Matthew Earl Beagle

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, holding a Series 66 designation and 19 years of industry experience. He has been with Lincoln Investment Planning, Inc. throughout his career. Outside of his advisory role, he is involved in a real estate partnership with his wife, focused on long-term property investments. Capital Analysts serves both retail and institutional clients, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers discretionary and non-discretionary investment management, utilizing a proprietary mutual fund screening process called CAPSL.

Lynn Appelman is a financial advisor with Trustmont Advisory Group, Inc., holding the Series 63 designation and bringing 42 years of industry experience. She has been with Trustmont Advisory Group and its affiliated entity since 2004. Outside of advisory work, she owns land used for an agricultural program. Trustmont Advisory Group serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach drawing on a wide range of public research sources and manages approximately $1.3 billion in assets.

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.

Kevin Serensits is a financial advisor at Truist Advisory Services with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist and its predecessor entities since 2016. Outside of his advisory role, he serves as a licensed tour guide providing historical tours in Gettysburg, Pennsylvania. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, utilizes third-party platforms and AI-enabled research tools, and maintains integrated service arrangements within the Truist affiliate network.

Jack Howell is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. Prior to joining Stifel, he held positions at The Links at Hemlock Creek, Wilkes University, TY Delta Motors, Keyser Construction, and the Bloomsburg School District. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies.