Kevin C Jones

Jason Abruzere is a financial advisor at Weyhill Investment Counsel, LLC, holding the Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Weyhill Investment Counsel since 2004 and was previously involved with Weyhill Capital, LLC, and Weyhill Distribution Partners, LLC. Outside of advisory work, he managed Abruzere Properties, LLC for over a decade. Weyhill Investment Counsel is a fee-only Registered Investment Advisor serving individuals, families, high-net-worth investors, and small- to mid-size employer plans. The firm employs an evidence-based, Modern Portfolio Theory approach, offering diversified global portfolios primarily through institutional no-load mutual funds and low-cost ETFs, alongside a range of retirement-plan advisory services.

Robert Stickel is a CFP® and CPA with 29 years of experience in the financial advisory industry. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to that, he held positions at Avantax Advisory Services and Avantax Investment Services Inc for over two decades. In addition to his advisory work, Stickel provides tax preparation, accounting, and insurance services including Medicare supplement, life, disability, and long-term care insurance. RLS Financial Services offers financial planning and portfolio management primarily to individuals and high-net-worth clients. The firm emphasizes fundamental research and manages wrap fee accounts alongside non-wrap accounts, operating mainly on a non-discretionary basis to allow clients to retain decision-making authority.

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of Advanced Paint Repair Systems, an automotive refinishing business in Upper Black Eddy, PA. Aequitas Equitas Wealth Management provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan consulting to individuals, institutions, and businesses. The firm’s investment approach focuses on building core equity portfolios designed to outperform over a three- to five-year market cycle, using fundamental analysis combined with valuation and technical reviews, and employs various asset classes and risk-management strategies tailored to client needs.

Whether you’re a tech worker who’s just received RSUs for the first time or you're a long-term employee needing a plan for all your ISOs, you’ve found the right place. I do this work because I believe everyone deserves quality financial planning. When you work with me, you get personalized, one-on-one financial guidance. That means no more sifting through heaps of personal finance articles, stressing about what you’re missing. You get a financial professional who can answer your burning questions – including the ones you didn’t think to ask. Life changes constantly – the same goes for your finances. With ongoing financial planning, you’ll get recommendations based on your unique financial situation. We’ll meet every quarter to keep your financial plans fresh, and I’m here to help you get things done. Learn more about my services here: https://www.pavilionfp.com/services/

Matthew Sheridan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Vista Financial Services LLC since 2012. Outside of his advisory role, he is involved in Sheridan Communications, Inc., a company providing printing and shipping services where he manages pricing formulas to improve billing efficiency. Vista Financial Services offers discretionary portfolio management and advisory services to individual and high-net-worth clients, focusing on equities, bonds, fixed income, ETFs, and government securities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, including higher-risk techniques such as short sales and options writing.