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.

Hannah Gawne is a financial advisor at LifeGuide Financial Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Custom Homes, Messiah University, and Cherry Crest Adventure Farm. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations with approximately $563 million in assets under management. The firm employs a long-term, strategic asset allocation approach using in-house model portfolios primarily composed of low-cost, diversified mutual funds and ETFs, and offers a range of financial planning and wealth management services delivered through tiered programs and project-based engagements.

Matthew Marrazzo is a financial advisor at Guardian Asset Advisors, LLC with a Series 66 designation and over eight years of industry experience. His work history includes previous roles at Securities America Inc. and Osaic Wealth Inc., as well as a five-year tenure at GIANT Food Stores. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets through a team of eight advisors. The firm employs a fiduciary approach with diversified, asset-allocation-driven portfolios and offers services such as financial planning, retirement consulting, and access to third-party managers.

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.

Holly Whitmire is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Lifeguide Financial Advisors, LLC since 2018. Previously, she worked for Ameriprise Financial Services, Inc. for 12 years. Outside of her advisory role, she is a property owner involved in managing an Airbnb rental. Lifeguide Financial Advisors is an SEC-registered firm that manages approximately $563 million for about 766 clients through a 17-person advisory team. The firm serves individuals, trusts, estates, businesses, and charitable organizations with a primarily long-term, strategic asset allocation approach using in-house model portfolios comprised mainly of low-cost, diversified mutual funds and ETFs.

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.

Noah Springer is a financial advisor at Lifeguide Financial Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Susquehanna International Group, Sunoco, and was self-employed before joining Lifeguide Financial Advisors in 2020. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $563 million across about 766 clients using a long-term, strategic asset allocation approach with diversified, low-cost mutual funds and ETFs, and offers a range of financial planning and wealth management services through a team of 17 advisors.

Ryan Gray is a financial advisor with MDRN Capital, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual, Northwestern Mutual, and Giant Food Stores. He is also engaged in insurance sales as an individual business activity. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach and offers tailored financial plans and ongoing portfolio management.

Brian Wayne is a CFP® certificant and holds a Series 65 license with four years of industry experience. He has worked at LifeGuide Financial Advisors, LLC since 2021. Prior to his financial advisory career, he spent ten years with the Diocese of Harrisburg. 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-advisor team using a long-term, strategic asset allocation approach with in-house model portfolios primarily composed of low-cost, diversified mutual funds and ETFs.

Joseph Marrazzo Jr. is an investment advisor representative at Guardian Asset Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Asset Advisors since 2007, with prior experience at National Planning Corporation and Securities America, Inc. He is also president and owner of Marrazzo and Associates Financial Group, where he provides insurance, annuity sales, planning, and income tax preparation services. Additionally, Marrazzo serves as treasurer of NAIFA-PA. Guardian Asset Advisors, LLC serves individuals, trusts, estates, and business entities, managing approximately $278 million in assets for about 1,196 clients through a team of eight advisors. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party money managers, emphasizing fiduciary duty and diversified, asset-allocation-driven portfolios.

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.

Kenneth Fry is a CFP® professional with 32 years of industry experience, currently serving as an advisor at IFS Group. Prior to joining IFS Group, he worked at Bridgeport Wealth Management for 12 years and has been affiliated with LPL Financial for 17 years. He also provides limited accounting, tax preparation, and estate planning services to select clients. IFS Group is a team of six advisors managing approximately $210 million for individuals, corporations, and municipal/governmental plans. The firm employs a disciplined investment approach incorporating multiple analytical methods and offers discretionary portfolio management alongside financial planning and pension consulting services.

James Good is a CFP® and ChFC® with 32 years of experience in the financial services industry. He currently serves at Turning Point Financial and has worked previously with firms including WDC Advisors, Harvest Investment Services, and ProEquities. Outside of his advisory role, he is active as a musician specializing in bluegrass music and holds board positions with the Home Mission Council and the Cumberland County Affordable Housing Trust Fund Board. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plans through a team-based fiduciary planning process that blends customized and model portfolio solutions. The firm integrates financial planning, discretionary investment management, tax and accounting services, and business valuation, utilizing third-party sub-advisers and custodial platforms.

Lindsay Griesemer is a financial advisor at Stonebridge Financial Group, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Northwestern Mutual Investment Services and LPL Financial. Outside of her advisory role, she volunteers with the Ronald McDonald House of Central PA, participating on committees related to special events and endowment activities. 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 solutions using various strategies and provides retirement-plan consulting alongside its portfolio management services.

Jeffrey Kline is a financial advisor with Stonebridge Financial Group, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonebridge, he worked at Triad Advisors and Wells Fargo Advisors. He serves as the Pennsylvania DeMolay Treasurer, overseeing the investment account for this youth fraternity. 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 discretionary and non-discretionary portfolio management, retirement-plan consulting, and employs a tailored investment approach that includes asset allocation, technical analysis, and options trading.