Benjamin Connors is a financial advisor at Connors Investor Services Inc with one year of industry experience. He holds a Series 65 designation and previously worked at SEI Investments Company from 2021 to 2023. Connors Investor Services provides discretionary portfolio management to individual and institutional clients, employing a combination of fundamental and technical analysis with options strategies for risk management. The firm serves high-net-worth individuals, pension plans, trusts, and charitable organizations, among others, and manages client relationships under written Investment Advisory Agreements.

Brian Mccoy is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 2003. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm uses a blend of fundamental and technical analysis, employing both long- and short-term strategies including options, and manages a range of assets including mutual funds, ETFs, equities, and fixed income.

Kevin Fox is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Alliance Financial, a team-based firm, and has previously worked at Visions Federal Credit Union, LPL Financial, and INVEST Financial Corporation. Fox provides investment advisory services through multiple independent advisory firms, including Fox Financial Inc. and Alliance Financial. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by offering portfolio management, pension consulting, and financial planning. The firm employs a variety of analytical approaches and investment strategies, manages accounts on discretionary and non-discretionary bases, and sponsors a wrap fee program while utilizing LPL-sponsored advisory programs.

Abhishek Amatya is a financial advisor at Weik Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Weik Capital Management since 2017, following three years at Weik Investment Services, Inc. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks below intrinsic business value and manages both separate accounts and private equity partnerships.

Zachary Lountzis is a financial advisor at Lountzis Asset Management, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC before joining his current firm in 2019. Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental research, concentrated equity holdings, and low turnover, managing both individual accounts and a privately offered pooled investment vehicle.

Patricia Ludgate is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. since 2020. She previously worked at LPL Financial LLC for 11 years and Financial Planning Advisors, Inc. for 29 years. In addition to her advisory role, she is licensed to sell non-variable insurance products, including term life, disability, and long-term care insurance. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative strategies through its Align Alternative Access Fund.

Marisa Yannuzzi is a financial advisor at Hamel Associates, Inc. with five years of industry experience. She holds the Series 63 and Series 65 designations and has been with Hamel Associates since 2006. Hamel Associates, Inc. is a wealth management firm serving primarily high-net-worth individuals with investment management, financial planning, and tax preparation services. The firm employs a value-oriented investment approach, focusing on dividend-paying large-cap stocks and investment-grade fixed income, and offers access to private equity, venture capital, and real estate opportunities for very high-net-worth clients.

Robert Cagliola is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 1999. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm combines fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to several affiliated pooled investment vehicles.

Apostolos Paul Lountzis is a financial advisor at Lountzis Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lountzis Asset Management and Achtinon Capital Management since 2000. Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental research, concentrated equity holdings, and low turnover, and manages both individual accounts and a privately offered pooled investment vehicle.

Kenneth Weik is a financial advisor at Weik Capital Management with eight years of industry experience. He holds a Series 65 designation and has worked exclusively with Weik Capital Management since 2016. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks below intrinsic business value and manages both separately managed accounts and private pooled investment vehicles, including two equity-focused limited partnerships.

Timothy Whitmoyer is a financial advisor at Lountzis Asset Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Vanguard Group and Santander N.A. among other positions. Lountzis Asset Management provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth families, institutions, retirement plans, and investment limited partnerships. The firm emphasizes fundamental, field-based research with a focus on undervalued businesses, managing over $624 million in discretionary assets.

Michael Gross is a financial advisor at ValMark Advisers, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with ValMark since 2014. Prior to that, he worked at Ross & Company, PC for 24 years. Outside of investment advising, Gross provides consulting services focused on accounting procedures and serves as an executor for estate administration. ValMark Advisers offers investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies implemented via mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing by advisory representatives.

Devin Born is a financial advisor with Lifemark Securities Corp., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Lifemark Securities since 2016 and previously spent 20 years at B&D Financial Services. In addition to his advisory work, he has been an independent insurance agent since 1996, focusing on the marketing, sales, and servicing of various insurance products. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and utilizes platform tools to tailor investment strategies based on client suitability and risk assessments.

Susan Hall is a financial advisor at ValMark Advisers, Inc. with 48 years of industry experience. She holds the ChFC® and Series 66 designations and has been with ValMark since 2014. Outside of her advisory role, she serves as a Judge of Elections in Maidencreek Township, Berks County, Pennsylvania. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Stanley Stanek is a financial advisor with Sequent Planning, LLC holding Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Center Street Securities, Lincoln Financial Advisors, and MassMutual. He also operates an insurance business providing accident and health insurance, disability, fixed annuities, and property and casualty coverage. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of investment adviser representatives who use a structured risk framework and a range of model-based and customized investment strategies.

Terry Morris is an investment advisor representative with Dakota Wealth, LLC, holding six years of industry experience. He previously worked at Lindenwold Advisors Inc., Truist Financial Corp, and Branch Banking and Trust Company. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management and investment advisory services, building customized, primarily long-term portfolios with a range of asset classes while maintaining active oversight and due diligence.

Ian Imbody is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including SEI Investments and Velekei Giles Financial Advisors. His background also includes positions outside the financial sector, such as roles at Dick's Sporting Goods and Valvoline Inc. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, and offers access to proprietary platforms and third-party manager programs.

Dianne Lutz is a financial advisor at Sowell Management with 38 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously at LaBrunerie Financial, Concert Wealth Management, and the Institute for Wealth Management. Outside of her advisory role, she is co-owner of Pappy G’s, a fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm employs various management styles and offers model portfolios and third-party manager solutions through an independent-contractor model with over 100 investment adviser representatives.

James King is a Series 63–registered advisor at Dakota Wealth, LLC with six years of industry experience. He previously worked at Lindenwold Advisors, Inc. and BB&T Institutional Advisers. Outside of his advisory role, he serves as treasurer and chair of finance for Historic Highfield Hall and Gardens, a charitable organization. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and businesses with customized, primarily long-term portfolios using a range of investment vehicles. The firm provides wealth management, investment management, financial planning, retirement plan advisory services, and acts as an advisor to pooled vehicles and registered investment companies.

Jaden Bookser is a financial advisor at The Partners Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at OSAIC and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, combining internally developed and third-party models through a platform that supports discretionary account management and plan services.