Laura Novak is a financial advisor at Weik Capital Management with 18 years of industry experience. She holds a Series 65 credential and has previously worked at AmeriCU Investments and Americu Capital Management. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, trusts, estates, and corporations. The firm employs a value-based investment philosophy focused on fundamental analysis and manages both separate accounts and private limited partnerships.

James Goodhart is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Chancellor Financial Group since 2021 and previously at TCM Securities, Inc. from 2015 to 2021. Outside of advisory work, he is an insurance agent specializing in fixed insurance and annuity products. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm employs a long-term, fundamental analysis-based investment approach, utilizing low-cost mutual funds and ETFs along with other strategies, and manages approximately $249 million in client assets.

Thomas Drexler is a financial advisor with Alliance Financial, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Visions Federal Credit Union, LPL Financial LLC, and Invest Financial Corporation. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, pension consulting, and financial planning services. The firm employs a variety of analytical approaches and investment strategies, including discretionary portfolio management and wrap fee programs, and utilizes LPL-sponsored advisory programs.

Liam Mc Intyre is a financial advisor at Creative Capital Wealth Management Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and Arkadios Capital. Outside of finance, he is the owner and personal trainer of DefySize Fitness and Coaching LLC, providing fitness and self-defense coaching. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering a mix of fundamental and technical analysis with a long-term investment approach. The firm manages accounts primarily on a non-discretionary basis and includes alternative investments and privately placed securities among its options.

Ryan Mccallum is a financial advisor with Connors Investor Services Inc, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Connors Investor Services since 2022 and previously spent 11 years at LPL Financial LLC. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis with both long- and short-term strategies, including options, and is notable for its role as adviser and sponsor of multiple pooled investment vehicles and affiliated funds.

Frederick Hubler Jr. is a financial advisor with Creative Capital Wealth Management Group, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Arkadios Capital since 2020 and has been involved with Creative Capital Wealth Management Group and independent insurance agency work since 2003. Outside of advisory roles, he coaches other financial advisors on transitioning to retainer-based practices and contributes articles on alternative investments to Forbes.com. He also serves on the advisory council for Renault Winery. Creative Capital Wealth Management Group serves individual and high-net-worth clients through retainer-based financial planning and wealth management, offering services including tax mitigation programs, alternative investments, and third-party money manager recommendations. The firm generally manages accounts on a non-discretionary basis, with discretionary authority primarily within its Household Endowment Model.

Stephanie Baity is a CFP® professional with 11 years of industry experience. She has worked at Alliance Financial since 2020 and previously held positions at LPL Financial, Jacqueline L. Powell & Associates, Inc., and INVEST Financial Corporation. Outside of her advisory work, she has participated as a poll worker. Alliance Financial serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and pension consulting, employing a range of analytic methods and investment strategies. Alliance Financial is notable for sponsoring a wrap fee program and integrating multiple model and algorithm-based platforms into its client solutions.

Debora Covell is a Series 65 licensed advisor with 10 years of industry experience. She has been with Connors Investor Services Inc. since 2017 and previously worked at CemSOL for one year. Connors Investor Services provides discretionary portfolio management to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental and technical analysis and incorporates options strategies such as covered call writing and hedging as part of its risk management approach.

Logan Boyer is a financial advisor at Weik Capital Management with one year of industry experience. He holds a Series 65 designation and has worked in various roles across multiple industries, including Carpenter Technology, uFinancial Group, and FedEx. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and corporations. The firm follows a value-based investment philosophy focused on fundamental equity analysis and balanced portfolios combining equities with conservatively structured fixed-income holdings.

Bart Kaplow is a financial advisor at IBN Financial Services, Inc. with 56 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes long-term roles at United Life & Accident Insurance Co. and Capital Planning Corporation. Outside of advising, he serves on the finance committee for the Regency at Providence Homeowners Association. IBN Financial Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm applies multiple methods of analysis and implements portfolio strategies driven by Dynamic Portfolio Strategies, offering both discretionary and non-discretionary account management through a range of investment vehicles.

Peter Connors is a CFA® charterholder with 23 years of industry experience. He has been with Connors Investor Services Inc since 1992. The firm is a team of nine advisors based in Wyomissing, PA. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm employs a blend of fundamental and technical analysis, using long- and short-term strategies, including options and treating cash as an asset class. It also acts as adviser and sponsor to multiple pooled vehicles, including the Connors Hedged Equity mutual fund and affiliated private funds.

Mary Mcclennen Glica is a financial advisor with Vermillion & White Wealth Management Group in Phoenixville, PA. She holds Series 63 and Series 65 licenses and has 11 years of industry experience. Her prior roles include positions at LPL Financial LLC, Voya Financial Advisors, Inc., and National Planning Corporation. Vermillion & White Wealth Management Group provides portfolio management, comprehensive financial planning, and pension consulting to individuals, institutions, and charitable organizations. The firm manages approximately $231 million across several hundred accounts and employs an investment process that emphasizes asset allocation, diversification, and periodic rebalancing based on both fundamental and technical research.

Derek Dobin is a financial advisor with Creative Capital Wealth Management Group in Chester Springs, PA, holding Series 63 and Series 65 credentials with 16 years of industry experience. His prior work includes a decade with Prudential Insurance Company of America and Pruco Securities. He currently serves as Managing Director at Creative Capital, where he also functions as a senior wealth strategist. Creative Capital Wealth Management Group serves individual and high-net-worth clients with retainer-based financial planning and wealth management, offering a 12-month tax mitigation program and access to alternative investments. The firm generally manages client accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term investment approach.

Benjamin Connors is a financial advisor at Connors Investor Services Inc with one year of industry experience. He holds a Series 65 designation and previously worked at SEI Investments Company from 2021 to 2023. Connors Investor Services provides discretionary portfolio management to individual and institutional clients, employing a combination of fundamental and technical analysis with options strategies for risk management. The firm serves high-net-worth individuals, pension plans, trusts, and charitable organizations, among others, and manages client relationships under written Investment Advisory Agreements.

Brian Mccoy is a CFA® charterholder with 22 years of industry experience. He has been with Connors Investor Services Inc. since 2003. Connors Investor Services is a discretionary investment adviser serving individuals, pooled investment vehicles, retirement plans, trusts, estates, charitable organizations, investment partnerships, and business entities. The firm uses a blend of fundamental and technical analysis, employing both long- and short-term strategies including options, and manages a range of assets including mutual funds, ETFs, equities, and fixed income.

Kevin Fox is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Alliance Financial, a team-based firm, and has previously worked at Visions Federal Credit Union, LPL Financial, and INVEST Financial Corporation. Fox provides investment advisory services through multiple independent advisory firms, including Fox Financial Inc. and Alliance Financial. Alliance Financial serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by offering portfolio management, pension consulting, and financial planning. The firm employs a variety of analytical approaches and investment strategies, manages accounts on discretionary and non-discretionary bases, and sponsors a wrap fee program while utilizing LPL-sponsored advisory programs.

Abhishek Amatya is a financial advisor at Weik Capital Management with 13 years of industry experience. He holds a Series 65 designation and has been with Weik Capital Management since 2017, following three years at Weik Investment Services, Inc. Weik Capital Management provides discretionary and non-discretionary portfolio management to individuals, retirement plans, trusts, foundations, and other institutions. The firm employs a value-based equity approach focused on purchasing stocks below intrinsic business value and manages both separate accounts and private equity partnerships.

Zachary Lountzis is a financial advisor at Lountzis Asset Management, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC before joining his current firm in 2019. Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental research, concentrated equity holdings, and low turnover, managing both individual accounts and a privately offered pooled investment vehicle.

Patricia Ludgate is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Sovereign Financial Group, Inc. since 2020. She previously worked at LPL Financial LLC for 11 years and Financial Planning Advisors, Inc. for 29 years. In addition to her advisory role, she is licensed to sell non-variable insurance products, including term life, disability, and long-term care insurance. Sovereign Financial Group serves a diverse client base including individuals, trusts, estates, and businesses, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and provides access to alternative strategies through its Align Alternative Access Fund.

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.