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.

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.

Thomas Talbott is a CFP® professional with 24 years of industry experience, currently serving at Stewardship Advisors, LLC since 2014. His prior experience includes roles at Cambridge Investment Research Advisors, Ronald Blue & Co., Equitable Advisors, and Faithward Advisors, LLC. He serves as a board member for ServingLeaders Ministries, a nonprofit organization. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in client assets. The firm provides financial planning, investment consultation, and portfolio management to individuals, businesses, charitable organizations, and retirement plan sponsors, employing a strategic asset allocation approach that includes ESG portfolios and offers complimentary public workshops on finance and investing.

Caleb Bogia Curles is a financial advisor at Defining Wealth Partners with four years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Ameriprise Financial Services LLC and American Portfolios Financial Services. Curles serves on the board of a nonprofit, Professionals International, where he is involved in financial management and investment decisions. Defining Wealth Partners serves individual and high-net-worth clients and small businesses with financial planning, retirement-plan advice, and portfolio management. The firm uses an evidence-based, broadly diversified buy-and-hold investment approach emphasizing low-cost and tax-aware strategies.

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.

Benjamin Writer is a CFP® professional with Stewardship Advisors, LLC in Mount Joy, PA. He has been with the firm since 2021 and previously operated a lawn care business for seven years. Stewardship Advisors, LLC is a team of nine advisors managing approximately $545 million in assets for individuals, businesses, charitable organizations, and retirement plan sponsors. The firm focuses on strategic asset allocation using ETFs and mutual funds, combining fundamental and technical analysis, and offers services including financial planning, investment consultation, and portfolio management.

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.

Jay Kready is a financial advisor at Stewardship Advisors, LLC with 23 years of industry experience. His career includes roles at Everence Trust Company, ProEquities, Everence Financial Advisors, and Concourse Financial Group Securities, Inc. Outside of advising, he is involved in several family and partnership real estate ventures focusing on investment properties. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors with financial planning, investment consultation, and portfolio management. The firm manages approximately $545 million in client assets, emphasizing strategic asset allocation using ETFs and mutual funds along with a values-based ESG portfolio option, and offers complimentary public workshops on personal finance and investing.

Wilbur Shertzer is a CFP® and ChFC® with 40 years of industry experience. He has been with Stewardship Advisors, LLC since 2011 and previously worked at Concourse Financial Group Securities, Inc. from 2006 to 2011. Outside of his advisory role, Shertzer serves as treasurer of Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm emphasizes strategic asset allocation primarily using ETFs and mutual funds, offers a values-based ESG portfolio, and conducts complimentary public workshops on personal finance and investing.

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.

Michael Good is a financial advisor with Turning Point Financial holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including WDC Advisors, Harvest Investment Services, and ProEquities. Outside of his advisory role, he provides independent software contracting for a nonprofit organization. Turning Point Financial serves individual and family clients, entrepreneurial business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services with investment management through a team-based fiduciary process.

George Kegerreis Jr. is a financial advisor at Merit Financial Advisors with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Zimmerman Investment Management and Planning, LLC, and Professional Financial Advisors, Inc. Outside of his advisory role, he serves on the auditing committee of Faith Immanuel Presbyterian Church. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation through centrally managed portfolios overseen by an internal investment team and investment committee, offering both discretionary and non-discretionary services.