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.

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.

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.

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.

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.

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.

Ryan Althoff is a CFP® professional with five years of industry experience, currently serving at LifeGuide Financial Advisors, LLC since 2021. Prior to joining LifeGuide, he worked at Select Asset Management & Trust, LLC and has experience in education and other industries. LifeGuide Financial Advisors is an SEC-registered firm managing approximately $563 million for about 766 clients, offering services to individuals, trusts, estates, businesses, and charitable organizations. The firm employs a long-term, strategic asset allocation approach, using primarily low-cost mutual funds and ETFs, and provides a range of financial planning and wealth management programs through a 17-advisor team.

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.

Bradley Sanders is a CFP® professional with 19 years of industry experience. He is currently with Stonebridge Financial Group, LLC and has previously worked at Triad Advisors and Wells Fargo Advisors. Sanders serves on the boards of a regional professional theatre and a Catholic high school and participates in committees for a nonprofit hospice organization. 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 customized portfolio management and retirement-plan consulting, utilizing a range of strategies including asset allocation and options trading.

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.

Stephen Bruce is a CFP® and Series 65 credentialed advisor at LifeGuide Financial Advisors, LLC with two years of industry experience. His prior work includes roles at Grace Church and Parable Communications, among others. LifeGuide Financial Advisors serves individuals, trusts, estates, businesses, and charitable organizations with a range of financial planning and wealth management services, managing approximately $563 million for about 766 clients through a 17-advisor team. The firm employs a long-term, strategic asset allocation approach using in-house model portfolios composed mainly of low-cost mutual funds and ETFs, offering discretionary management with dynamic rebalancing and a client account bucket strategy.

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.

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.

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.

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.

Joseph Krichten is a financial advisor with IFS Group in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with IFS Group and affiliated entities since 2002. In addition to his advisory role, he is an independent insurance agent specializing in non-variable insurance. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, using a range of analytical approaches and maintaining model portfolios through LPL Financial’s platforms.

Cody Gehman is a financial advisor at Stonebridge Financial Group, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Triad Advisors and Wells Fargo Advisors. Outside of his advisory role, Gehman serves as Treasurer on the board of Girls on the Run Mid State PA, a nonprofit focused on empowering girls through structured programs. Stonebridge Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs tailored investment strategies and offers a formal retirement-plan consulting practice, with affiliations in payroll/HR services and insurance.

Andrew Otto is a CFP® with 16 years of experience in financial advising. He is currently with Boden Wealth in Lemoyne, PA, where he serves as Director of Trust and Fiduciary Services. His prior experience includes roles at Kestra Advisory Services, Questmont Strategic Wealth Advisors, and BNY Mellon Wealth Management. He serves on the boards of New Hope Ministries and the Estate Planning Council of Central Pennsylvania and acts as an expert witness in legal matters related to investment services. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, and entities such as trusts and non-profits. The firm employs a client-tailored approach, combining fundamental analysis and long-term orientation with flexibility for shorter-term trading when appropriate.

Carly Hopkins is a financial advisor with Stonebridge Financial Group, LLC in Wormleysburg, PA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Triad Advisors. She also serves as a Notary Public in Pennsylvania. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs a tailored investment approach using asset allocation, technical analysis, and a variety of portfolio management strategies, with a formal retirement-plan consulting practice and affiliations with related service businesses.

Nathan Bailey is a CFP® professional with 7 years of experience in the financial services industry. He is currently with Stonebridge Financial Group, LLC, where he has worked since 2026. His prior experience includes roles at Conrad Siegel Investment Advisors, Citizens Securities, Inc., Ameriprise Financial Services, Inc., and Massmutual, among others. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans, offering tailored portfolio management and retirement-plan consulting through a variety of strategies and account types.