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.

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.

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.

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.

Katie Heiser is a financial advisor at Sigma Financial, Inc. with six years of industry experience. She holds the Series 65 designation. 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, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, while coordinating implementation with clients’ other professional advisors.

Donna Wanamaker is a ChFC® with 24 years of industry experience, currently serving at Deep Draft Consulting, LLC. She has also held roles at M Holdings Securities, Inc. and Cornerstone Financial Consultants, Ltd., where she is Executive Vice President overseeing business, estate, and insurance planning. Wanamaker has extensive involvement in insurance services and plan design, dedicating a significant portion of her time to this area. Deep Draft Consulting provides business planning and financial advisory services primarily through referrals to other registered investment advisers, offering written financial plans and consulting engagements without managing client investment assets directly. The firm focuses on financial analyses and policy development while operating with a referral-based business model uncommon among similarly categorized advisory firms.

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.

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.

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.

Rachel Lower is a financial advisor with Deep Draft Consulting, LLC, holding a ChFC® designation and a Series 63 license, and has 24 years of industry experience. She has been with Deep Draft Consulting since 2013 and also maintains affiliations with M Holdings Securities, Inc. and Cornerstone Financial Consultants, Ltd. Outside of her advisory role, she is involved in business planning and financial advisory services through her positions at Deep Draft Consulting and as CEO and President of Cornerstone Financial Consultants. Deep Draft Consulting provides business planning and financial advisory services to individuals, corporations, and business entities, primarily operating as a referral intermediary rather than managing client investment assets directly. The firm offers written financial plans, consulting engagements, and evaluates other advisers while assisting clients with account setup and investment policy statements.

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.

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 financial advisor with Ata Management Strategies Inc and holds a Series 65 designation. He has 23 years of industry experience, including roles at CX Institutional and ATA Financial Group LLC. He also serves as president of Accounting & Tax Associates, LLC, 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, plans, trusts, estates, and business entities. The firm employs fundamental and technical analysis, offers discretionary portfolio management, and integrates accounting and tax services through its affiliation with an accounting firm.

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.

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.

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 is a small, independent firm providing comprehensive financial planning and investment consultation primarily to individuals approaching or in retirement. The firm operates as an advice-only provider without custody of client assets, emphasizing written investment guidelines and typically recommending passive, low-cost index funds and ETFs.