James White is a CFP® and Series 65-licensed financial advisor with 22 years of industry experience. He has been with Great Oak Wealth Management, Inc since 2021 and previously operated JH White Financial Services, LLC for 16 years. Outside of advisory work, he is employed as a Network Planner I at Verizon Communications, where he designs and plans outside plant facilities for telephone and high-speed services. Great Oak Wealth Management serves individuals, families, corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm provides financial planning, discretionary investment management, retirement plan consulting, and participant account management, using an investment approach focused on asset allocation, fundamental analysis, and mutual fund/ETF selection.

Kristen Barker is a CFP® professional with six years of industry experience. She is currently with Q3 Advisors, LLC, having previously worked at several firms including Thrive Wealth Management, Milestone Financial Associates, and Wescott Financial Advisory Group. Q3 Advisors provides financial planning and tax-focused consulting services to individuals through various packaged programs, emphasizing planning-level recommendations without offering investment management or discretionary authority. The firm operates entirely on fixed-fee engagements and collaborates with independent CPA firms for tax preparation.

David Coult is a CFP® and ChFC® with 28 years of industry experience. He has been with Milestone Financial Associates, LLC since 2011, where he serves as co-owner and president. Prior to and alongside his current role, he was affiliated with CommonWealth Financial Network for 14 years. Outside of advisory work, he is involved in insurance businesses and holds several ownership interests in related entities. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios primarily on a discretionary basis using mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Justin Miller is a CFA® charterholder with 15 years of industry experience. He has worked at Milestone Financial Associates, LLC since 2008 and was previously with Commonwealth Financial Network from 2011 to 2025. In addition to his advisory role, he serves as an instructor in Applied Investment Management at Kutztown University. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs asset allocation guided by fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds, typically on a discretionary basis.

Paul Juliano Jr. is a CFP® with 13 years of industry experience, currently serving at Milestone Financial Associates, LLC since 2026. He previously worked for The Vanguard Group, Inc. for 13 years. Milestone Financial Associates is a team-based registered investment adviser managing approximately $654 million in discretionary assets, offering personalized investment management and financial planning to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations. The firm constructs tailored asset allocations using fundamental analysis and integrates financial planning into most client relationships.

James Goodhart is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Chancellor Financial Group since 2021 and previously at TCM Securities, Inc. from 2015 to 2021. Outside of advisory work, he is an insurance agent specializing in fixed insurance and annuity products. 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 employs a long-term, fundamental analysis-based investment approach, utilizing low-cost mutual funds and ETFs along with other strategies, and manages approximately $249 million in client assets.

Holly Clarke is a CFP® professional with one year of industry experience, currently serving as an advisor at Milestone Financial Associates, LLC. Her prior experience includes roles at Commonwealth Financial Network, Haas Financial Group, Baker Tilly, and Moravian College. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds tailored to client objectives.

John Gacesa III is a financial advisor at Peak American Investment Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has been with Peak American Investment Advisors since 2021. Outside of his advisory role, he is involved with Peak American Financial Group, Inc., where he has participated in insurance sales and seminar advising since 2016. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management, financial planning, and retirement tax strategy. The firm uses a combination of technical and fundamental analysis in its investment approach and integrates tax and insurance coordination into retirement and income planning.

Mihir Saudagar is a financial advisor at Milestone Financial Associates, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network and Cornerstone Institutional Investors, LLC. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm uses asset allocation guided by fundamental analysis and manages portfolios primarily on a discretionary basis, employing mutual funds, ETFs, individual stocks, and bonds tailored to client objectives.

Jeff Lanscek is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently with Milestone Financial Associates, LLC, where he has worked since 2025. Prior to this, he was affiliated with Commonwealth Financial Network and Baldrige Asset Management. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds.

Jeffrey Hegedus is a CFP® with four years of industry experience, currently serving at Milestone Financial Associates, LLC. His prior experience includes roles at Commonwealth Financial Network and The Vanguard Group. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, stocks, and bonds tailored to client objectives.

Justin Poccia is a ChFC® affiliated with Milestone Financial Associates, LLC, where he has worked since 2023. Prior to joining the firm, he was a full-time student for eight years. Milestone Financial Associates is a team-based registered investment adviser with seven advisors managing approximately $654 million in discretionary assets. The firm provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations, using fundamental analysis to construct tailored asset allocations.

Peter Cisick is a financial advisor at O.N. Investment Management Company with 31 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with O.N. Investment Management since 2016. Cisick is also president of an insurance sales business specializing in individual and group life, medical, disability, long-term care, and fixed annuities. O.N. Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary programs, as well as access to various third-party investment platforms.

Andre Robinson is a financial advisor with MissionSquare Retirement who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His career includes roles at Voya Financial Advisors and Citi Group. He is currently associated with both MissionSquare Retirement and MissionSquare Wealth Management. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice, which are supported by investment models developed by Morningstar Investment Management.

Terry Morris is a financial advisor with Dakota Wealth, LLC and holds five years of industry experience. Prior to joining Dakota Wealth, he worked at Lindenwold Advisors Inc., Truist Financial Corp, and Branch Banking and Trust Company. He is dually registered with both Dakota Wealth and Lindenwold Advisors on a temporary basis. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and retirement plans, offering services such as wealth management, investment management, financial planning, and retirement plan advisory. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and maintains active roles in private funds and ETF sub-advisory.

J Ehst is a CFP® professional with 18 years of industry experience, currently with Geneos Wealth Management, Inc. since 2008 and Life Financial Group since 2007. He holds the Series 66 designation and is involved in family counseling through The Legacy/Life Institute for Financial Excellence. Additionally, he owns a separate wealth management entity and engages in eBay sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies supported by continuous account monitoring, discretionary trading, and access to third-party money managers.

Thomas Gasbarre is a financial advisor with Nations Financial Group, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining Nations Financial Group in 2021. Gasbarre is also the owner of Liberty Investment Management, an independent investment advisory business. Nations Financial Group, Inc. provides investment advisory services to a wide range of clients, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who utilize proprietary model portfolios alongside outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

James King is an investment advisor representative at Dakota Wealth, LLC with six years of industry experience. He previously worked at BB&T Institutional Advisers and Lindenwold Advisors, Inc., where he maintains a dual registration during a transitional period. Mr. King serves as treasurer and chair of finance for the charitable organization Historic Highfield Hall and Gardens. Dakota Wealth, LLC provides wealth management and investment advisory services to individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and is noted for its active management role in private funds and registered ETFs.

Benjamin Haas is a CFP® professional with 19 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has held roles at LPL Financial, LLC and US Financial Advisors, LLC. Haas also engages in insurance brokerage activities and operates Haas Financial Group as a business entity for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and planning services, utilizing a combination of in-house strategies and third-party managers across various platforms.

Andrew Ferraro is a financial advisor at PKS Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and MCG Securities. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using mutual funds, ETFs, independent managers, and individual securities.