Deeper knowledge. Deeper relationships.
Brock Hively, CFP®, CPFA®, AIF®
Partner | Financial Advisor
Brock is a Certified Financial Planner™ professional, holding Series 7, 9, 10, 31 and 66 licenses through LPL Financial, as well as Life and Health Insurance licenses. He enjoys developing strategies for investors in every stage of their
Josh Smeltzer, AIF®, PPC
Partner | Financial Advisor
Josh began working with The Sides Group as an Investment Analyst beginning in 2004 and formally became a Financial Advisor in 2006. His areas of focus include partnering with individuals, families and institutional clients on investment
Aaron Gingrich, CPFA®, AIF®
Partner | Financial Advisor
Aaron leverages over 15 years of experience to serve as a knowledgeable Financial Advisor, empowering individuals and corporate clients to pursue their financial goals. He specializes in comprehensive planning and investment management...
Emily Sides, CPFA®, AIF®
Partner | Financial Advisor
Emily’s career in wealth management is rooted in both lifelong dedication and deep family legacy. Her journey began in 2012 as an intern with The Sides Group, eventually joining the firm full-time in June 2016.
Andrew Kahan, CRPC®, CDFA®
Financial Advisor
Andrew began his Wealth Management career in 2010, as a Financial Advisor with Merrill Lynch. His career there took him through Management and Executive level leadership roles with the firm’s offices in Baltimore, Washington D.C., and...
Jessica Hall
Client Services Manager
Jess joined The Sides Group in November of 2017 after eight years in the banking industry. In her experience as a Personal Banker, her passion was getting to know the clients behind the accounts, and she has brought this passion to The...
Cameron Goodling, CPFA®
Client Services Specialist
Cameron joined The Sides Group in January 2022 after graduating from Elizabethtown College with a degree in Finance. Cameron has passed the Series 7 and 66 exams (held through LPL Financial) and holds his Life and Health Insurance licenses.
Lauren Hughes
Client Services Associate
Working With a CFP® Professional
When choosing a financial advisor, consider the benefits of working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. This certification is awarded by the CFP® Board to individuals who meet specific educational, testing and ethical standards.
CFP® certification begins with a college-level coursework that covers a variety of topics, including investments, estate planning, insurance, taxes planning, wealth transfer, risk management, employee benefits and retirement planning. Individuals pursuing certification must also pass a comprehensive exam that applies their financial knowledge to real-life situations. This test is considered to be one of the most difficult in the industry, with only a 55-60% pass rate. In addition to training, CFP® professionals must adhere to a strict code of ethics, upholding principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. Prior to receiving their certification, CFP® professionals must also apply their knowledge by completing several thousand hours of professional experience.
Why CFP® Certification Matters
Brock Hively specializes in Financial Planning and holds his CFP® As a CERTIFIED FINANCIAL PLANNER™ professional you can be assured he:
• Is well-versed in developing integrated wealth management plans
• Has a robust knowledge of investment products and services
• Adheres to the highest ethical standards
• Is committed to putting your interests first