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, holding a Series 65 designation and five years of industry experience. She previously worked at J.W. Cole Advisors, Inc. and Regal Wealth Advisors. Outside of her advisory role, she occasionally provides notary public services on a volunteer basis without charging fees. Stonebridge Financial Group offers investment advisory and financial planning services to individuals, high net worth clients, charitable organizations, corporations, and pension plans. The firm employs a range of strategies including asset allocation, dollar-cost averaging, and technical analysis to tailor portfolios to clients’ objectives and risk tolerances.

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.

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.

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.

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.

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.

Derek Mosley is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2016 and previously worked at Concourse Financial Group Securities, Inc. for three years. LifeGuide Financial Advisors is an SEC-registered firm that serves individuals, trusts, estates, businesses, and charitable organizations, managing approximately $563 million across about 766 clients. The firm employs a primarily long-term, strategic asset allocation approach using in-house model portfolios composed mainly of low-cost mutual funds and ETFs, with discretionary management and dynamic rebalancing tailored to client needs.

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.

Douglas Denlinger is a financial advisor with Lifeguide Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Lifeguide Financial Advisors since 2014 and previously spent ten years at Concourse Financial Group Securities, Inc. Lifeguide Financial Advisors is an SEC-registered firm that serves individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million across about 766 clients, offering a range of financial planning and wealth management services through a primarily long-term, strategic asset allocation approach using diversified, low-cost investment portfolios.

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.