John Kiefer

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.

William Heckman is a financial advisor at Wealth Management Associates, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Securities America, Inc. and Keystone Advisor Group. In addition to his advisory role, he is a principal at Keystone Advisor Group, a certified public accounting firm, where he manages client relations. 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 includes integrated accounting services and a combination of investment management, brokerage, and insurance offerings.

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.

Russell Stellfox is a CFP® with 20 years of industry experience, currently affiliated with IAMS Wealth Management, LLC. His career includes roles at Ameritas Advisory Services, Seasons Change Financial, and Calton & Associates. Outside of advisory work, he owns Seasons Change Financial, where he is licensed as an independent insurance agent selling fixed insurance products. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing proprietary and third-party model portfolios with a diverse asset-allocation approach.

Suzanne Lake is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She operates under the Ascent Wealth Management brand as part of her advisory activities. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Kathy Mohn is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has worked with firms including LPL Financial, Great Valley Advisor Group, Inc, The Seltzer Group, and Cornerstone Portfolios LLC. Outside of her advisory work, she is a licensed notary public. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.