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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 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.

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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Mahir D

CFP®, Series 65

York, PA

Macro Advisors, Inc.

Mahir Desai is a CFP® with six years of industry experience, currently serving as a financial advisor at Macro Advisors, Inc. in York, PA. Prior to joining Macro Advisors, he spent nine years at PNC Bank, National Association. In addition to his advisory role, he works as an independent insurance agent specializing in term, whole life, long-term care, and disability insurance. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management and financial planning services. The firm employs proprietary model portfolios and a combination of modern portfolio theory with fundamental, technical, and cyclical analysis to tailor investments to client risk profiles.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning Retired Founder/Business Owner
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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. 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.

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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Darshana D

Series 65

York, PA

Macro Advisors, Inc.

Darshana Desai is a financial advisor at Macro Advisors, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with Macro Advisors for over two decades. Macro Advisors, Inc. serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan advisory services. The firm uses proprietary model portfolios combining equities, fixed income, and hedging strategies, applying modern portfolio theory alongside fundamental, technical, and cyclical analysis to tailor client portfolios.

Retirement income strategy Income planning Active portfolio management Options & derivatives strategies General retirement planning Retired Founder/Business Owner
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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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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.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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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 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.

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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Wilbur S

CFP®, ChFC®, Series 63, Series 65

Mount Joy, PA

Stewardship Advisors, LLC

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.

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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Isabel G

Series 65

Wormleysburg, PA

Stonebridge Financial Group, LLC

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 worked previously at AssuredPartners Investment Advisors and Mid Penn Bank. Gleason is also 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, implementing strategies through accounts custodied primarily 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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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.

Options & derivatives strategies Tax-loss harvesting Annuities
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