Steven Silverman is a CFP® and holds a Series 65 license with 27 years of industry experience. He has been with Connors Investor Services Inc in Wyomissing, PA since 1997. Outside of his advisory role, Silverman is owner and president of Old Mill Management, LLC, a commercial real estate and management company where he provides consulting and financial analysis. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, and other entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and acts as adviser and sponsor to multiple affiliated private funds and a mutual fund.

John Kirschner III is a financial advisor at Guardian Asset Advisors, LLC with 33 years of industry experience. He holds a Series 63 designation and has worked at National Planning Corporation, Securities America, Inc., and OSAIC. He is the owner of Kirschner Financial S Corp, a pass-through company unrelated to investment activities. Guardian Asset Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, and business entities, managing approximately $278 million in regulatory assets. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party money managers through a team of eight advisors.

Steven Pottieger is a CFP® professional at Connors Investor Services Inc with 21 years of industry experience. He has been with Connors Investor Services since 2005. Connors Investor Services provides discretionary portfolio management to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, incorporating options strategies such as covered call writing and hedging as part of its risk management approach.

Laura Novak is a financial advisor at Weik Capital Management with 18 years of industry experience. She holds a Series 65 credential and has previously worked at AmeriCU Investments and Americu Capital Management. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm employs a value-based investment philosophy focused on fundamental analysis and manages both separate accounts and private limited partnerships.

Gary Mayo is a CFP® with 44 years of experience in the financial industry. He has been with Comprehensive Asset Management since 2001 and co-founded Co-Leash in 1999. Mayo is also a shareholder and CFP at Liberty Wealth Management, where he spends significant time in sales and advisory roles. Liberty Asset Management is an SEC-registered firm serving individual investors, pension plans, charitable organizations, and private businesses. The firm focuses on strategic asset allocation using Modern Portfolio Theory, managing approximately $136.8 million across several hundred client relationships.

Pasquale Hamel is a Series 65-licensed advisor with 22 years of industry experience, currently serving at Hamel Associates, Inc., where he has worked since 2001. The firm is a team of four advisors based in Allentown, PA. Hamel Associates, Inc. is a wealth management firm primarily serving high-net-worth individuals with investment management, financial planning, and tax preparation services. The firm follows a value-oriented investment approach, focusing on dividend-paying large-cap stocks and investment-grade fixed income, and offers additional private equity, venture capital, and real estate opportunities to very high net worth clients.

Thomas Drexler is a financial advisor with Alliance Financial, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Visions Federal Credit Union, LPL Financial LLC, and Invest Financial Corporation. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, pension consulting, and financial planning services. The firm employs a variety of analytical approaches and investment strategies, including discretionary portfolio management and wrap fee programs, and utilizes LPL-sponsored advisory programs.

Holly Clarke is a CFP® professional with one year of industry experience, currently serving as an advisor at Milestone Financial Associates, LLC. Her prior experience includes roles at Commonwealth Financial Network, Haas Financial Group, Baker Tilly, and Moravian College. Milestone Financial Associates, LLC provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm emphasizes asset allocation based on fundamental analysis and manages portfolios using mutual funds, ETFs, individual stocks, and bonds tailored to client objectives.

Ryan Mccallum is a financial advisor with Connors Investor Services Inc, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Connors Investor Services since 2022 and previously spent 11 years at LPL Financial LLC. 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 employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and is notable for its role as adviser and sponsor of multiple pooled investment vehicles and affiliated funds.

John Gacesa III is a financial advisor at Peak American Investment Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has been with Peak American Investment Advisors since 2021. Outside of his advisory role, he is involved with Peak American Financial Group, Inc., where he has participated in insurance sales and seminar advising since 2016. Peak American Investment Advisors serves individual and high-net-worth clients, providing discretionary wealth management, financial planning, and retirement tax strategy. The firm uses a combination of technical and fundamental analysis in its investment approach and integrates tax and insurance coordination into retirement and income planning.

Stephanie Baity is a CFP® professional with 11 years of industry experience. She has worked at Alliance Financial since 2020 and previously held positions at LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corporation. Outside of her advisory work, she has participated as a poll worker. Alliance Financial serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting, employing a range of analytic methods and investment strategies. Alliance Financial is notable for sponsoring a wrap fee program and integrating multiple model and algorithm-based platforms into its client solutions.

Debora Covell is a Series 65 licensed advisor with 10 years of industry experience. She has been with Connors Investor Services Inc. since 2017 and previously worked at CemSOL for one year. Connors Investor Services provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis and incorporates options strategies such as covered call writing and hedging as part of its risk management approach.

Logan Boyer is a financial advisor at Weik Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in various roles across multiple industries, including Carpenter Technology, uFinancial Group, and FedEx. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and corporations. The firm follows a value-based investment philosophy focused on fundamental equity analysis and balanced portfolios combining equities with conservatively structured fixed-income holdings.

Richard Frable is a CFP® professional with 34 years of industry experience. He has been with Comprehensive Asset Management & Servicing, Inc. since 2006 and serves as Chief Compliance Officer and a majority shareholder at Liberty Asset Management. He is also involved in life and health insurance sales as a managing partner of Liberty Wealth Management. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension and profit-sharing plans, charitable organizations, and private businesses. The firm manages approximately $136.8 million and employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management alongside financial planning.

Peter Connors is a CFA® charterholder with 23 years of industry experience. He has been with Connors Investor Services Inc since 1992. The firm is a team of nine advisors based in Wyomissing, PA. 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 employs a blend of fundamental and technical analysis, using long- and short-term strategies, including options and treating cash as an asset class. It also acts as adviser and sponsor to multiple pooled vehicles, including the Connors Hedged Equity mutual fund and affiliated private funds.

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.