William Heckman

Frederick Yuengling is the sole advisor at Yuenling Asset Management, an independent firm based in Cressona, PA. He holds the CFA® designation and Series 63 license and has 20 years of industry experience. Mr. Yuengling has managed his firm since 1993. Yuenling Asset Management provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a macro, long-term framework combining fundamental and technical analysis, offering both a low-risk fixed-income strategy and a higher-risk diversified growth approach, and may use derivatives in separately managed accounts.

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.

Russell Stellfox is a CFP® with 20 years of industry experience, currently affiliated with IAMS Wealth Management, LLC. His career includes roles at Ameritas Advisory Services, Seasons Change Financial, and Calton & Associates. Outside of advisory work, he owns Seasons Change Financial, where he is licensed as an independent insurance agent selling fixed insurance products. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing proprietary and third-party model portfolios with a diverse asset-allocation approach.

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.

Kathy Mohn is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has worked with firms including LPL Financial, Great Valley Advisor Group, Inc, The Seltzer Group, and Cornerstone Portfolios LLC. Outside of her advisory work, she is a licensed notary public. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.