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Aedan W

Series 66

Wormleysburg, PA

Stonebridge Financial Group, LLC

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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Rachel S

Camp Hill, PA

River Wealth Advisors LLC

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.

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

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

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

Series 63

Harrisburg, PA

Fischer Financial Services Inc

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.

Active portfolio management Wealth management Doctor or Medical Professional Attorney Founder/Business Owner
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Elizabeth W

Series 63

Mechanicsburg, PA

MRA Advisory Group

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.

General retirement planning Retirement income strategy Life insurance needs analysis
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Anthony M

Series 66

Mechanicsburg, PA

Guardian Asset Advisors, LLC

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.

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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Seth A

CFP®, Series 63, Series 65

Camp Hill, PA

Invariant Investment Management

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.

Wealth management Annuities
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Brent G

Series 66

Mechanicsburg, PA

IFS Group

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.

Options & derivatives strategies Tax-loss harvesting Annuities
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Evan S

CFP®, Series 66

Harrisburg, PA

SevenBridge Financial Group, LLC

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.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Samantha Z

Series 65

Wormleysburg, PA

Stonebridge Financial Group, LLC

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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Levi G

CFP®, CFA®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

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

Series 63, Series 65

Mechanicsburg, PA

Guardian Asset Advisors, LLC

Craig Hahnlen is a financial advisor with Guardian Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Securities America Inc., National Planning Corporation, and Wealth Management Services. He also engages in fixed insurance and annuity sales as an ancillary service for clients. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for over 1,190 clients through a team of eight advisors. The firm focuses on continuous account supervision and fiduciary duty, employing diversified, asset-allocation-driven portfolios with annual reviews and access to third-party managers and the Osaic Wealth Managed Opportunities wrap program.

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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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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Jeremy R

CFP®, Series 66

Wormleysburg, PA

Stonebridge Financial Group, LLC

Jeremy Rivers is a financial advisor with Stonebridge Financial Group, LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at Triad Advisors, Merrill, and Lincoln Financial Advisors Corporation. Rivers serves on the boards of several nonprofit organizations, including the Helen O. Krause Animal Foundation and West Shore Young Professionals. 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, portfolio management, and retirement-plan consulting, with a formal practice focused on discretionary services and cash balance plans.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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 financial advisor at Invariant Investment Management with five years at the firm and one year of industry experience. She holds a Series 65 designation and is based in Camp Hill, PA. Prior to joining Invariant, Fischer worked at LingaTech and had periods of unemployment. Invariant Investment Management serves individuals, trusts, estates, business entities, charitable organizations, and retirement plans, offering portfolio management, financial planning, subadvisory services, and platform consulting. The firm applies a mix of fundamental, technical, and cyclical analysis alongside modern portfolio theory to manage diversified client portfolios on a discretionary basis.

Wealth management Annuities
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Casey M

Series 65

Harrisburg, PA

Fischer Financial Services Inc

Casey Mc Millan is a financial advisor at Fischer Financial Services Inc with a Series 65 designation and one year of industry experience. Prior to joining the firm, Mc Millan worked for the Commonwealth of Pennsylvania and served in law enforcement with the Highspire Borough and Steelton Borough Police Departments for a combined ten years. Fischer Financial Services provides discretionary investment management to individual and institutional clients, including corporations, non-profits, banks, trusts, and retirement plans. The firm employs a bottom-up, buy-and-hold equity strategy focused on large-cap growth, complemented by mutual funds and fixed-income instruments, and manages over $500 million with a small team of three advisors.

Active portfolio management Wealth management Doctor or Medical Professional Attorney Founder/Business Owner
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Jacob K

Series 63, Series 65

Wormleysburg, PA

Stonebridge Financial Group, LLC

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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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