Kevin Luke Serensits

Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Darin Koss is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and J Alden Associates. He is also the founder and owner of Koss Financial Group, a support company unrelated to investment advisory services. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized investment approach using diversified portfolios and offers ERISA retirement-plan services, managing approximately $350 million for about 683 clients.

Jared Kohl is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at multiple firms, including J Alden Associates and Raymond James Financial Services. Kohl is also licensed in insurance, dedicating less than 10% of his business time to that non-advisory activity. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets, using customized portfolios that combine fundamental and technical analysis with a generally long-term investment approach.

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.