Hudock Capital Group

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.