Rachel Oberg

The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

Louis Tzamalas is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is the principal of Virtual Tax Planners and also serves as a CFP® instructor and adjunct professor at Boston University, where he develops curriculum and leads lectures. His background includes roles at Mariner, RSM US LLP, The Colony Group, and Mercer Global Advisors. Virtual Tax Planners serves individuals, high-net-worth clients, private foundations, endowments, nonprofits, corporations, and other advisers, managing approximately $407,000 across eight clients. The firm offers investment management, financial planning, retirement plan consulting, and tax preparation through a formal affiliation with an accounting and tax practice owned by the principal. Its investment approach emphasizes asset allocation and passive investing with mutual funds and ETFs, tailored to client goals, risk tolerance, and tax considerations.

George Appel is a CFP® professional operating under the firm George J. Appel, with 33 years of industry experience. He provides fee-only financial planning and investment advice primarily to individuals, families, small businesses, trusts, and estates. George J. Appel serves clients who are mostly non-high-net-worth individuals, offering a range of services from hourly retainers to ongoing planning engagements. The firm emphasizes a non-discretionary investment approach, uses third-party research tools, and employs a fee structure based on flat fees and fixed-dollar billing rather than asset-based percentages.

Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc and has operated Grudzinski Financial Services, LLC since 2008, where he also serves as president. He offers life, annuity, and long-term care insurance products to clients when appropriate. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $11.5 million in assets across 53 client relationships. The firm employs fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may use sub-advisors to implement investment strategies.