Roger Dean Heidlebaugh

William Heckman is an investment advisor representative at Wealth Management Associates, Inc. with 28 years of industry experience. He has held roles at Keystone Advisor Group, OSAIC, Securities America, Inc., and co-owns the accounting firm Heckman & Laudeman LLC. Additionally, he is principal of a CPA firm and maintains client relations there. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and other institutions by providing financial planning, asset management, qualified retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus, using a combination of in-house management, third-party sub-advisors, and model portfolios.

David Laudeman is a financial advisor with Wealth Management Associates, Inc. in Orwigsburg, PA, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at SECURITIES AMERICA, Inc., and Heckman & Laudeman LLC. He serves as treasurer of the Schuylkill Country Club and participates in a local advisory board for M&T Bank. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that integrates accounting services alongside investment management.

Michael Woytowich is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with StoneX Securities Inc. since 2011 and StoneX Advisors Inc. since 2020. Outside of advisory work, he serves as the head boys basketball coach for Southern Columbia School District. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based investment solutions supported by due diligence on third-party managers, operating as part of the larger StoneX Group with integrated clearing and custody services.

James Wisloski is a financial advisor with StoneX Advisors Inc. holding Series 66 and Series 63 licenses and has 26 years of industry experience. He has been with StoneX Advisors Inc. since 2023 and has worked at StoneX Securities Inc. since 2011. Outside of his advisory role, he coaches track for the Southern Columbia Area School District in Catawissa, PA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent Financial Advisors and an in-house Private Client Group to deliver tailored investment strategies through proprietary models, third-party money managers, and various platform solutions.

John Kiefer is a financial advisor with Geneos Wealth Management, Inc. in Schuylkill Haven, PA, holding a Series 66 designation and 18 years of industry experience. He has been associated with Kiefer Investment Services and Geneos Wealth Management since 2011. Outside of his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies, with options for discretionary trading and customized portfolio management.

Suzanne Lake is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She operates under the Ascent Wealth Management brand as part of her advisory activities. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.