Mark Phillips is a financial advisor at Lewis Asset Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Lewis Asset Management since 2017. Prior to that, he was with FSC Securities Corporation for 13 years and has been involved with Joyce Insurance Group and Joyce Financial Group since 2003, where he also serves as a benefits manager focusing on group health insurance and life products. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, managing approximately $387 million across a five-advisor team. The firm offers discretionary and non-discretionary investment management with a focus on long-term trading and diversified fund-based strategies tailored to client objectives and risk tolerance.

Ryan Lehman is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Integrated Capital Management, Inc. since 2014, serving as part of a five-advisor team based in Jessup, PA. Integrated Capital Management, Inc. provides discretionary portfolio management and model-portfolio services to individual, high-net-worth, and institutional clients, including pension plans and municipal agencies. The firm employs a contrarian, valuation-oriented investment approach using quantitative models to identify underpriced asset classes, implementing strategies through registered products and various tactical model portfolios.

Joseph Butcher is a financial advisor at Jacobi Capital Management, LLC with a Series 66 credential. He has been with Jacobi Capital Management and affiliated with LPL Financial since 2019. Prior to his advisory roles, his background includes positions at James Madison University, Luzerne Foundation, Newberry Estates Country Club, and Wyoming Seminary College Preparatory. Jacobi Capital Management serves individual, institutional, and retirement clients with financial planning and portfolio management, using a “fusion” investment approach that integrates finance, engineering, psychology, and history. The firm offers a range of strategies including tactical and opportunistic sleeves, with risk controls and an advisor-enhanced algorithmic program alongside traditional portfolio oversight.

John Mccarthy is a financial advisor at Jacobi Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Jacobi Capital Management and LPL Financial LLC since 2015. Outside of his advisory role, he serves as a member of the Dallas Borough Council. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, providing financial planning and portfolio management. The firm employs a “fusion” investment approach blending finance, engineering, psychology, and history, and offers algorithmic programs with automated tax harvesting alongside hands-on oversight.

Anthony Martinelli is a financial advisor with Jacobi Capital Management, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Jacobi Capital Management since 2014 and also maintains an affiliation with LPL Financial. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, providing financial planning and portfolio management. The firm employs a “fusion” investment approach that integrates models from finance, engineering, psychology, and history, using individualized investment playbooks and a combination of tactical, opportunistic, and complementary portfolio sleeves.

Mathew Hammer is a financial advisor at Jacobi Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Renaissance Investment Consultants Holding Co, and WFG Investments, Inc. Outside of his advisory role, he is involved in non-variable insurance products such as life, long-term care, and fixed annuities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines traditional portfolio management with financial planning and consulting, using a “fusion” approach that integrates finance, engineering, psychology, and history to create individualized investment strategies.

April Lynn Vinciarelli is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. She holds a Series 66 designation and has been with Jacobi Capital since 2008. In addition to her advisory role, she works as an independent insurance agent specializing in life and long-term care products. Jacobi Capital Management provides discretionary investment management and financial planning to individuals, pensions, retirement plans, trusts, estates, charitable organizations, corporations, and municipal entities. The firm uses a multi-disciplinary investment approach that incorporates finance, engineering, psychology, and history to create individualized portfolios implemented across various strategies and asset types.

Andrew Cross is a financial advisor with Capital Analysts, holding a Series 66 designation and seven years of industry experience. He previously worked at Arendt's Outdoor Services, Inc. for eleven years before joining Lincoln Investment in 2019. Outside of his advisory role, he serves on the Finance Committee of Heritage Baptist Church, assisting with budgeting and giving statements. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Michael Hirthler is a financial advisor with Jacobi Capital Management, LLC in Wilkes Barre, PA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Jacobi Capital Management since 2008 and has also worked at LPL Financial, LLC (formerly LINSCO/Private Ledger Corp.) since 1993. Jacobi Capital Management advises individual, institutional, and retirement clients on a limited discretionary basis, offering financial planning and consulting alongside portfolio management. The firm employs a “fusion” investment approach combining finance, engineering, psychology, and history, and utilizes both algorithmic programs and hands-on oversight within defined risk parameters.

Amy Lynott is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 10 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for nine years before joining Jacobi Capital Management and LPL Financial LLC in 2018. Outside of her advisory role, she is a Pennsylvania Notary Public. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm employs a fundamental security analysis approach combined with a “fusion” methodology integrating finance, engineering, psychology, and history, and constructs portfolios using tactical, opportunistic, and complementary strategies within disclosed risk constraints.

Robert Rolland is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 credential and 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, and LPL Financial. He provides investment advisory services primarily through Jacobi Capital Management, an independent registered investment advisor. Jacobi Capital Management offers discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, pensions, trusts, and charitable organizations. The firm employs a multi-disciplinary “fusion” analysis combining finance, engineering, psychology, and history to develop individualized investment strategies implemented across various asset types and risk controls.

Raphael Musto is a Series 65-credentialed financial advisor at Redhawk Wealth Advisors, Inc. in Wilkes-Barre, PA, with one year of industry experience. Prior to joining Redhawk, he operated Musto Tax and Insurance for 12 years. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach combines strategic and tactical asset allocation across multiple asset classes, supported by weekly portfolio reviews and the use of third-party signal providers for certain strategies.

Thomas Romanowski is a financial advisor at Jacobi Capital Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. In addition to his advisory role, he is a licensed insurance agent selling various life and annuity products. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm uses a “fusion” approach that integrates finance, engineering, psychology, and history to create individualized investment strategies, employing a range of tactical and option strategies within defined risk constraints.

Daniel Mc Donough is a financial advisor at Jacobi Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at InProcess Consulting and as a self-employed professional. Outside of advising, he serves as a domestic general partner involved in planning and analysis for Steinbeck Development Partnership, a real estate development entity. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, providing financial planning and portfolio management with a limited discretionary mandate. The firm employs a “fusion” investment approach combining finance, engineering, psychology, and history, and uses an advisor-enhanced algorithmic program alongside traditional strategies within defined risk limits.

Christine Mc Casland is a financial advisor at Jacobi Capital Management, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney LLC, E*TRADE Securities, LLC, and Penbrick Wealth Strategies LLC. Outside of her advisory role, she is involved in property management through an investment-related rental property business. Jacobi Capital Management provides discretionary investment management and financial planning services to individuals, pensions, retirement plans, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs a multi-disciplinary “fusion” analysis combining finance, engineering, psychology, and history to create individualized investment strategies implemented through diverse portfolio sleeves and offers a no-fee estate-document creation service via the Trust & Will platform.

Kathleen Johnson is a financial advisor at Jacobi Capital Management, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC, MML Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Jacobi Capital Management advises individual, institutional, and retirement clients on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary investment approach. The firm offers financial planning, portfolio management, and access to wrap-fee programs and multiple LPL platforms.

Joseph Butcher is a financial advisor at Jacobi Capital Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Jacobi Capital Management since 2010, having previously worked at LPL Financial LLC starting in 2009. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a fusion approach that integrates finance, engineering, psychology, and history, constructing portfolios across tactical, opportunistic, and complementary sleeves while employing risk-managed strategies such as short sales, margin, and options.

William Medico is a financial advisor at Jacobi Capital Management, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with Jacobi Capital Management since 2014. Medico also has involvement in insurance services, including selling life and group health insurance. Jacobi Capital Management advises individuals, including high-net-worth clients, and institutional and retirement accounts on a limited discretionary basis, offering financial planning and consulting alongside portfolio management. The firm employs a “fusion” investment approach that combines finance, engineering, psychology, and history, and utilizes an advisor-enhanced algorithmic program with automated tax harvesting and explicit risk limits.

Peter Kizis is an investment advisory representative at Vicus Capital, Inc. with 34 years of industry experience. He has been with Vicus Capital since 2022 and also maintains long-standing roles at Cetera Wealth Services, LLC and IMG. In addition to his advisory work, Kizis is an insurance agent involved in the sale of life, accident, health, disability, annuities, and long-term care insurance. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs both discretionary and non-discretionary approaches and offers a range of investment strategies, including core-satellite, momentum, ESG, and tax-loss harvesting, with a strong emphasis on retirement plan consulting and fiduciary services.

Jeffrey Boyanoski is a CFP® professional with 26 years of industry experience currently affiliated with Vicus Capital, Inc. He has worked at Grant Williams, LP, Cetera Wealth Services, LLC, and Vertice Financial. Boyanoski is also the owner of Vertice Financial, where he provides financial services. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.