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 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.

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.

Zachary Drescher is a financial advisor at Stewardship Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Private Client Services LLC and Cambridge Investment Research, Inc. Zachary has been with Stewardship Advisors since 2015. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by providing financial planning, investment consultation, and portfolio management services. The firm employs a strategic asset allocation approach using ETFs and mutual funds, offers values-based ESG portfolios, and provides complimentary public workshops on personal finance and investing.

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 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.

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 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.

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.

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 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.

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 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.

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.

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.

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.