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Peter S
Series 66, Series 65
Jessup, PA
Integrated Capital Management, Inc.
Peter Seyler is a financial advisor at Integrated Capital Management, Inc. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. His prior work includes roles at US Employee Benefits Services Group, Growth Coach Allentown, and Guardian Life Insurance Company. Integrated Capital Management provides 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-based investment approach using quantitative models and offers various tactical model series alongside a closed-end fund trading strategy.
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 Certified Financial Planner® with 28 years of industry experience. He is a principal at Capstone Wealth Management Group, LLC, where he has worked since 2016, following a tenure at LPL Financial. Capstone Wealth Management Group serves individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans by providing comprehensive wealth management and financial planning services. The firm employs a long-term strategic asset allocation approach augmented by tactical adjustments, using fundamental analysis to select low-cost mutual funds, ETFs, and individual securities.
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 with Alliance Wealth Advisors, LLC in Scranton, PA, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves as a board member of Ariel Land Owners, Inc., managing a recreational lake. Alliance Wealth Advisors provides wealth management, financial planning, and investment advisory services to individuals, business owners, and retirement plans. The firm employs a goals-based, comprehensive planning process with customized asset allocations and risk analytics, offering both discretionary and non-discretionary portfolio management alongside retirement plan consulting.
Raymond S
Series 66
Tunkhannock, PA
Stone House Investment Management, LLC
Raymond Stone is a Series 66 licensed advisor with 22 years of industry experience. He has been with Stone House Investment Management, LLC since 2008 and previously held roles at Stone Health Innovations, LLC and Scenic Acres, LLC. He also directs Stone House Tax, Business & Municipal Accounting, LLC and serves as a director at Indemnitree, LLC, an insurance sales firm. Stone House Investment Management provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and corporations. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers a variety of portfolio management options, including discretionary management, third-party money managers, and specialty portfolios.
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, holding a Series 65 designation. He has one year of industry experience, including roles at Leidos and Otis Elevator Company prior to joining Stone House. 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 portfolios with options for discretionary management or sub-adviser delegation.
Eric A
Series 63, Series 65
Pittston, PA
Lewis Asset Management
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 S
Series 65
Tunkhannock, PA
Stone House Investment Management, LLC
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.
Joseph A
Dunmore, PA
Capstone Wealth Management Group, LLC
Joseph Alu is a financial advisor at Capstone Wealth Management Group, LLC with eight years of industry experience. He also serves as a Certified Public Accountant at Joseph M. Alu and Associates, PC, a firm he has been affiliated with since 2004. Capstone Wealth Management Group provides investment advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, employing both strategic and tactical asset allocation while selecting low-cost mutual funds, ETFs, and individual securities.
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