Jonathan F King

William Benner is a financial advisor with Aviator Financial, LLC in Newport, PA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Waddell & Reed for 12 years and served in the Pennsylvania Air National Guard for 31 years. Outside of his advisory work, Benner is President of Rose Hunting Camp in Bedford, PA, and holds emeritus positions with the Perry County Chamber of Commerce and Perry County Republican Committee. Aviator Financial provides portfolio management and financial planning primarily for individual clients, high-net-worth individuals, and pension or profit-sharing plans. The firm emphasizes tailored investment strategies based on client goals, risk tolerance, and time horizon, with a non-discretionary, client-directed approach.

Nyi Htoon is a CFA® charterholder and the sole advisor at Step Forward Financial in Lewistown, PA, with one year of experience at the firm and a decade of prior experience at Prudential Financial. He manages a family partnership that oversees investments for his and his siblings' families without compensation. Step Forward Financial provides financial planning and investment consultation services focused on advice rather than discretionary management, serving individuals and families with recommendations centered on low-cost index funds and ETFs. The firm’s approach involves a holistic assessment of clients’ financial situations and offers an hourly fee structure without asset-based or performance fees.

Kyle Nickler is a financial advisor at RWM Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in tax preparation and accounting support roles, including at RWM & Company and Jackson Hewitt. Outside of his advisory work, he formed Nickler Research & Analytics LLC, which is currently inactive. RWM Asset Management provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $35.4 million across about 213 accounts. The firm employs tailored discretionary strategies and model portfolios that incorporate fundamental and cyclical analysis alongside modern portfolio theory.

Anna Santini is a financial advisor at RWM Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Kitchen Table Consultants. Outside of her advisory role, Santini is a member-owner of Tuscarora Training Center LLC, a Jiu Jitsu gym where she handles administration and accounting tasks. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of investment strategies and offers access to model portfolios and tax-management tools, supported by a small advisory team and an affiliated accounting practice.

Robert Morris is a financial advisor at RWM Asset Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has served as a director of the First National Bank of Newport since 1993. Morris has been with RWM Asset Management since 2006 and has over four decades of experience as a self-employed CPA. RWM Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, offering tailored portfolio solutions and access to third-party model portfolios.

Robert Morris III is a financial advisor at RWM Asset Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RWM Asset Management since 2004. In addition to his advisory role, he is employed by Robert W. Morris & Co., PC, a certified public accounting firm where he provides tax preparation, audits, and consulting services. RWM Asset Management primarily serves individual and high-net-worth clients, managing approximately $30.5 million across about 200 accounts. The firm offers discretionary portfolio management and financial planning, utilizing a combination of fundamental and cyclical analysis, modern portfolio theory, and both long- and short-term strategies, supported by custom and third-party model portfolios and tax-management tools.