Christian Butler is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Stonex Securities Inc. and Scott Butler CFP. StoneX Advisors Inc. serves individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an internal Private Client Group. The firm employs multiple investment strategies and platforms to support varied account structures and model-based solutions.

William Trembler is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1994. 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 a nationwide network of independent advisors and firm-managed programs.

Andrei Weber is a financial advisor with UMB Financial Services, Inc. in Allentown, PA, holding Series 63 and Series 66 registrations with 15 years of industry experience. His prior firms include Ameriprise Financial Services and Investment Professionals Inc. Outside of advising, he is involved in beekeeping with periodic sales from his apiary. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a model-based portfolio construction process and provides multiple managed account options, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Amara Del Serro is a financial advisor at OnePoint BFG Wealth Partners with four years of industry experience. She holds a Series 65 designation and has held roles at Private Advisor Group, LPL Financial LLC, and Bleakley Financial Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary strategies, and technology integration to support client objectives.

Michael Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes positions at Lincoln Investment, Franklin/Templeton Distributors, and Putnam Investment Management. He is also co-owner of TS Advisors, LLC, where he manages employee payroll and benefits. Capital Analysts serves a diverse client base of individuals, high-net-worth investors, and institutional entities, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and firm-managed programs. The firm provides both discretionary and non-discretionary investment management, supported by an in-house research team and proprietary screening tools.

Camerone Giancaterino is a CFP® and Series 65 registered advisor with three years of industry experience. Currently with Choreo, LLC since 2026, Camerone previously worked at Northeast Financial Group, Inc. and has diverse experience including roles at Fedex, Instacart, and the University of Pittsburgh. Choreo serves a wide range of clients including individual investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles including separately managed accounts and private funds, along with specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Lawrence Reitars is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 17 years before joining Lombard Advisers and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, utilizing a variety of analytical approaches and offering clients a range of portfolio management options, with a notable emphasis on non-discretionary assets where clients retain final trading authority.

David Givler II is a CFP® professional at Savvy with 11 years of industry experience. He has worked at several firms, including Mariner Wealth Advisors and Corbenic Partners, before joining Savvy. Givler serves as a board member of the Estate Planning Council of the Lehigh Valley and is president of the Moravian University Blue and Grey Club, a nonprofit organization. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing, and integrates third-party fintech tools and specialized sub-adviser strategies.

Matthew D'elia is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at 28Ten Group and Strategic Wealth Alliance. Outside of finance, he is the owner and president of Dacinia Digital, a digital agency focused on website design, SEO, and social media marketing. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm provides discretionary portfolio management, access to third-party managers, and model portfolios, emphasizing strategic asset allocation and diversified investment strategies.

Tyler Seiferheld is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also serves as a CPA and shareholder at Lang Faylor Chomo & Company PC, an accounting and tax firm providing services to individuals and small businesses. Additionally, Tyler is a board member and volunteer with Meals on Wheels of the Greater Lehigh Valley. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes valuation-driven, momentum-based, and third-party model strategies to construct portfolios aligned with client goals and risk tolerance.

Edwin Baldrige III is a CFP® with 31 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he was with Baldrige Asset Management for 24 years and Commodity Exchange Inc for 37 years. He serves as board treasurer for Hawk Mountain Sanctuary and Sustainable Food Alliance, where he is involved in financial oversight and grant approvals. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

Curtis Stoltzfus is a CFP® with 31 years of industry experience, currently with Silver Oak Securities, Inc. since 2023. His prior experience includes roles at Sevenoneseven Capital Management, American Portfolios Financial Services, Ambassador Advisors, and Equitable Advisors. He also owns and operates Stoltzfus Advisory, a financial planning firm. Silver Oak Securities serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers multiple advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Joseph Hudock is a financial advisor with OneAscent Financial Services LLC, holding CFP® and Series 66 designations and bringing nine years of industry experience. He previously worked for StoneX Advisors Inc and StoneX Securities Inc for ten years. Outside of his advisory role, he assists seniors with Medicare Supplement, Medicare Advantage, and Prescription Drug Plan selections through his position as office manager and health insurance specialist at Affiliated Financial Planners, LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and utilizing overlay managers and automated platforms.

Mark Hemphill is a financial advisor at Capital Analysts with 30 years of industry experience. He holds the Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1995. 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 a nationwide network of independent advisors and in-house investment management.

Louis Chomo is a CFP® with 25 years of experience and currently serves as an investment advisor representative at Latitude Advisors, LLC. He has worked at Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company, P.C. In addition to his advisory work, he acts as a trustee managing a trust for a former client’s beneficiary and serves as a co-executor of an estate. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing 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.

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.

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.