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.

Kirk Lunger is a financial advisor at Stone House Investment Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been associated with Stone House since 2014. He also owns Lunger Financial, LLC, which provides financial advisory services to Stone House clients. Stone House Investment Management offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a blend of low-cost, index-style ETF allocations and actively managed strategies, providing customizable portfolios managed directly or through sub-advisers.

Katelyn Martin is a financial advisor at Stone House Investment Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Stone House, she worked at Fidelity Bank for five years and has experience in the retail and food service industries. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a range of model and separately managed strategies, active trading techniques, and specialty solutions, managing over $840 million in discretionary assets as of December 31, 2025.

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.

Matthew Zeigler is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Sunpointe Investments since 2022 and previously spent over a decade at Bank of America and Merrill Lynch. Sunpointe Investments offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies, incorporates fundamental and behavioral analysis, and provides family-office services including philanthropy and consolidated performance reporting.

Kathryn Johnston is a financial advisor at Stone House Investment Management, LLC with five years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including LPL Financial LLC, Citizens & Northern Bank, and Equitable Advisors. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm utilizes a range of model and separately managed strategies and offers specialty solutions such as third-party manager oversight and custom portfolio management.

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.

John Burke is a financial advisor with Stone House Investment Management, LLC in Tunkhannock, PA, holding a Series 65 designation and 17 years of industry experience. He has been involved with Burke Enterprises, LLC and Stone House Investment Management since 2008. Outside of his advisory role, he serves as a director for Stone House Tax, Business & Municipal Accounting, LLC, providing business direction and guidance. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm blends low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular planning, and various account platforms.

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.

Michael Cravath is a financial advisor at Stone House Investment Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Cintas. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a range of model and separately managed strategies, including the use of third-party money managers and specialty solutions, managing over $840 million in discretionary assets.

Terrence Casey is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Chancellor Financial Group since 2012 and previously worked at M&T Securities, Inc. for one year. Casey is also president and partner of the firm and spends significant time managing the investment advisory business. 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 client assets using a long-term investment approach based on fundamental analysis, emphasizing customized portfolios primarily made up of low-cost mutual funds and ETFs, supplemented with quantitative strategies and individual securities when 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.

Christine Slusark is a financial advisor with Stone House Investment Management, LLC, holding a Series 63 designation and 15 years of industry experience. She has been with Stone House since 2010. Christine is also a licensed life insurance producer. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular financial planning, and third-party money manager selection.

Raymond Stone is a financial advisor at Stone House Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Stone House since 2008. His prior experience includes roles at Robert J. Brown, CFP and Pan-American Investment Advisers, Inc. Additionally, he serves as a director in non-investment related businesses including Stone House Tax, Business & Municipal Accounting, LLC and Indemnitree, LLC. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a variety of model and separately managed strategies and utilizes third-party money managers, active trading techniques, and institutional custodial platforms in its investment approach.

Robert Brown is a CFP® professional with 20 years of experience in financial advisory services, currently with Stone House Investment Management, LLC. He has held leadership roles in related businesses, including ownership of RJB Solutions, LLC, which markets medical services to healthcare providers. Brown also serves as a director of Stone House Tax, Business & Municipal Accounting, LLC, providing business direction and guidance. Stone House Investment Management offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s approach combines low-cost, index-style ETF allocations with actively managed strategies and customizable portfolios, utilizing both in-house management and sub-advisers.

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.