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.

Joshua Hewlett is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds the Series 66 designation and has previously worked at PKS Investments, LPL Financial, LLC, Cambridge Investment Research, Inc., and Fischer Insurance Agency. Outside of his advisory role, he has experience in emergency management and operated a lawncare and landscaping business for eight years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, while offering customization options for advisors.

Joseph Faux is a financial advisor with Merit Financial Advisors in Williamsport, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, Cambridge Investment Research, and VOYA Financial Advisors. Outside of finance, he is an author and a board member of the Pennsylvania Outdoor Writers Association, and he operates Fair Game Outfitters, a hunting outfitter business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios managed through centrally overseen model allocations and customizable investment approaches.

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.

Ross Jarrett is a financial advisor at Kintra Wealth, LLC in Williamsport, PA, holding a Series 65 credential with one year of industry experience. His prior experience includes roles at United Professional Advisors and Alfred State College, along with nine years of service in the US Army. 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 model-driven asset allocation with fundamental security analysis and offers specialized services including business exit planning and institutional sub-advisory solutions.

Edward Barone is a financial advisor with Kintra Wealth, LLC in Williamsport, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Evergreen Wealth Solutions, Commonwealth Financial Network, M&T Securities, and Wilmington Trust. He also conducts fixed insurance sales as an agent under Evergreen Wealth Solutions. 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 focused on tax efficiency and integrates planning with investment strategies.

Michael Kolb is a CFP® with 17 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at Evergreen Wealth Solutions, Commonwealth Financial Network, and H K Wealth Management, Inc. He is also involved in community service as an Appropriations committee member for Lycoming County United Way. Kintra Wealth serves a diverse client base including individuals, families, trusts, and institutions, providing wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment approach combined with fundamental analysis, optimizing tax efficiency on a household basis and offering specialized services such as business exit planning and institutional consulting.

Darla Wise is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at PKS Investments, LPL Financial, Cambridge Investment Research, and Voya Financial Advisors. Outside of her advisory work, she is involved with a real estate rental partnership. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by an Investment Management team and committee oversight.

Delaney Jean is a Series 66-licensed financial advisor with seven years of industry experience, currently serving at Merit Financial Advisors. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and Voya Financial Advisors. Outside of her advisory work, she owns and operates Shale Ridge Farms, raising livestock for public sale in Trout Run, Pennsylvania. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Lynn Price is a CFP® and Series 63 credentialed advisor at Kintra Wealth, LLC with 12 years of industry experience. Prior to joining Kintra Wealth, Lynn worked at Rtd Financial Advisors, Inc. for 10 years and also spent time at Commonwealth Financial Network and Great Scott Financial Services. 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 and fundamentally based investment approach executed on a household level to optimize tax efficiency and incorporates specialized services such as business exit planning and institutional collaborations.

Keith Sprauer is a financial advisor at Kintra Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Commonwealth Financial Network, Warren Wealth Associates, Global Wealth Advisors, Fisher Investments, Tupler Financial, Inc., and The Bank of New York Mellon. 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 sub-advisory support to institutional clients.

John Keene Jr. is a financial advisor at Merit Financial Advisors with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. Outside of his advisory work, he serves as a board member of Disciple of Makers for Nations, a civic organization that supports missionary funding decisions. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate and business clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.