Nicole Wasiakowski is a financial advisor at Brightside Wealth Planning, LLC with 21 years of industry experience. She holds a Series 66 designation and has worked previously at SEI Investments and LPL Financial. Outside of her advisory role, she serves as a fundraising coordinator for the St Thomas More Soccer Club, a nonprofit organization in Allentown, PA. Brightside Wealth Planning is a supported registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary wealth management. The firm focuses on diversified, passive portfolios using mutual funds and ETFs, supplemented by fundamental and technical analysis, and integrates operationally with SEI through model portfolios and technology platforms.

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.

Bruce Ohrenich is a CFP®-designated financial advisor with 45 years of industry experience. He is the principal of Stillwater Private Wealth, where he has worked since 2026. Prior to founding Stillwater, he spent over three decades at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. In addition to his advisory role, he is involved in insurance sales including life, disability, and long-term care insurance. Stillwater Private Wealth serves individuals, families, business owners, and employer plan sponsors, providing wealth management, financial consulting, and retirement plan advisory services. The firm offers discretionary portfolio management using a broad range of investment options and employs both quantitative and qualitative analysis techniques to guide portfolio decisions.

Donna Wanamaker is a financial advisor at Deep Draft Consulting, LLC with 23 years of industry experience. She holds the ChFC® designation and the Series 63 license. Wanamaker has served in roles at Deep Draft Consulting since 2013 and has been associated with Cornerstone Financial Consultants, Ltd. since 1984, where she is Executive Vice President responsible for business, estate, and insurance planning. She is also Director of Insurance Services and Plan Design, focusing on various life and health insurance products. Deep Draft Consulting provides business planning and financial advisory services to individuals, corporations, and business entities, primarily acting as a referral intermediary to other registered investment advisers. The firm offers written financial plans, consulting engagements, and financial analyses but does not manage 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.

Robert Barth is a financial advisor at Aventine Financial Group with a Series 65 credential and three years of industry experience. Prior to joining Aventine Financial Group in 2022, he worked six years at RSM US LLP. Aventine Financial Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and investment management, combining fundamental and technical analysis to tailor portfolios generally built with low-cost mutual funds and ETFs.

Dawn Marx is a financial advisor at Argyle Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has been with Argyle Capital Management since 1994. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts on a fee-only basis. The firm emphasizes fundamental equity research, a long-term buy-and-hold investment approach, and actively manages fixed income and cash positions while tailoring portfolios to individual client objectives.

John Levis Jr. is a CFP® professional with over 20 years of experience in financial advising. He has worked at MB, Levis & Associates, LLC since 2012 and has been affiliated with Mcqueen Ball & Associates, Inc. since 1998. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, as well as corporate pension and profit-sharing plans, charitable organizations, and trusts and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage discretionary portfolios across equity and fixed-income strategies, incorporating cash as an asset class and conducting ongoing portfolio reviews.

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.

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.

Jason Henninger is a Certified Financial Planner (CFP®) at MB, Levis & Associates, LLC with 20 years of industry experience. He has worked at MB, Levis & Associates since 2012 and has been affiliated with McQueen, Ball & Associates since 2000. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, corporate pension and profit-sharing plans, charitable organizations, and trusts and estates. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using long- and short-term equity and fixed-income strategies, including cash as an asset class.

William Aquila is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Waypoint Financial, LLC since 2016. He holds the Series 66 designation and operates out of Dublin, PA. Waypoint Financial, LLC provides investment management, comprehensive financial planning, and fee-based fundamental research to individuals, small businesses, and 401(k) plans. The firm emphasizes passive investment strategies using index funds and ETFs, tailored portfolio management, and offers participant education for 401(k) plans along with related workshops.

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 Series 65-licensed financial advisor with Ata Management Strategies Inc and has 23 years of industry experience. He has been president of Accounting & Tax Associates, Inc. since 1982 and holds leadership positions in related entities, including 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, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis in managing portfolios and offers both discretionary and consultative services with a variety of fee arrangements.

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.