Christopher Yetter is a Series 65 registered advisor with Triad Wealth Partners, LLC in Allentown, PA. He has industry experience beginning in 2023, with prior roles at Strategic Wealth Alliance Group and an eight-year tenure at IQ Pest Solutions before entering the financial advisory field. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios tailored to client objectives. The firm combines a scalable business model supporting both independent advisors and other RIAs, managing over $1.5 billion in regulatory assets.

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 Fisher is a financial advisor with Choreo, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. His prior roles include positions at Northeast Financial Group, Inc., PenServ Plan Services, Inc., and Equitable Advisors. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence, offering a range of managed portfolios and specialized advisory services such as 1031 like-kind exchange advisory and Deferred Sales Trusts™ consulting.

Joseph Palma is a financial advisor at M HOLDINGS SECURITIES, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including MerCap Advisors, Inc. and Cornerstone Financial Consultants. Palma is active in business networking and professional associations in the Allentown, PA area. M HOLDINGS SECURITIES, Inc. serves a wide range of clients, including individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Christopher Nelson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in insurance sales, specializing in health and employee benefits life insurance through a separate business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio management and financial planning through a combination of in-house strategies and third-party platforms, with a network of approximately 190 advisors.

Victoria Peters is a financial advisor with Latitude Advisors, LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has worked at GWN Securities Inc. and Serfass and Serfass, P.C. in addition to her current role. Outside of finance, she is involved in furniture refurbishing and resale, operates an Etsy shop creating digital templates, and runs an email subscription service focused on motherhood topics. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm employs a range of model strategies that combine client goals with tactical and quantitative approaches and provides continuous portfolio monitoring and rebalancing.

Martin Lang is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company P.C. Outside of his advisory and accounting roles, Lang serves as president of the Sights for Hope Endowment Foundation, a nonprofit organization. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Nathan Emrick is a Series 66 registered financial advisor with New Edge Wealth, where he has worked since 2024. He has six years of industry experience, including four years with Morgan Stanley. Emrick serves as Investment Committee Chairman and is a member of the Board of Trustees for Good Shepherd Rehabilitation Network. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary investment solutions, supplemented by AI-assisted analytics, to tailor portfolios for its clients.

Dominic Voiland is a financial advisor at Choreo, LLC with one year of industry experience. He holds the Series 65 designation and has worked at Northeast Financial Group, Inc and Berkeley Stone, among other firms. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm offers a range of advisory services such as discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-driven investment process.

Richard Fogal Jr. is a financial advisor with Lombard Advisers Incorporated in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lombard Securities Incorporated, Blue Mountain Financial Group, and Primerica Advisors. Outside of his advisory role, he serves as an ordained minister and is an assistant track and field coach for a local high school. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management using fundamental, technical, charting, and cyclical analysis techniques, managing approximately $670 million in assets as of year-end 2025.

Thomas Ervolina is a Series 66 licensed financial advisor with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2007. He has 21 years of industry experience and also has a background with LaSalle St. Securities. Outside of advisory work, he is involved in preparing tax returns during tax season through Lifetime Tax Service in Allentown, PA. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, managing a notable predominance of non-discretionary assets alongside discretionary portfolios.

David Guensch is a financial advisor at Lombard Advisers Incorporated with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities Incorporated since 2016 and at Cornerstone Portfolios, LLC since 2007. He is also involved in outside insurance sales through Cornerstone Portfolios. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management solutions using fundamental, technical, charting, and cyclical analysis, with approximately $670 million in assets under management as of the end of 2025.

Scott Brown is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Arkadios in 2022, he worked at Triad Advisors, Inc. for 11 years. Outside of his advisory role, Brown is involved in fixed insurance brokerage, providing term life insurance and fixed indexed annuities when clients have such needs. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a variety of investment management and financial planning solutions, including advisor-managed accounts, wrap programs, third-party manager access, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis with discretionary portfolio management supported by an internal portfolio team.

John Schick is a financial advisor with UMB Financial Services, Inc., holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes roles at Ameriprise Financial Services, Capstone Asset Management, and several other firms. He is also president and CCO of Capstone Asset Management LLC, where he provides investment advice to community banks and oversees business operations and compliance. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm’s range of managed account solutions features both discretionary and non-discretionary options and is affiliated with UMB Bank, integrating fixed-income strategies and municipal advisory services.

Joshua Ottinger is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including 28Ten Group, Gibbs Wealth Management, and Strategic Wealth Alliance Group. In addition to his advisory work, he is an insurance agent selling life and annuities. Triad Wealth Partners serves both individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, model portfolios, and financial planning services. The firm employs strategic asset allocation and combines proprietary and external investment models in managing client assets.

Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

James Troutman is a ChFC® with 43 years of industry experience, currently serving as a financial advisor at Berthel, Fisher & Company Financial Services, Inc. since 2007. He holds Series 63 and Series 66 licenses and is based in Temple, PA. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and supports a range of portfolio construction strategies.

Linwood Gehris is a financial advisor with StoneX Advisors Inc. in Schnecksville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2013 to 2015. Outside of his advisory role, he serves on the executive committee of Lions District 14-K and is a board member of Sight for Hope, an organization assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services, utilizing multiple account structures and model-based solutions supported by a large network of independent advisors and proprietary platforms.

James Faylor is a financial advisor at Latitude Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Latitude Advisors since 2009. In addition to his advisory role, he is a CPA at Lang, Faylor, Chomo & Company, P.C., where he prepares tax and financial statements. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients with services including financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs valuation-driven and momentum-based multi-asset model strategies, managing the majority of accounts on a discretionary basis with continuous monitoring and rebalancing.

Monica Dougherty is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of her advisory role, she assists as a studio experience team member at a Philadelphia yoga studio. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolio management and integrating AI-assisted analytics alongside adviser judgment.