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.

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.

Jason Giordano is a financial advisor at Guardian Asset Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Inc. and National Planning Corporation. Outside his advisory role, Giordano supports CPAs and business owners through Sentinel Integrated Planning, providing consulting services to enhance business planning and client service. Guardian Asset Advisors, LLC manages approximately $278 million in assets for individuals, trusts, estates, and business entities. The firm employs a team-based approach, emphasizing fiduciary duty and diversified, asset-allocation-driven portfolios with ongoing account supervision.

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.

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.

Kellie Field is a financial advisor with Synergy Asset Management, LLC in Palmyra, PA, holding a Series 65 designation and two years of industry experience. Her background includes roles at Messiah University and LifeGuide Financial Advisors. Synergy Asset Management provides comprehensive wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other investment advisers. The firm employs an active, adaptive investment approach that integrates tactical asset allocation mathematics with fundamental and quantitative analysis.

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.

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.

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.

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.

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.

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.

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.

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 with Integrated Wealth Solutions, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at CAPE Securities, Inc., Terra Wealth Management, LLC, and Primerica Advisors. Outside of advisory work, he is the owner and president of TH Real Estate Management LLC. 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 provides discretionary asset management and financial planning, using a blend of fundamental and technical analysis with mutual funds and ETFs, and offers public educational seminars uncommon among peer firms.

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.