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 spent 15 years with Lincoln Investment Planning and previously worked at Wells Fargo Clearing. Outside of his advisory role, he has been involved with She Said Sunday since 2007. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Victoria Peters is a financial advisor with Latitude Advisors, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has worked at GWN Securities Inc. and Serfass and Serfass, P.C. in addition to her current role. Outside of finance, she is involved in furniture refurbishing and resale, operates an Etsy shop creating digital templates, and runs an email subscription service focused on motherhood topics. 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 employs a range of model strategies that combine client goals with tactical and quantitative approaches and provides continuous portfolio monitoring and rebalancing.

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 at Capital Analysts with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at State Street Bank & Trust and State Street Global Advisors in various roles. In addition to his advisory duties, he serves as Managing Director of T & S Advisors, where he manages payroll operations. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 Nestor is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in direct care support positions serving developmentally disabled individuals and elderly patients. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering combined investment, broker-dealer, and insurance services.

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 and has previously worked at Agili, P.C. and LPL Financial. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and pension plans, offering wealth management, financial planning, retirement plan advisory, and family-office services through a Core-and-Satellite investment framework that integrates active, passive, quantitative, and ESG strategies.

Theodore Moyer is a financial advisor at Gibbs Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Legacy 360 Financial and Questar Asset Management. In addition to his advisory role, he is a 51% owner and insurance agent at Legacy 360 Financial LLC. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed 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 tolerance.

Daniel Nigito is a CFP® with 40 years of industry experience, currently affiliated with SEIA. His prior roles include positions at Cedar Brook Financial, Cadaret, Grant & Co., Inc., Mercap Advisors, Inc., and Market Street Financial Advisors, LLC. He also owns and operates American Philanthropic Advisors, LLC, a charitable trust design and administration firm. SEIA is a multi-team SEC-registered advisory firm with approximately 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm employs a combination of strategic and tactical investment approaches, offering a range of portfolio management and financial planning services, with a notable emphasis on non-discretionary management.

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.

Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

David Caccamo is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He worked for Mutual of Omaha Investor Services and Mutual/United of Omaha for 30 years before joining Sequent Planning in 2019. In addition to his advisory role, he serves as an independent sales representative for Priority Payments Tech Partners, focusing on credit card processing services. Sequent Planning, LLC, operating as Futurity First Wealth Management, is an SEC-registered investment adviser that serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, comprehensive financial planning, and retirement-plan services through a network of independent advisers using firm-developed and third-party investment models within a structured risk framework.

Thomas Ervolina is a Series 66 licensed financial advisor with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2007. He has 21 years of industry experience and also has a background with LaSalle St. Securities. Outside of advisory work, he is involved in preparing tax returns during tax season through Lifetime Tax Service in Allentown, PA. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, managing a notable predominance of non-discretionary assets alongside discretionary portfolios.

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 a financial advisor at 49 Financial with Series 65 and Series 63 credentials. Peterson has held prior roles at TIFF Investment Management, Ascensus, The Vanguard Group, and has experience in legal education at Drexel University’s Kline School of Law. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm’s investment approach combines diversified asset allocation with fundamental, cyclical, technical, and behavioral analysis, managing proprietary model portfolios and providing tiered fractional family office services.

William Velekei is a CFP® with 10 years of industry experience, currently serving at Savvy since 2026. He previously worked at Mariner Wealth Advisors and Corbenic Partners, LLC. He serves on the Board of Trustees and the Audit/Finance Committee at the Da Vinci Science Center. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax preparation and estate-planning support.