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® with 19 years of experience in the financial services industry. He is currently with Stonebridge Financial Group, LLC and has previously worked at Triad Advisors, Wells Fargo Advisors, and Econ Wealth Management LLC. Outside of his advisory role, Sanders serves on the board of a regional professional theatre, Open Stage, and is a board member at Bishop McDevitt High School. He also participates in the marketing and investment committees for Hospice of Central PA. Stonebridge Financial Group, LLC provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm customizes investment strategies based on client objectives and utilizes a range of approaches including asset allocation, dollar-cost averaging, 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 20 years of industry experience and is currently with River Wealth Advisors LLC in Camp Hill, PA. She has been with the firm since 2015. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to a range of clients including individuals, trusts, estates, charitable organizations, and businesses. The firm employs a fundamental, client-specific investment process tailored to risk tolerance, time horizon, and liquidity needs, and manages certain strategies 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 a Series 66 designation and has previously worked at Triad Advisors and Wells Fargo Advisors. Outside of advising, he serves as the treasurer for Girls on the Run Mid State PA, a nonprofit organization focused on empowering girls. 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 variety of investment strategies tailored to client objectives and risk tolerances and offers specialized retirement-plan consulting and affiliations with related businesses.

Andrew Otto is a CFP® with 16 years of industry experience, currently serving with Boden Wealth as Director of Trust and Fiduciary Services. His prior roles include tenure at Kestra Advisory Services and BNY Mellon Wealth Management, among others. Otto is active in his community, holding board positions with New Hope Ministries and the Estate Planning Council of Central Pennsylvania, and he also serves as an expert witness in matters related to investment standards of professional conduct. Boden Wealth provides personalized financial planning, business exit consulting, and both discretionary and non-discretionary investment management to individuals, families, and various entities. The firm customizes portfolio recommendations to clients’ circumstances and employs a long-term investment approach with flexibility for shorter-term trades 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.

Brien Lasse is a CFP® and holds a Series 66 license, with 19 years of experience in the financial services industry. He has worked at Lifeguide Financial Advisors, LLC since 2020, following prior roles at Raymond James Financial Services and Union Savings Bank. 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, employing a primarily long-term, strategic asset allocation approach using low-cost mutual funds and ETFs, with discretionary management and periodic rebalancing.

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.

Jesse Robinson is a financial advisor at River Wealth Advisors LLC in Camp Hill, PA, holding a Series 65 designation with four years of industry experience. Prior to joining River Wealth Advisors in 2020, he worked at JMT and was involved with United Cerebral Palsy. River Wealth Advisors offers discretionary and non-discretionary asset management, financial planning, and retirement-plan services to a range of clients including individuals, trusts, charitable organizations, and businesses. The firm employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with quarterly reviews.

Brian Mccarver is a CFP® with 28 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior roles include positions at Triad Advisors and Wells Fargo Advisors. He is involved with Veterans Outreach of Pennsylvania, assisting with fundraising efforts for a program supporting veterans experiencing homelessness. 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 investment strategies and retirement-plan consulting, with a focus on discretionary and non-discretionary portfolio management.

Daniel Mc Garvey is a financial advisor at Stonebridge Financial Group, LLC with six years of industry experience. He holds the Series 66 designation and has worked at Triad Advisors and Triad Hybrid Solutions prior to joining Stonebridge in 2024. 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 investment strategies including discretionary portfolio management, retirement-plan consulting, and utilizes various techniques such as asset allocation, technical analysis, and options trading to meet client objectives.

Bradford Houchins is a CFP® with 25 years of industry experience, currently serving as an advisor at River Wealth Advisors LLC since 2024. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC for a combined nine years. 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.

Jacob Frey is a CFP® with 12 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior roles include positions at The Financial Advisory Group, LPL Financial, Citizens Bank, PNC, and The Vanguard Group. He is a board member of the Financial Planning Association of Central PA, involved in networking and financial education for certified financial planners. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm combines asset allocation, technical analysis, and a range of portfolio management strategies tailored to client objectives, with specialized retirement-plan consulting and affiliations that extend its service offerings.