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.

Jonathan Freeman is a financial advisor with Stonebridge Financial Group, LLC, holding CFP® and CFA® designations and over 29 years of industry experience. His prior roles include positions at Triad Advisors and Wells Fargo Advisors. Freeman serves on the boards of several nonprofit organizations focused on breast cancer awareness, addiction recovery, and community services. 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 implemented primarily through accounts custodied at Charles Schwab.

Kristopher Korzi is a CFP® professional with 11 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 also a board member and treasurer of Big Brothers Big Sisters of the Capital Region. 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 advice and formal retirement-plan consulting, utilizing a range of portfolio management techniques and maintaining accounts primarily custodied at Charles Schwab.

Tressia Marino is a financial advisor at Boden Wealth with 12 years of industry experience. She holds a Series 66 designation and previously worked at Kestra Advisory Services, LPL Financial, and Morgan Stanley. Marino serves on the Board of Directors and as Vice Chair of the Investment Committee for Choices Healthcare. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, and various entities. The firm tailors portfolio recommendations based on clients’ financial situations and risk profiles, utilizing a long-term investment approach while allowing shorter-term trading when appropriate.

Mark Loomis is a financial advisor at River Wealth Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with River Wealth Advisors since 2016. River Wealth Advisors provides 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 employs a fundamentally oriented, customized investment approach and conducts ongoing portfolio monitoring with formal quarterly reviews.

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.

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.

Charles La Porta IV is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and five years of industry experience. He has worked at firms including Triad Advisors and Ameriprise, and serves on the Governance committee of Beacon Clinic for Health and Hope, a nonprofit providing healthcare to underserved populations. 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 tailored investment strategies and offers retirement-plan consulting alongside discretionary and non-discretionary portfolio management.

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.

Trent Heckman is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Primerica and CAPE Securities. Outside of advising, he is the owner and president of a real estate management company. Integrated Wealth Solutions, LLC is an SEC-registered adviser providing discretionary asset management and financial planning to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm’s team manages about $114 million across roughly 300 clients, using fundamental and technical analysis with common investment vehicles, and offers educational seminars on general investment topics.

Shari Dietz is a financial advisor at Stonebridge Financial Group, LLC with 27 years of industry experience. She holds a Series 63 designation and has previously worked at Triad Advisors, Triad Hybrid Solutions, and Wells Fargo Advisors. 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 offers portfolio management and retirement-plan consulting tailored to clients’ objectives and risk tolerances using various investment strategies.

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.

Thomas Baldwin is a CFP® and Series 65-registered financial advisor with Fischer Financial Services Inc in Harrisburg, PA. He has 16 years of industry experience and has been with Fischer Financial Services since 2004. Fischer Financial Services provides discretionary investment management to individual and institutional clients across a variety of account types. The firm employs a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices, managing over $500 million with a small team while serving several hundred client relationships.

Aedan Wilkinson is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked at several firms including Triad Advisors and Private Client Services, and is also the owner of Wilkinson Wedding Rentals & Decor, a local event decor and rental business serving Central 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 utilizes tailored investment strategies including asset allocation and technical analysis, and offers specialized retirement-plan consulting and other financial services.

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.

Frederick Fischer is a financial advisor at Fischer Financial Services Inc with 34 years of industry experience. He has been with Fischer Financial Services since 1988 and holds a Series 63 designation. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team and serves a diverse client base including corporations, non-profits, and retirement plans.

Seth Arbogast is a CFP® professional with 16 years of industry experience, currently serving at Invariant Investment Management. He has been with Invariant since 2014, following a prior role at Team Financial Managers from 2010 to 2013. Arbogast is also the principal of Invariant Tax Services, a tax preparation and e-filing subsidiary of his firm, where he provides supervisory oversight. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by offering portfolio management and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage client accounts, typically on a discretionary basis, and also provides subadvisory and consulting services to other advisers and financial institutions.

Evan Shiley is a CFP® with seven years of industry experience currently with SevenBridge Financial Group, LLC. His prior roles include positions at Cambridge Investment Research Advisors and Concourse Financial Group. Outside of his advisory work, he serves as an assistant offensive line coach for Cedar Cliff High School football. SevenBridge Financial Group provides investment advisory and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a core-satellite, primarily long-term investment approach and manages roughly $722 million on a discretionary basis with a team of three advisors.

Samantha Zimmerman is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at J.W. Cole Advisors, Inc. and Regal Wealth Advisors. Outside of her advisory role, she occasionally provides notary public services on a volunteer basis without charging fees. Stonebridge Financial Group offers investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs a range of strategies including asset allocation, dollar-cost averaging, and technical analysis to tailor portfolios to clients’ objectives and risk tolerances.

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.