Williamsport, PA Office

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 39 years of industry experience, currently affiliated with Kintra Wealth, LLC. His prior work includes roles at Evergreen Wealth Solutions, Commonwealth Financial Network, Broker Dealer Financial Services Corp., and Liberty Mutual Insurance Co. He is also the head baseball coach at St. Joseph's Catholic Academy. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment process focused on tax efficiency and offers specialized features such as a business exit planning practice and institutional advisory services.

Rachael Clark is a financial advisor at Kintra Wealth, LLC in Williamsport, PA, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at C&N Bank, Psecu, Jersey Shore State Bank, and M&T Securities. Kintra Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering comprehensive wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment process that integrates planning and investment workstreams to optimize tax efficiency across client households.

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, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Evergreen Wealth Solutions, Commonwealth Financial Network, M&T Securities, Wilmington Trust, and VOYA Financial Advisors. He also conducts fixed insurance sales as an agent for 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 process focused on tax efficiency and integrates planning with investment management, offering specialized services such as business exit planning and sub-advisory roles.

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.

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.

Todd Rishel is a CFP® professional with 34 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at M&T Securities, Inc. for 23 years and LPL Financial for two years. 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 uses a combined approach of client interviews, model-driven asset allocation, and fundamental security analysis to optimize tax efficiency and coordinate investments on a household basis.