Charles La Porta IV is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Triad Advisors, Ameriprise, and Conrad Siegel Actuaries. He serves as a board member on the Governance committee of the Beacon Clinic for Health and Hope, a non-profit providing health care to underinsured individuals. 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 employs a tailored investment approach incorporating asset allocation, technical analysis, and various portfolio management strategies, with accounts primarily custodied at Charles Schwab.

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 at Integrated Wealth Solutions, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at CAPE Securities, Inc., Terra Wealth Management, LLC, and Primerica. Outside of advisory roles, he is the owner and president of TH Real Estate Management LLC, which manages rental properties. 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-based approach includes discretionary asset management and financial planning, utilizing both fundamental and technical analysis, with additional offerings such as public investment education seminars.

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.

Kristopher Sekera is a Series 65 licensed advisor at LifeGuide Financial Advisors, LLC with two years of industry experience. Prior to joining LifeGuide, he worked at Grove City College and Pheple Federal Credit Union. Outside of finance, he has worked as a delivery driver for DoorDash. 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 team, providing long-term, strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, along with discretionary management and a client “bucket” strategy.

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.

Elizabeth Wahlig is a financial advisor with MRA Advisory Group in Mechanicsburg, PA, holding a Series 63 designation and 13 years of industry experience. Prior to joining MRA, she worked at Securian Financial Services, Allied Wealth Partners, and Minnesota Life Insurance Company, and she has been involved with Falconer & Daughters, LLC since 2011. Outside of advisory work, she serves as part-time Director of Finance for Christian Churches United of Tri-State Area, a nonprofit focused on services for the homeless. MRA Advisory Group provides wealth management and financial planning to individuals and businesses, serving both retail and high-net-worth clients. The firm uses risk-based model portfolios reviewed by an Investment Committee and offers services including portfolio management, tax preparation through an affiliated CPA practice, and customized solutions for larger portfolios.

Anthony Marrazzo is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Guardian Asset Advisors, LLC and has prior experience at Securities America, Inc. Marrazzo's background also includes work as an independent contractor and earlier employment in the retail sector. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for nearly 1,200 clients through a team of eight advisors. The firm focuses on fiduciary account supervision and diversified, asset-allocation-driven portfolios using mutual funds, ETFs, stocks, bonds, and cash equivalents, with annual account reviews and customizable client restrictions.

Seth Arbogast is a CFP® professional with 15 years of industry experience, currently serving at Invariant Investment Management. He has been with the firm since 2014 and also holds supervisory responsibilities as Principal of Invariant Tax Services, a wholly owned tax preparation subsidiary of the firm. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans by providing portfolio management and financial planning services. The firm employs a disciplined investment approach incorporating fundamental, technical, and cyclical analysis alongside modern portfolio theory, managing client accounts primarily on a discretionary basis.

Brent Guthrie is a financial advisor with IFS Group, holding a Series 66 designation and 16 years of industry experience. He has worked with LPL Financial since 2012 and joined IFS Group in 2024. Outside of his advisory role, he is involved with Circle Arc G Investments LLC, a business entity for tax and investment purposes. 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, utilizing a combination of analytical approaches and tailored investment strategies.

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 in Wormleysburg, PA, holding a Series 65 designation and four years of industry experience. Prior to joining Stonebridge, she worked at J.W. Cole Advisors, Inc. and Regal Wealth Advisors. Outside of her advisory role, she provides notary public services on an occasional basis. Stonebridge Financial Group offers investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm uses a range of strategies including asset allocation and technical analysis, and provides specialized retirement-plan consulting alongside discretionary and non-discretionary portfolio management.

Levi Greenly is a CFP®, CFA®, and Series 65-licensed advisor with six years of industry experience. He has worked at Lifeguide Financial Advisors, LLC since 2019 and previously was employed at AgChoice Farm Credit and Messiah College. Lifeguide Financial Advisors is an SEC-registered firm that serves individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million for about 766 clients through a 17-person advisory team, offering services ranging from one-time financial planning to ongoing wealth management with a primarily long-term, strategic asset allocation approach.