James Mccann

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.

Patrick Reilley is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 33 years of industry experience, primarily with Lincoln Investment Planning, Inc. since 1993. Outside of his advisory work, he serves on the Board of Directors for UNB Bank Mt Carmel and has been involved in a solar panel supply business targeting the Dominican Republic. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm combines in-house investment management and research with advisor-level consulting to offer customized portfolios and employs a quantitative screening process to select mutual funds, ETFs, and other strategies.

Brad Warhurst is a financial advisor with Capital Analysts, holding a Series 66 designation and 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of his advisory role, he is involved in a real estate partnership with his wife focused on long-term investment properties and provides clients with fixed life insurance, annuities, Medicare plans, disability, and long-term care insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, and institutional investors. The firm employs a quantitative investment process managed by an in-house team that constructs model portfolios and offers customized solutions across mutual funds, ETFs, and stocks, managing approximately $8.9 billion in advisory assets as of the end of 2024.

Brent Traugh is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed as a life insurance and fixed annuity agent. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and institutional clients. The firm combines an in-house investment management team with advisor-level consulting to offer customized portfolios and manages approximately $8.9 billion in advisory assets.