Stephen Alinikoff is a financial advisor at Capital Markets IQ, LLC with 44 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Capital Markets IQ since 2017, following eight years at Prospera Financial Services, Inc. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and certain multinational clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies, offering wealth management, financial planning, and support for alternative and private investments.

Aidan Brown is a financial advisor at Stone House Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Leidos and Otis Elevator Company. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a diverse investment platform including model and separately managed strategies and employs active trading techniques and third-party money manager oversight.

Eric Aposhian is a financial advisor at Lewis Asset Management with 29 years of industry experience. He has been with Lewis Asset Management since 2017 and previously worked at FSC Securities Corporation from 2010 to 2017. In addition to his advisory role, he is licensed to sell individual life, health, and group insurance products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million for about 276 clients through a five-advisor team. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios primarily using diversified fund-based strategies aligned with client objectives and risk tolerance.

Jennifer Schultz is a financial advisor at Stone House Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for 23 years at Citizens & Northern Bank. Outside of her advisory role, she is a 49% owner and serves as Secretary/Treasurer of Schultz Auto Body & Detail, LLC, a collision repair business. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers customizable portfolio management through direct, model, or sub-advised accounts.

Dimitri Gnall is a Series 65-licensed advisor at Riggs Asset Management Co Inc with one year of industry experience. Prior to joining Riggs Asset Management, he worked at Empire Education Group and has concurrent involvement with Domiano Eye Care. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary investment management alongside family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm uses a diversified investment approach incorporating equities, fixed income, ETFs, and mutual funds, and may include direct indexing and cryptocurrency exposure in client portfolios.

Rachel Ames is a CFA® charterholder with two years of industry experience. She has been with Berkshire Asset Management, LLC since 2019 and previously worked at CBOE Vest and ProShares LLC. Berkshire Asset Management provides discretionary and non-discretionary portfolio management for a diverse client base, including individual and high-net-worth investors, foundations, and institutional entities. The firm employs fundamental analysis through defined investment strategies and serves as an adviser to private funds and an ETF.

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.

Zachary Polovitch is a financial advisor at Stone House Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Stone House, he held positions at Fidelity Bank, Peoples Security Bank & Trust Company, and DICK's Sporting Goods. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach combines low-cost, index-style ETF allocations with actively managed strategies, offering discretionary portfolio management and customizable client accounts.

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.

Barbara Tourscher is a financial advisor at Secure Asset Management, L.L.C. with 39 years of industry experience. She holds the Series 63 designation and has worked at firms including Aurora Securities Inc, LPL Financial, Investment Planning Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she is involved with Creek Corner LLC, a real estate rental business in Tunkhannock, PA. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis in its discretionary strategies and frequently utilizes third-party money managers and trading signals.

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.