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Makayla Stonesifer

Advisor at VOYA Financial Advisors, Inc.

Updated today

About

Makayla Stonesifer is a financial advisor at Voya Financial Advisors, Inc. with over seven years of experience in the financial services industry. She holds the Series 66 designation and has worked at firms including Merrill and Voya Financial Partners. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plans, municipalities, charities, and other institutions. The firm offers a range of services such as portfolio management, financial planning, retirement plan advisory, and brokerage transactions through a network of Investment Adviser Representatives.

Client services

Based on VOYA Financial Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on VOYA Financial Advisors, Inc.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization

Occupation focus

Based on VOYA Financial Advisors, Inc.

Retired Founder/Business Owner Executive

Demographic focus

Based on VOYA Financial Advisors, Inc.

Approaching retirement Retired

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Fee options

Fixed

Financial planning or consulting services may be charged on a flat fee basis; seminar fees up to $500 per person or up to $10,000 fixed fee to corporate sponsors

Percentage

$0 - $250,000: 2.75% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001 - $2,000,000: 2.35% $2,000,001 - $5,000,000: 2.10% $5,000,001 - $10,000,000: 2.05% $10,000,001+: 2.00%

Commissions

Commission-based compensation for certain products offered through the firm’s role as broker-dealer

Project-based

Financial planning or consulting services fees may be charged hourly; specific rates negotiated with client

Other

Account minimum: $1,000 (generally for the Investor Channel Unified Managed Account Program); $5,000 minimum for Fidelity Program Fee-only: Fees generally range from 0.75% to 2.50% depending on third-party money manager selected, size, and services

Location

Hanover, PA

Most active in

Pennsylvania

Work history

Voya Financial Advisors

2025 - Present (1 year)

Voya Financial Partners, LLC

2025 - Present (1 year)

Finra

2022 - 2025 (3 years)

Merrill

2017 - 2022 (5 years)

Bounds Accounting

2016 - 2016 (1 year)

CASRA

2015 - 2017 (2 years)

McDaniel College Information Technology

2015 - 2017 (2 years)

McDaniel College

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott F

Series 63, Series 65

York, PA

Ford Investment & Retirement Management LLC

Scott Ford is the principal of Ford Investment & Retirement Management LLC and holds Series 63 and Series 65 licenses. He has five years of experience in financial advising, including prior roles at Primerica Advisors and Primerica Financial Services. In addition to his advisory work, Ford maintains a full-time engineering position at Graham Packaging. Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individual clients, including both non-high-net-worth and high-net-worth investors. The firm focuses on actively managed, short-term strategies utilizing stocks, ETFs, mutual funds, bonds, and specialized ETF exposures, and combines portfolio management with ongoing financial planning and consulting.

Retirement income strategy Income planning Active portfolio management Tax-loss harvesting Engineering Professional
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Shawn M

Series 65

York, PA

Lifetime Financial Foundations, LLC

Shawn Minnich is a financial advisor at Lifetime Financial Foundations, LLC with six years of industry experience. He holds a Series 65 designation and previously worked for 20 years in the Northeastern York School District before transitioning to financial services. Minnich also has experience as an independent insurance agent. Lifetime Financial Foundations provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term investment approach based on fundamental analysis while maintaining flexibility for rebalancing and shorter-term trades, offering customized portfolios that include mutual funds, ETFs, individual equities, fixed income, and allocations to independent managers.

Wealth management Cash flow / budgeting
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Adam S

CFP®, ChFC®, Series 63

York, PA

Saubel Financial Group

Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Tax strategies for small businesses
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Mark Y

Series 65

York, PA

Secure Care Wealth Management, LLC

Mark Yoffe is a financial advisor at Secure Care Wealth Management, LLC in York, PA. He holds a Series 65 credential and has no prior industry experience as a financial advisor. Outside of his advisory role, he is an actively practicing physician at UPMC. Secure Care Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers tailored planning engagements and constructs portfolios using approaches such as Modern Portfolio Theory, fundamental analysis, and technical analysis.

Wealth management General retirement planning General tax planning Doctor or Medical Professional
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Matthew E

Series 65

York, PA

Myrmidon Private Capital

Matthew Espina is a financial advisor at Myrmidon Private Capital in York, PA, holding a Series 65 designation and bringing seven years of industry experience. Prior to founding Myrmidon Private Capital, he worked at PowerTrain, Inc., Gap Solutions, Inc., and DSFederal, Inc. Myrmidon Private Capital is an independent advisory firm that provides fee-only investment management services to individuals, small and mid-size groups, and institutional clients, including retirement plans. The firm emphasizes discretionary portfolio management using a range of strategies and instruments such as options, derivatives, and fixed-income products, and maintains operational controls including proxy voting and detailed client reporting.

Options & derivatives strategies
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Joseph W

Series 65

Hanover, PA

Element Wealth Advisors

Joseph Wildasin is a financial advisor at Element Wealth Advisors with seven years of industry experience and holds the Series 65 designation. Prior to joining Element Wealth Advisors, he worked at Barrick Financial Inc. and Barrick & Associates, Inc. He is also the owner of Joe's Golf Shop, where he provides golf lessons and club repair services, and serves as a golf coach for the Southwestern School District. Element Wealth Advisors offers discretionary asset management, comprehensive financial planning, and retirement-plan services to individuals, trusts, plan sponsors, and other entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios based on client goals, time horizons, and risk tolerance, and provides ERISA retirement-plan support including fiduciary assistance and participant education.

General retirement planning Founder/Business Owner Retired
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