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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 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.

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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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 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.

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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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.

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

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

Series 66

Camp Hill, PA

Turning Point Financial

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.

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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Christian J

Series 65

Dillsburg, PA

Inspire Advisors, LLC

Christian Johndro is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Harrington Hoists Inc, TE Connectivity, and Sherwin-Williams. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a mix of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios.

ESG / Sustainable investing
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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 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.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Stephen K

Series 63, Series 65

Mechanicsburg, PA

OnePoint BFG Wealth Partners

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.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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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.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Clinton S

CFP®, Series 65

Mechanicsburg, PA

Apollon Wealth Management, LLC

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.

ESG / Sustainable investing Tax-loss harvesting Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Executive Retired Values-based investing Mid-Career Professionals
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Albert D

Series 63, Series 65

Mechanicsburg, PA

Vicus Capital, Inc.

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.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
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Ernie I

CFP®, Series 66

Mechanicsburg, PA

JFS Wealth Advisors, LLC

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.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Andrew O

Series 65, Series 63

Camp Hill, PA

Foundations Investment Advisors LLC

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.

ESG / Sustainable investing
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Derek M

Series 66

Dillsburg, PA

Inspire Advisors, LLC

Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
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