Brad Warhurst

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

Timothy Monson is a financial advisor at Fiat Wealth Management in Orangeville, PA, holding a Series 65 credential with four years of industry experience. Prior to joining Fiat Wealth Management, he worked for eight years at Hawkins Chevrolet. Outside of his advisory role, he owns and operates Arsenal Detailing, an automotive detailing business. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $370 million in client assets. The firm employs a model-driven approach with client-specific asset allocation and tax-aware planning tools, offering services that include financial planning, discretionary portfolio management, and pension consulting.

Lynn Appelman is a CFP® and ChFC® with 42 years of experience, currently serving at Trustmont Advisory Group, Inc. since 2004. In addition to his advisory role, he owns land used for an agricultural program outside of business hours. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.

Andrea Empie is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® and Series 63 credentials and bringing 21 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and also works as an insurance agent with Penn Mutual Life Insurance Company. Additionally, she is a member of Daddio Financial Advisors LLC, where she provides life insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset managers, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.