James Wisloski

Frederick Yuengling is the sole advisor at Yuenling Asset Management, an independent firm based in Cressona, PA. He holds the CFA® designation and Series 63 license and has 20 years of industry experience. Mr. Yuengling has managed his firm since 1993. Yuenling Asset Management provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a macro, long-term framework combining fundamental and technical analysis, offering both a low-risk fixed-income strategy and a higher-risk diversified growth approach, and may use derivatives in separately managed accounts.

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.

Nicholas Griffiths is a CFP®-designated financial advisor with 18 years of industry experience, currently with Truist Advisory Services. His career includes roles at Truist Investment Services, SunTrust Advisory Services, BB&T, and PNC Investments. He serves as a board member for the Shamokin Area High School Football Alumni Association, providing guidance on resource allocation. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers both discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

James Kishbaugh II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Cetera since 2013 and is the owner of J & J Financial, a financial services business he founded in 2002. In addition to advisory work, he is an insurance agent specializing in life, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs and third-party managers.

Robert Engleman Jr. is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Before his financial services career, he practiced medicine as Robert Engleman MD for 14 years. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Springer is a financial advisor at Cetera with 20 years of industry experience. He holds the Series 66 designation and has a background that includes roles at Avantax and ownership of accounting and tax preparation firms. In addition to his advisory work, he serves as an elected official for Ralpho Township and operates an accounting and consulting business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.