Ralph Wasiakowski is a financial advisor at Brightside Wealth Planning, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC for 12 years. Brightside Wealth Planning is a small, supported registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary wealth management. The firm employs diversified, passive portfolios guided by modern portfolio theory and integrates operational support and model portfolios through SEI.

Jaclyn Cornelius is a CFP® with 20 years of industry experience, currently serving at KeyVantage Wealth Advisors since 2024. She previously worked at Valley National Group for 17 years. Outside of advisory work, she is co-owner and COO of KeyVantage Services, LLC, a tax preparation and services firm. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities, offering investment management and financial planning. The firm employs a multi-faceted investment approach using mutual funds, ETFs, and other securities, and is affiliated with an accounting and tax services entity.

Jay Harris is a financial advisor at Meridian Asset Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Meridian since 2010. Meridian provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm emphasizes active portfolio management and strategic asset allocation, often working on a non-discretionary basis that allows clients to retain final trade approval.

James Miller is a financial advisor at Argyle Capital Management, LLC with 34 years of industry experience. He has been with Argyle since 1983. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm emphasizes fundamental equity research and a long-term, low-turnover investment approach while tailoring asset allocation to individual client objectives.

Peter Miller is a financial advisor at Argyle Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Argyle Capital Management since 2012. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm customizes asset allocation among equities, fixed income, and cash, emphasizing fundamental equity research, low turnover, and tax-efficient portfolio management.

David Ellowitch is a CFP® professional with 17 years of industry experience, currently serving as a private wealth advisor at IronBridge Wealth Counsel, LLC. His prior experience includes roles at Lincoln Financial Advisors and Sagepoint Financial. Beyond his advisory work, he is active in local politics, serving as chairman of the Lehigh County Democratic Committee’s education committee and holding leadership roles with CeaseFire PA Education Fund and the Democratic Jewish Outreach of Pennsylvania. IronBridge Wealth Counsel provides financial planning and consulting services to individuals, nonprofit organizations, corporations, and other entities, focusing on fee-for-service planning and paraplanning rather than asset management. The firm employs methods such as fundamental analysis and modern portfolio theory to develop written plans and offers support services to other registered investment advisers.

Aaron Reyer is a financial advisor at Renaissance Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSC Securities Corporation and OSAIC prior to his current role. Reyer serves as a board member and finance committee participant for Family Promise of Lehigh Valley. Renaissance Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, utilizing a range of investment instruments and employing fundamental and technical analysis alongside modern portfolio theory. The firm operates with a small advisory team and offers tailored investment solutions, including the use of alternatives and derivatives.

Scott Heess is a CFP® and ChFC® with 15 years of industry experience. He has been with Meridian Asset Management, LLC since 2010. Meridian Asset Management provides investment management and financial planning services to individuals, trusts, charitable organizations, and pension plans. The firm employs active portfolio management and strategic asset allocation, often allowing clients to retain final trade approval, and incorporates niche allocations to manage correlation during market stress.

Rodman Young is a CFP® professional at KeyVantage Wealth Advisors with 28 years of industry experience. Prior to joining KeyVantage in 2024, he worked for 16 years at Valley National Group, Inc. He is also the Co-Founder and CEO of KeyVantage Services, LLC, a tax preparation and services firm. KeyVantage Wealth Advisors serves individuals and entities, including high-net-worth clients, offering investment management, financial planning, and external manager selection. The firm uses a range of investment strategies, including funds, ETFs, and alternative instruments, guided by multiple analytical approaches and professional judgment.

Nicole Wasiakowski is a financial advisor at Brightside Wealth Planning, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at SEI Investments and LPL Financial. Outside of her advisory role, she serves as a fundraising coordinator for the St Thomas More Soccer Club, a nonprofit organization in Allentown, PA. Brightside Wealth Planning is a supported registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary wealth management. The firm focuses on diversified, passive portfolios using mutual funds and ETFs, supplemented by fundamental and technical analysis, and integrates operationally with SEI through model portfolios and technology platforms.

John Roche is a financial advisor at Roche Asset Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial LLC and Next Financial Group Inc. Outside of advising, he is involved with Roche Painting LLC. Roche Asset Management provides discretionary portfolio management and integrated financial planning to individual and business clients, managing approximately $13 million across about 70 accounts. The firm employs a mix of analytical methods and offers continuous monitoring with periodic portfolio reviews tailored to client-specific needs.

Dawn Marx is a financial advisor at Argyle Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has been with Argyle Capital Management since 1994. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts on a fee-only basis. The firm emphasizes fundamental equity research, a long-term buy-and-hold investment approach, and actively manages fixed income and cash positions while tailoring portfolios to individual client objectives.

John Levis Jr. is a CFP® professional with over 20 years of experience in financial advising. He has worked at MB, Levis & Associates, LLC since 2012 and has been affiliated with Mcqueen Ball & Associates, Inc. since 1998. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, as well as corporate pension and profit-sharing plans, charitable organizations, and trusts and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage discretionary portfolios across equity and fixed-income strategies, incorporating cash as an asset class and conducting ongoing portfolio reviews.

Simone Sanvito is a financial advisor at KeyVantage Wealth Advisors with seven years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Valley National Investments, Inc. and Valley National Advisers Inc. Outside of his advisory role, he is involved in tax preparation and services through KeyVantage Services, LLC. KeyVantage Wealth Advisors is an SEC-registered investment adviser that offers discretionary and non-discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm customizes portfolios using a variety of investment strategies and conducts regular account reviews to align with client objectives.

Jason Henninger is a Certified Financial Planner (CFP®) at MB, Levis & Associates, LLC with 20 years of industry experience. He has worked at MB, Levis & Associates since 2012 and has been affiliated with McQueen, Ball & Associates since 2000. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, corporate pension and profit-sharing plans, charitable organizations, and trusts and estates. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using long- and short-term equity and fixed-income strategies, including cash as an asset class.

Joshua Roche is a financial advisor at Roche Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2025 and Next Financial Group Inc from 2014 to 2025. Outside of advisory services, he is involved in tax preparation and accounting through Number Crunch Tax Solutions LLC. Roche Asset Management, LLC provides discretionary portfolio management and integrated financial planning to individual and business clients. The firm employs a variety of analytical methods and maintains continuous monitoring and periodic reviews to tailor investment strategies to client-specific needs.

Kent Newhart is a Series 65-licensed financial advisor with Ata Management Strategies Inc and has 23 years of industry experience. He has been president of Accounting & Tax Associates, Inc. since 1982 and holds leadership positions in related entities, including ATA Senior Planning, LLC and the Whitehall Township Industrial & Commercial Development Authority. Ata Management Strategies Inc provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis in managing portfolios and offers both discretionary and consultative services with a variety of fee arrangements.

Jonathan Ritter is a CFP® with six years of industry experience, currently serving as a financial advisor at KeyVantage Wealth Advisors. He previously worked at Valley National Advisers Inc., Valley National Investments, Inc., Milestone Financial, and McQueen Ball and Associates, Inc. Outside of advising, Ritter is a Senior Financial Planning Specialist providing tax preparation services through KeyVantage Services, LLC. KeyVantage Wealth Advisors serves individuals, including high-net-worth clients, as well as trusts, estates, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and external money manager selection, employing a mix of fundamental, technical, cyclical, and economic analysis to guide portfolio decisions.

Grady Moshay is a financial advisor at Emancipare Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Exxon Mobil for 28 years before retiring in 2024. Emancipare Investment Advisors provides comprehensive financial planning and ongoing guidance to individual and high-net-worth clients, focusing on holistic, full-scope plans that cover a wide range of financial topics. The firm operates on an advice-only basis, delivering written plans and recommendations while clients retain discretion over transactions and service providers.

Donna Young is a financial advisor at Valley National Advisers Inc with 40 years of industry experience. She has been with Valley National Investments, Inc. and Valley National Group Inc. since 1989. Donna holds a Series 63 designation. Valley National Advisers is a team-based registered investment adviser with ten advisors managing over $1 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charities, corporations, and government entities, providing discretionary portfolio management, financial planning, estate analysis, and retirement plan consulting.