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.

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 the principal of Invictus Financial Services and holds a Series 65 license. He has worked at Invictus Financial Services since 2021 and has been involved with Northeast Courier Service since 2012. Outside of his advisory role, he is affiliated with non-investment enterprises in hospitality and construction. Invictus Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, using a process based on fundamental analysis supplemented by technical analysis and third-party research. The firm offers portfolio construction, asset allocation, and planning services on both discretionary and non-discretionary bases.

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Cade Bekanich is a CFP® professional with three years of industry experience, currently serving at Park Lane Financial Group LLC. His prior experience includes roles at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, employing fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm typically manages accounts on a discretionary basis and offers additional services including insurance products through a licensed practice.

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Talen Energy, Door Dash, McAdam LLC, and Geisinger. Outside of advising, he works as a food delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, using fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm manages accounts mostly on a discretionary basis and offers additional services including insurance products through a licensed insurance practice.

Philip Goldstein is a financial advisor with 41 years of industry experience, currently affiliated with 1st Financial Investment, Inc. He holds Series 63 and Series 65 credentials. His prior roles include consulting and educational positions with organizations such as the Society for Financial Awareness and Social Security Consultants, Inc., and he is involved in several related business ventures including insurance and tax services. Goldstein also consults on college planning and offers specialized insurance solutions for clients who have undergone bariatric surgery. 1st Financial Investment, Inc. provides personalized financial planning and non-discretionary investment management to individuals, pension plans, trusts, and small businesses. The firm employs a tailored investment policy process, combining passive index exposures with active management and option strategies, and supports client programs through third-party money managers and a wrap-fee program.

Susan Sariti is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at LPL Financial LLC, Peoples Security Bank & Trust Company, and currently serves as an owner and insurance agent at Northeast Benefit Administrators, LLC. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, as well as pension and profit-sharing retirement plans. The firm offers asset management, retirement plan services, consulting, and participant education, using tools such as the Fi360 Fiduciary Score for fund due diligence and referring clients to third-party money managers.

Charles Galat is a financial advisor with 21 years of industry experience, currently serving at 1st Financial Investment, Inc. He holds a Series 63 designation and has prior experience with firms including Western International Securities, Inc. and Palomar Financial Services, Inc. Outside of his advisory role, he is the owner and president of Galat & Company, P.C., a CPA and accounting firm, and is involved as a shareowner and bookkeeper in several healthcare-related businesses. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension plans, trusts, estates, and small businesses. The firm employs a tailored investment policy process that combines passive index/ETF exposures with actively managed sleeves and option strategies, delivering non-discretionary advice often implemented through third-party money managers.

Glenn Ferrell is a financial advisor at Stone Securities Inc. with 11 years of industry experience. He has been with Stone Securities since 2014 and previously worked at the Pennsylvania Department of Labor from 2003 to 2019. Outside of advising, he works part time as a driver transporting cars between dealerships. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach incorporating fundamental, technical, and charting analysis, including the CAN SLIM methodology, and offers discretionary authority across growth, balanced, and bond objectives.

Cheryl Chin is a financial advisor at Stone Securities Inc. with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Leigh Baldwin & Co., L.L.C. since 1999. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach using fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection.

Mary Jule Roginski is a financial advisor with Northeastern Financial Consultants, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. She has been with Northeastern Financial Consultants since 2011. Northeastern Financial Consultants serves individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations with fee-only investment advisory services and financial planning. The firm primarily provides non-discretionary portfolio management using fundamental analysis across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Heath Goldstein is a financial advisor at 1st Financial Investment, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has held various roles including leadership positions in insurance, tax services, and financial firms. Outside of his advisory work, he is actively involved as a volunteer firefighter and EMT, a water rescue technician, and serves in multiple community organizations such as the Chinchilla Hose Company and amateur radio clubs. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a tailored investment policy process combining passive and active strategies, delivers non-discretionary advice often through third-party managers, and offers educational seminars, periodic newsletters, and a wrap-fee program.

Stephen Moore is a financial advisor at Stone Securities Inc. with 45 years of industry experience. He has been with Stone Securities since 2004 and is also affiliated with Leigh Baldwin & Co., L.L.C. Moore holds Series 63 and Series 65 licenses. Outside of advising, he is a 25% owner of Rehab-Bookings.com, a nonprofit website that helps users find availability, which he manages part-time. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach incorporating fundamental, technical, and charting analysis with the CAN SLIM methodology, emphasizing disciplined profit-taking and loss cutting.

Matthew Fenedick is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding a Series 65 designation with 15 years of industry experience. He has been with MF Advisers since 2010 and has operated Mindful Management since 2004. Outside of his advisory role, he serves as CFO for Project Lift, a nonprofit providing therapy through vocational training. MF Advisers, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis in its investment approach, with regular account reviews and discretionary management tailored to client needs.

Martin Federici Jr. is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with MF Advisers since 2011. Federici also engages in outside business activities related to data analytics and nonprofit financial roles. MF Advisers provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combined fundamental and cyclical investment approach, utilizing various asset classes and strategies under discretionary authority while accommodating client restrictions when feasible.

Jean Baun is a financial advisor with Chancellor Financial Group WB LP, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining Chancellor Financial Group in 2019, Baun worked at World Equity Group, Inc., Triumph Wealth Advisors, and TCM Securities, Inc. Baun is also active as an insurance agent, selling fixed insurance products through a separate insurance agency. Chancellor Financial Group WB LP is a team-based registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, typically constructing portfolios with low-cost diversified mutual funds and ETFs, supplemented by individual securities and quantitative strategies.

Robert Graham is a Series 65-licensed financial advisor with seven years of industry experience, currently with Riggs Asset Management Co Inc since 2017. His prior roles include work at the U.S. House of Representatives (PA-11) and the Institute for Public Policy and Economic Development. Riggs Asset Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering discretionary investment management alongside family-office style services such as bill paying and bookkeeping. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis across equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Nicholas Colarossi is a financial advisor at Leigh Baldwin & Co., LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leigh Baldwin since 2003. Outside of his advisory role, he hosts a radio talk show on investing and finance and serves as a board member of Flight Systems Inc. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a mix of fundamental and technical analysis, managing approximately $285 million in discretionary assets across a team of 18 advisors.