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Clinton S

CFP®, Series 65

Mechanicsburg, PA

Apollon Wealth Management, LLC

Clinton Smith III is a CFP® and Series 65 credentialed advisor with eight years of industry experience. He has worked at Apollon Wealth Management, LLC since 2021, following roles at SevenBridge Financial Group, LLC and BDO USA LLP. He serves as a board member for the Boys and Girls Club of Harrisburg, a nonprofit organization. Additionally, he is an owner of Hidden Still Spirits Inc., a commercial distiller and distributor, and Midway Berkeley Springs LLC, a family entertainment center. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and various institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and offering specialized services including ESG models, Direct Indexing, and portfolio management for pooled and insurance-dedicated funds.

ESG / Sustainable investing Tax-loss harvesting Private / alternative investments Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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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 at Foundations Investment Advisors LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at 1st Choice Financial Services, Milton Hershey School, Zander Insurance, and Northwestern Mutual. In addition to his advisory role, he is involved as a financial planning assistant at 1st Choice Financial Services, where he meets with clients and creates financial plans utilizing insurance products. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a blend of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority assignments.

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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Eric B

CFP®, Series 65, Series 63

Harrisburg, PA

Silver Oak Securities, Inc.

Eric Beittel is a CFP®-designated financial advisor with Silver Oak Securities, Inc. in Harrisburg, PA, bringing 26 years of industry experience. He previously worked at Ambassador Advisors, LLC, American Portfolios Financial Services, Inc., and Enders Insurance Associates. Outside of his advisory role, he owns Beittel Consulting LLC, which provides employee benefits and health coverage consulting to self-employed individuals and business owners. Silver Oak Securities serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of financial professionals. The firm offers a range of advisory programs focusing on discretionary, customized investment management tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Jeanna M

Series 66

Mechanicsburg, PA

Dakota Wealth, LLC

Jeanna Montes is a financial advisor at Dakota Wealth, LLC with 22 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2016 to 2023. Outside of finance, she operates a clothing resale business selling used clothing on eBay. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm focuses on building customized, primarily long-term portfolios and actively manages private funds and registered investment products.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey G

CFP®, Series 63, Series 65

Mechanicsburg, PA

Dakota Wealth, LLC

Jeffrey Goyette Jr. is a CFP® professional affiliated with Dakota Wealth, LLC, with 12 years of experience in the financial services industry. Prior to joining Dakota Wealth in 2023, he spent seven years with Raymond James Financial Services Advisors INC. and Raymond James Financial Services Inc. Dakota Wealth, LLC serves a diverse clientele including high net worth individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm offers a range of wealth management and investment advisory services, focusing on customized, primarily long-term portfolios that include mutual funds, ETFs, individual equities, fixed income, and alternative investments, with most client assets managed on a discretionary basis.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul D

CFP®, Series 66

Mechanicsburg, PA

Thrivent Advisor Network, LLC

Paul Dubendorf is a CFP® with 21 years of industry experience, currently serving as an investment advisor representative at Thrivent Advisor Network, LLC and Northeastern Star Asset Management, Inc. He has held advisory roles at Northeastern Star since 2014 and previously worked at Penn Investment Advisors, Inc. and AMP Asset Management, Inc. Outside of advisory services, he is president of Dube's Tax and Payroll Services Inc. and is a licensed insurance agent. Thrivent Advisor Network, LLC offers discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term, diversified portfolios using a range of investment options and provides ongoing portfolio management, financial planning, and access to independent managers.

Private / alternative investments College savings (529s, UTMA, etc.) Annuities Wealth management
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Keegan C

Series 63, Series 65

Lemoyne, PA

Arkadios Wealth Advisors

Keegan Carl is a financial advisor at Arkadios Wealth Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berenberg Capital Markets LLC, Wolfe Research Advisors, and Osaic Wealth. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying portfolios through various managed accounts and third-party managers.

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

CFP®, Series 66

Camp Hill, PA

Vicus Capital, Inc.

Andrew Spuhler is a CFP® with four years of industry experience currently affiliated with Vicus Capital, Inc. His prior roles include positions at Cetera Wealth Services, Securities America Advisors, and OSAIC. He also operates Spuhler Enterprises LLC. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a combination of fundamental and technical analysis across various model and separately managed strategies, with a particular focus on retirement-plan consulting and fiduciary services.

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

Series 65

Dillsburg, PA

Inspire Advisors, LLC

Mitchell Wirth is a financial advisor at Inspire Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Daymark Financial Solutions, Members 1st Federal Credit Union, and Select Medical. He is also an independent licensed insurance agent in Pennsylvania, focusing on life and fixed annuities as well as accident and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a combination of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
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Andrew K

CFP®, ChFC®, Series 66

Camp Hill, PA

Vicus Capital, Inc.

Andrew Kern is a CFP® and ChFC® with 21 years of industry experience. He is an investment advisory representative at Vicus Capital, Inc., and previously worked at Cetera Wealth Services, LLC, Integrated Wealth Concepts LLC, and LPL Financial. Kern serves as vice president of the Michael J Santanna Jr. Achievement Foundation and is a board member of the Financial Planning Association of Central Pennsylvania. He also volunteers as a youth sports coach. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a combined fundamental and technical analysis approach, offering a range of model and separately managed strategies along with specialized retirement-plan consulting and fiduciary services.

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

ChFC®, Series 63

Camp Hill, PA

Vicus Capital, Inc.

Douglas Clelan is a financial advisor with Vicus Capital, Inc., holding the ChFC® designation and a Series 63 license, with 51 years of industry experience. He has worked at Vicus Capital (formerly PFG Financial Advisors) since 1994 and previously at Cetera Wealth Services for 12 years. In addition to his advisory roles, Clelan is an independent insurance agent involved in disability, life, accident, health, and long-term care insurance, and he also participates in a life settlement business. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a variety of fundamental and technical strategies, offers retirement-plan consulting and fiduciary support, and utilizes both discretionary and non-discretionary investment approaches, including access to third-party money managers and digital-advice portfolios.

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

Series 63, Series 65

Harrisburg, PA

Prospera Financial Services, inc.

Douglas Charney is a financial advisor with Prospera Financial Services, Inc. in Harrisburg, PA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Prospera in 2016, he spent 21 years at Wells Fargo Clearing. Outside of his advisory role, he owns an aircraft leasing business and serves on the board that advises the Chancellor of Penn State Harrisburg. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael S

CFP®, Series 66

Dillsburg, PA

Inspire Advisors, LLC

Michael Smith is a CFP® professional with 23 years of experience in financial advising. He currently serves at Inspire Advisors, LLC and previously spent 20 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, he is vice-president of Our Father’s Hope, a nonprofit organization supporting orphans and foster children. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual and institutional clients. The firm integrates Biblically Responsible Investing using proprietary tools and employs various analytical methods to construct portfolios, often delegating management to sub-advisors and affiliated managers.

ESG / Sustainable investing
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Michael S

Series 63, Series 65

Wormsleysburg, PA

ON Investment Management CO

Michael Saracino is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with The O.N. Equity Sales Company since 2005 and Ohio National Financial Services since 2004. Saracino is also president of Choice Financial Services LLC, where he sells life, health, long-term care, disability insurance, group health, and annuities. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of service options and access to third-party investment programs, operating a dual-registration model that includes both advisory and broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Jonathan W

Series 66

Harrisburg, PA

Summit Trail Advisors, LLC

Jonathan Williams is a financial advisor at Summit Trail Advisors, LLC in Harrisburg, PA, holding a Series 66 license and bringing 16 years of industry experience. His prior experience includes roles at M&T Securities, Inc. and Wilmington Trust, N.A. He also has experience with Corient and Summit Trail Securities. Summit Trail Advisors serves a diverse client base including individuals, trusts, charitable organizations, and institutional clients. The firm employs an investment approach centered on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome categories, utilizing an open-architecture platform with access to various investment vehicles and active due diligence.

Private / alternative investments Options & derivatives strategies Wealth management Executive Founder/Business Owner
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Liana F

Series 65

Camp Hill, PA

Vicus Capital, Inc.

Liana Freeland is a financial advisor at Vicus Capital, Inc. with three years of industry experience. She holds a Series 65 designation and has previously worked at Clelan and Company, Pronto, and Kay LLC. Outside of financial advising, she is a board member of the Michael J. Santanna Jr Achievement Foundation, where she communicates with schools and distributes scholarships, and owns Freeland Ventures, LLC, a business focused on reselling vinyl records and vintage items. Vicus Capital serves a diverse 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 with a variety of strategies and provides specialized services such as ERISA fiduciary consulting and dedicated program features like faith-based and ESG investment paths.

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

Series 63, Series 66

Mechanicsburg, PA

Girard Advisory Services, LLC

Ryan Roy is a financial advisor with Girard Advisory Services, LLC in Mechanicsburg, PA, holding Series 63 and Series 66 registrations and 22 years of industry experience. He has been with Girard Advisory Services since 2011 and previously worked at FTJOL, LLC for seven years. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes asset allocation and diversification, using a proprietary research process and a committee-approved list of large-cap stocks, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Tax-loss harvesting Options & derivatives strategies Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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