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.

Edward Caruth is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at National Asset Management and National Securities Corporation for six years before joining B. Riley in 2022. Outside of his advisory role, he serves as president of Twin Flame Energy LLC, a company involved in healthy-related products marketing. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a network of about 173 advisors.

Peter Marmaras is a CFP® and ChFC® with 38 years of industry experience. He is currently with Vicus Capital, Inc., where he has worked since 2005, and has prior experience at Core Income Advisors LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a finance team leader at Wesley United Methodist Church and is a board member of the Fighting Children’s Cancer Foundation. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and emphasizes retirement-plan consulting and fiduciary services.

William Adamski Jr. is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He previously worked at New England Securities for 15 years before joining Vanderbilt in 2020. Outside of advisory services, Adamski is also an insurance agent specializing in fixed insurance and annuities. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with strategic asset allocation, and integrates retirement-plan consulting and administration services alongside its advisory offerings.

Christian Butler is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds the Series 66 designation and has prior work history at StoneX Securities Inc. and Scott Butler CFP, each spanning four years. He also spent six years at Miami University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple account structures and technology platforms for portfolio implementation and management.

Yvonne Reitemeyer is a ChFC® credentialed financial advisor with 18 years of industry experience. She is currently affiliated with Vicus Capital, Inc. and has previously worked with FRM Financial Group, Cetera Wealth Services, and Frailey Insurance and Financial Services. Outside of her advisory work, she serves as Chair of the Board of Trustees at Warren County Community College and is involved in local environmental and political committees. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management and financial planning services, combining fundamental and technical analysis with multiple strategy approaches and providing specialized fiduciary consulting alongside standard advisory offerings.

Robert Nestor is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His work history includes roles at Alternatives, Inc., RHA Health Services, and Mutual of Omaha Investor Services. In addition to his advisory role, he provides direct care support for developmentally disabled individuals and elderly care during overnight shifts. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through platform relationships with Envestnet and Pershing. The firm provides various managed account programs and financial planning services, acting as a conduit to third-party money managers.

James Mcgeehin is a financial advisor with Gladstone Wealth Partners in Hackettstown, NJ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Gladstone Wealth Partners and LPL Financial since 2017, and prior to that spent 13 years with PNC Investments. Mcgeehin also provides investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to individual and high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and monitor accounts, often utilizing third-party managers and technology to serve qualified plans and held-away retirement accounts.

Hugh Zeffer is a financial advisor with StoneX Advisors Inc. based in Nazareth, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining StoneX, he worked at StoneX Securities Inc. and held positions at West Chester University of Pennsylvania, Moravian Hall Square, and Steel Club. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of account structures and investment solutions implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

Thomas Courtright Jr. is a CFP® professional with 23 years of industry experience. He has been with Gladstone Wealth Partners since 2016 and previously worked at PNC Investments LLC for nine years. Courtright also holds a Series 66 license. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and may use sub-advisers or model portfolios, with additional services including ERISA roles for qualified plans.

Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

Christopher Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LLC since 2013. Smith is a founding partner of Marmaras & Smith, LLC and is involved in several investment-related entities. Outside of advisory work, he also operates accounting and expense management businesses. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management, financial planning, and retirement plan consulting services, utilizing fundamental and technical analysis with multiple strategy approaches and specialized program features.

Timothy Young is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and currently based in Bangor, PA. He has been with Great Valley Advisor Group since 2026 and also operates How Can We Help LLC, a business active since 2019. Prior to his advisory career, he worked at the Warren County Prosecutor's Office from 2016 to 2019. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of roughly 190 advisors, emphasizing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Private Advisor Group and LPL Financial since 2013. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Andrew Mill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Truist Advisory Services and affiliated firms since 2016, including Bb&T Securities and TRUIST INVESTMENT SERVICES, INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Charles Garofalo is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Edward Jones, and Santander Bank. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Jerome Sorrentino is a financial advisor with HSBC Securities (USA) Inc. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. Since 2015, he has been affiliated with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and employs multiple risk profiles to tailor investment solutions.

J Gilbert is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Flagship Harbor Advisors, LLC, LPL Financial, and National Life. He is also involved in fixed insurance sales through his activities with Gilbert Financial Services and The Vermont Agency. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often employing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Josiah Grauso is a financial advisor at Brookstone Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2013. He is also associated with American Senior Coordinators, where he meets with clients to discuss their financial situations. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Joseph Hamoui is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, SEI Investments, and LPL Enterprise. Outside of advisory work, he is also involved as a financial professional in a non-variable insurance agency. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via a variety of model portfolios and managed account strategies.