Jon Flynn Sr. is a financial advisor with Flynn Financial, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Flynn Financial since 2011. Outside of his advisory work, he is co-owner of a life insurance business with his wife and serves as president of an LLC that owns his office building. Flynn Financial provides investment advisory and financial planning services to individuals and small businesses, including those sponsoring retirement plans. The firm constructs customized portfolios using a variety of analytical methods and manages accounts with strategies tailored to tax sensitivity, liquidity, and income needs.

Alexi Gilmore Manookian is a CFP® certificant with six years of industry experience, currently serving at Stash Wealth, LLC and SmartPath Advisors, LLC. Prior to these roles, Alexi worked at the Financial Transitionist Institute and Learnvest Planning Services, LLC. Outside of financial advising, Alexi has been involved with the nonprofit RAISE Your Hearts 501(c)(3) for six years and has a background in ski instruction. Stash Wealth, LLC serves individual clients, primarily high-earning professionals, through its multi-step financial planning process and optional ongoing investment management. The firm employs a passive-oriented investment strategy based on Modern Portfolio Theory, supplemented with periodic rebalancing and tax-loss harvesting, while placing emphasis on client education through newsletters, podcasts, and public seminars.

John Conway is a financial advisor at B.B. Graham & Company, Inc. with 38 years of industry experience. He previously worked for L.M. Kohn & Company for 13 years before joining B.B. Graham in 2025. He holds Series 63 and Series 65 licenses. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a notable portion of assets managed on a non-discretionary basis.

Robert Fitzpatrick is a financial advisor with B.B. Graham & Company, Inc. in Dunmore, Pennsylvania. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 13 years at L.M. Kohn & Company. Fitzpatrick is also associated with Conway Financial as a stock broker and investment advisor. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary asset management, and often utilizes third-party asset managers in its client strategies.

Brian Tugend is a financial advisor at Integrated Capital Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Integrated Capital Management since 2015. Integrated Capital Management provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, other investment advisers, and municipal or government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical, tax-sensitive, ESG-tilted, and Strategic Beta investment models.

Kathleen Tatulli is a Series 65-licensed advisor with Capstone Wealth Management Group, LLC, where she has worked since 2019. She has seven years of industry experience and also operates Tatulli and Associates, LLC, a business she has been involved with since 2005. Capstone Wealth Management Group is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $292 million for around 573 clients, offering discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services using a long-term strategic asset allocation combined with a tactical overlay.

Robert Schultz is a financial advisor with Capstone Wealth Management Group, LLC in Dunmore, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Capstone Wealth Management Group since 2016. Outside of his advisory role, Schultz serves as an assistant junior high softball coach in the Tunkhannock School District and is the sole member and owner of Spruce Street Enterprises LLC. Capstone Wealth Management Group provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a long-term strategic asset allocation approach combined with tactical overlays, utilizing fundamental analysis to select low-cost mutual funds, ETFs, and individual securities while offering comprehensive wealth management and retirement plan advisory services.

Michael Paciotti is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Integrated Capital Management, Inc. since 2009. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and government agencies. The firm uses a contrarian, valuation-driven approach with quantitative models and proprietary strategies, offering a range of tactical and tax-sensitive ETF-based portfolios as well as services to other advisers and municipal clients.

Peter Seyler is a financial advisor at Integrated Capital Management, Inc. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at US Employee Benefits Services Group, Growth Coach Allentown, and Guardian Life Insurance Company. Integrated Capital Management provides discretionary portfolio management and model-portfolio services to individual, high-net-worth, and institutional clients, including pension plans and government agencies. The firm employs a contrarian, valuation-based investment approach using quantitative models and offers various tactical model series alongside a closed-end fund trading strategy.

Bryan Kupchik is a Certified Financial Planner® with 28 years of industry experience. He is a principal at Capstone Wealth Management Group, LLC, where he has worked since 2016, following a tenure at LPL Financial. Capstone Wealth Management Group serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans by providing comprehensive wealth management and financial planning services. The firm employs a long-term strategic asset allocation approach augmented by tactical adjustments, using fundamental analysis to select low-cost mutual funds, ETFs, and individual securities.

Joseph Alu is a financial advisor at Capstone Wealth Management Group, LLC with eight years of industry experience. He also serves as a Certified Public Accountant at Joseph M. Alu and Associates, PC, a firm he has been affiliated with since 2004. Capstone Wealth Management Group provides investment advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, employing both strategic and tactical asset allocation while selecting low-cost mutual funds, ETFs, and individual securities.

Ryan Lehman is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Integrated Capital Management, Inc. since 2014, serving as part of a five-advisor team based in Jessup, PA. Integrated Capital Management, Inc. provides discretionary portfolio management and model-portfolio services to individual, high-net-worth, and institutional clients, including pension plans and municipal agencies. The firm employs a contrarian, valuation-oriented investment approach using quantitative models to identify underpriced asset classes, implementing strategies through registered products and various tactical model portfolios.

Jeffrey Boyanoski is a CFP® professional with 26 years of industry experience currently affiliated with Vicus Capital, Inc. He has worked at Grant Williams, LP, Cetera Wealth Services, LLC, and Vertice Financial. Boyanoski is also the owner of Vertice Financial, where he provides financial services. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Roland Greco is a financial advisor at Impact Partnership Wealth, LLC with 27 years of industry experience. He holds a Series 66 designation and has held roles at firms including Madison Avenue Securities and J.W. Cole Financial. Outside of investment advising, he consults with families on college planning through College Planning Advisors. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of investment strategies and a broad affiliated-entity ecosystem.

Troy Langendoerfer is a financial advisor with Gladstone Wealth Partners, holding a Series 66 license and four years of industry experience. He has worked previously at Private Advisor Group, LLC, and has been associated with LPL Financial and Crossroads Financial. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and charitable organizations. The firm operates through a network of independent advisers who utilize various strategies and third-party resources, and it offers discretionary portfolio management and specialized retirement plan services.

Owen Edwards III is a financial advisor at Royal Fund Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Fund Management since 2015. Edwards also operates Edwards Investments, LLC, an insurance and annuity business active since 2004. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and participant-level 401(k) advice, employing a range of investment strategies and managing approximately $1.55 billion in assets.

Andrew Katz is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Katz serves on the board of the Blair County Tea Party and the Congregation Beth Israel board of trustees, and he volunteers as secretary of the Lake Ariel Lions Club. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

James Paul III is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Private Advisor Group, and Advantage Investment Management. Outside of his advisory roles, he owns Paul's Tax & Planning Services LLC, where he serves as a CPA, bookkeeper, and tax preparer. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and technology to serve clients across discretionary portfolios and qualified plans.

Amy Sporer is a financial advisor with Centaurus Financial, Inc. in Honesdale, PA, holding a Series 66 designation and 21 years of industry experience. She has been with Centaurus Financial since 2007. Outside of her advisory role, she is involved in the sales and service of disability and accident/health insurance plans for individuals and small business owners. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a variety of investment analysis methods across both discretionary and non-discretionary arrangements.

Joseph Sullivan is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Avantax Advisory Services and Avantax Insurance Agency. Sullivan is also a CPA with ongoing tax preparation and consulting services and co-owns Orion Wealth Consultants, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.