Christian Butler is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Stonex Securities Inc. and Scott Butler CFP. StoneX Advisors Inc. serves individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an internal Private Client Group. The firm employs multiple investment strategies and platforms to support varied account structures and model-based solutions.

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 at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in direct care support positions serving developmentally disabled individuals and elderly patients. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering combined investment, broker-dealer, and insurance services.

Hugh Zeffer is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 designation and has worked at StoneX Securities Inc. since 2021. Prior to this, he 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, ERISA consulting, and related services. The firm employs various advisory models and platforms, supporting multiple account structures and investment restrictions.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Mutual of Omaha Investment Services since 2016 and is also an insurance agent with Mutual of Omaha Insurance Company, specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates in conjunction with third-party money managers and utilizes platforms such as Envestnet and Pershing to deliver managed solutions.

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.

John Schick is a financial advisor at UMB Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Inc., Investment Professionals Inc., and Capstone Asset Management, LLC. Schick is involved in business ownership through Psalm 92 LLC and provides investment advice to community banks. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a documented suitability review and risk-tolerance process to place clients into model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with several managed account options.

Melisa Mersini is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at LPL Financial, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary services and utilizing a fiduciary-based advisory model.

Aaron Wolfe is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill and Wells Fargo Clearing Services. His career also includes a period of self-employment. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Kevin Janus is a CFP® professional with 17 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities, LLC. His work history includes roles at Ameritas, Mass Mutual, Metlife Securities, and PRUCO Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services.

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.

Stella Desantis is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, following two years at Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, managing both discretionary and non-discretionary accounts across various asset classes.

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.

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 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2013. In addition, he has been involved with American Senior Coordinators since 2007, where he meets with clients to discuss their financial situations. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm offers strategic and dynamic asset-allocation models and employs a range of investment strategies through its turnkey asset management platform.

Joseph Hamoui is a financial advisor with Brookstone Capital Management LLC in Bartonsville, PA. He holds the Series 66 designation and has two years of industry experience. Prior to joining Brookstone, he worked at Ameriprise and SEI Investments and has experience in education at Kutztown University and Louis E. Dieruff High School. Outside of his advisory role, he is involved as a financial professional in non-variable insurance activities. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a variety of strategic asset-allocation models and investment strategies using ETFs, mutual funds, individual securities, and options-enhanced techniques.

Matthew Ostomy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at FolioFN Investments, H. Beck, Inc., and Financial West Group. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and investment management through proprietary and third-party platforms, combining advisor-led discretionary management with model-based strategies.

Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and with 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013, following a prior tenure at LPL Financial from 2009 to 2012. He also operates a DBA under Wealth Strategies & Management, LLC and is involved in non-variable insurance sales through an outside agency. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to offer diversified investment strategies.

Melinda Stitt is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has worked with firms including Raymond James Financial and LPL Financial since 2009. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model offering both discretionary and non-discretionary services and employs a range of investment strategies through proprietary platforms and third-party managers.

Daniela Espinal Baez is a financial advisor with PNC Wealth Management in Easton, PA, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at PNC Investments LLC since 2022 and multiple positions at Wells Fargo Bank and Wells Fargo Clearing from 2015 to 2022, as well as a year at Family First Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm’s approach involves algorithm-driven model selection, third-party portfolio implementation, and an automated rebalancing process using mutual funds and ETFs.