Robert Schultz is a financial advisor with Capstone Wealth Management Group, LLC in Dunmore, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Capstone Wealth Management Group since 2016. Outside of his advisory role, Schultz serves as an assistant junior high softball coach in the Tunkhannock School District and is the sole member and owner of Spruce Street Enterprises LLC. Capstone Wealth Management Group provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a long-term strategic asset allocation approach combined with tactical overlays, utilizing fundamental analysis to select low-cost mutual funds, ETFs, and individual securities while offering comprehensive wealth management and retirement plan advisory services.

Gerard Mihalick is a financial advisor at Berkshire Asset Management, LLC with 31 years of industry experience. He has been with Berkshire Asset Management since 2007. He holds Series 63 and Series 65 licenses. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individual and high-net-worth investors, institutions, and private funds. The firm implements investment strategies based on client-specific policy statements, offering various equity and fixed income models, and serves as an adviser to private funds and an ETF.

Sean Dempsey is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wayne Bank. Outside of finance, he has worked at Elmhurst Country Club for six years. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning approach with customized asset allocations, risk analytics, and a range of investment strategies, while also offering retirement plan consulting and investor education programs.

Jude Mcdonough is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Alliance Wealth Advisors, LLC since 2019 and previously held roles at LPL Financial LLC and INVEST Financial Corp. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based planning process and utilizes risk analytics and diverse investment strategies, including options and fixed-income portfolios, to serve its clients.

Adam Glassman is a financial advisor with Riggs Asset Management Co Inc, holding a Series 65 designation and based in Dallas, PA. He joined Riggs in 2025 and previously served 19 years with the Office of the Comptroller of the Currency as a National Bank Examiner. He is currently on administrative leave from the OCC until his official separation in late 2025. Riggs Asset Management serves a range of clients including individuals, business entities, retirement plans, and charitable organizations, offering discretionary investment management alongside family-office style services. The firm employs a multi-asset investment approach that includes equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Gregory Weaver is a CFA® charterholder with 18 years of industry experience. He has worked at Berkshire Asset Management, LLC since 2007. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, high-net-worth investors, foundations, endowments, and corporate clients. The firm employs fundamental analysis and concentrated holdings across defined strategies such as Core Equity, Dividend Income, and fixed income, and it also serves as a sub-advisor to an equity ETF.

Alan Glassman is a financial advisor at Riggs Asset Management Co., Inc. in Dallas, PA, holding a Series 65 designation with 29 years of industry experience. He has been with Riggs Asset Management since 1997. Riggs Asset Management provides discretionary investment management and limited unsolicited consultation to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers family-office style services and employs a diversified investment approach that includes equities, fixed income, ETFs, and mutual funds, incorporating fundamental and technical analysis along with the potential use of direct indexing and cryptocurrency ETFs in client portfolios.

Christopher Ross is a CFP® with 22 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2017 and previously held roles at Financial Services International Corp, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, and retirement plans. The firm uses a goals-based financial planning process and offers discretionary investment management with risk-based strategies, option implementations, and retirement-plan fiduciary services.

Thomas O’Day is a Series 65-licensed advisor with Chancellor Financial Group WB LLC, based in Wilkes-Barre, PA. He has nine years of industry experience, including a decade at Chancellor Financial Group WB LP. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm’s investment approach focuses on long-term, fundamental analysis and uses a mix of low-cost mutual funds, ETFs, and quantitative strategies, with an emphasis on continuous client contact and fiduciary duty.

Bryan Kupchik is a Certified Financial Planner® with 28 years of industry experience. He is a principal at Capstone Wealth Management Group, LLC, where he has worked since 2016, following a tenure at LPL Financial. Capstone Wealth Management Group serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans by providing comprehensive wealth management and financial planning services. The firm employs a long-term strategic asset allocation approach augmented by tactical adjustments, using fundamental analysis to select low-cost mutual funds, ETFs, and individual securities.

Jason Reilly is a CFP® with 17 years of industry experience, currently serving as an advisor at Berkshire Asset Management, LLC since 2015. He also has a role with IM Global US Distributors, LLC beginning in 2023. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, institutions, and private funds. The firm employs client-specific investment policy statements and fundamental analysis across various strategies while managing approximately $2.79 billion in regulatory assets.

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 1999. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary investment management and family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm manages around $640 million in client assets and employs a diversified investment process that includes individual equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Michael Weaver is a financial advisor with Berkshire Asset Management, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Berkshire Asset Management since 2007. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, high-net-worth investors, foundations, and private funds. The firm employs client-specific investment strategies emphasizing fundamental analysis and manages approximately $2.79 billion in regulatory assets.

Robert Dwyer is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Chancellor Financial Group since 2014 and previously worked for Newbridge Securities Corporation for 14 years. Dwyer also operates a sole proprietorship as an insurance agent. Chancellor Financial Group WB LP serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations by providing investment advisory and financial planning services. The firm uses a long-term, fundamental analysis approach, building portfolios primarily with low-cost mutual funds and ETFs, supplemented by other strategies when appropriate.

Susan Shoemaker is a financial advisor with Riggs Asset Management Co Inc in Dallas, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Riggs Asset Management since 2010. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited unsolicited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that incorporates individual equities, fixed income, ETFs, and mutual funds, along with the use of an unaffiliated sub-advisor for direct indexing and optional cryptocurrency exposure.

Terrence Casey is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Chancellor Financial Group since 2012, where he serves as president and partner. Casey is also licensed as an insurance agent, dedicating limited time to selling insurance. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $249 million in assets and employs a primarily long-term investment approach centered on fundamental analysis, combining low-cost mutual funds and ETFs with other strategies as appropriate.

Christopher De Villeneuve is a financial advisor at Forthright Capital with nine years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to joining Forthright Capital Advisory LLC and Forthright Capital Partners LLC in 2024, he worked with NYLIFE Securities LLC and New York Life Insurance Co. from 2016 to 2024. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, employing primarily passive investment management through FC model portfolios and outside managers when appropriate.

Douglas Holcomb is a financial advisor with Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member of Ariel Land Owners, Inc., managing a recreational lake. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning process with customized asset allocations and risk analytics, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.

Kenneth Krogulski is a financial advisor with Berkshire Asset Management, LLC, where he has worked since 2007. He holds over 35 years of industry experience. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, high-net-worth investors, foundations, and institutional clients. The firm offers defined investment strategies, subadvisory services, and manages private funds with a focus on fundamental analysis and concentrated portfolios.

Stephen Alinikoff is a financial advisor at Capital Markets IQ, LLC with 44 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Capital Markets IQ since 2017, following eight years at Prospera Financial Services, Inc. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and support for alternative and private investments.