Louis Chomo is a CFP® with 25 years of experience and currently serves as an investment advisor representative at Latitude Advisors, LLC. He has worked at Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company, P.C. In addition to his advisory work, he acts as a trustee managing a trust for a former client’s beneficiary and serves as a co-executor of an estate. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing 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.

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 previously worked at Janney Montgomery Scott for 18 years before joining Moors & Cabot. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

William Fisher is a financial advisor at Choreo, LLC with nine years of industry experience. He previously worked at Northeast Financial Group, Inc. for five years and PenServ Plan Services, Inc. for eleven years. Choreo serves a broad client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a quantitative and research-driven investment approach with offerings ranging from portfolio management and financial planning to outsourced CIO services and specialized consulting for ultra-high-net-worth clients.

Joseph Palma is a financial advisor with M Holdings Securities, Inc. based in Allentown, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at several firms including MerCap Advisors, Inc. and has been involved with multiple entities such as Cornerstone Financial Consultants and The Luke William Hahn Foundation. Palma is also engaged in business, estate, and insurance planning for family-owned businesses through Cornerstone Advisors. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a comprehensive range of advisory and brokerage services, employing multiple investment management strategies and platform providers to support client needs.

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 and holds Series 65 and Series 63 licenses. She has 11 years of industry experience, including roles at GWN Securities Inc. and Serfass and Serfass, P.C. Outside of her advisory work, she is engaged in several entrepreneurial and community activities such as furniture refurbishing for resale, creating and selling online design templates, promoting consumer products through affiliate marketing, and managing a paid email subscription focused on motherhood topics. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services. The firm employs a multi-strategy investment approach combining valuation-driven and momentum-based models, with continuous monitoring and rebalancing aligned with client objectives.

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 financial advisor at NewEdge Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2024. Emrick serves as the Investment Committee Chairman and a member of the Board of Trustees for the Good Shepherd Rehabilitation Network. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a range of investment strategies across multiple asset classes.

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 financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 20 years of industry experience. He has been with LaSalle St. Investment Advisors since 2007 and LaSalle St. Securities since 2006. Outside of advising, he prepares tax returns seasonally through Lifetime Tax Service in Allentown, PA. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm employs a range of investment strategies, including both active and passive approaches, and manages assets primarily on a non-discretionary basis.

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 at UMB Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Inc., Investment Professionals Inc., and Capstone Asset Management, LLC. Schick is involved in business ownership through Psalm 92 LLC and provides investment advice to community banks. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a documented suitability review and risk-tolerance process to place clients into model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with several managed account options.

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. and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including over a decade with StoneX Advisors and StoneX Securities. 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, a nonprofit assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

James Faylor is a financial advisor with Latitude Advisors, LLC and holds a Series 63 designation. He has 24 years of industry experience and has worked at Latitude Advisors since 2009. He is also a CPA and has been involved with Lang, Faylor, Chomo & Company, P.C., where he prepares tax and financial statements. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.