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Matthew M
Series 66
Mechanicsburg, PA
Guardian Asset Advisors, LLC
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 T
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Nicole Tyminski 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 Triad Hybrid Solutions, Triad Advisors, Murray, M&T Bank, and Fulton 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 offers tailored portfolio management, retirement-plan consulting, and strategies implemented primarily through accounts custodied at Charles Schwab.
Jonathan G
Series 65
Camp Hill, PA
Turning Point Financial
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 at firms including Harvest Investment Services, WDC Advisors, and Turning Point Financial. Outside of his advisory role, he is involved with Wealth Development Council, LLC as a research assistant and agent. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates tax and accounting services alongside insurance product recommendations, employing a team-based fiduciary planning process and utilizing third-party sub-advisers for portfolio management.
Jay J
Series 65
Camp Hill, PA
River Wealth Advisors LLC
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 T
CFP®, Series 63, Series 65
Mount Joy, PA
Stewardship Advisors, LLC
Thomas Talbott is a CFP® professional with 24 years of industry experience, currently serving at Stewardship Advisors, LLC since 2014. Prior to that, he was with Cambridge Investment Research Advisors from 2014 to 2016. He is a board member of ServingLeaders Ministries, a nonprofit organization, where he contributes approximately 30 hours annually. Stewardship Advisors, LLC is a nine-advisor team that provides financial planning, investment consultation, and portfolio management services to individuals, businesses, charitable organizations, and retirement plan sponsors. The firm emphasizes strategic asset allocation using ETFs and mutual funds, with a values-based ESG portfolio option and offers complimentary public workshops on personal finance and investing.
Caleb B
CFP®, Series 66
Mount Joy, PA
Defining Wealth
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 L
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
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 W
CFP®
Mount Joy, PA
Stewardship Advisors, LLC
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 M
Series 63, Series 65
Mechanicsburg, PA
Guardian Asset Advisors, LLC
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 K
Series 63, Series 65
Mount Joy, PA
Stewardship Advisors, LLC
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 S
CFP®, ChFC®, Series 63, Series 65
Mount Joy, PA
Stewardship Advisors, LLC
Wilbur Shertzer is a CFP® and ChFC® with 39 years of industry experience. He is a managing partner at Stewardship Advisors, LLC, where he has worked since 2011, following five years at Cambridge Investment Research, INC. Outside of his advisory role, Shertzer serves as treasurer for Black Rock Retreat, a camp and retreat center. Stewardship Advisors, LLC serves individuals, businesses, charitable organizations, and retirement plan sponsors by offering financial planning, investment consultation, and portfolio management. The firm employs a team approach with nine advisors managing approximately $545 million in client assets, emphasizing strategic asset allocation through ETFs and mutual funds, and providing public educational workshops on personal finance and investing.
Isabel G
Series 65
Wormleysburg, PA
Stonebridge Financial Group, LLC
Isabel Gleason is a financial advisor at Stonebridge Financial Group, LLC with two years of industry experience. She holds the Series 65 designation and has previously worked at AssuredPartners Investment Advisors and Mid Penn Bank. In addition to her advisory role, she is licensed as an insurance agent. 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 various strategies implemented primarily through accounts custodied at Charles Schwab.
Kenneth F
CFP®, Series 63, Series 65
Mechanicsburg, PA
IFS Group
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 G
CFP®, ChFC®, Series 63, Series 65
Camp Hil, PA
Turning Point Financial
James Good is a CFP® and ChFC® with 32 years of experience in financial advising. He is currently with Turning Point Financial and has previously worked at WDC Advisors, Harvest Investment Services, and ProEquities, among others. Outside of his advisory work, he is active as a bluegrass musician, performing, teaching, and selling music. He also serves on the boards of the Home Mission Council and the Cumberland County Affordable Housing Trust Fund. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients through a team-based fiduciary planning process that includes financial planning, discretionary investment management, and model-based asset management. The firm integrates in-house tax and accounting services alongside its financial advisory offerings.
Lindsay G
Series 63, Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
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 K
Series 66
Wormleysburg, PA
Stonebridge Financial Group, LLC
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 G
Series 66
Camp Hill, PA
Turning Point Financial
Michael Good is a financial advisor at Turning Point Financial with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including WDC Advisors and Harvest Investment Services. In addition to his advisory role, he has been involved in software development for a non-profit organization. Turning Point Financial serves individual and family clients, business owners, and retirement plan clients by offering financial planning, discretionary investment management, and model-based asset management. The firm integrates tax and accounting services alongside investment management, utilizing a team-based fiduciary planning process and third-party sub-advisers.
George K
Series 66
Mechanicsburg, PA
Merit Financial Advisors
George Kegerreis Jr. is a financial advisor at Merit Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Zimmerman Investment Management and Planning, LLC, and Professional Financial Advisors, Inc. Outside of his financial advisory role, he serves on the auditing committee for Faith Immanuel Presbyterian Church. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm uses a long-term, diversified investment approach with customizable model portfolios and offers a range of services such as asset management, financial planning, retirement advice, and employee financial wellness programs.
Richard M
CFP®, Series 63, Series 65
Lemoyne, PA
Arkadios Wealth Advisors
Richard Matthews is a CFP® certificant with 38 years of industry experience. He currently serves at Arkadios Wealth Advisors and Arkadios Capital, having previously worked at Ameriprise Financial Services, Inc. and several other firms. Matthews is also the secretary of the East Pennsboro Lions Club, a nonprofit service organization involved in community programs. Arkadios Wealth Advisors is a multi-team SEC-registered firm that provides portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, businesses, and corporations. The firm uses customized investment plans that integrate fundamental, technical, and cyclical analysis, and offers a range of internally managed and third-party investment solutions.
Ralph T
Series 63
Lemoyne, PA
Arkadios Wealth Advisors
Ralph Thrush III is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Ameriprise Financial Advisors Inc. and Triad Advisors. Outside of his advisory role, he serves on the board of directors for the Bob Craig Youth Foundation, a nonprofit supporting youth activities in central Pennsylvania. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans delivered through various account structures and integrates fundamental, technical, and cyclical analysis in its investment approach.
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