Jennifer Schultz is a financial advisor at Stone House Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked for 23 years at Citizens & Northern Bank. Outside of her advisory role, she is a 49% owner and serves as Secretary/Treasurer of Schultz Auto Body & Detail, LLC, a collision repair business. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers customizable portfolio management through direct, model, or sub-advised accounts.

Joseph Alu is a financial advisor at Capstone Wealth Management Group, LLC with eight years of industry experience. He also serves as a Certified Public Accountant at Joseph M. Alu and Associates, PC, a firm he has been affiliated with since 2004. Capstone Wealth Management Group provides investment advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers comprehensive wealth management and financial planning services, employing both strategic and tactical asset allocation while selecting low-cost mutual funds, ETFs, and individual securities.

Dimitri Gnall is a Series 65-licensed advisor at Riggs Asset Management Co Inc with one year of industry experience. Prior to joining Riggs Asset Management, he worked at Empire Education Group and has concurrent involvement with Domiano Eye Care. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary investment management alongside family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm uses a diversified investment approach incorporating equities, fixed income, ETFs, and mutual funds, and may include direct indexing and cryptocurrency exposure in client portfolios.

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.

Zachary Polovitch is a financial advisor at Stone House Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Stone House, he held positions at Fidelity Bank, Peoples Security Bank & Trust Company, and DICK's Sporting Goods. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm’s investment approach combines low-cost, index-style ETF allocations with actively managed strategies, offering discretionary portfolio management and customizable client accounts.

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.

John Conway is a financial advisor at B.B. Graham & Company, Inc. with 38 years of industry experience. He previously worked for L.M. Kohn & Company for 13 years before joining B.B. Graham in 2025. He holds Series 63 and Series 65 licenses. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a notable portion of assets managed on a non-discretionary basis.

Sophia Busciacco is a financial advisor at Jacobi Capital Management, LLC, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at LPL Financial and Jacobi Wealth Advisors. Outside of her advisory work, she has been involved with a Farmer's Market & Grill for four years. Jacobi Capital Management advises individual, high-net-worth, institutional, and retirement plan clients, offering portfolio management, financial planning, and access to third-party wrap and model programs. The firm employs a proprietary investment approach combining fundamental analysis with multiple disciplines and provides clients with personalized investment playbooks and ongoing reviews.

Robert Fitzpatrick is a financial advisor with B.B. Graham & Company, Inc. in Dunmore, Pennsylvania. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 13 years at L.M. Kohn & Company. Fitzpatrick is also associated with Conway Financial as a stock broker and investment advisor. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary asset management, and often utilizes third-party asset managers in its client strategies.

Joseph Butcher is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and one year of industry experience. He has been with Jacobi Capital Management and LPL Financial since 2021. Butler provides administrative support to Jacobi Capital Management LLC, an independent investment advisory firm. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment plans and offers discretionary portfolio management, financial planning, and access to third-party wrap and model programs.

Barbara Tourscher is a financial advisor at Secure Asset Management, L.L.C. with 39 years of industry experience. She holds the Series 63 designation and has worked at firms including Aurora Securities Inc, LPL Financial, Investment Planning Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she is involved with Creek Corner LLC, a real estate rental business in Tunkhannock, PA. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis in its discretionary strategies and frequently utilizes third-party money managers and trading signals.

John Mccarthy is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Jacobi Capital Management and LPL Financial since 2015 and previously spent five years at M&T Securities, Inc. In addition to his advisory role, Mccarthy 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 plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm uses a proprietary investment process called "fusion analysis," which incorporates finance, engineering, psychology, and history, and assigns each client an individualized investment playbook with periodic reviews to maintain suitability.

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 worked at Jacobi Capital Management since 2014 and previously spent 12 years at New England Securities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients with discretionary portfolio management, financial planning, and consulting services. The firm uses a proprietary “fusion analysis” framework to create individualized investment strategies and integrates both traditional and algorithm-driven model portfolios under adviser oversight.

Mathew Hammer is a financial advisor at Jacobi Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial LLC, Renaissance Investment Consultants Holding Co, WFG Investments, Inc., PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. He also has a minor involvement in non-variable insurance related to life, long-term care, and fixed annuities. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm uses a proprietary fusion analysis framework and provides individualized investment playbooks with portfolios constructed across multiple strategies, including access to algorithm-driven model portfolios under advisor oversight.

April Lynn Vinciarelli is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. She has been with Jacobi Capital Management since 2008 and has also worked at LPL Financial since 2002. In addition to her advisory role, she is an independent insurance agent specializing in life and long-term care insurance products. Jacobi Capital Management advises individual, institutional, and retirement plan clients, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary “fusion analysis” investment process and offers clients tailored investment playbooks alongside access to third-party wrap and model programs.

Amy Lynott is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill from 2009 to 2018 and has been associated with LPL Financial and Jacobi Capital Management since 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 plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs through major custodians. The firm’s investment process integrates fundamental security analysis with a proprietary fusion analysis framework and provides clients with individualized investment playbooks and periodic reviews to maintain suitability.

Robert Rolland is a financial advisor with Jacobi Capital Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at institutions including Merrill and Bank of America before joining Jacobi Capital Management in 2018. Rolland operates within a multi-team firm based in Pittston, PA. Jacobi Capital Management advises individuals, high-net-worth clients, institutions, and retirement plans, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment playbooks and offers a range of investment strategies including algorithm-driven models under adviser oversight.

Thomas Romanowski is a financial advisor with Jacobi Capital Management, LLC and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Bank of America and Merrill. In addition to his advisory work, he is also licensed to sell non-variable insurance products. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a proprietary “fusion analysis” investment process combining multiple disciplines to create individualized investment playbooks and integrates advisor-enhanced digital programs alongside traditional portfolio construction.

Daniel Mc Donough is a financial advisor at Jacobi Capital Management, LLC, holding a Series 65 designation with four years of industry experience. Prior to joining Jacobi Capital Management, he was self-employed for one year and worked at InProcess Consulting for seven years. He also 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 plan clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a proprietary “fusion analysis” investment approach and integrates advisor-enhanced digital programs alongside traditional portfolio construction methods.

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 licenses and has worked at firms including Morgan Stanley Smith Barney and E*TRADE Securities. Jacobi Capital Management serves individual, institutional, and retirement plan clients with discretionary portfolio management and financial planning. The firm uses a proprietary investment process combining fundamental analysis with a multidisciplinary framework, offering tailored investment playbooks and access to diverse strategies and third-party model portfolios.