Robert Barth is a financial advisor at Aventine Financial Group with a Series 65 credential and three years of industry experience. Prior to joining Aventine Financial Group in 2022, he worked six years at RSM US LLP. Aventine Financial Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers comprehensive financial planning and investment management, combining fundamental and technical analysis to tailor portfolios generally built with low-cost mutual funds and ETFs.

Dawn Marx is a financial advisor at Argyle Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has been with Argyle Capital Management since 1994. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts on a fee-only basis. The firm emphasizes fundamental equity research, a long-term buy-and-hold investment approach, and actively manages fixed income and cash positions while tailoring portfolios to individual client objectives.

John Levis Jr. is a CFP® professional with over 20 years of experience in financial advising. He has worked at MB, Levis & Associates, LLC since 2012 and has been affiliated with Mcqueen Ball & Associates, Inc. since 1998. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth households, as well as corporate pension and profit-sharing plans, charitable organizations, and trusts and estates. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to manage discretionary portfolios across equity and fixed-income strategies, incorporating cash as an asset class and conducting ongoing portfolio reviews.

Patrick Hutchinson is a financial advisor with Sector Analysts LLC in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2017 and LPL Financial from 2003 to 2017. Outside of his advisory role, he owns Hutchinson Insurance, offering fixed insurance products including life, disability, and long-term care insurance. Sector Analysts LLC serves individual and high-net-worth clients, providing financial planning, investment consulting, and discretionary asset management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside strategic, tactical, and dynamic asset allocation, managing assets through a proprietary wrap fee program.

Jesse Danielson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Duke and Duke Wealth Management LLC since 2024. His prior experience includes roles at The Vanguard Group, Raymond James & Associates, and D.K. Brede Investment Management. Outside of his advisory work, he is also engaged as a delivery driver in Wayne, PA. Duke and Duke Wealth Management primarily serves individual clients with asset management and written financial planning, managing approximately $101.6 million across about 244 accounts. The firm emphasizes non-discretionary management with long-term investment approaches, focusing on mutual funds and ETFs and providing services through licensed advisers with custody maintained at Schwab.

Kerri Williams is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 65 designation with six years of industry experience. She has been with Sigma Financial since 2012. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives with comprehensive financial planning focused on investments, tax and estate planning, insurance, company stock and incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, providing written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.

Elias Isaac II is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 63 designation with 13 years of industry experience. He has been with Sigma Financial, Inc. since 1998, contributing to the firm's services for nearly three decades. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, company stock, incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, low-cost passive vehicles, and tax efficiency, while providing clients written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.

Rachel Lower is a financial advisor with Deep Draft Consulting, LLC, holding a ChFC® designation and a Series 63 license, and has 24 years of industry experience. She has been with Deep Draft Consulting since 2013 and also maintains affiliations with M Holdings Securities, Inc. and Cornerstone Financial Consultants, Ltd. Outside of her advisory role, she is involved in business planning and financial advisory services through her positions at Deep Draft Consulting and as CEO and President of Cornerstone Financial Consultants. Deep Draft Consulting provides business planning and financial advisory services to individuals, corporations, and business entities, primarily operating as a referral intermediary rather than managing client investment assets directly. The firm offers written financial plans, consulting engagements, and evaluates other advisers while assisting clients with account setup and investment policy statements.

Francis Walsh is a financial advisor at Opulus with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Susquehanna International Group. Opulus provides financial planning and advisory services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm uses a range of investment strategies and typically places clients onto professionally managed model portfolios through unaffiliated sub-advisers, offering ongoing performance monitoring and regular reviews.

Jason Henninger is a Certified Financial Planner (CFP®) at MB, Levis & Associates, LLC with 20 years of industry experience. He has worked at MB, Levis & Associates since 2012 and has been affiliated with McQueen, Ball & Associates since 2000. MB, Levis & Associates, LLC is a fee-only registered investment adviser serving individual clients, corporate pension and profit-sharing plans, charitable organizations, and trusts and estates. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using long- and short-term equity and fixed-income strategies, including cash as an asset class.

William Aquila is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Waypoint Financial, LLC since 2016. He holds the Series 66 designation and operates out of Dublin, PA. Waypoint Financial, LLC provides investment management, comprehensive financial planning, and fee-based fundamental research to individuals, small businesses, and 401(k) plans. The firm emphasizes passive investment strategies using index funds and ETFs, tailored portfolio management, and offers participant education for 401(k) plans along with related workshops.

Seth Bittner is a financial advisor at Stillwater Private Wealth with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Ethos Financial Group, Innovation Partners, Mercap Securities, Almanack Investment Partners, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Outside of advising, he is involved in life and annuity insurance product sales through his roles in multiple insurance brokerages. Stillwater Private Wealth is an independent SEC-registered investment adviser serving individuals, families, business owners, and employer plan sponsors. The firm offers discretionary wealth management, financial consulting, and retirement plan advisory services, managing portfolios across a broad range of securities with a focus on quantitative and qualitative analysis combined with modern portfolio theory.

Edward Kohlhepp Jr. is a CFP® with 29 years of industry experience. He is the president and owner of Kohlhepp Investment Advisors, Ltd. and has been associated with the firm since 2000. He also serves as a board member of Men of LaSalle, a nonprofit organization. Kohlhepp Investment Advisors, Ltd. serves individual and high-net-worth clients as well as ERISA plans, providing discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm constructs individualized portfolios using fundamental and technical analysis and offers both in-house management and access to third-party money managers, with account supervision guided by clients’ objectives, time horizons, and risk tolerances.

Joshua Roche is a financial advisor at Roche Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2025 and Next Financial Group Inc from 2014 to 2025. Outside of advisory services, he is involved in tax preparation and accounting through Number Crunch Tax Solutions LLC. Roche Asset Management, LLC provides discretionary portfolio management and integrated financial planning to individual and business clients. The firm employs a variety of analytical methods and maintains continuous monitoring and periodic reviews to tailor investment strategies to client-specific needs.

Kerry Erickson is a financial advisor at Erickson Financial Group, LLC with 23 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to joining Erickson Financial Group in 2019, he worked at MML Investors Services, Inc. and MassMutual Life Insurance Company from 2002 to 2019. He is also active as a licensed insurance agent specializing in life and health insurance. Erickson Financial Group serves individuals, high-net-worth clients, trusts, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm constructs customized, primarily long-term portfolios using ETFs, low-cost mutual funds, and individual equities, managing accounts on a discretionary basis with active rebalancing aligned to client goals and tax considerations.

Eric Landes is a financial advisor at IVC Wealth Advisors LLC with 26 years of industry experience. He holds a Series 63 designation and has been with IVC Wealth Advisors since 2014. His prior experience includes roles at Kestra Investment Services LLC and Private Client Services. Outside of his advisory role, Landes is involved as president of IVC Insurance Agency and participates in professional employer organization activities. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and retirement-account planning, utilizing fundamental, quantitative, and modern portfolio theory analyses to create tailored model allocations.

Dylan Purdy is a financial advisor at Liberty Asset Management with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Liberty Asset Management, he worked at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of his advisory role, he serves as a board member and secretary/treasurer for BNI Infinity, an exclusive networking group. Liberty Asset Management provides portfolio management and financial planning services to individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm manages approximately $141 million in discretionary assets using asset allocation guided by Modern Portfolio Theory and incorporates technical analysis in its investment approach.

Paul Mccolgan is a financial advisor with IVC Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Private Client Services and Kestra Advisory Services LLC. He serves as vice chairman of Perkasie Industrial Development, a nonprofit-focused organization that facilitates lower interest rate loans for community-benefiting projects. IVC Wealth Advisors LLC is a team-based registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $455 million and uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment portfolios tailored to client needs.

John Youngs is a financial advisor at Tiller Private Wealth, Inc. with 20 years of industry experience. He has been with the firm and its predecessor entities since 2001. Youngs holds a Series 65 credential. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, offering discretionary investment management, financial planning, and 401(k) plan advisory services. The firm employs a long-term, asset-allocation driven approach that emphasizes diversification, tax sensitivity, and cost awareness, managing approximately $730 million in discretionary assets under management.

Linda Yeager is a CFP® professional with seven years of experience in financial advising. She is currently with Tiller Private Wealth, Inc., where she has worked since 2019 through its predecessor entities. Tiller Private Wealth, Inc. serves individual and high-net-worth clients as well as charitable organizations, providing discretionary investment management, financial planning, and 401(k) plan advisory services. The firm employs a long-term, asset-allocation driven approach that emphasizes diversification, tax sensitivity, and cost awareness.