supervision and diversified, asset-allocation-driven portfolios using mutual funds, ETFs, stocks, bonds, and cash equivalents, with annual account reviews and customizable client restrictions.

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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Seth A

CFP®, Series 63, Series 65

Camp Hill, PA

Invariant Investment Management

Seth Arbogast is a CFP® professional with 15 years of industry experience, currently serving at Invariant Investment Management. He has been with the firm since 2014 and also holds supervisory responsibilities as Principal of Invariant Tax Services, a wholly owned tax preparation subsidiary of the firm. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by providing portfolio management and financial planning services. The firm employs a disciplined investment approach incorporating fundamental, technical, and cyclical analysis alongside modern portfolio theory, managing client accounts primarily on a discretionary basis.

Wealth management Annuities
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Brent G

Series 66

Mechanicsburg, PA

IFS Group

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.

Options & derivatives strategies Tax-loss harvesting Annuities
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Levi G

CFP®, CFA®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

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