Glenn Toussaint is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2015. He has been involved in insurance sales since 1983 and maintains a side activity as a musician, selling recordings since 2013. Additionally, he acts as a consultant facilitating referrals between film producers and finance companies, and is a partner in a consulting entity receiving referral fees for fuel products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Michael Mcdyer is a CFP® with 39 years of industry experience, currently serving at Berthel, Fisher & Company Financial Services, Inc. since 2003. He has been involved with Atlas Capital Management since 1997 and has operated a self-employed partnership since 1990. Outside of his advisory work, he volunteers on the Finance and Stewardship committee for his local Catholic Church. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm’s approximately 100 advisors offer portfolio management and financial planning across multiple platforms, utilizing a range of investment vehicles and strategies tailored to client needs.

Michael Assad is a financial advisor with Vicus Capital, Inc., holding a Series 66 license and bringing 23 years of industry experience. He has been affiliated with Vicus Capital and Michael Assad LLC since 2014 and has experience with Cetera Wealth Services and Marmaras and Smith LLC. Assad is also involved in a local networking group as a membership committee member. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a blend of fundamental and technical analysis across various strategies, including ESG and faith-based allocations, and offers specialized retirement-plan consulting and fiduciary services.

Jacob Bobick is a financial advisor at Calton & Associates, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cetera Advisors LLC and G.S. Newborn and Associates, Inc. He is also licensed as an insurance agent for fixed, life, health, and property & casualty insurance. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both commissionable brokerage and insurance products alongside asset management, utilizing multiple program structures and analytic approaches tailored to client goals and risk tolerance.

Peter Marmaras is a CFP® and ChFC® with 38 years of industry experience. He is currently with Vicus Capital, Inc., where he has worked since 2005, and has prior experience at Core Income Advisors LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a finance team leader at Wesley United Methodist Church and is a board member of the Fighting Children’s Cancer Foundation. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and emphasizes retirement-plan consulting and fiduciary services.

Christian Butler is a financial advisor at StoneX Advisors Inc. with two years of industry experience. He holds the Series 66 designation and has prior work history at StoneX Securities Inc. and Scott Butler CFP, each spanning four years. He also spent six years at Miami University. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm offers a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple account structures and technology platforms for portfolio implementation and management.

Brian Smith is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, QNB Bank, and Investment Professionals Inc. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through about 274 advisors, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers a broad suite of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Michael Maher is a financial advisor at B. Riley Wealth Advisors, Inc. with 39 years of industry experience. He has held roles at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022, following six years at Ameriprise Financial Services, Inc. Michael holds Series 63 and Series 65 licenses. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various program options, including advisor-managed accounts and third-party managed programs, and manages approximately $4.21 billion in client assets.

Patrick Sabol is a CFP® professional with 10 years of experience in financial advising. He is currently with Facet Wealth, where he has worked since 2021. His prior roles include positions at Traphagen Investment Advisors LLC, Univest Corporation of Pennsylvania, and Girard Partners. Facet Wealth serves individual members across a broad range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily focused on ETFs, utilizing fixed subscription fees rather than percentage-of-AUM charges.

Brian Pilon is a financial advisor with Prosperity Wealth Management, Inc. in Pipersville, PA, holding a Series 63 designation and 48 years of industry experience. He has worked with Prosperity since 2016 and has been affiliated with Fortune Financial Services Inc. since 2004. Outside of his advisory role, he serves as president and manager of FFMS, Inc., and works as a regional wholesaler for Beacon Capital Management through First Avenue, Inc. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party managers. The firm manages approximately $442 million across 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple analysis methods and ongoing oversight of recommended third-party managers.

Robert Nestor is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His work history includes roles at Alternatives, Inc., RHA Health Services, and Mutual of Omaha Investor Services. In addition to his advisory role, he provides direct care support for developmentally disabled individuals and elderly care during overnight shifts. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through platform relationships with Envestnet and Pershing. The firm provides various managed account programs and financial planning services, acting as a conduit to third-party money managers.

John Trevisan is a financial advisor at Portfolio Medics, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Porto Financial, Vuori, Lumis Consulting, and Trev Customs. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses and charitable organizations. The firm offers customized portfolios utilizing diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a range of investment strategies tailored to client objectives and risk tolerance.

Robert Podraza is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years before joining Prospera in 2021. Outside of his advisory role, he serves as chairman of the finance committee at St. Matthews Lutheran Church in Perkasie and is a board member of the Upper Bucks Chamber of Commerce. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through over 200 advisors and offers a range of investment advisory and financial planning services utilizing various platforms and portfolio management approaches.

Bradley Banken is a financial advisor with Rossby Financial, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Wells Fargo Securities, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory work, he is a football coach for North Hunterdon Football and serves as a board member for a nonprofit organization. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm utilizes diversified strategies tailored to clients’ objectives and risk tolerances, incorporating fundamental, technical, and cyclical analyses along with third-party managers and turnkey platforms.

Hugh Zeffer is a financial advisor with StoneX Advisors Inc. based in Nazareth, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining StoneX, he worked at StoneX Securities Inc. and 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, and consulting services. The firm offers a range of account structures and investment solutions implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

Stephen Miller is a financial advisor with Composition Wealth, LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2009 to 2026. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with investment management, financial planning, and retirement plan advisory services. The firm manages approximately $9.5 billion using a long-term, asset-allocation driven approach and offers a multi-advisor platform with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and selective alternative investments.

Kenneth Mcandress is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining B. Riley in 2022, he worked for Stifel Nicolaus & Co Inc from 2010 to 2022. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services including advisory programs, financial planning, and retirement solutions. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

Christopher Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LLC since 2013. Smith is a founding partner of Marmaras & Smith, LLC and is involved in several investment-related entities. Outside of advisory work, he also operates accounting and expense management businesses. 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, financial planning, and retirement plan consulting services, utilizing fundamental and technical analysis with multiple strategy approaches and specialized program features.