Jeffrey Howard Mckinnon

Brooks Stahlnecker is a financial advisor at Discipline Wealth Solutions, Inc. with 23 years of industry experience and holds Series 63 and Series 65 credentials. He is the Founder and President of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Brooks has worked at multiple firms including Alphastar Capital Management and Murray Wealth Management. Discipline Wealth Solutions provides investment advisory services to individuals, corporations, retirement plans, and other advisors. The firm offers tailored portfolios using various investment strategies and serves as a Section 3(38) ERISA investment manager for retirement clients.

Kayla Welker is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Aviso Wealth Management and has prior experience at firms including OSAIC, Cetera Advisors LLC, and Wagner, Dreese, Elsasser & Associates P.C. In addition to her advisory role, she serves as president of a tax preparation and planning firm. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, offering portfolio management, financial planning, pension consulting, and other services using a variety of analytical approaches and investment vehicles.

Timothy Monson is a Series 65-licensed advisor with Fiat Wealth Management in Orangeville, PA, where he has worked since 2022. He has four years of industry experience and previously worked for eight years at Hawkins Chevrolet. Outside of advising, Monson owns and operates an automotive detailing business. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, pensions, trusts, charitable organizations, and business entities, offering services including financial planning, discretionary portfolio management, and tax-related planning. Fiat uses third-party model portfolios and sub-advisers, emphasizing tax-sensitive strategies and a range of investment products.

Craig Lawler is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently with Aviso Wealth Management and has held positions at Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, Lawler serves as chairman of the Northumberland Montour Joint Airport Authority, overseeing operations at a small general aviation airport. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, employing a variety of analytical approaches and investment vehicles tailored to client objectives.

Donald Imler is a financial advisor with Allegheny Investments and holds a Series 63 designation. He has 36 years of industry experience, including over two decades with Allegheny Investments. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm emphasizes mutual fund–based portfolios supported by proprietary research and an investment committee, focusing on asset allocation and diversification, and offers services on both discretionary and non-discretionary bases.

Brent Traugh is a financial advisor with Capital Analysts in Bloomsburg, PA, holding a Series 63 designation and with 25 years of industry experience. He has worked at 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 serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and custom advisory solutions through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.