Steven Davidowitz is a financial advisor with Chancellor Financial Group WB LLC in Wilkes-Barre, PA. He holds a Series 66 designation and has 13 years of industry experience, including 11 years with Chancellor Financial Group WB LLC. Outside of advising, he has ownership interests in Penn Footwear and limited partnership roles in two other local businesses. Chancellor Financial Group WB LP serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations, managing approximately $249 million in assets. The firm’s investment approach is primarily long-term and based on fundamental analysis, utilizing low-cost mutual funds and ETFs supplemented by other strategies, with a focus on continuous client contact and fiduciary advice.

Mark Phillips is a financial advisor at Lewis Asset Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Lewis Asset Management since 2017. Prior to that, he was with FSC Securities Corporation for 13 years and has been involved with Joyce Insurance Group and Joyce Financial Group since 2003, where he also serves as a benefits manager focusing on group health insurance and life products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million across a five-advisor team. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and diversified fund-based strategies tailored to client objectives and risk tolerance.

Sophia Busciacco is a financial advisor at Jacobi Capital Management, LLC, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at LPL Financial and Jacobi Wealth Advisors. Outside of her advisory work, she has been involved with a Farmer's Market & Grill for four years. Jacobi Capital Management advises individual, high-net-worth, institutional, and retirement plan clients, offering portfolio management, financial planning, and access to third-party wrap and model programs. The firm employs a proprietary investment approach combining fundamental analysis with multiple disciplines and provides clients with personalized investment playbooks and ongoing reviews.

Joseph Butcher is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and one year of industry experience. He has been with Jacobi Capital Management and LPL Financial since 2021. Butler provides administrative support to Jacobi Capital Management LLC, an independent investment advisory firm. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment plans and offers discretionary portfolio management, financial planning, and access to third-party wrap and model programs.

John Mccarthy is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Jacobi Capital Management and LPL Financial since 2015 and previously spent five years at M&T Securities, Inc. In addition to his advisory role, Mccarthy serves as a member of the Dallas Borough Council. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm uses a proprietary investment process called "fusion analysis," which incorporates finance, engineering, psychology, and history, and assigns each client an individualized investment playbook with periodic reviews to maintain suitability.

Anthony Martinelli is a financial advisor with Jacobi Capital Management, LLC, holding a Series 63 designation and over 31 years of industry experience. He has worked at Jacobi Capital Management since 2014 and previously spent 12 years at New England Securities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients with discretionary portfolio management, financial planning, and consulting services. The firm uses a proprietary “fusion analysis” framework to create individualized investment strategies and integrates both traditional and algorithm-driven model portfolios under adviser oversight.

Mathew Hammer is a financial advisor at Jacobi Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial LLC, Renaissance Investment Consultants Holding Co, WFG Investments, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He also has a minor involvement in non-variable insurance related to life, long-term care, and fixed annuities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm uses a proprietary fusion analysis framework and provides individualized investment playbooks with portfolios constructed across multiple strategies, including access to algorithm-driven model portfolios under advisor oversight.

April Lynn Vinciarelli is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with Jacobi Capital Management since 2008 and has also worked at LPL Financial since 2002. In addition to her advisory role, she is an independent insurance agent specializing in life and long-term care insurance products. Jacobi Capital Management advises individual, institutional, and retirement plan clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary “fusion analysis” investment process and offers clients tailored investment playbooks alongside access to third-party wrap and model programs.

Michael Hirthler is a financial advisor at Jacobi Capital Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has worked with Jacobi Capital Management since 2008 and LPL Financial, LLC since 1993. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, providing discretionary portfolio management, financial planning, and consulting. The firm’s investment process combines fundamental security analysis with a proprietary fusion analysis framework and offers customized investment playbooks, integrating both traditional and algorithm-driven strategies.

Amy Lynott is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill from 2009 to 2018 and has been associated with LPL Financial and Jacobi Capital Management since 2018. Outside of her advisory role, she is a Pennsylvania Notary Public. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm’s investment process integrates fundamental security analysis with a proprietary fusion analysis framework and provides clients with individualized investment playbooks and periodic reviews to maintain suitability.

Robert Rolland is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at institutions including Merrill and Bank of America before joining Jacobi Capital Management in 2018. Rolland operates within a multi-team firm based in Pittston, PA. Jacobi Capital Management advises individuals, high-net-worth clients, institutions, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment playbooks and offers a range of investment strategies including algorithm-driven models under adviser oversight.

Raphael Musto is a Series 65-credentialed financial advisor at Redhawk Wealth Advisors, Inc. in Wilkes-Barre, PA, with one year of industry experience. Prior to joining Redhawk, he operated Musto Tax and Insurance for 12 years. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation across multiple asset classes, supported by weekly portfolio reviews and the use of third-party signal providers for certain strategies.

Thomas Romanowski is a financial advisor with Jacobi Capital Management, LLC and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America and Merrill. In addition to his advisory work, he is also licensed to sell non-variable insurance products. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a proprietary “fusion analysis” investment process combining multiple disciplines to create individualized investment playbooks and integrates advisor-enhanced digital programs alongside traditional portfolio construction.

Daniel Mc Donough is a financial advisor at Jacobi Capital Management, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Jacobi Capital Management, he was self-employed for one year and worked at InProcess Consulting for seven years. He also serves as a domestic general partner involved in planning and analysis for Steinbeck Development Partnership, a real estate development entity. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary “fusion analysis” investment approach and integrates advisor-enhanced digital programs alongside traditional portfolio construction methods.

Christine Mc Casland is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Smith Barney and E*TRADE Securities. Jacobi Capital Management serves individual, institutional, and retirement plan clients with discretionary portfolio management and financial planning. The firm uses a proprietary investment process combining fundamental analysis with a multidisciplinary framework, offering tailored investment playbooks and access to diverse strategies and third-party model portfolios.

Kathleen Johnson is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metlife Securities, Cetera Wealth Services, and Principal Financial Services. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm uses a proprietary investment process combining fundamental analysis with a multidisciplinary framework, providing clients with individualized investment playbooks and portfolio strategies that include both traditional and alternative approaches.

Joseph Butcher is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 license and bringing 21 years of industry experience. He has been with Jacobi Capital Management since 2010 and previously worked at Merrill from 2004 to 2009. Jacobi Capital Management serves individual, high-net-worth, institutional, and retirement plan clients by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary investment process that integrates fundamental analysis with a multidisciplinary framework, offering customized investment strategies that include tactical and opportunistic allocations, margin, short sales, options, and third-party model portfolios.

William Medico III is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. He holds a Series 63 designation and has been with Jacobi Capital Management since 2014, previously working at LPL Financial and New England Securities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm’s investment process integrates fundamental security analysis with a proprietary “fusion analysis” framework and employs individualized investment playbooks and periodic reviews to maintain suitability.

Peter Kizis is an investment advisory representative at Vicus Capital, Inc. with 34 years of industry experience. He has been with Vicus Capital since 2022 and also maintains long-standing roles at Cetera Wealth Services, LLC and IMG. In addition to his advisory work, Kizis is an insurance agent involved in the sale of life, accident, health, disability, annuities, and long-term care insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs both discretionary and non-discretionary approaches and offers a range of investment strategies, including core-satellite, momentum, ESG, and tax-loss harvesting, with a strong emphasis on retirement plan consulting and fiduciary services.

Kyle Bain is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Pillar Wealth Advisors, Llc and Hornor, Townsend & Kent, Inc. Bain is also engaged in providing investment advisory services through a registered investment advisor entity affiliated with Jacobi Capital Management. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes a proprietary “fusion analysis” investment framework and provides personalized investment playbooks tailored to each client’s needs.