Nicholas Colarossi is a financial advisor at Leigh Baldwin & Co., LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Leigh Baldwin since 2003. Outside of his advisory role, he hosts a radio talk show on investing and finance and serves as a board member of Flight Systems Inc. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a mix of fundamental and technical analysis, managing approximately $285 million in discretionary assets across a team of 18 advisors.

Perry Rose is a CFP® professional with 39 years of industry experience, currently serving at Alliance Wealth Advisors, LLC since 2017. His prior roles include positions at Financial Services International Corp and Wells Fargo Advisors. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans, managing approximately $498 million in assets. The firm employs a goals-based planning process with customized asset allocations and risk analytics, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.

Kurtis Medeiros is a financial advisor at Stone House Investment Management, LLC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Abbington Financial Group, LPL Financial, and more than a decade in the automotive sector. Outside of advising, he owns a dumpster rental business and serves as a notary. Stone House Investment Management provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm’s investment approach combines low-cost index-style ETF allocations with actively managed strategies and offers a range of portfolio management options tailored to client needs.

Michael Cordaro is a financial advisor at Alliance Wealth Advisors, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Brown Brothers Harriman for five years before joining his current firm. Alliance Wealth Advisors is a team-based registered investment adviser that provides wealth management, financial planning, and portfolio management services to individuals, business owners, trusts, and retirement plans. The firm employs a goals-based, comprehensive financial planning process and offers risk-based discretionary investment strategies alongside option-based strategies and a firm-managed fixed income program.

Larry Alderson is a CFP® professional with 28 years of industry experience. He is currently with Stone House Investment Management, LLC and has previously worked at LPL Financial, Cetera Investment Advisers, Cetera Investment Services, and C&N Bank. He serves on the Investment Committee for the Community Foundation for the Twin Tiers. Stone House Investment Management provides 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 a range of portfolio management options, including discretionary management and third-party money manager selection.

Elizabeth Graham is a financial advisor at Riggs Asset Management Co Inc with 13 years of industry experience. She holds the Series 65 designation and has been with Riggs Asset Management since 2001. Based in Dallas, Pennsylvania, she is part of an eight-advisor team. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that includes equities, fixed income, ETFs, mutual funds, and can incorporate direct indexing and cryptocurrency exposure.

Kathleen Tatulli is a Series 65-licensed advisor with Capstone Wealth Management Group, LLC, where she has worked since 2019. She has seven years of industry experience and also operates Tatulli and Associates, LLC, a business she has been involved with since 2005. Capstone Wealth Management Group is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $292 million for around 573 clients, offering discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services using a long-term strategic asset allocation combined with a tactical overlay.

Ryan Vassil is a financial advisor at Stone House Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Stone House since 2020. Prior to that, he was employed at Market Resource Partners and Power Home Remodeling Group. 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 a range of portfolio management options tailored to client needs.

Robert Schultz is a financial advisor with Capstone Wealth Management Group, LLC in Dunmore, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Capstone Wealth Management Group since 2016. Outside of his advisory role, Schultz serves as an assistant junior high softball coach in the Tunkhannock School District and is the sole member and owner of Spruce Street Enterprises LLC. Capstone Wealth Management Group provides investment advisory services to individuals, families, trusts, businesses, and charitable organizations. The firm employs a long-term strategic asset allocation approach combined with tactical overlays, utilizing fundamental analysis to select low-cost mutual funds, ETFs, and individual securities while offering comprehensive wealth management and retirement plan advisory services.

Barbara Grimaud is a financial advisor with Stone House Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. Prior to joining Stone House in 2018, she worked for the U.S. Federal Court of the Middle District of Pennsylvania and maintains a legal practice through the Law Office of Barbara R. Grimaud. She is also a member of Rock Ledge Quarries, LLC, where she serves in an of counsel role. 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 customizable portfolios managed directly or through sub-advisers.

Sean Dempsey is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wayne Bank. Outside of finance, he has worked at Elmhurst Country Club for six years. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning approach with customized asset allocations, risk analytics, and a range of investment strategies, while also offering retirement plan consulting and investor education programs.

Jude Mcdonough is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Alliance Wealth Advisors, LLC since 2019 and previously held roles at LPL Financial LLC and INVEST Financial Corp. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based planning process and utilizes risk analytics and diverse investment strategies, including options and fixed-income portfolios, to serve its clients.

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.

Benjamin Robinson is a financial advisor with Stone House Investment Management, LLC, holding a Series 65 credential and five years of industry experience. He has been with Stone House since 2020. Outside of finance, he is a sponsored athlete for Deckers Brands, representing their outdoor brand in national and international running competitions. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm manages a diverse range of strategies and utilizes active trading techniques, overseeing approximately $842 million in discretionary assets as of the end of 2025.

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.

Todd Monahan Jr. is a financial advisor at Stone House Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with The Arc of NEPA and the University of Scranton. Stone House provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies and uses active trading techniques, managing over $840 million in discretionary assets.

Michael Paciotti is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Integrated Capital Management, Inc. since 2009. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and government agencies. The firm uses a contrarian, valuation-driven approach with quantitative models and proprietary strategies, offering a range of tactical and tax-sensitive ETF-based portfolios as well as services to other advisers and municipal clients.

Alan Glassman is a financial advisor at Riggs Asset Management Co., Inc. in Dallas, PA, holding a Series 65 designation and with 28 years of industry experience. He has been with Riggs Asset Management since 1997. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment process that includes fundamental, technical, and cyclical analysis across multiple asset classes and time horizons.

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.

Christopher Ross is a CFP® with 22 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2017 and previously held roles at Financial Services International Corp, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, and retirement plans. The firm uses a goals-based financial planning process and offers discretionary investment management with risk-based strategies, option implementations, and retirement-plan fiduciary services.