Justin Poccia is a ChFC® affiliated with Milestone Financial Associates, LLC, where he has worked since 2023. Prior to joining the firm, he was a full-time student for eight years. Milestone Financial Associates is a team-based registered investment adviser with seven advisors managing approximately $654 million in discretionary assets. The firm provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations, using fundamental analysis to construct tailored asset allocations.

Matthew Bonshak is a CFP® professional with five years of industry experience, currently serving as an advisor at New Edge Wealth. His background includes roles at Morgan Stanley, Accenture LLP, and UBS Financial Services. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and advisory services that emphasize asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating technology and AI-assisted analytics alongside human oversight.

Thomas Sylvester is a CFP® and Series 65-registered advisor at Choreo, LLC with three years of industry experience. He previously worked at Northeast Financial Group, Inc. and has held roles in educational institutions including Kutztown University and Northampton Community College. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services such as discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to construct portfolios using various investment vehicles, including model portfolios, separately managed accounts, and private funds.

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.

Josh Laychock is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Northeast Financial Group, Inc. and Herbein Financial Group, LLC. Josh is a 50% partner in Northeast Financial Advisors, LLC, which supports personal real estate and other ventures. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and investment committee approval to manage portfolios through a variety of vehicles, offering services such as discretionary portfolio management, financial planning, and outsourced CIO solutions.

Kyle O'Neill is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Northeast Financial Group, Inc. and Penn Mutual Asset Management, as well as teaching engagements at Drexel University. Choreo, LLC serves a diverse client base ranging from individual investors to institutional clients such as family offices and retirement plan sponsors. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and Investment Committee approval to select investment managers, offering services that include portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

Peter Pape is a CFP® professional with nine years of industry experience. He is currently an advisor at Choreo, LLC and previously worked at Northeast Financial Group, Inc. and Leigh Baldwin & CO., LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO services. The firm’s investment approach incorporates strategic asset allocation based on global indices, quantitative manager screening, and utilizes various implementation methods including model portfolios and separately managed accounts.

Matthew Kline is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 65 designation and has previously worked at Morgan Stanley & Co., LLC, Chesapeake Financial Advisors, and Herbein Financial Group, LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles such as separately managed accounts, direct indexing, and private funds.

Nicholas Weidman is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has worked at LPL Financial, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, he is the sole owner of Dream Strategies Group, LLC, a non-investment business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Harold Knight is a financial advisor at Cape Investment Advisory, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Raymond James Financial Services and Erie Insurance. Knight also serves as Compliance Director for AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process based on clients’ financial profiles and asset allocation models.

Amanda Laubscher is a financial advisor with Integrity Advisory Solutions in Allentown, PA. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she worked at Jenene Thomas Communications, LLC for 11 years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory services.

Benjamin Haas is a CFP® with 20 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC since 2021. His prior experience includes roles at US Financial Advisors, LPL Financial, and Ameriprise. Haas also manages Haas Financial Group, which he established in 2015 for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Matthew Mongon is a CFP® professional with 15 years of experience in the financial services industry. He is currently with NewEdge Wealth and has prior experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Before entering finance, he worked at Lehigh University. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services and manages approximately $12 billion in regulatory assets, utilizing a diversified investment approach that includes proprietary solutions and third-party managers across multiple asset classes.

Adam Werner is a CFP® professional with 18 years of industry experience currently with Great Valley Advisor Group, LLC. He has prior experience at U.S. Financial Advisors, LLC and has maintained an affiliation with LPL Financial, LLC since 2015. Werner provides administrative support for Great Valley Advisor Group, an independent investment advisory firm. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Kevin Rhodes is a CFP® professional with 37 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and PKS Investments, having previously worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2016. Rhodes holds Series 63 and Series 66 licenses. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based platforms along with additional services such as outsourced CIO and CCO support.

Omar Parker Jr. is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes roles at Charles Schwab and Delaware State University, as well as six years in Baltimore County Public Schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and distinguishes itself by integrating investment management with in-house accounting, tax services, and business coaching.

Paul Emrick is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes more than a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutions, offering wealth strategy, portfolio management, and consulting services. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics to tailor portfolios.

Camerone Giancaterino is a CFP® and Series 65 registered advisor with three years of industry experience. Currently with Choreo, LLC since 2026, Camerone previously worked at Northeast Financial Group, Inc. and has diverse experience including roles at Fedex, Instacart, and the University of Pittsburgh. Choreo serves a wide range of clients including individual investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles including separately managed accounts and private funds, along with specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Matthew D'elia is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at 28Ten Group and Strategic Wealth Alliance. Outside of finance, he is the owner and president of Dacinia Digital, a digital agency focused on website design, SEO, and social media marketing. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm provides discretionary portfolio management, access to third-party managers, and model portfolios, emphasizing strategic asset allocation and diversified investment strategies.

Russell Stellfox is a CFP®-certified financial advisor with 20 years of industry experience. He is currently associated with IAMS Wealth Management, LLC, and has held roles at Stellfox Financial, Senior Planning Group, Calton & Associates, Ameritas Advisory Services, LLC, and Ameritas Investment Corp. Stellfox is also licensed as an independent insurance agent and engages in the sale of fixed insurance products through his ownership of Seasons Change Financial and Senior Planning Group. IAMS Wealth Management, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm manages accounts primarily on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments along with integrated financial planning and consulting services.