Lifeguide Financial Advisors, LLC

Ryan Althoff is a CFP® with four years of industry experience, currently serving at LifeGuide Financial Advisors, LLC since 2021. His prior roles include positions at Select Asset Management & Trust, LLC, Martin's Famous Pastry Shoppe, and Messiah University. LifeGuide Financial Advisors is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes structured life planning and values-based advice, employing a Financial LifePlan process supported by strategic asset allocation through low-cost mutual funds, ETFs, and select alternative investments.

Stephen Bruce is a CFP® and holds a Series 65 license, currently serving as a financial advisor at LifeGuide Financial Advisors, LLC with one year of industry experience. His prior work includes roles at Grace Church and Parable Communications, as well as a six-year period at Liberty University. LifeGuide Financial Advisors is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm focuses on strategic asset allocation through model portfolios using low-cost mutual funds and ETFs, combined with fundamental and occasional technical analysis, and emphasizes structured life planning and values-based advice.

Brien Lasse is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lifeguide Financial Advisors, LLC since 2020. His prior experience includes roles at Raymond James Financial Services Advisors and Union Savings Bank. Lifeguide Financial Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes strategic asset allocation through model portfolios using primarily low-cost mutual funds and ETFs, combined with values-based advice and a structured Financial LifePlan process.

Michael Ginder is a CFP® certificant and a financial advisor at Lifeguide Financial Advisors, LLC with two years of industry experience. He has been with Lifeguide since 2023 following several years as a full-time student. Lifeguide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering a range of financial planning and wealth management services. The firm’s investment approach emphasizes strategic asset allocation through model portfolios using primarily low-cost mutual funds and ETFs, combined with a structured life-planning process and values-based advice.

Delainey Gray is a financial advisor at LifeGuide Financial Advisors, LLC with a Series 65 designation and less than one year of industry experience. Prior to joining LifeGuide, Delainey worked at The Vanguard Group and has held roles at Philadelphia Union and Messiah University. LifeGuide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans with a range of financial planning and wealth management services. The firm emphasizes strategic asset allocation through model portfolios and integrates structured life planning and values-based advice in its approach.

James Ortale is a financial advisor at LifeGuide Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining LifeGuide, he worked at Bigelow Tea and has experience at Gordon College and the Town of Southbury. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a strategic asset allocation approach using low-cost mutual funds and ETFs, combined with fundamental and occasional technical analysis, and emphasizes structured life planning and values-based advice.

Kristopher Sekera is a financial advisor at LifeGuide Financial Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Grove City College and Pheple Federal Credit Union. Outside of advising, he has worked as a delivery driver for DoorDash. LifeGuide Financial Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a strategic asset allocation approach using low-cost mutual funds and ETFs, combined with fundamental and occasional technical analysis, and emphasizes structured life planning and values-based advice.

Levi Greenly is a CFP®, CFA®, and Series 65-licensed advisor with five years of industry experience. He has worked at Lifeguide Financial Advisors, LLC since 2019 and has previous experience at AgChoice Farm Credit, Messiah College, DDPMP Investment Advisors, and the Elizabethtown Area School District. Lifeguide Financial Advisors is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on strategic asset allocation using low-cost mutual funds and ETFs, combined with a multi-step Financial LifePlan and values-based advice.

Derek Mosley is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at LifeGuide Financial Advisors, LLC since 2016 and previously at Proequities Inc from 2013 to 2016. LifeGuide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses a strategic asset allocation approach with model portfolios primarily composed of low-cost mutual funds and ETFs, emphasizing structured life planning and values-based advice.

Douglas Denlinger is a financial advisor with Lifeguide Financial Advisors, LLC in Mechanicsburg, PA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at Lifeguide since 2014 and previously spent 12 years at ProEquities, Inc. Denlinger is also the owner of PSALMS241, LLC, a rental property business. Lifeguide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, offering services ranging from financial planning to tiered wealth management. The firm’s investment approach emphasizes strategic asset allocation using low-cost mutual funds and ETFs, combined with a structured life-planning process and values-based advice.

Ezekiel Colyer is a financial advisor at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA, holding a Series 65 credential. He has been in the industry since 2024, with prior experience at Morgan Stanley and Falcon Express. Lifeguide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm’s investment approach focuses on strategic asset allocation through model portfolios using low-cost mutual funds and ETFs, combined with fundamental analysis and a structured Financial LifePlan process.

David Lutz is a CFP® professional with 18 years of experience in the financial industry. He has been with LifeGuide Financial Advisors, LLC since 2014 and previously worked at ProEquities, Inc. Outside of his advisory role, he is involved as a shareholder and member of PSALMS241, LLC, a rental property business. LifeGuide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a strategic asset allocation approach using model portfolios focused on low-cost mutual funds and ETFs, combined with fundamental and occasional technical analysis, and emphasizes structured life planning and values-based advice.

Holly Whitmire is a CFP® professional with 20 years of industry experience. She has been with Lifeguide Financial Advisors, LLC since 2018 and previously worked at Ameriprise Financial Services, Inc. for 12 years. Outside of her advisory role, she is involved in managing a non-investment Airbnb property. Lifeguide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes structured life planning and values-based advice, utilizing a multi-step Financial LifePlan process and a strategic asset allocation approach that incorporates low-cost mutual funds, ETFs, and select alternative investments.

Noah Springer is a financial advisor at Lifeguide Financial Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked at Lifeguide since 2020. His prior experience includes roles at Sunoco, Susquehanna International Group, and Drexel University. Lifeguide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a strategic asset allocation approach using low-cost mutual funds and ETFs, combined with fundamental and occasional technical analysis, and emphasizes structured life planning and values-based advice.

Brian Wayne is a CFP® and Series 65-registered financial advisor with Lifeguide Financial Advisors, LLC, based in Mechanicsburg, PA. He has four years of industry experience, including prior roles at PoolCore, LLC, Musselman Funeral Home, and the Diocese of Harrisburg. Lifeguide Financial Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm uses a strategic asset allocation approach with model portfolios focused on low-cost mutual funds and ETFs, combined with life planning and values-based advice.