Patrick Reilley

James Wisloski is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. since 2011. Outside of his advisory role, he serves as a track coach for the Southern Columbia Area School District in Catawissa, PA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related consulting services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party money managers across multiple platforms.

Lynn Appelman is a CFP® and ChFC® with 42 years of experience, currently serving at Trustmont Advisory Group, Inc. since 2004. In addition to his advisory role, he owns land used for an agricultural program outside of business hours. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.

Andrea Empie is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® and Series 63 credentials and bringing 21 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and also works as an insurance agent with Penn Mutual Life Insurance Company. Additionally, she is a member of Daddio Financial Advisors LLC, where she provides life insurance brokerage services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset managers, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

James Mccann is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His career includes roles at Principal Life Insurance Company, Cetera Investment Services LLC, National Penn Capital, and Higgins Insurance. Outside his advisory work, he serves as Board Chair of the Finance Committee for Central Susquehanna Sight Services and is an advisory board member for the Community Giving Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

Brad Warhurst is a financial advisor with Capital Analysts, holding a Series 66 designation and 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of his advisory role, he is involved in a real estate partnership with his wife focused on long-term investment properties and provides clients with fixed life insurance, annuities, Medicare plans, disability, and long-term care insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, and institutional investors. The firm employs a quantitative investment process managed by an in-house team that constructs model portfolios and offers customized solutions across mutual funds, ETFs, and stocks, managing approximately $8.9 billion in advisory assets as of the end of 2024.

Brent Traugh is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed as a life insurance and fixed annuity agent. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and institutional clients. The firm combines an in-house investment management team with advisor-level consulting to offer customized portfolios and manages approximately $8.9 billion in advisory assets.