Michael Boyko is a financial advisor with ATA Management Strategies Inc. holding Series 63 and Series 66 designations and has 25 years of industry experience. He has been with ATA Management Strategies since 2018 and has prior experience in the retail sector with Bethlehem Suburban Ford and Brooks Brothers. ATA Management Strategies provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm employs both fundamental and technical analysis and offers portfolio management, financial consultations, and written plans, delivering services through various fee arrangements and maintaining discretionary authority for managed accounts.

Christopher Englebert is a financial advisor at Englebert Financial Advisers, LLC in Allentown, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019 before joining his current firm in 2019. Englebert Financial Advisers serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering portfolio management, financial assessments, consulting, and ERISA plan services. The firm’s investment approach uses relative strength analysis with model portfolios ranging from conservative to aggressive, combining fundamental, technical, and cyclical analysis, and incorporates third-party advisers and risk-management tools, including options and derivatives in separately managed accounts.

William Hines is a financial advisor at Emancipare Investment Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Money Coach Group, Inc. and International Business Machines Corporation. Outside of his advisory role, he is president of Wild Lake LLC, a publishing entity from which he receives royalty income for his past writings. Emancipare Investment Advisors provides comprehensive, advice-only financial planning and guidance to individual and high-net-worth clients. The firm employs a holistic planning approach and emphasizes passive, diversified investment recommendations, while also offering educational workshops and using flat or hourly fees instead of percentage-based billing.

Timothy Erickson is a Series 65 licensed financial advisor with seven years of industry experience. He has worked at Erickson Financial Group, LLC since 2019 and previously at MML Investors Services, LLC under the same dba from 2012 to 2019. Erickson is also a licensed insurance professional. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, managing primarily long-term, customized portfolios using ETFs, low-cost mutual funds, and individual equities.

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.

Andrew Gaines is a financial advisor at Englebert Financial Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at RAF Equity, Campania International, and Bear Creek Mountain Resort. Gaines’s background also includes involvement with Muhlenberg College and the Mules Soccer Academy. Englebert Financial Advisers provides discretionary and non-discretionary portfolio management and financial planning services to a diverse client base including individuals, trusts, corporations, and municipal entities. The firm utilizes a relative-strength investment approach and offers a range of services such as ERISA fiduciary arrangements, educational seminars, and risk-managed strategies across various asset classes.

Chad Wakeman is a financial advisor at Erickson Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Erickson Financial Group in 2025, he worked at Vector Security and RB Global and spent ten years at Johnson Controls. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, and offers formal retirement-plan services as an ERISA fiduciary.

Jamie Englebert is a financial advisor at Englebert Financial Advisers, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019. Englebert Financial Advisers provides portfolio management, financial assessments, consulting, and ERISA plan services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm uses a relative strength analysis approach with model portfolios and integrates fundamental, technical, and cyclical analysis, offering fiduciary services and educational programs alongside held-away account 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.

John Tumolo is a financial advisor with Sector Analysts LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and previously spent 11 years with LPL Financial LLC. Outside of his advisory role, Tumolo is involved with Tumolo Financial Group, where he provides fixed insurance products including life, health, and long-term care coverage. Sector Analysts LLC serves individual and high-net-worth clients with financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset-allocation approaches, managing assets primarily through its sponsored wrap fee program.

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.

Gregory Confair is a financial advisor with Sigma Financial, Inc. in Allentown, PA, holding 35 years of industry experience. He has been with Sigma Financial since 1981. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives by providing comprehensive financial planning that includes investment strategies, tax and estate planning, insurance analysis, and retirement preparation. The firm takes a long-term, conservative investment approach focused on diversification, tax efficiency, and liquidity, and operates as a fee-for-service consultant without providing discretionary portfolio management or taking custody of client assets.

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.