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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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Andrew F

CFP®, Series 66

Mechanicsburg, PA

IFS Group

Andrew Fry is a CFP® with 10 years of industry experience, currently serving as an advisor at IFS Group. He previously worked at LPL Financial and Bridgeport Wealth Management. 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, employing a variety of analytical approaches and tailored investment strategies.

Options & derivatives strategies Tax-loss harvesting Annuities
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Alison C

CFP®, Series 66

Lemoyne, PA

Boden Wealth

Alison Cantley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Boden Wealth. She previously worked at Kestra Advisory Services, Kestra Investment Services, Cambridge Investment Research, and Conte Wealth Advisors. Outside of her advisory role, she holds a treasurer position on the board of a small nonprofit focused on reclaiming mined land in Central Pennsylvania. Boden Wealth provides personalized financial planning, business exit consulting, and investment management services to individuals, families, and various entities. The firm tailors portfolio recommendations to clients’ circumstances and generally employs fundamental analysis with a long-term orientation, while offering fixed and hourly fee options and an explicit focus on business-exit consulting.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities
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Andrew O

CFP®, Series 63, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Andrew O’Gorman is a Certified Financial Planner™ with seven years of industry experience. He is currently with River Wealth Advisors LLC, where he has worked since 2018, following a brief tenure at Axa Advisors. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, 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, regularly monitoring portfolios and conducting formal quarterly 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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Erin F

Series 65

Camp Hill, PA

Invariant Investment Management

Erin Fischer is a Series 65-licensed advisor with Invariant Investment Management, where she has worked since 2021. She has two years of industry experience and previously worked at LingaTech. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm provides portfolio management and financial planning, using a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory across multiple asset classes, with a tailored and discretionary investment approach.

Wealth management Annuities
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Jacqueline P

CFP®, Series 63, Series 65

Carlisle, PA

Alliance Financial

Jacqueline Powell is a CFP® professional with 42 years of industry experience. She currently serves at Alliance Financial, a team-based firm, and has prior experience with LPL Financial, INVEST Financial Corporation, and her own advisory businesses dating back to 1999. Alliance Financial provides advisory services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, financial planning, and pension consulting. The firm sponsors a wrap fee program and integrates multiple program platforms, including model and algorithmic strategies, into client solutions.

Options & derivatives strategies Active portfolio management Private / alternative investments Annuities
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Eric T

Series 65

Camp Hill, PA

Turning Point Financial

Eric Tereo is a financial advisor at Turning Point Financial with three years of industry experience. He holds a Series 65 credential and has worked at firms including Equitable Advisors, Modern Woodmen of America, and CoinEx. Outside of advisory services, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients, providing financial planning, discretionary investment management, tax and accounting services, business valuation, and insurance recommendations. The firm uses a team-based fiduciary planning approach and integrates in-house tax expertise with third-party portfolio management.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Established Professionals Mid-Career Professionals
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Derek M

CFP®, Series 66

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Derek Mosley is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2016 and previously worked at Concourse Financial Group Securities, Inc. for three years. LifeGuide Financial Advisors is an SEC-registered firm that serves individuals, trusts, estates, businesses, and charitable organizations, managing approximately $563 million across about 766 clients. The firm employs a primarily long-term, strategic asset allocation approach using in-house model portfolios composed mainly of low-cost mutual funds and ETFs, with discretionary management and dynamic rebalancing tailored to client needs.

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

Series 63, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Douglas Denlinger is a financial advisor with Lifeguide Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Lifeguide Financial Advisors since 2014 and previously spent ten years at Concourse Financial Group Securities, Inc. Lifeguide Financial Advisors is an SEC-registered firm that serves individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million across about 766 clients, offering a range of financial planning and wealth management services through a primarily long-term, strategic asset allocation approach using diversified, low-cost investment portfolios.

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

CFA®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Brian Jankowski is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Fort Pitt Capital Group LLC for five years and Roof Advisory Group, Inc. for four years. Jankowski is based in Camp Hill, PA, and is part of the team at River Wealth Advisors LLC. 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 uses a fundamentally oriented, customized investment approach, monitoring portfolios regularly and 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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Robert G

Series 63, Series 65

Lemoyne, PA

Boden Wealth

Robert Grimm is a financial advisor with Boden Wealth, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Kestra Financial, Inc. and Woodbury Financial Services. Boden Wealth offers personalized financial planning, business exit consulting, and investment management services to individuals, families, and various entities. The firm customizes portfolio recommendations based on clients’ financial situations and goals, using a predominantly long-term, fundamental analysis approach while allowing shorter-term trading when suitable.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities
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Ezekiel C

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Ezekiel Colyer is a financial advisor at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Morgan Stanley and Falcon Express. 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 using a primarily long-term, strategic asset allocation approach implemented through in-house model portfolios and offers a range of planning and wealth management services.

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

Series 65

Camp Hill, PA

Integrated Wealth Solutions, LLC

Jackson Mascari is a Series 65-licensed advisor with Integrated Wealth Solutions, LLC and has one year of industry experience. Prior to joining the firm, he held positions at S-Squared Surgical and Hershey Country Club. Integrated Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm manages approximately $114 million across 300 client relationships with a discretionary approach focused on fundamental and technical analysis, offering periodic portfolio reviews, public educational seminars, and fixed-fee planning engagements.

General retirement planning General tax planning Cash flow / budgeting
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Nathan I

CFP®, Series 63, Series 65

Lemoyne, PA

Boden Wealth

Nathan Imboden is a CFP® professional with 18 years of industry experience, currently serving as a wealth advisor at Boden Wealth. He has previously worked with Kestra Advisory Services, Kestra Investment Services, and Cambridge Investment Research. Outside of his advisory role, he is involved in leadership training through Legacy Communications, serves as Treasurer on the board of Threefold Education Association, and hosts The Born Podcast. Boden Wealth provides personalized financial planning, business exit consulting, and investment management to individuals, families, trusts, estates, non-profits, private foundations, businesses, and qualified retirement plans. The firm tailors portfolio recommendations based on clients’ financial situations and risk profiles, combining a long-term fundamental analysis approach with flexibility for 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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Hannah G

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Hannah Gawne is a financial advisor at LifeGuide Financial Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Custom Homes, Messiah University, and Cherry Crest Adventure Farm. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations with approximately $563 million in assets under management. The firm employs a long-term, strategic asset allocation approach using in-house model portfolios primarily composed of low-cost, diversified mutual funds and ETFs, and offers a range of financial planning and wealth management services delivered through tiered programs and project-based engagements.

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

Series 66

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Matthew Marrazzo is a financial advisor at Guardian Asset Advisors, LLC with a Series 66 designation and over eight years of industry experience. His work history includes previous roles at Securities America Inc. and Osaic Wealth Inc., as well as a five-year tenure at GIANT Food Stores. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets through a team of eight advisors. The firm employs a fiduciary approach with diversified, asset-allocation-driven portfolios and offers services such as financial planning, retirement consulting, and access to third-party managers.

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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Jonathan G

Series 65

Camp Hill, PA

Turning Point Financial

Jonathan Good is a financial advisor at Turning Point Financial with eight years of industry experience. He holds a Series 65 designation and has worked previously at WDC Advisors, Harvest Investment Services, and Harrisburg Area Community College. Good is also involved with Wealth Development Council, LLC, where he serves as a research assistant and agent. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients, providing financial planning, discretionary investment management, and model-based asset management. The firm combines fiduciary planning with in-house tax, accounting, and insurance services, and typically implements portfolio management through third-party sub-advisers.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Established Professionals Mid-Career Professionals
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Jay J

Series 65

Camp Hill, PA

River Wealth Advisors LLC

Jay Jajich is an advisor at River Wealth Advisors LLC and holds a Series 65 designation. He has worked in various roles since 2015, including positions at Tank Truck Outfitters, PNC Bank, and Sherwin Williams. Jay joined River Wealth Advisors in 2024. River Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals, trusts, estates, charitable organizations, retirement plans, 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 products.

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

CFP®, Series 66

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Holly Whitmire is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Lifeguide Financial Advisors, LLC since 2018. Previously, she worked for Ameriprise Financial Services, Inc. for 12 years. Outside of her advisory role, she is a property owner involved in managing an Airbnb rental. Lifeguide Financial Advisors is an SEC-registered firm that manages approximately $563 million for about 766 clients through a 17-person advisory team. The firm serves individuals, trusts, estates, businesses, and charitable organizations with a primarily long-term, strategic asset allocation approach using in-house model portfolios comprised 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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Noah S

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Noah Springer is a financial advisor at Lifeguide Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Susquehanna International Group, Sunoco, and was self-employed before joining Lifeguide Financial Advisors in 2020. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million across about 766 clients using a long-term, strategic asset allocation approach with diversified, low-cost mutual funds and ETFs, and offers a range of financial planning and wealth management services through a team of 17 advisors.

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