Matthew Zeigler is a financial advisor at Sunpointe Investments with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Zeigler has been with Sunpointe since 2022. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, including family office and ultra-high-net-worth advisory services. The firm employs a blend of active and passive strategies across traditional and alternative asset classes, emphasizing behavioral management and diversified portfolio construction.

Tari Trowbridge is a CFP® professional with 33 years of industry experience, currently affiliated with Commonwealth Financial Network and leading Trowbridge & Co Wealth Management Group since 2014. His work history is centered in Towanda, PA. Outside of advisory services, he is involved in fixed insurance sales as an agent and has ownership interests in real estate properties leased for gas royalties. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operations, technology, compliance, and practice-management support to affiliated advisors.

Julie Clementi is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Community Bank, First Keystone Bank, Infinex Investments, Valley National Investments, Santander Securities, and Santander Bank. Outside of her advisory role, she serves as a notary for the Eastern Monroe Public Library. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Derek Batz is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 34 years of industry experience. He has been with LPL Financial since 2004 and has operated his own advisory business since 2001. Outside of his advisory work, he sells motorcycle parts online and performs tax preparation and bookkeeping services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.