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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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Jacqueline P

CFP®, Series 63, Series 65

Carlisle, PA

Alliance Financial

Jacqueline Powell is a CFP® professional with 42 years of industry experience. She currently serves at Alliance Financial, a team-based firm, and has prior experience with LPL Financial, INVEST Financial Corporation, and her own advisory businesses dating back to 1999. Alliance Financial provides advisory services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management, financial planning, and pension consulting. The firm sponsors a wrap fee program and integrates multiple program platforms, including model and algorithmic strategies, into client solutions.

Options & derivatives strategies Active portfolio management Private / alternative investments 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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Eric T

Series 65

Camp Hill, PA

Turning Point Financial

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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Established Professionals Mid-Career Professionals
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Derek M

CFP®, Series 66

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Derek Mosley is a CFP® professional with 12 years of industry experience. He has worked at LifeGuide Financial Advisors, LLC since 2016 and previously spent three years at Proequities Inc. 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 through a team of 17 advisors, employing a primarily long-term, strategic asset allocation approach using low-cost, diversified mutual funds and ETFs, with additional options as appropriate.

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

Series 66

Wormleysburg, PA

Stonebridge Financial Group, LLC

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.

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

Series 63, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Douglas Denlinger is a financial advisor with Lifeguide Financial Advisors, LLC in Mechanicsburg, PA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience, including 12 years at Lifeguide and 12 years at ProEquities, Inc. Outside of advisory work, he is an owner of PSALMS241, LLC, a rental property business. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million through a 17-advisor team and offers a range of financial planning and wealth management services using a primarily long-term, strategic asset allocation approach with in-house model portfolios.

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

Series 66

Wormleysburg, PA

Stonebridge Financial Group, LLC

Robert Seiden is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked previously at Triad Advisors, WhiteCliff Wealth Management, and BCG Securities. In addition to his advisory role, Seiden is the founder and CEO of Strongbox Networks LLC, a technology company focused on 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 investment advice using various strategies and maintains a notable retirement-plan consulting practice.

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

CFA®, Series 65

Camp Hill, PA

River Wealth Advisors LLC

Brian Jankowski is a financial advisor at River Wealth Advisors LLC with eight years of industry experience. He holds the CFA® designation and Series 65 license. Prior to his current role, he has worked at Fort Pitt Capital Group LLC since 2019 and Roof Advisory Group, Inc. since 2015. 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 monitors portfolios through ongoing and 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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Robert G

Series 63, Series 65

Lemoyne, PA

Boden Wealth

Robert Grimm is a financial advisor with Boden Wealth in Lemoyne, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior employment includes 17 years at Woodbury Financial Services and 8 years at Kestra Financial. 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 circumstances and goals, using a primarily fundamental, long-term approach while accommodating shorter-term trading when appropriate.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities
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Ezekiel C

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Ezekiel Colyer is a financial advisor at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Morgan Stanley and Falcon Express. 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 using a primarily long-term, strategic asset allocation approach implemented through in-house model portfolios and offers a range of planning and wealth management services.

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

Series 65

Wormleysburg, PA

Stonebridge Financial Group, LLC

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.

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

Series 65

Camp Hill, PA

Integrated Wealth Solutions, LLC

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.

General retirement planning General tax planning Cash flow / budgeting
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