Dominic Voiland is a financial advisor at Choreo, LLC with one year of industry experience. He holds the Series 65 designation and has worked at Northeast Financial Group, Inc and Berkeley Stone, among other firms. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm offers a range of advisory services such as discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-driven investment process.

Robert Podraza is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years before joining Prospera in 2021. Outside of his advisory role, he serves as chairman of the finance committee at St. Matthews Lutheran Church in Perkasie and is a board member of the Upper Bucks Chamber of Commerce. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of investment advisory and financial planning services utilizing various platforms and portfolio management approaches.

Marilee Falco is a financial advisor at CW Advisors, LLC in Bethlehem, PA, holding the CFP® and ChFC® designations with 15 years of industry experience. She worked at Agili, P.C. for 13 years prior to joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Theodore Moyer is a financial advisor at Gibbs Wealth Management, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked with several firms, including Legacy 360 Financial and Questar Asset Management. In addition to his advisory role, he is an insurance agent with a majority ownership in Legacy 360 Financial LLC. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios tailored to clients' financial situations, goals, and risk tolerance.

Daniel Nigito is a CFP® with 39 years of experience in the financial advisory industry. He is currently a partner at SEIA and has held roles at firms including Cedar Brook Financial, Cadaret, Grant & Co., Inc., and MerCap Advisors, Inc. Outside of his advisory work, he owns and oversees American Philanthropic Advisors, LLC, which focuses on the design and administration of charitable trusts and public speaking on charitable giving. SEIA serves individuals, trusts, estates, retirement plans, charitable organizations, and corporations with investment management, financial planning, and consulting services. The firm employs a research-driven investment process combining strategic macro asset allocation with tactical adjustments, offering both discretionary and non-discretionary managed-account programs.

Richard Fogal Jr. is a financial advisor with Lombard Advisers Incorporated in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lombard Securities Incorporated, Blue Mountain Financial Group, and Primerica Advisors. Outside of his advisory role, he serves as an ordained minister and is an assistant track and field coach for a local high school. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management using fundamental, technical, charting, and cyclical analysis techniques, managing approximately $670 million in assets as of year-end 2025.

David Caccamo is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. He worked at Mutual of Omaha Investor Services and Mutual/United of Omaha for 30 years before joining Sequent Planning in 2019. He also serves as an independent sales representative for Priority Payments Tech Partners, a role related to credit card processing services. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of approximately 97 advisors. The firm employs a structured risk framework, diversified manager exposures, tax-aware strategies, and delivers investment communications uncommon among firms of its size.

Thomas Ervolina is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 20 years of industry experience. He has been with LaSalle St. Investment Advisors since 2007 and LaSalle St. Securities since 2006. Outside of advising, he prepares tax returns seasonally through Lifetime Tax Service in Allentown, PA. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs a range of investment strategies, including both active and passive approaches, and manages assets primarily on a non-discretionary basis.

David Guensch is a financial advisor at Lombard Advisers Incorporated with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities Incorporated since 2016 and at Cornerstone Portfolios, LLC since 2007. He is also involved in outside insurance sales through Cornerstone Portfolios. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management solutions using fundamental, technical, charting, and cyclical analysis, with approximately $670 million in assets under management as of the end of 2025.

Scott Brown is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Arkadios in 2022, he worked at Triad Advisors, Inc. for 11 years. Outside of his advisory role, Brown is involved in fixed insurance brokerage, providing term life insurance and fixed indexed annuities when clients have such needs. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a variety of investment management and financial planning solutions, including advisor-managed accounts, wrap programs, third-party manager access, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis with discretionary portfolio management supported by an internal portfolio team.

Charlou Peterson is an advisor with 49 Financial, holding Series 65 and Series 63 designations. Peterson’s industry experience spans several roles since 2018, including positions at TIFF Investment Management and The Vanguard Group. Prior to joining 49 Financial, Peterson worked across diverse sectors including legal education and marketing. 49 Financial serves a wide range of clients, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary and platform model portfolios primarily consisting of mutual funds and ETFs.

Kenneth Mcandress is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining B. Riley in 2022, he worked for Stifel Nicolaus & Co Inc from 2010 to 2022. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services including advisory programs, financial planning, and retirement solutions. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

John Schick is a financial advisor at UMB Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Inc., Investment Professionals Inc., and Capstone Asset Management, LLC. Schick is involved in business ownership through Psalm 92 LLC and provides investment advice to community banks. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a documented suitability review and risk-tolerance process to place clients into model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with several managed account options.

Joshua Ottinger is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including 28Ten Group, Gibbs Wealth Management, and Strategic Wealth Alliance Group. In addition to his advisory work, he is an insurance agent selling life and annuities. Triad Wealth Partners serves both individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, model portfolios, and financial planning services. The firm employs strategic asset allocation and combines proprietary and external investment models in managing client assets.

Guido Jaramillo Blum is a financial advisor at Fiduciary Financial Advisors with Series 65 credentials and one year of industry experience. Prior to joining Fiduciary Financial Advisors in 2026, he worked at Prospect Financial Group LLC for one year and spent 17 years at Johnson & Johnson. Outside of his advisory role, he owns and manages a real estate business involved in property maintenance and tenant management. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning, with an investment approach that combines strategic and tactical asset allocation using fundamental, quantitative, and technical analysis tailored to client needs.

Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

Kathryn Kuzo is a Series 66 credentialed advisor with 26 years of industry experience, currently affiliated with Capital Analysts. She has been with Lincoln Investment Planning, Inc. since 2006. Outside of her advisory role, she serves as a director and board member for the nonprofit Itty Bitty Kitty, Inc., where she organizes events and manages accounting. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and foundations, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm utilizes a proprietary mutual-fund screening process and provides customized portfolio options, with a fiduciary approach and various client agreement structures.

Linwood Gehris is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including over a decade with StoneX Advisors and StoneX Securities. Outside of his advisory role, he serves on the executive committee of Lions District 14-K and is a board member of Sight for Hope, a nonprofit assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

James Faylor is a financial advisor with Latitude Advisors, LLC and holds a Series 63 designation. He has 24 years of industry experience and has worked at Latitude Advisors since 2009. He is also a CPA and has been involved with Lang, Faylor, Chomo & Company, P.C., where he prepares tax and financial statements. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.