Joshua Hall is the sole advisor at True Vine Investments in Williamsport, PA. He holds the ChFC® designation and has four years of industry experience. In addition to his advisory role, he owns and operates True Vine Publishing, a book publishing business. True Vine Investments manages accounts for a small group of clients, including individuals, trusts, estates, charitable organizations, and some institutional investors. The firm employs a global, trend-oriented investment approach that combines macro trend identification, market analysis, and company-level fundamental research to build longer-term portfolios with occasional shorter-term adjustments.

Michael Hudock is a financial advisor at Hudock Capital Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at APW Capital, Inc. and Comprehensive Asset Management & Servicing. Outside of his advisory work, he serves as a trustee on the finance committee of the Woodcock Foundation for the Appreciation of the Arts. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification strategies, including dividend-yield selections and options strategies, and manages portfolios primarily through a firm-sponsored wrap fee program.

John Kolb is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Hudock Capital Group, where he has worked since 2015, and also has experience at APW Capital, Inc. Outside of his advisory role, Kolb creates outdoor-related video content on social media and serves as a director for the local chapter of Trout Unlimited, a nonprofit conservation organization. Hudock Capital Group provides asset management and financial planning services to individuals, trusts, estates, nonprofits, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, with options for third-party managers and strategies including dividend selection and covered call writing.

Shelley Whitnack is a financial advisor with Hudock Capital Group in Williamsport, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 24 years of industry experience and has worked at Hudock Capital Group since 2012 and APW Capital, Inc. since 2018. Outside of her advisory role, she is an active musician, performing as a violist with the Williamsport Symphony Orchestra and engaging in other musical projects including Celtic Wood and Wires and Williamsport Wedding Music. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification in its investment approach and offers portfolio management through a wrap fee program, with additional services including third-party reporting and account aggregation.

Wayne Dieffenderfer is a financial advisor at Hudock Capital Group with 27 years of industry experience. He has worked at Hudock Capital Group since 2012 and also has experience with APW Capital, Inc. and Comprehensive Asset Management & Servicing, Inc. He serves as a member of the board for the Red Raider Foundation. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory with diversified strategies and offers a firm-sponsored wrap fee program alongside third-party reporting and account aggregation services.

Amanda Phillips is a financial advisor at Hudock Capital Group with 12 years of industry experience. She holds a Series 65 designation and has been with Hudock Capital Group since 2014. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification in its investment approach and offers strategies including dividend-yield selection and options, along with employee ownership and comprehensive third-party reporting services.

Joshua Yoder is a financial advisor with Hudock Capital Group in Williamsport, PA, holding a Series 65 credential and four years of industry experience. He has worked at Hudock Capital Group since 2019, with a two-year period at Autumn Alley from 2020 to 2022, and was employed at Bucknell University for six years. Hudock Capital Group provides investment advisory and financial planning services to individuals, trusts, estates, not-for-profit organizations, and business entities, managing approximately $1.0 billion in client assets. The firm uses modern portfolio theory and diversification in its tailored portfolios, employing model portfolios, outside independent managers, and derivative strategies, with options for both discretionary and non-discretionary account management.

Amber Pennycoff is a financial advisor at Hudock Capital Group with a Series 65 designation and four years of industry experience. She has worked at Hudock Capital Group since 2019, and previously held positions at Williamsport Area School District and Jersey Shore State Bank. Hudock Capital Group provides investment advisory and modular financial planning services to individuals, trusts, estates, not-for-profit organizations, and business entities, managing roughly $1.0 billion in client assets. The firm uses modern portfolio theory, model portfolios, and independent managers, offering both discretionary and non-discretionary asset management with an emphasis on diversification and derivative strategies.

Barbara Hudock is a founding partner and Chief Executive Officer of Hudock Capital Group in Williamsport, PA, with 44 years of industry experience. She has worked at APW Capital, Inc. and Comprehensive Asset Management & Servicing, Inc. She serves as a trustee on the finance committee of the Woodcock Foundation for Appreciation of the Arts, advising on investments and distributions to nonprofit arts groups. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm utilizes Modern Portfolio Theory and diversification, with strategies including dividend-yield selection and options, and offers portfolio management through a firm-sponsored wrap fee program alongside third-party reporting and account aggregation services.

Christina Cline is a financial advisor at Hudock Capital Group with 14 years of industry experience. She holds a Series 65 designation and has been with Hudock since 2012. In addition to her advisory role, she works as a real estate agent with Century 21 Colonial Real Estate. Hudock Capital Group offers discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profits, and businesses. The firm employs Modern Portfolio Theory and diversification strategies, including dividend-yield selection and options, with ongoing portfolio monitoring and rebalancing.

Matthew Edmonds is a CFP® with 13 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked for The Vanguard Group, Inc. for 15 years and operated House of Edmonds for four years. Kintra Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven, tax-efficient investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional advisory solutions.

Joseph Boyle is a financial advisor at Kintra Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brokers International Financial Services and VOYA Financial Advisors. Outside of his advisory role, he owns an accounting and tax preparation business and works as an independent insurance agent. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis, applying these on a household basis to optimize tax efficiency.

James Dinsmore is a CFP® with 38 years of industry experience, currently affiliated with Kintra Wealth, LLC. His prior roles include positions at Evergreen Wealth Solutions, Commonwealth Financial Network, and Broker Dealer Financial Services Corp. In addition to his advisory work, he serves as head baseball coach for St. Joseph's Catholic Academy. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment approach combined with fundamental security analysis to optimize tax efficiency and account coordination.

Rachael Clark is a financial advisor at Kintra Wealth, LLC with eight years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at C&N Bank, Psecu, Jersey Shore State Bank, and M&T Securities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process focused on tax efficiency and integrates planning with investment management, including specialized services such as business exit planning and institutional advisory.

Daniel Lehman is a financial advisor with Trustmont Advisory Group, Inc. in Williamsport, PA, holding a Series 63 designation and 38 years of industry experience. He has been with Trustmont Advisory Group and its affiliated firm, Trustmont Financial Group, Inc., since 2004. Outside of his advisory work, Lehman occasionally fills pulpit ministry roles at various locations. Trustmont Advisory Group serves individual and institutional clients, including pension plans, trusts, and charitable organizations, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach based on public research and adviser judgment and manages approximately $1.1 billion in discretionary assets.

Catherine Farley is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at firms including Oxford Financial Group and OBS Financial Services. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, integrating planning and investment workflows to optimize tax efficiency and account consolidation.

Andrew Harris is a financial advisor with Kintra Wealth, LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked at Evergreen Wealth Solutions, Commonwealth Financial Network, and H K Wealth Management. Outside of advisory services, he is involved in fixed insurance sales through H K Wealth Management. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with detailed client interviews and tax-efficient strategies, and it offers specialized services including business exit planning and institutional advisory solutions.

Scott Seymour is a financial advisor with Kintra Wealth, LLC, holding a Series 66 designation and over 28 years of industry experience. His prior firms include Commonwealth Financial Network, CETERA Advisor Networks, and Vicus Capital. Seymour is also the owner of Great Scott Financial Services, a private entity facilitating securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional advising.

Matthew Swales is a financial advisor at Kintra Wealth, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Kintra Wealth, he worked at EuroOptic, Maxwell Locke & Ritter, Baker Tilly US, and Bloomsburg University. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven asset allocation combined with fundamental security analysis and integrates planning and investment services to optimize tax efficiency across client households.

Jesse Cornell is a financial advisor with Kintra Wealth, LLC, holding a Series 65 designation and four years of industry experience. He has worked at Evergreen Wealth Solutions since 2021 and has a total of 10 years in related fields prior to that. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment approach combined with fundamental analysis and emphasizes tax efficiency and integrated planning across client accounts.