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.

Jeremy Rivers is a CFP® professional with 12 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His prior roles include positions at Triad Advisors, Merrill, and Lincoln Financial Advisors Corporation. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Helen O. Krause Animal Foundation and Habitat for Humanity of Greater Harrisburg. 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 a range of portfolio management and retirement-plan consulting services, tailoring investment advice through asset allocation and technical analysis, with accounts primarily custodied at Charles Schwab.

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.

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.

Casey Mc Millan is a financial advisor at Fischer Financial Services Inc with Series 65 credentials and one year of industry experience. Prior to joining Fischer, Mc Millan worked for the Commonwealth of Pennsylvania and served nine years in the Highspire Borough Police Department. Fischer Financial Services, Inc. provides fee-for-service investment management to individual and institutional clients, offering discretionary portfolio management and non-discretionary advisory support. The firm employs a bottom-up, buy-and-hold investment approach with an emphasis on low turnover and risk management across seven risk templates.

Jacob Keeports is a financial advisor at Stonebridge Financial Group, LLC in Wormleysburg, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Michael Robustelli. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm customizes investment strategies using various approaches, including asset allocation and technical analysis, and offers specialized retirement-plan consulting services.

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.

Lonn Lebo is a financial advisor at Stonebridge Financial Group, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Financial, Triad Advisors, and MassMutual. 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 tailored portfolio management and retirement-plan consulting, implementing strategies through accounts custodied primarily at Charles Schwab.

Robert Seiden is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at firms such as Triad Advisors, WhiteCliff Wealth Management, Merrill, and Morgan Stanley. Outside of his advisory duties, he is the founder and CEO of Strongbox Networks LLC, a technology company developing software to assist underwriters in reducing unclaimed beneficiary funds. 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 portfolio management and retirement-plan consulting, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis, primarily through accounts custodied at Charles Schwab.

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.

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.

Daniel Newell is a financial advisor with Stonebridge Financial Group, LLC and holds a Series 65 designation. He has two years of industry experience and has worked previously at Paycor, Inc. and Paychex, Inc. Outside of his advisory role, Newell is involved in Stonebridge HR Solutions, where he participates in sales related to payroll software. 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 various investment strategies tailored to client objectives and risk tolerances and offers specialized retirement-plan consulting services.

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.

Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Harrisburg, PA. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to joining SevenBridge in 2015, he worked at Wells Fargo Clearing for 15 years. Eberly also serves as a director of the Kenneth Bankert Foundation, a charitable organization. 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 uses a core-satellite, primarily long-term investment approach that incorporates fundamental, technical, cyclical, and behavioral analysis in portfolio construction.

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.

Nicole Tyminski is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 65 designation and three years of industry experience. Her prior work includes roles at Triad Hybrid Solutions, Triad Advisors, Murray, and M&T Bank. 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 based on clients' objectives and risk tolerances, offering portfolio management, retirement-plan consulting, and other financial services.

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.

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.

Noah Leftridge is a financial advisor at Stonebridge Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked with Collective Family Office, LLC and Eisenhart & Co. CPAs. In addition to his advisory role, he is a client service associate at emc CPAs, LLC, a public accounting firm specializing in income tax preparation. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm customizes investment strategies based on client objectives and risk tolerance, offering a range of portfolio management and retirement-plan consulting services.

Isabel Gleason is a financial advisor at Stonebridge Financial Group, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at AssuredPartners Investment Advisors and Mid Penn Bank. Gleason also maintains a role as a licensed insurance agent. 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 customized portfolio management and retirement-plan consulting, employing strategies such as asset allocation, dollar-cost averaging, and technical analysis.