Amanda Laubscher is a financial advisor with Integrity Advisory Solutions in Allentown, PA. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she worked at Jenene Thomas Communications, LLC for 11 years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory services.

Benjamin Haas is a CFP® with 20 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC since 2021. His prior experience includes roles at US Financial Advisors, LPL Financial, and Ameriprise. Haas also manages Haas Financial Group, which he established in 2015 for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Adam Werner is a CFP® professional with 18 years of industry experience currently with Great Valley Advisor Group, LLC. He has prior experience at U.S. Financial Advisors, LLC and has maintained an affiliation with LPL Financial, LLC since 2015. Werner provides administrative support for Great Valley Advisor Group, an independent investment advisory firm. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Brad Small is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at OSAIC and American Portfolios Financial Services, Inc. Brad is involved with the Boy Scouts of America Hawk Mountain Council as a volunteer and serves as a board member. He also founded the Small Steps Scholarship Fund, a program supporting outstanding high school students pursuing higher education. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides customized and model-based portfolio management, utilizing both internal and third-party models and managers, with a focus on discretionary accounts.

Laurie Peer is a CFP® and Series 66-licensed advisor with 23 years of industry experience. She is currently a partner at RKL LLP and has been with RKL Wealth Management LLC since 2016. Laurie serves as President of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, and charitable organizations. The firm integrates tax and accounting consulting through its parent company, RKL LLP, and employs a core-satellite approach to constructing customized portfolios.

Omar Parker Jr. is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes roles at Charles Schwab and Delaware State University, as well as six years in Baltimore County Public Schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and distinguishes itself by integrating investment management with in-house accounting, tax services, and business coaching.

Regina Rinehimer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. She previously worked at Wells Fargo Clearing for five years before joining Kingsview Partners in 2021. Outside of her advisory role, she acts as a power of attorney for family members on investment matters. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through both discretionary and non-discretionary advisory services, utilizing a combination of in-house strategies and third-party managers.

Connor Quesenberry is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Velekei Giles Financial Advisors and Vanguard-related entities. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Edwin Baldrige III is a CFP® with 31 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he was with Baldrige Asset Management for 24 years and Commodity Exchange Inc for 37 years. He serves as board treasurer for Hawk Mountain Sanctuary and Sustainable Food Alliance, where he is involved in financial oversight and grant approvals. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

David Horonzy is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Janney Montgomery Scott, Raymond James Financial Services, and UBS Financial Services. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting, with portfolio strategies tailored to clients’ objectives and risk tolerances.

William Krause is a financial advisor at The Partners Wealth Management with 48 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at American Portfolios Financial Services, Inc. and Massmutual Life Insurance Company. In addition to advisory services, he operates as a financial consultant specializing in life, property and casualty, and health insurance. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management using internal and third-party models, with assets managed directly or allocated to outsourced managers.

Lisa Ashcroft is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. She has worked at Univest Bank and Trust Co. and Orrstown Bank prior to her current role. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a proprietary research process and an Investment Committee to guide asset allocation and diversification, offering a range of discretionary and non-discretionary management services along with specialized strategies and affiliated financial services through its parent company, Univest Financial Corporation.

Bryan Minner is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Ausdal since 2009. In addition to his advisory work, he owns and operates Minner & Company, P.C., a CPA firm, and serves as treasurer on the Kenhorst Condo Association board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary portfolio options.

Jack Causa is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of advisory work, he is involved in life and equity-indexed annuity sales and serves as president of a family LLC that manages a hunting camp property. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services including in-house and third-party investment programs, retirement plan services, and licensed insurance products.

Andrew Heifer is a financial advisor at Creativeone Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Virtue Capital Management, LLC and Pinnacle Capital Advisors, LLC. Outside of his advisory role, he is a 50% owner of Still Shining, LLC, a distillery of moonshine. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analysis.

Michael Butterworth is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., MML Investor Services, Inc., and MassMutual Life Insurance Company. Outside of his advisory work, he owns and operates a tax preparation service and a special needs planning group that assists individuals and families with obtaining public benefits and related advocacy. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Thomas Reardon is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He has been with RKL Private Wealth since 2015, currently working as part of a team at the firm’s Wyomissing, PA office. RKL Wealth Management LLC provides discretionary investment management and financial planning to a diverse client base, including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, small businesses, and retirement plans. The firm integrates tax, accounting, and consulting services through its parent company, RKL LLP, and employs a core-satellite investment approach tailored to client needs.

Dominic Defreece is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Verity Asset Management and Appreciation Financial. Outside of his advisory work, he owns DeFreece Financial Solutions, which provides insurance, real estate, and financial education services, and he is employed as a life insurance agent with Baltimore Life. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Dennis Pellegrini is a financial advisor at Blackridge Asset Management, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Next Financial Group, Inc. Outside of his advisory role, he is the owner of Four Legged T Shirts LLC, a retail business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with a range of tailored portfolio management options and access to model portfolios and third-party managers.

Sheila Little is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Fortune Financial Services, Inc., Cambridge Investment Research Advisors, and LPL Financial, LLC. She also maintains a part-time role selling insurance products. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while retaining responsibility for asset allocation and oversight.