Philip Goldstein is a financial advisor with 42 years of industry experience, currently serving at 1st Financial Investment, Inc. He holds Series 63 and Series 65 credentials and has been with 1st Financial Investment since 2016. Goldstein is involved in multiple business activities, including consulting on Social Security and college planning, as well as marketing life insurance for bariatric patients. He is also affiliated with the Society for Financial Awareness as a consultant and educator. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a core-and-satellite asset allocation strategy that combines passive index funds and ETFs with active management, delivering advice on a non-discretionary basis while monitoring third-party managers for adherence to client strategies.

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.

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.

Richard Condeelis Jr. is a Series 66-licensed financial advisor at Capstone Wealth Management Group, LLC with nine years of industry experience. He has worked at Capstone since 2017 and has been affiliated with LPL Financial for over ten years. Outside of his advisory roles, he is involved with BRCK Partners LLC, engaging in property management and real estate rental activities. Capstone Wealth Management Group provides investment advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive wealth management, financial planning, and retirement plan advisory services, employing a long-term strategic asset allocation combined with tactical portfolio adjustments using fundamental analysis.

Charles Galat Jr. is a financial advisor with 22 years of industry experience, currently serving at 1st Financial Investment, Inc. He holds a Series 63 designation and has a professional background that includes ownership and leadership of Galat & Company, P.C., a CPA and accounting firm. In addition to his financial advisory role, Galat is involved in bookkeeping and ownership interests in several healthcare-related entities including Bonaham Nursing & Rehabilitation Center and Beyond Addition Recovery & Treatment Center. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset-allocation approach, combining passive index funds and ETFs with active management, while maintaining a non-discretionary role where clients retain final trading authority.

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.

Richard Weintraub is an advisor with 1st Financial Investment, Inc. He has over three years of experience in financial advising and previously practiced law for more than two decades as Richard Weintraub, Esq. His background includes roles at Simplicity Group and affiliated entities within the 1st Financial structure. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a core-and-satellite asset-allocation strategy that uses passive index funds and ETFs alongside active management, delivering advice on a non-discretionary basis.

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.

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.

Eric Aposhian is a financial advisor at Lewis Asset Management with 29 years of industry experience. He has been with Lewis Asset Management since 2017 and previously worked at FSC Securities Corporation from 2010 to 2017. In addition to his advisory role, he is licensed to sell individual life, health, and group insurance products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million for about 276 clients through a five-advisor team. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios primarily using diversified fund-based strategies aligned with client objectives and risk tolerance.

Dimitri Gnall is a Series 65-licensed advisor at Riggs Asset Management Co Inc with one year of industry experience. Prior to joining Riggs Asset Management, he worked at Empire Education Group and has concurrent involvement with Domiano Eye Care. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary investment management alongside family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm uses a diversified investment approach incorporating equities, fixed income, ETFs, and mutual funds, and may include direct indexing and cryptocurrency exposure in client portfolios.

Rachel Ames is a CFA® charterholder with two years of industry experience. She has been with Berkshire Asset Management, LLC since 2019 and previously worked at CBOE Vest and ProShares LLC. Berkshire Asset Management provides discretionary and non-discretionary portfolio management for a diverse client base, including individual and high-net-worth investors, foundations, and institutional entities. The firm employs fundamental analysis through defined investment strategies and serves as an adviser to private funds and an ETF.