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.

Louis Tzamalas is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is the principal of Virtual Tax Planners and has previously worked at firms including Mariner, RSM US LLP, and The Colony Group. In addition to his advisory work, he serves as a CFP® instructor and adjunct professor at Boston University, where he contributes to curriculum development and lectures. Virtual Tax Planners is an independent firm serving individuals, high-net-worth clients, private foundations, non-profits, corporations, and other advisers. The firm offers continuous investment management, financial planning, retirement plan consulting, and tax preparation through an affiliated accounting practice. Its approach emphasizes asset allocation and passive investing with mutual funds and ETFs, tailoring plans based on client goals, risk tolerance, and tax factors.

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 a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

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® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at StoneX Advisors Inc. and Stonex Securities Inc., where he worked for over a decade. He is also president of Grudzinski Financial Services, LLC, where he offers life, annuity, and long-term care products when client needs are identified. Park Lane Financial Group LLC provides discretionary asset management, financial planning, and consulting services to individuals and small businesses. The firm employs methods such as fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may engage sub-advisors to implement investment strategies.

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His career includes roles at Talen Energy and McAdam LLC, and outside of advising, he works as a delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses. The firm uses fundamental analysis, Monte Carlo modeling, and cyclical analysis in managing portfolios and may employ sub-advisors to execute investment strategies.

Glenn Ferrell is a financial advisor with Stone Securities Inc. in Clarks Green, PA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at Stone Securities since 2014 and previously was employed by the Pennsylvania Department of Labor for 16 years. Outside of his advisory role, he works part-time as a driver transporting cars between dealerships. Stone Securities, Inc. provides asset management and portfolio management services to individuals, trusts, estates, and small corporations, managing approximately $72.5 million across about 103 household accounts. The firm serves both high-net-worth and non-HNW clients using a blend of fundamental analysis, technical methods, and a CAN SLIM stock-picking approach, with active monitoring and regular account reviews.

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.

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 LLC, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Chancellor Financial Group since 2019 and previously held positions at World Equity Group, Inc., Triumph Wealth Advisors, and TCM Securities, Inc. Baun is also active as an insurance agent, selling fixed insurance products outside of her advisory role. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $249 million in client assets, focusing on long-term, fundamentally driven investment strategies using low-cost mutual funds and ETFs, complemented by quantitative strategies and individual securities, with an emphasis on ongoing client communication and fiduciary advice.

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 8 years of industry experience. He holds a Series 65 designation and has been with Riggs since 2017. Prior to joining Riggs, he worked at The Institute for Public Policy and Economic Development. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary investment management along with family-office style services such as bill paying and budgeting assistance. The firm employs a multifaceted investment approach that includes equities, fixed income, ETFs, and mutual funds, and may utilize sub-advisors and cryptocurrency exposure as part of client portfolios.

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.

Elizabeth Graham is a financial advisor at Riggs Asset Management Co Inc with 13 years of industry experience. She holds the Series 65 designation and has been with Riggs Asset Management since 2001. Based in Dallas, Pennsylvania, she is part of an eight-advisor team. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that includes equities, fixed income, ETFs, mutual funds, and can incorporate direct indexing and cryptocurrency exposure.

Gerard Mihalick is a financial advisor at Berkshire Asset Management, LLC with 31 years of industry experience. He has been with Berkshire Asset Management since 2007. He holds Series 63 and Series 65 licenses. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individual and high-net-worth investors, institutions, and private funds. The firm implements investment strategies based on client-specific policy statements, offering various equity and fixed income models, and serves as an adviser to private funds and an ETF.

Philip Goldstein is a financial advisor with 42 years of industry experience, currently serving at 1st Financial Investment, Inc. He holds Series 63 and Series 65 credentials and has been with 1st Financial Investment since 2016. Goldstein is involved in multiple business activities, including consulting on Social Security and college planning, as well as marketing life insurance for bariatric patients. He is also affiliated with the Society for Financial Awareness as a consultant and educator. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a core-and-satellite asset allocation strategy that combines passive index funds and ETFs with active management, delivering advice on a non-discretionary basis while monitoring third-party managers for adherence to client strategies.