Jonathan Weimer is a CFP® professional with 10 years of experience in the financial industry. He is currently with MTM Financial Group, LLC, where he has worked since 2023. His prior experience includes various roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. MTM Financial Group is a registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, and nonprofit endowments. The firm offers discretionary portfolio management and financial planning, using a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions across a diverse range of securities.

Alyssa Young is a financial advisor at MTM Financial Group, LLC with five years of industry experience. She holds the Series 66 designation and previously worked at KickCharge Creative, where she contributed articles on branding and marketing for industry publications. MTM Financial Group serves individuals, pension and profit-sharing plans, and nonprofit endowments by providing discretionary portfolio management and financial planning, using a variety of analytical techniques and trading strategies.

Allen Hamilton is a financial advisor with Liberty Square Wealth Partners LLC in Bethlehem, PA, holding the ChFC® designation with 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments, Inc. Outside of financial advising, he is an equity owner of a golf club. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory engagements. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, supported by fundamental and technical analysis and internal due diligence.

Alison Howells is a financial advisor at A Better Way Financial, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC and Santander Securities, LLC. Outside of financial advising, she owns Howells Industries LLC, which is a non-investment-related business. A Better Way Financial serves individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm provides ongoing financial planning, discretionary portfolio management, and access to hedge fund investments for eligible investors, using tailored written plans and Investment Policy Statements as a framework for portfolio implementation and review.

Gavin Kirsch is a financial advisor at MTM Financial Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at The Strategic Financial Alliance, Inc., Equitable Advisors, and Northwestern Mutual. Outside of his advisory work, he is involved with the Penn Basketball Club. MTM Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and nonprofit endowments. The firm offers discretionary portfolio management and financial planning, applying a mix of charting, fundamental, technical, and cyclical analysis across various securities.

Mark Belcak is a financial advisor with MTM Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with MTM Financial Group and its affiliated entities since 2012. MTM Financial Group is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and nonprofit endowments. The firm manages approximately $772 million in assets and employs an investment process combining charting, fundamental, technical, and cyclical analysis across a variety of securities.

Sebastian Holbrook is a financial advisor with Valley National Advisers Inc. He holds a Series 66 designation and has been with the firm since 2026. His prior work experience includes positions at Valley National Group and Middlebury College. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm manages portfolios primarily on a discretionary, asset-allocation basis and offers services including estate analysis, retirement plan consulting, and private fund due diligence.

Frank Guida is a financial advisor with A Better Way Financial, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at ABWI, LLC, American Retirement Institute, Sheeran Cole, PB Vandross, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he hosts a financial topics radio show and is an author who donates proceeds from his writings to charity. A Better Way Financial provides investment advice and ongoing financial planning to individuals, business entities, and charities. The firm offers discretionary portfolio management and detailed financial plans, incorporating tax preparation support and estate-planning tools, while developing client-specific strategies that include regular monitoring and reviews.

Alexander Gunbymerriman is a financial advisor at Valor Investments and Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Valor in 2023, he worked at New York Life Insurance Company for one year. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, typically implementing client portfolios through third-party managers and model solutions using both active and passive strategies.

Michael Roper is a financial advisor at Valley National Advisers Inc. in Bethlehem, PA, with 15 years of industry experience. He has been with Valley National Advisers since 2011. Outside of his advisory role, Roper serves on the board of directors for Lee Initiatives, a nonprofit organization focused on improving community health and well-being. Valley National Advisers provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers individualized, primarily discretionary portfolio management along with estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions, utilizing third-party platforms and incorporating tax-aware strategies, AI, and cybersecurity controls.

Gene Dickison is a financial advisor with MTM Financial Group, LLC, holding a Series 63 designation and 42 years of industry experience. He has worked at MTM Financial Group since 2008 and also serves as president of More Than Money, LLC, where he hosts television and radio shows, creates printed materials, and oversees the company's website and live events. MTM Financial Group is a registered investment adviser managing approximately $772 million in assets. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and nonprofit endowments, employing a blend of charting, fundamental, technical, and cyclical analysis across a variety of securities.

Frank Guida Jr. is a financial advisor at A Better Way Financial, LLC in Allentown, PA, holding a Series 65 designation with five years of industry experience. He is also involved in fixed insurance sales as an insurance agent and hosts a monthly radio show discussing financial topics. Additionally, he authors books and articles related to finance. A Better Way Financial advises individuals—including high-net-worth clients—business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and access to hedge fund investments for eligible investors, emphasizing tailored financial plans and regular account reviews.

Joseph Nola is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at A Better Way Financial, LLC in Allentown, PA, where he has been since 2026. His prior experience includes roles at Merrill Lynch, Bank of America, Capital Analysts, Lincoln Investment, and Royal Alliance Associates. A Better Way Financial advises individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers financial planning, discretionary portfolio management, and access to hedge fund investments for eligible accredited investors, using tailored financial plans and a disciplined review process.

Noah Williams is a financial advisor at A Better Way Financial, LLC with five years of industry experience. He holds a Series 65 designation and has worked with several related entities including ABWI, LLC, where he is also a licensed insurance agent. A Better Way Financial provides investment advice and financial planning services to individuals, business entities, and charities, offering discretionary portfolio management and written plans that include tax preparation support and estate-planning tools. The firm employs client-specific strategies, ongoing monitoring, and may utilize sub-advisors to manage assets.

Terry Danish is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and ERISA fiduciary services. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum, utilizing a range of analytical approaches and instruments, and maintains closer ties to broker-dealer and insurance activities compared to many enterprise peers.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Joseph Sparta is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha since 2010 and with Mutual of Omaha Investor Services since 2011. Outside of advising, he is also an insurance agent specializing in health, life, and annuities. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who recommend model portfolios or third-party managers on an approved platform.

Hi, I’m David Fowler – the founder of High Mountain Financial Planning, a virtual fee-only financial planning & investment management firm. HMFP is a Registered Investment Advisory firm located in Fort Myers, Florida, and with the use of modern technology able to serve clients across the entire United States. With almost 20 years of experience in financial services, I started HMFP with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far). ABOUT HMFP High Mountain Financial Planning exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow. Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning. WHO I SERVE As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges associated with retirement planning. With that in mind, I work with: • Folks near or at retirement • Outdoor Enthusiasts • Gen X If you love being outdoors or are getting ready to step into "what's next" - you are in the right place and have found your planner! Book a complimentary meeting to see how we can collaborate and achieve your goals at https://www.highmountainfinancial.com/free-consultation HOW I HELP • I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom • I help you identify and eliminate any gambling or speculating that may be occurring with your investments • I simplify the planning process – breaking your planning to actionable attainable steps CERTIFICATIONS & QUALIFICATIONS • I am a CERTIFIED FINANCIAL PLANNER™ • I have earned the Chartered Financial Consultant® (ChFC®) designation • I am independent • I am a Fee-Only financial planner • I am a Fiduciary NEXT STEPS • Learn more on the HMFC website - https://www.highmountainfinancial.com/ • Book a 30 minute conversation on my calendar - https://www.highmountainfinancial.com/free-consultation • send me an email - [email protected]

Travis Mattson is a financial advisor with Vicus Capital, Inc. in Stroudsburg, PA, holding a Series 65 designation and one year of industry experience. He has previously worked at MML Investors Services, LLC, MassMutual Life Insurance Co, and Park Avenue Securities LLC. Outside of his advisory role, Mattson serves as vice president of the Kiwanis Club, a local nonprofit organization. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm’s investment approach includes fundamental and technical analysis with a variety of model and separately managed strategies, and it offers specialized retirement-plan consulting and fiduciary services.

Michael Assad is a financial advisor with Vicus Capital, Inc., holding a Series 66 license and bringing 23 years of industry experience. He has been affiliated with Vicus Capital and Michael Assad LLC since 2014 and has experience with Cetera Wealth Services and Marmaras and Smith LLC. Assad is also involved in a local networking group as a membership committee member. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a blend of fundamental and technical analysis across various strategies, including ESG and faith-based allocations, and offers specialized retirement-plan consulting and fiduciary services.