Derek Richard Goodwin

Ryan Jacob is a Series 65 licensed financial advisor with Longview Financial Planning LLC in Auburn, PA. He has one year of experience at Longview, following nine years each at Deloitte Consulting LLP and in retirement. LongView Financial Planning LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a long-term, fundamental analysis approach to establish strategic asset allocations with low-cost mutual funds and ETFs, supplemented by individual stocks or bonds when appropriate.

Franklin Morgan is the sole advisor at Morgan Financial Incorporated, holding Series 63 and Series 65 designations with 27 years of industry experience. He has worked at Cambridge Investment Research, Inc. since 2006 and has been involved with Morgan Financial Incorporated since 2005. Outside of advising, he is a member of the LLC that operates Lazy B Bar and Cafe in Montana and also works as an independent insurance agent. Morgan Financial serves individual and high-net-worth clients with personalized portfolio management and comprehensive financial planning services. The firm employs a fundamental analysis-based investment approach focused on long-term strategies, managing most assets on a discretionary basis and providing regular reports to clients.

John Gacesa III is a financial advisor at Peak American Investment Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has been with Peak American Investment Advisors since 2021. Outside of his advisory role, he is involved with Peak American Financial Group, Inc., where he has participated in insurance sales and seminar advising since 2016. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management, financial planning, and retirement tax strategy. The firm uses a combination of technical and fundamental analysis in its investment approach and integrates tax and insurance coordination into retirement and income planning.

William Heckman is an investment advisor representative at Wealth Management Associates, Inc. with 28 years of industry experience. He has held roles at Keystone Advisor Group, OSAIC, and Securities America, Inc., and has operated a CPA firm, Heckman & Laudeman LLC, for over three decades. Outside of his advisory work, he is a principal of Keystone Advisor Group, a certified public accounting firm. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and institutions by providing financial planning, asset management, retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term approach and integrates CPA-owned accounting services to coordinate investment and tax advice.

David Laudeman is a financial advisor with Wealth Management Associates, Inc. in Orwigsburg, PA, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at SECURITIES AMERICA, Inc., and Heckman & Laudeman LLC. He serves as treasurer of the Schuylkill Country Club and participates in a local advisory board for M&T Bank. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that integrates accounting services alongside investment management.

Benjamin Haas is a CFP® with 20 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC since 2021. His prior experience includes roles at US Financial Advisors, LPL Financial, and Ameriprise. Haas also manages Haas Financial Group, which he established in 2015 for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.