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.

Leanne Fee is a financial advisor with Stewardship Advisors, LLC in Mount Joy, PA, holding a Series 66 designation and 22 years of industry experience. She has worked at Stewardship Advisors since 2018 and previously at Ameriprise Financial Services, Inc. from 2012 to 2018. Outside of her advisory role, Fee serves as a Notary Public in Mount Joy. Stewardship Advisors serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm emphasizes strategic asset allocation using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts public educational workshops.

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, holding a Series 65 designation and two years of industry experience. Her background includes roles at Messiah University, LifeGuide Financial Advisors, and The Hershey Company. Synergy Asset Management provides wealth management and financial planning services to individual and high-net-worth investors, business owners, trusts, retirement plans, and other financial advisors. The firm uses a combination of tactical asset allocation, fundamental analysis, and technical tools across various proprietary strategies to manage portfolios from a total-return perspective.

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 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 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.

Wade Cornett is a financial advisor at Macro Advisors, Inc. with 31 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Cornett also manages a small portfolio of rental properties as a personal business activity. Macro Advisors, Inc. provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm manages approximately $371 million for about 669 clients through a team of nine advisors, using proprietary model allocations that combine equities, hedging strategies, and fixed-income securities, with regular portfolio monitoring and rebalancing.

Mark Brinser is a CFP® with 18 years of experience in the financial services industry. He is affiliated with Stewardship Advisors, LLC, where he has worked since 2011. His prior roles include positions at Private Client Services, LLC and Concourse Financial Group Securities, Inc. In addition to his advisory work, he serves as an independent insurance agent for various companies. Stewardship Advisors, LLC serves a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management. The firm employs a strategic asset allocation approach primarily using ETFs and mutual funds, and offers educational workshops on personal finance and investing.

Jay Desai is a CFP® with 37 years of industry experience and is currently with Macro Advisors, Inc. He has been with the firm since 2003. Outside of his advisory role, he is an independent insurance agent focusing on term insurance, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model portfolios and integrates modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

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.