Christopher Yetter is a Series 65 registered advisor with Triad Wealth Partners, LLC in Allentown, PA. He has industry experience beginning in 2023, with prior roles at Strategic Wealth Alliance Group and an eight-year tenure at IQ Pest Solutions before entering the financial advisory field. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios tailored to client objectives. The firm combines a scalable business model supporting both independent advisors and other RIAs, managing over $1.5 billion in regulatory assets.

David Horonzy is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Janney Montgomery Scott, Raymond James Financial Services, and UBS Financial Services. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting, with portfolio strategies tailored to clients’ objectives and risk tolerances.

Brian Bobeck is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the ChFC® designation and Series 66 license and has 21 years of industry experience. His prior roles include positions at Cornerstone Advisors Asset Management LLC, Cornerstone Benefits, Inc., and Cornerstone Institutional Investors, LLC. Outside of advisory work, he co-founded an engineering consulting firm focused on patent development and licensing. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

David Weikert is a CFP® with 27 years of industry experience, currently serving as a partner at SEIA. His prior roles include positions at Cedar Brook Financial, Cadaret, Grant & Co., and Mercap Advisors. He has also been an investment committee member for Central Moravian Church since 2013. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset allocation with tactical adjustments and offers both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting services.

William Fisher is a financial advisor at Choreo, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northeast Financial Group, Inc, PenServ Plan Services, Inc., and Equitable Advisors. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Joseph Palma is a financial advisor at M HOLDINGS SECURITIES, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including MerCap Advisors, Inc. and Cornerstone Financial Consultants. Palma is active in business networking and professional associations in the Allentown, PA area. M HOLDINGS SECURITIES, Inc. serves a wide range of clients, including individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Christopher Nelson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in insurance sales, specializing in health and employee benefits life insurance through a separate business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio management and financial planning through a combination of in-house strategies and third-party platforms, with a network of approximately 190 advisors.

Brian Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, QNB Bank, and Investment Professionals Inc. 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 about 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad suite of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Michael Maher is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He has held roles at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022, following six years at Ameriprise Financial Services, Inc. Michael holds Series 63 and Series 65 licenses. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various program options, including advisor-managed accounts and third-party managed programs, and manages approximately $4.21 billion in client assets.

Patrick Sabol is a CFP® with 10 years of industry experience. He has worked at Facet Wealth since 2019, previously holding roles at Traphagen Investment Advisors LLC, Univest Corporation of Pennsylvania, and Girard Partners. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine-learning algorithms, to provide tax-optimized portfolio implementation and ongoing account management.

William Weber is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lincoln Investment Planning since 2011 and has been involved with She Said Sunday since 2007. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through independent advisors and firm-managed programs.

Victoria Peters is a financial advisor at Latitude Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWN Securities Inc. and Serfass and Serfass, P.C. alongside her current role. Outside of financial advising, she engages in online sales by creating and selling templates on Etsy and manages an email subscription service focused on motherhood. Latitude Advisors serves individuals, high-net-worth clients, and institutional and corporate clients with financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of in-house and third-party models emphasizing valuation-driven and momentum-based strategies, and it manages approximately $566 million in client assets.

Martin Lang is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company P.C. Outside of his advisory and accounting roles, Lang serves as president of the Sights for Hope Endowment Foundation, a nonprofit organization. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Nathan Emrick is a Series 66 registered financial advisor with New Edge Wealth, where he has worked since 2024. He has six years of industry experience, including four years with Morgan Stanley. Emrick serves as Investment Committee Chairman and is a member of the Board of Trustees for Good Shepherd Rehabilitation Network. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics, to tailor portfolios for its clients.

Jonathan Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at State Street Bank & Trust and State Street Global Advisors. He also serves as a managing director at T & S Advisors, overseeing payroll management. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through both discretionary and non-discretionary approaches, supported by an in-house Investment Management & Research team and its proprietary mutual-fund screening process.

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.

John Trevisan is a financial advisor at Portfolio Medics, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Porto Financial, Vuori, Lumis Consulting, and Trev Customs. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses and charitable organizations. The firm offers customized portfolios utilizing diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a range of investment strategies tailored to client objectives and risk tolerance.

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. In addition to his advisory role, Mr. Podraza serves as chairman of the finance committee at St. Matthews Lutheran Church in Perkasie, PA, and is a member of the board of directors for the Upper Bucks Chamber of Commerce. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Marilee Falco is a financial advisor at CW Advisors, LLC with 15 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to joining CW Advisors in 2024, she worked at Agili, P.C. for 13 years and LPL Financial for one year. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies.

Theodore Moyer is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at 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 interest 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 utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios tailored to clients’ financial situations, goals, and risk tolerances.