Ryan Andrew Jacob

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.

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.

Angelo Laventura is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Adams & Associates for over two decades before joining LaVentura & Associates and Commonwealth Financial Network. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Zachary Werner is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Cadaret, Grant & Co., Inc. for eight years before joining Commonwealth and Adams & Associates in 2024. Werner is also involved in fixed insurance sales in Lehighton, PA, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, and custody and clearing services.

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.