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Peter S
Series 65, Series 66
Jessup, PA
Integrated Capital Management, Inc.
Peter Seyler is a financial advisor with Integrated Capital Management, Inc., holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. His work history includes roles at Guardian Life Insurance Company, PNC Wealth Management, and US Employee Benefits Services Group prior to joining Integrated Capital Management. Integrated Capital Management delivers discretionary portfolio management and model-portfolio services to individual, high-net-worth, and institutional clients, including pension plans and government agencies. The firm employs a contrarian, valuation-driven investment process using quantitative models, implementing strategies through institutional mutual funds, ETFs, and closed-end funds across multiple tactical models.
Katelyn M
Series 65
Tunkhannock, PA
Stone House Investment Management, LLC
Katelyn Martin is a financial advisor at Stone House Investment Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Stone House, she worked at Fidelity Bank for five years and has experience in the retail and food service industries. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a range of model and separately managed strategies, active trading techniques, and specialty solutions, managing over $840 million in discretionary assets as of December 31, 2025.
Matthew Z
Series 66
Wyoming, PA
Sunpointe Investments
Matthew Zeigler is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Sunpointe Investments since 2022 and previously spent over a decade at Bank of America and Merrill Lynch. Sunpointe Investments offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs a long-term investment approach that blends active and passive strategies, incorporates fundamental and behavioral analysis, and provides family-office services including philanthropy and consolidated performance reporting.
Richard C
Series 66
Clarks Green, PA
Capstone Wealth Management Group, LLC
Richard Condeelis Jr. is a Series 66-licensed financial advisor at Capstone Wealth Management Group, LLC with nine years of industry experience. He has worked at Capstone since 2017 and has been affiliated with LPL Financial for over ten years. Outside of his advisory roles, he is involved with BRCK Partners LLC, engaging in property management and real estate rental activities. Capstone Wealth Management Group provides investment advisory services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive wealth management, financial planning, and retirement plan advisory services, employing a long-term strategic asset allocation combined with tactical portfolio adjustments using fundamental analysis.
Bryan K
CFP®, Series 63, Series 65
Dunmore, PA
Capstone Wealth Management Group, LLC
Bryan Kupchik is a CFP® professional with 29 years of industry experience. He is affiliated with Capstone Wealth Management Group, LLC and has worked there since 2016, following prior roles at Ameriprise and Wells Fargo Clearing. Capstone Wealth Management Group serves individuals, families, trusts, and institutions by providing comprehensive wealth and investment management services. The firm employs a strategic asset allocation approach combined with tactical adjustments, utilizing low-cost mutual funds, ETFs, and individual securities, and offers ERISA retirement plan advisory services.
Charles G
Series 63
Clark's Summit, PA
1st Financial Investment, Inc.
Charles Galat Jr. is a financial advisor with 22 years of industry experience, currently serving at 1st Financial Investment, Inc. He holds a Series 63 designation and has a professional background that includes ownership and leadership of Galat & Company, P.C., a CPA and accounting firm. In addition to his financial advisory role, Galat is involved in bookkeeping and ownership interests in several healthcare-related entities including Bonaham Nursing & Rehabilitation Center and Beyond Addition Recovery & Treatment Center. 1st Financial Investment, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs a strategic core-and-satellite asset-allocation approach, combining passive index funds and ETFs with active management, while maintaining a non-discretionary role where clients retain final trading authority.
Kathryn J
Series 66
Tunkhannock, PA
Stone House Investment Management, LLC
Kathryn Johnston is a financial advisor at Stone House Investment Management, LLC with five years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including LPL Financial LLC, Citizens & Northern Bank, and Equitable Advisors. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm utilizes a range of model and separately managed strategies and offers specialty solutions such as third-party manager oversight and custom portfolio management.
John B
Series 65
Tunkhannock, PA
Stone House Investment Management, LLC
John Burke is a financial advisor with Stone House Investment Management, LLC in Tunkhannock, PA, holding a Series 65 designation and 17 years of industry experience. He has been involved with Burke Enterprises, LLC and Stone House Investment Management since 2008. Outside of his advisory role, he serves as a director for Stone House Tax, Business & Municipal Accounting, LLC, providing business direction and guidance. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm blends low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular planning, and various account platforms.
Robert G
Series 63, Series 65
Dallas, PA
Riggs Asset Management Co Inc
Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 1999. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary investment management and family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm manages around $640 million in client assets and employs a diversified investment process that includes individual equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.
Susan S
Series 63, Series 65
Dallas, PA
Riggs Asset Management Co Inc
Susan Shoemaker is a financial advisor with Riggs Asset Management Co Inc in Dallas, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Riggs Asset Management since 2010. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited unsolicited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that incorporates individual equities, fixed income, ETFs, and mutual funds, along with the use of an unaffiliated sub-advisor for direct indexing and optional cryptocurrency exposure.
Michael C
Series 66
Tunkhannock, PA
Stone House Investment Management, LLC
Michael Cravath is a financial advisor at Stone House Investment Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Cintas. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a range of model and separately managed strategies, including the use of third-party money managers and specialty solutions, managing over $840 million in discretionary assets.
Richard W
Clark's Summit, PA
1st Financial Investment, Inc.
Richard Weintraub is an advisor with 1st Financial Investment, Inc. He has over three years of experience in financial advising and previously practiced law for more than two decades as Richard Weintraub, Esq. His background includes roles at Simplicity Group and affiliated entities within the 1st Financial structure. 1st Financial Investment, Inc. provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, and small businesses. The firm employs a core-and-satellite asset-allocation strategy that uses passive index funds and ETFs alongside active management, delivering advice on a non-discretionary basis.
Christopher D
ChFC®, Series 63
Dallas, PA
Forthright Capital
Christopher De Villeneuve is a financial advisor at Forthright Capital with nine years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to joining Forthright Capital Advisory LLC and Forthright Capital Partners LLC in 2024, he worked with NYLIFE Securities LLC and New York Life Insurance Co. from 2016 to 2024. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, employing primarily passive investment management through FC model portfolios and outside managers when appropriate.
Christine S
Series 63
Tunkhannock, PA
Stone House Investment Management, LLC
Christine Slusark is a financial advisor with Stone House Investment Management, LLC, holding a Series 63 designation and 15 years of industry experience. She has been with Stone House since 2010. Christine is also a licensed life insurance producer. 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 discretionary portfolio management, modular financial planning, and third-party money manager selection.
Chelsea B
CFP®, Series 63, Series 65
Waverly Township, PA
Opal Wealth Advisors, LLC
Chelsea Barrows is a CFP® professional with 15 years of industry experience. She is currently with Opal Wealth Advisors, LLC and has previously worked at Facet Wealth, CUSO Financial Services dba PenFed Wealth Management, and Axa. She serves as a board member for the NEPA Youth Shelter and the Oak Glen HOA. Opal Wealth Advisors is a team-based registered investment adviser serving individuals, families, high-net-worth clients, and retirement plans with comprehensive financial planning and portfolio management. The firm manages approximately $1.24 billion in assets, offering tailored portfolios through mutual funds, ETFs, bonds, and independent managers, along with educational seminars and extensive client outreach.
Douglas H
Series 63
Scranton, PA
Alliance Wealth Advisors, LLC
Douglas Holcomb is a financial advisor at Alliance Wealth Advisors, LLC in Scranton, PA, with 40 years of industry experience. He holds a Series 63 designation and has been with Alliance Wealth Advisors since 2017, following previous roles at FSIC and Wells Fargo Clearing. Outside of his advisory work, Holcomb serves as a trustee and holds power of attorney for family investment-related matters, and he is a board member managing recreational lake activities with Ariel Land Owners, Inc. Alliance Wealth Advisors is a team-based registered investment adviser serving individuals, business owners, trusts, and retirement plans. The firm employs a goals-based financial planning process and offers discretionary investment management using fundamental analysis, option strategies, and a fixed income program, managing approximately $601 million in assets for around 648 clients.
Raymond S
Series 66
Tunkhannock, PA
Stone House Investment Management, LLC
Raymond Stone is a financial advisor at Stone House Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Stone House since 2008. His prior experience includes roles at Robert J. Brown, CFP and Pan-American Investment Advisers, Inc. Additionally, he serves as a director in non-investment related businesses including Stone House Tax, Business & Municipal Accounting, LLC and Indemnitree, LLC. 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 variety of model and separately managed strategies and utilizes third-party money managers, active trading techniques, and institutional custodial platforms in its investment approach.
Robert B
CFP®, Series 63, Series 65
Tunkhannock, PA
Stone House Investment Management, LLC
Robert Brown is a CFP® professional with 20 years of experience in financial advisory services, currently with Stone House Investment Management, LLC. He has held leadership roles in related businesses, including ownership of RJB Solutions, LLC, which markets medical services to healthcare providers. Brown also serves as a director of Stone House Tax, Business & Municipal Accounting, LLC, providing business direction and guidance. Stone House Investment Management offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s approach combines low-cost, index-style ETF allocations with actively managed strategies and customizable portfolios, utilizing both in-house management and sub-advisers.
Aidan B
Series 65
Tunkhannock, PA
Stone House Investment Management, LLC
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 A
Series 63, Series 65
Pittston, PA
Lewis Asset Management
Eric Aposhian is a financial advisor at Lewis Asset Management with 30 years of industry experience. He has held roles at Lewis Asset Management since 2017 and previously worked at FSC Securities Corporation from 2010 to 2017. Outside of his advisory duties, he is also a licensed insurance agent, offering individual life, health, and group insurance products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans with discretionary portfolio management and financial planning services. The firm emphasizes long-term investment strategies using diversified, broad-market instruments and manages accounts typically on a discretionary basis with regular reviews and rebalancing.
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