Smith Wealth Advisory Group

Named by Forbes as a "Best-in-State Wealth Advisor" and by the Financial Times as a "Top 400 Advisor" nationwide, Kevin’s career in the areas of finance, accounting, and comprehensive financial and investment planning spans over 30 years. A former Janney "Financial Advisor of the Year", his unique business background and broad financial experience have benefited an extensive list of individual and institutional clients in that time. Before joining Janney Montgomery Scott, he had previously served in similar positions with Legg Mason and Smith Barney. Prior to founding his wealth advisory practice in 2001, he was a senior executive at Glatfelter (NYSE:GLT), a global supplier of specialized papers headquartered in York, PA, where he served in numerous positions including Divisional Controller and Director of one of the company’s largest business units.

Kevin’s vast experience includes planning for education and retirement, philanthropic and estate planning, and the development of solutions and strategies for the complex needs of corporate executives, business owners, and affluent individuals and their families. He has become a recognized figure in retirement income planning with in-depth knowledge of Social Security benefits, retirement income taxation, optimal distribution planning, and broad knowledge of numerous retirement systems such as TIAA-CREF, PSERS, MSRPS, FERS, and CSRS. He was previously named one of “America’s Best Financial Planners” by Consumers’ Research Council of America.

Kevin’s many professional designations represent the pinnacle of the financial planning and investment professions, including Chartered Financial Analyst (CFA®), Certified Financial Planner™ (CFP®) professional, Accredited Investment Fiduciary® (AIF®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Advisor in Philanthropy (CAP®), Chartered Retirement Planning Counselor℠ (CRPC®), Certification in Long-Term Care (CLTC®), National Social Security Advisor℠ (NSSA®), Retirement Income Certified Professional (RICP®), Accredited Wealth Management Advisor℠ (AWMA®) and Accredited Asset Management Specialist℠ (AAMS®). His insights have been featured in national publications such as U.S. News & World Report, Forbes, Investopedia, TheStreet, MSN and YahooFinance. Kevin has a Bachelor of Arts degree in Management and Economics from Gettysburg College, where he was class Salutatorian and a Summa Cum Laude graduate.

PERSONAL BACKGROUND

A lifelong resident of York County, PA, Kevin has formerly served as a council member of the Borough of Stewartstown and as Vice President of the York County SPCA board. He is actively involved with the Stewartstown Lions Club, FamilyFirst Health, Leave a Legacy York County, South Eastern Community Education Foundation, Dollars for Scholars, St. Joseph Church, Women's Care Center of York, Gettysburg College, and numerous other civic organizations in various volunteer and leadership capacities.

Kevin's Credentials:

Chartered Financial Analyst (CFA®) - This is the most respected and recognized investment credential in the world, and represents a tradition of upholding the highest standards of education and integrity in the investment profession. Topics covered include Financial Reporting & Analysis, Portfolio Management, Quantitative Methods, Corporate Finance, Alternative Investments, Fixed Income Investments, Equity Investments, Derivatives, Economics, Securities Analysis & Valuation, Performance Measurement, and Ethical & Professional Standards.

Certified Financial Planner (CFP®) professional - This is the highest designation in the financial planning profession. Topics covered include Risk Management, Investments, Tax Planning & Management, Retirement & Employee Benefits, Estate Planning, and the Financial Planning Process. Designees must also uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards. These standards require that CFP professionals provide financial planning services with a fiduciary standard of care and act in the best interests of their clients at all times.

Accredited Investment Fiduciary (AIF®) - Signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program which includes a comprehensive final examination. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Chartered Financial Consultant (ChFC®) - Covers extensive education and application training in all aspects of financial planning, income taxation, insurance planning, investments, retirement planning, and estate planning.

Chartered Life Underwriter (CLU®) - Represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice. Topics covered include Fundamentals of Insurance Planning, Individual Life Insurance, Life Insurance Law, Fundamentals of Estate Planning, Planning for Business Owners and Professionals, Health Insurance, Income Taxation, Group Benefits, Investments, and Retirement Planning.

Chartered Advisor in Philanthropy (CAP®) - The focus of this program ensures that the needs and wishes of philanthropic donors are met—from understanding the appropriate legal and estate planning tools necessary to meet charitable giving goals, to the variety of giving options and techniques available.

Chartered Advisor for Senior Living (CASL®) - This program focuses on the financial factors involved in senior living and senior living care.

Chartered Retirement Planning Counselor (CRPC®) - This curriculum covers the entire retirement planning process, including sources of retirement income, employer-sponsored retirement plans, income taxation, retirement cash flow planning, asset management, estate planning, personal savings and investments, Social Security and Medicare, and meeting multiple financial objectives.

Certification in Long-Term Care (CLTC®) - This program provides a comprehensive education on helping clients solve their long term care needs, including the resources that will be required as they age, such as housing and services, and how they will be paid for.

Accredited Wealth Management Advisor (AWMA®) - This program entails extensive study and coursework in the areas of wealth accumulation, wealth preservation, and wealth transfer. Topics emphasized include Investment and Portfolio Theory, Insurance and Risk Management, Executive Benefits, Retirement and Estate Planning, Taxation, Ethics, and Addressing the Needs of Business Owners.

Accredited Asset Management Specialist (AAMS®) - Topics addressed in this program include Investments, Estate Planning, Education Planning, Retirement Planning, Asset Management, Insurance, and Taxation. Professionals must adhere to a strict code of ethics.

Retirement Income Certified Professional (RICP®) – Curriculum topics range from retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits, and determining the optimal Social Security claiming age. Income needs and objectives, estate issues and other risks to the retirement income plan, Social Security and Medicare, health insurance and housing decisions, and income taxation are among the broad subject areas addressed.

National Social Security Advisor (NSSA®) - The NSSA program promotes advanced Social Security education and provides the knowledge to counsel clients on effective ways to claim Social Security benefits in order to optimize lifetime Social Security income. NSSA advisors are uniquely qualified to navigate their clients through the complexity of the Social Security system and guide them on the variety of Social Security options that are available. The program is the gold standard in Social Security certification and training in the nation. 

Named by the Central Penn Business Journal to its prestigious “Forty Under 40” list in 2020 for her professional accomplishments, leadership, community service and commitment to inspiring change, Alyssum is the branch manager of Janney’s York, PA office and an experienced financial advisor who oversees client administration and practice management for Smith Wealth Advisory Group. She prides herself in client satisfaction and operational efficiency, and addresses client needs and concerns promptly, thoroughly, and with enthusiasm. Her vast responsibilities also include portfolio analysis, securities trading, and financial plan development and implementation. She has obtained her Series 7, 9, 10, 31, 63, 65 and Life and Health Insurance licenses.

Alyssum is an Accredited Investment Fiduciary (AIF®) which signifies specialized knowledge of fiduciary responsibility. She has achieved the Accredited Wealth Management Advisor (AWMA®) designation which entailed extensive study and coursework in the areas of wealth accumulation, wealth preservation, and wealth transfer and emphasized topics critical to the wealth management process, including investment and portfolio theory, insurance and risk management, executive benefits, retirement and estate planning, taxation, ethics, and addressing the needs of business owners. She has also achieved the National Social Security Advisor (NSSA®) designation, which uniquely positions her to navigate clients through the complexity of the Social Security system and guide them on the variety of claiming strategies available. The NSSA program is the gold standard in Social Security certification and training in the nation.

Alyssum is among an exclusive list of advisors who has attained the Certified Divorce Financial Analysis (CDFA®) designation which enables her to understand the unique financial aspects and planning considerations of divorce, including broad knowledge of divorce laws and procedures; marital vs. separate property; pensions and retirement plans; options for the marital home; fundamentals of child and spousal support; tax implications related to selling or transferring property; and debt, credit, and bankruptcy.

Alyssum is a graduate of Harrisburg Area Community College and Pennsylvania State University (Harrisburg Campus).

Joshua David Hogan is a Magna Cum Laude graduate of Liberty University with a degree in Business Administration and a concentration in Financial Planning. At Liberty, he was a member of the investment club and invited to join the Delta Mu Delta business honors society which recognizes the business program’s top students. Josh has obtained his Pennsylvania insurance, Series 7, and Series 66 licenses. Additionally, he's earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation, which is the highest credential in the financial planning profession.

Born and raised in York, PA, Josh attends Redemption International Ministries York, and is a member of Christian Business Men's Connection (CBMC) York. At Redemption, he is involved in Young Adults, and volunteers as the Men's Flag Football Commissioner. As a board member of CBMC York, he assists with technology, marketing, and event planning. He's also a member of CBMC York's Young Professionals group. In his free time, Josh enjoys running, biking, hiking, and camping with his family.

Dylan Frost Poremski is a 2020 Towson University graduate with a Sociology & Anthropology degree. While attending Towson University, he served as the President of the Criminal Justice Student Association and participated in the “Leadershape” Institute. Upon graduation, Dylan began his career as a Baltimore City Police Officer and case manager to build trusting relationships and profound one-on-one connections with his community. He joined Janney in 2022 as a Private Client Associate where he has continued to fulfill this mission and brings the same passion to Smith Wealth Advisory Group in serving the needs of its clients. Consistent with his aim for continual improvement and furthering his financial industry knowledge, Dylan recently passed the Securities Industry Essentials exam and is currently studying to achieve the FINRA Series 7 and 66 licenses.

As natives of Baltimore, Dylan and his fiancé, Alyssa, love attending Orioles and Ravens games and even named their pets “Adley” (English Cream Golden Retriever) and “Jackson” (Tabby Cat), after Baltimore athletes. They also enjoy watching movies, reading, and taking Adley out for hikes. 

Jordan Crone is a dedicated finance professional with a unique blend of artistic insight and financial acumen. A 2018 graduate of Harrisburg Area Community College with a degree in Art and Design, Jordan transitioned seamlessly into the financial industry where she has built a dynamic career over the past six years.

Jordan held various positions at Citizens Bank including Small Business Relationship Banker, Online Bank Tech Supervisor, and Assistant Branch Manager. Her notable role as a Student Loan Ambassador allowed her to guide students through the complexities of student loan funding and refinancing which showcased her strong commitment to client education and support.

In 2024, Jordan joined Smith Wealth Advisory Group where she continues to leverage her expertise and dedication to enhance client experiences. Currently, she is pursuing her FINRA Series 7 and 66 licenses to further solidify her proficiency in financial management. Jordan is passionate about empowering clients with financial knowledge and providing exceptional customer service.

Outside of her professional life, Jordan cherishes quality time with family and friends. She stays physically active through regular exercise and is looking forward to pursuing CrossFit in the winter. Jordan also enjoys spending time with her beloved Micro-Mini Golden Doodle, Oliver.