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Ezekiel C

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Ezekiel Colyer is a financial advisor at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Morgan Stanley and Falcon Express. 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 using a primarily long-term, strategic asset allocation approach implemented through in-house model portfolios and offers a range of planning and wealth management services.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Daniel N

Series 65

Wormleysburg, PA

Stonebridge Financial Group, LLC

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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jackson M

Series 65

Camp Hill, PA

Integrated Wealth Solutions, LLC

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.

General retirement planning General tax planning Cash flow / budgeting
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David L

CFP®, Series 66

Mount Joy, PA

Lifeguide Financial Advisors, LLC

David Lutz is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with LifeGuide Financial Advisors, LLC since 2014 and previously worked at ProEquities, Inc for nine years. Outside of his advisory work, he is involved as a shareholder and member in an investment-related LLC focused on rental property management. 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-person advisory team, using a long-term strategic asset allocation approach with primarily low-cost, diversified mutual funds and ETFs, along with other investment options when appropriate.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Charles E

Series 63, Series 65

Harrisburg, PA

SevenBridge Financial Group, LLC

Charles Eberly Jr. is a financial advisor with SevenBridge Financial Group, LLC in Harrisburg, PA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with SevenBridge since 2015. Outside of his advisory work, Eberly serves as a director for the Kenneth Bankert Foundation, where he reviews grants and visits organizations involved with the foundation. 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, utilizing multiple analytical methods and a range of investment strategies, including individual equities, fixed income, options, and alternative investments, while managing approximately $722 million in discretionary assets across a three-advisor team.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Nathan I

CFP®, Series 63, Series 65

Lemoyne, PA

Boden Wealth

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.

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Annuities
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Hannah G

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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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.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive Established Professionals Mid-Career Professionals
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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.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Wealth management Charitable giving & philanthropy Founder/Business Owner Retired
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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Holly W

CFP®, Series 66

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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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.

Wealth management Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Noah S

Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

Noah Springer is a Series 65 credentialed advisor with Lifeguide Financial Advisors, LLC, based in Mechanicsburg, PA. He has five years of industry experience, including roles at Lifeguide since 2020 and prior positions at Sunoco, Susquehanna International Group, and Drexel University. 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 primarily long-term, strategic asset allocation approach using in-house model portfolios comprised mainly of low-cost, diversified mutual funds and ETFs, offering tiered services ranging from financial planning to ongoing wealth management.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Ryan G

Series 66

Mechanicsburg, PA

MDRN Capital

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.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Brian W

CFP®, Series 65

Mechanicsburg, PA

Lifeguide Financial Advisors, LLC

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.

Wealth management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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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.

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Cash flow / budgeting General estate planning guidance Tax strategies for small businesses Founder/Business Owner Executive
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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.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Tax strategies for small businesses Charitable giving & philanthropy Founder/Business Owner Retired
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