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.

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.

Chelsea Barrows is a CFP® professional with 15 years of industry experience. She is currently with Opal Wealth Advisors, LLC and has previously worked at Facet Wealth, CUSO Financial Services dba PenFed Wealth Management, and Axa. She serves as a board member for the NEPA Youth Shelter and the Oak Glen HOA. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with comprehensive financial planning and portfolio management. The firm manages approximately $1.24 billion in assets, offering tailored portfolios through mutual funds, ETFs, bonds, and independent managers, along with educational seminars and extensive client outreach.

Douglas Holcomb is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, with 40 years of industry experience. He holds a Series 63 designation and has been with Alliance Wealth Advisors since 2017, following previous roles at FSIC and Wells Fargo Clearing. Outside of his advisory work, Holcomb serves as a trustee and holds power of attorney for family investment-related matters, and he is a board member managing recreational lake activities with Ariel Land Owners, Inc. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, business owners, trusts, and retirement plans. The firm employs a goals-based financial planning process and offers discretionary investment management using fundamental analysis, option strategies, and a fixed income program, managing approximately $601 million in assets for around 648 clients.

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.

Aidan Brown is a financial advisor at Stone House Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Leidos and Otis Elevator Company. 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 diverse investment platform including model and separately managed strategies and employs active trading techniques and third-party money manager oversight.

Jennifer Schultz is a financial advisor at Stone House Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for 23 years at Citizens & Northern Bank. Outside of her advisory role, she is a 49% owner and serves as Secretary/Treasurer of Schultz Auto Body & Detail, LLC, a collision repair business. 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 portfolio management through direct, model, or sub-advised accounts.

Joseph Alu is a financial advisor at Capstone Wealth Management Group, LLC with eight years of industry experience. He also serves as a Certified Public Accountant at Joseph M. Alu and Associates, PC, a firm he has been affiliated with since 2004. Capstone Wealth Management Group provides investment advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, employing both strategic and tactical asset allocation while selecting low-cost mutual funds, ETFs, and individual securities.

Zachary Polovitch is a financial advisor at Stone House Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Stone House, he held positions at Fidelity Bank, Peoples Security Bank & Trust Company, and DICK's Sporting Goods. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach combines low-cost, index-style ETF allocations with actively managed strategies, offering discretionary portfolio management and customizable client accounts.

Ryan Lehman is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Integrated Capital Management, Inc. since 2014, serving as part of a five-advisor team based in Jessup, PA. Integrated Capital Management, Inc. provides discretionary portfolio management and model-portfolio services to individual, high-net-worth, and institutional clients, including pension plans and municipal agencies. The firm employs a contrarian, valuation-oriented investment approach using quantitative models to identify underpriced asset classes, implementing strategies through registered products and various tactical model portfolios.

Barbara Tourscher is a financial advisor at Secure Asset Management, L.L.C. with 39 years of industry experience. She holds the Series 63 designation and has worked at firms including Aurora Securities Inc, LPL Financial, Investment Planning Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she is involved with Creek Corner LLC, a real estate rental business in Tunkhannock, PA. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis in its discretionary strategies and frequently utilizes third-party money managers and trading signals.

Jeffrey Boyanoski is a CFP® professional with 26 years of industry experience currently affiliated with Vicus Capital, Inc. He has worked at Grant Williams, LP, Cetera Wealth Services, LLC, and Vertice Financial. Boyanoski is also the owner of Vertice Financial, where he provides financial services. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Roland Greco is a financial advisor at Impact Partnership Wealth, LLC with 27 years of industry experience. He holds a Series 66 designation and has held roles at firms including Madison Avenue Securities and J.W. Cole Financial. Outside of investment advising, he consults with families on college planning through College Planning Advisors. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of investment strategies and a broad affiliated-entity ecosystem.

Scott Mizenko is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has two years of experience operating as a sole proprietor and has worked with Local Union 1456/1556, NY Dock for 28 years. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs various analytical approaches and utilizes model portfolios, third-party sub-advisers, and custodians to tailor investment strategies.

Troy Langendoerfer is a financial advisor at Gladstone Wealth Partners with a Series 66 designation and four years of industry experience. He has previously worked at Private Advisor Group, LPL Financial, Crossroads Financial, Fidelity Deposit & Discount Bank, and The Honesdale National Bank. Gladstone Wealth Partners serves individuals, corporations, retirement plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment strategies and third-party solutions.

Owen Edwards III is a financial advisor at Royal Fund Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Fund Management since 2015. Edwards also operates Edwards Investments, LLC, an insurance and annuity business active since 2004. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and participant-level 401(k) advice, employing a range of investment strategies and managing approximately $1.55 billion in assets.

James Paul III is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, LPL Financial, and Advantage Investment Management, LLC. In addition to his advisory role, he owns Paul's Tax & Planning Services LLC, where he provides CPA, bookkeeping, and tax preparation services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with investment approaches that include individual equities and bonds, mutual funds and ETFs, alternative investments, and tax-managed strategies.

Nicholas Panagiotakis is a CFP® professional affiliated with Guardian Life, having 23 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance, among others. He holds Series 63 and Series 65 licenses. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, institutions, and retirement plan sponsors. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and alternative investments.

Maria Montenegro is a financial advisor with Empower Advisory Group, holding Series 65 and Series 66 credentials and 10 years of industry experience. Her prior work includes roles at GWFS Equities, Prudential Investment Management Services, Prudential Insurance Company of America, PNC Bank, PNC Investments, and MSI Financial Services. Outside of financial advising, she serves as president of K & M Sales, Inc., a non-stocking supplier of plumbing and heating supplies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated service model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.