Lynn Charles Appelman

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.

Brad Warhurst is a financial advisor with Capital Analysts in Mifflinville, PA, holding a Series 66 designation and 19 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2007. Outside of advising, he is involved in a real estate partnership with his wife focused on long-term investment properties. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice, delivering investment management through both discretionary in-house services and non-discretionary third-party managers.

Brent Traugh is a financial advisor at Capital Analysts with 25 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed as a life insurance agent, focusing on life insurance and fixed annuities. 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 retirement-plan advice through a network of independent advisors and its in-house Investment Management & Research team, employing proprietary screening processes and a mix of discretionary and non-discretionary investment strategies.

Andrea Empie is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2015. She previously worked at MSI Financial Services, Inc. for six years. Empie is also involved in life insurance brokerage activities through her roles with Penn Mutual Life Insurance Company and Daddio Financial Advisors LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

James Mccann is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2016 and 2018, respectively. Mccann serves as board chair and finance committee member for Central Susquehanna Sight Services and is an advisory board member of the Community Giving Foundation, a local organization that distributes grants to nonprofit social service agencies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Craig Ulrich is a financial advisor with GWN Securities Inc. in Bloomsburg, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with GWN Securities since 2011. Outside of his advisory role, he works with fixed annuities and various insurance products. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both traditional asset allocation methods and tactical strategies.