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.

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.

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.

Stephen Kuhn is a financial advisor with OnePoint BFG Wealth Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Bleakley Financial Group, LLC since 2022 and previously spent seven years with Private Advisor Group and two years with LPL Financial. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm uses a combination of proprietary models and third-party managers to implement portfolios, with a majority of client assets managed on a discretionary basis.

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.

Clinton Smith III is a CFP® designated financial advisor with eight years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2021. Prior to this, he was employed at SevenBridge Financial Group, LLC and BDO USA LLP. Outside of his advisory role, he serves on the board of the Boys and Girls Club of Harrisburg and owns a commercial distillery and a family entertainment center. Apollon Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, trusts, businesses, and other entities, employing a combination of centrally managed strategies and locally managed portfolios supported by an Investment Committee.

Albert Dagostino is a financial advisor with Vicus Capital, Inc. in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Vicus Capital (formerly PFG Financial Advisors) since 2001 and also has experience with Cetera Wealth Services, LLC since 2013. Outside of advisory work, he operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Vicus Capital serves a broad client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies, providing tailored advisory services through multiple platforms and maintaining specialized programs such as ERISA fiduciary consulting and fee-based annuity offerings.

Ernie Irwin is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He is currently with JFS Wealth Advisors, LLC, where he has worked since 2023. Prior to joining JFS, he held positions at Peoplesbank Wealth Management, Wheatland Advisors, Inc., and PNC Investments. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts and estates, businesses, retirement plans, and municipal government entities. The firm’s approach involves a written Financial Goal Plan and an internal Investment Committee that uses Modern Portfolio Theory to guide portfolio allocations, with services including continuous investment management, financial planning, tax preparation, and fiduciary retirement plan services.

Andrew Ogle is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He has previously worked at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. Ogle also serves as a financial planning assistant at 1st Choice Financial Services, where he meets with clients and creates financial plans involving insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and model portfolios, supplemented by third-party sub-advisers and custodians, to tailor advice based on confidential client profiles.

Eric Beittel is a Certified Financial Planner® with 26 years of industry experience. He is currently with Silver Oak Securities, Inc., where he has been since 2023. Prior to that, he held positions at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. He also owns Beittel Consulting LLC, providing consulting on employee benefits and health coverage options. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals managing about $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and employs a primarily discretionary investment approach using individual securities, ETFs, mutual funds, and independent strategist models.