James Francis Verboys

Chelsea Barrows is a CFP® professional with 15 years of industry experience. She is currently with Opal Wealth Advisors, LLC and has previously worked at Facet Wealth, CUSO Financial Services dba PenFed Wealth Management, and Axa. She serves as a board member for the NEPA Youth Shelter and the Oak Glen HOA. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with comprehensive financial planning and portfolio management. The firm manages approximately $1.24 billion in assets, offering tailored portfolios through mutual funds, ETFs, bonds, and independent managers, along with educational seminars and extensive client outreach.

Peter Egolf is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with six years of industry experience. He has been with Kilter Group since 2025 and previously worked at One Day In July LLC for five years. His background includes roles at organizations such as the City of Burlington, Vermont, and the Institute for Gender and the Economy. Kilter Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach using various investment vehicles and integrates technology tools, including AI, to support portfolio management and financial planning.

Richard Leet is a CFP® professional with 40 years of experience in the financial services industry. He is affiliated with Vicus Capital, Inc. and has held roles at several firms, including Nationwide Insurance Company and 1938 Wealth Advisors. Outside of advisory work, he is involved in managing a tree farm and serves as vice president of a nonprofit cemetery association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with a range of strategies and provides specialized fiduciary and plan-sponsor services alongside traditional advisory offerings.

Aaron Soden is a financial professional at Vicus Capital, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with multiple firms including 1938 Wealth Advisors, Cetera Wealth Services, and Nationwide Financial. Outside of advisory roles, he serves as assistant chief of the Susquehanna Fire Department, where he is responsible for training and emergency response oversight. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm utilizes a range of strategies, including fundamental and technical analysis, and emphasizes retirement plan consulting and fiduciary services alongside access to third-party managers and customized portfolio solutions.

Gina Bonacci Carey is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in business ownership through GPBC, LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and maintains a large institutional presence with a comprehensive product offering.

Ronald Paull III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is involved in beekeeping, volunteer teaching at a gym, and operates a lawn mowing service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.