Donna Wanamaker is a financial advisor at Deep Draft Consulting, LLC with 24 years of industry experience. She holds the ChFC® and Series 63 designations and has held roles at Cornerstone Financial Consultants, Ltd. and M Holdings Securities, Inc. Wanamaker also serves as Director of Insurance Services & Plan Design, focusing on accident and health, life, and annuity insurance products. Deep Draft Consulting provides business planning and financial advisory services to individuals and business entities, primarily through referrals to other registered investment advisers. The firm offers written financial plans, consulting engagements, and financial analyses without managing client investment assets directly.

Richard Gurniak is a CFP® professional with 24 years of experience at Gurniak Financial Advisors, Inc. He has been involved in financial and accounting services since 1987, serving as managing member of an accounting firm in Allentown, Pennsylvania. Gurniak Financial Advisors manages approximately $68.6 million for individual and high-net-worth clients, as well as IRAs, trusts, and estates. The firm employs a passive investment strategy using index mutual funds and ETFs, managing accounts on a nondiscretionary basis while integrating tax and accounting services through its affiliation with an accounting practice.

Patrick Hutchinson is a financial advisor with Sector Analysts LLC in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and LPL Financial from 2003 to 2017. Outside of his advisory role, he owns Hutchinson Insurance, offering fixed insurance products including life, disability, and long-term care insurance. Sector Analysts LLC serves individual and high-net-worth clients, providing 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, managing assets through a proprietary wrap fee program.

Kerri Williams is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 65 designation with six years of industry experience. She has been with Sigma Financial since 2012. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives with comprehensive financial planning focused on investments, tax and estate planning, insurance, company stock and incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, providing written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.

Elias Isaac II is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 63 designation with 13 years of industry experience. He has been with Sigma Financial, Inc. since 1998, contributing to the firm's services for nearly three decades. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, company stock, incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, low-cost passive vehicles, and tax efficiency, while providing clients written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.

Rachel Lower is a financial advisor at Deep Draft Consulting, LLC with 24 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior experience includes roles at Cornerstone Financial Consultants, Ltd and M Holdings Securities, Inc. Deep Draft Consulting provides business planning and financial advisory services primarily through referrals to other registered investment advisers, focusing on written financial plans, consulting engagements, and evaluations of other advisers rather than direct management of client assets.

Seth Bittner is a financial advisor at Stillwater Private Wealth with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Ethos Financial Group, Innovation Partners, Mercap Securities, Almanack Investment Partners, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of advising, he is involved in life and annuity insurance product sales through his roles in multiple insurance brokerages. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, managing portfolios across a broad range of securities with a focus on quantitative and qualitative analysis combined with modern portfolio theory.

Sean Mccullough is a CFP® with 15 years of industry experience and is currently affiliated with Atlas Wealth Partners LLC, where he has worked since 2015. He holds Series 63 and Series 65 licenses. Atlas Wealth Partners advises individuals and trusts, including both high-net-worth and non-high-net-worth clients, as well as participant-directed pension plans. The firm’s investment approach is value-oriented and discipline-driven, focusing on security-level valuation and aligning holdings with client objectives through discretionary management.

Michael Janvrin Sr. is a CFP® with 17 years of experience currently serving at Atlas Wealth Partners LLC since 2015. He holds the Series 66 designation and is based in Wyomissing, PA. Atlas Wealth Partners advises individuals, trusts, and participant-directed pension plans, including both high-net-worth and non-HNW clients. The firm employs a value-oriented, discipline-driven investment process with discretionary implementation and works notably with state and municipal government clients.

Kerry Erickson is a financial advisor at Erickson Financial Group, LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Erickson Financial Group in 2019, he worked at MML Investors Services, Inc. and MassMutual Life Insurance Company from 2002 to 2019. He is also active as a licensed insurance agent specializing in life and health insurance. Erickson Financial Group serves individuals, high-net-worth clients, trusts, businesses, and retirement plans by providing 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, managing accounts on a discretionary basis with active rebalancing aligned to client goals and tax considerations.

Thomas Weik is a financial advisor with Weik Capital Management in Wyomissing, PA, holding 35 years of industry experience. He has been with Weik Capital Management since 1987. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm follows a value-based investment philosophy focused on fundamental analysis and manages balanced portfolios combining equities and fixed-income holdings, primarily on a discretionary basis with regular team-based reviews.

Dylan Purdy is a financial advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of advisory work, he serves as a board member and secretary/treasurer for a local BNI networking group. Liberty Asset Management provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $141 million in discretionary assets with a team approach, focusing on asset allocation guided by Modern Portfolio Theory and incorporating both discretionary and non-discretionary account management.

Eric Mischler is a financial advisor with Alliance Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2015 and held positions at Visions Federal Credit Union and INVEST Financial Corporation prior to joining Alliance Financial. Mischler also provides investment advisory services through Fox Financial Inc., an independent investment advisor firm. Alliance Financial serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting, employing a range of analytic methods and investment strategies, and acts as a wrap fee program sponsor, integrating multiple program platforms into its client solutions.

Robert Hahn is a CFA® charterholder with 10 years of industry experience. He has worked at Connors Investor Services Inc. since 2017 and previously was with Raymond James from 2014 to 2017. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm combines fundamental and technical analysis using both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple pooled investment vehicles, such as mutual funds and private funds.

Warren Weik is a financial advisor at Weik Capital Management with 13 years of industry experience. He holds the Series 65 designation and has been with Weik Capital Management and its predecessor entities since 2016. Weik Capital Management provides discretionary and non-discretionary portfolio management services to individuals—including high-net-worth clients—retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks at a discount to intrinsic business value and managing balanced portfolios that combine equities with fixed income when income is a client objective. The firm also manages pooled investment vehicles and operates as a private fund adviser for two limited partnerships primarily investing in equities.

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.

Kent Lane is an associate wealth advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked in construction management and has been coaching wrestling at the Grit Mat Club since 2021, where he helps train K-12 athletes outside of trading hours. Liberty Asset Management provides portfolio management and financial planning services to individual clients, pension plans, charitable organizations, and corporate clients. The firm manages approximately $141 million in discretionary assets using asset allocation guided by Modern Portfolio Theory along with technical analysis, serving a modest client base through a team of six advisors.

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.

Benjamin Chunko is an associate advisor at Liberty Asset Management with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Liberty Asset Management since 2012 and Comprehensive Asset Management & Servicing, Inc. since 2013. Outside of his advisory role, he owns and operates the Grit Mat Club, an athletic club where he runs practices. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning services.

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.