Alan Puklin is a financial advisor with Capital Analysts holding Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Ameriprise, Oppenheimer, and Morse Asset Management, as well as consulting engagements. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers 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.

Owen Edwards III is a financial advisor at Royal Fund Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Royal Fund Management since 2015. Edwards also operates Edwards Investments, LLC, an insurance and annuity business active since 2004. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and participant-level 401(k) advice, employing a range of investment strategies and managing approximately $1.55 billion in assets.

Jeffrey Clemente is a CFP® professional with 15 years of experience in financial advisory. He has been with Jacobi Capital Management, LLC since 2015 and also maintains a role with LPL Financial dating back to 2012. Outside of his investment advisory work, he serves as a public notary. 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 investment process that integrates finance, engineering, psychology, and history to develop tailored portfolios using a variety of financial instruments and documented risk limits.

Michael Bree is a financial advisor with Jacobi Capital Management, LLC, holding the CFP® and ChFC® designations and over 35 years of industry experience. His prior roles include positions at LPL Financial, Penn Mutual Life Insurance Company, Pillar Wealth Advisors, LLC, and Hornor Townsend & Kent Inc. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, offering financial planning and portfolio management. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax-harvesting and explicit risk controls.

Brandan Bree is an advisor at Jacobi Capital Management, LLC with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at LPL Financial, Pillar Wealth Advisors, Atlas Private Wealth Advisors, and eMoney Advisor. Jacobi Capital Management provides discretionary investment management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, corporations, and municipal entities. The firm employs a multi-disciplinary “fusion” analysis blending finance, engineering, psychology, and history to create individualized investment playbooks implemented through diversified portfolio strategies.

Linda Suda is an advisory representative at Vicus Capital, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with IMG, Inc., Cetera Wealth Services, LLC, and Vicus Capital since 2001. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm offers a range of investment strategies and places emphasis on retirement-plan consulting and fiduciary services.

James Paul III is a financial advisor at Gladstone Wealth Partners with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, LPL Financial, and Advantage Investment Management, LLC. In addition to his advisory role, he owns Paul's Tax & Planning Services LLC, where he provides CPA, bookkeeping, and tax preparation services. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting with investment approaches that include individual equities and bonds, mutual funds and ETFs, alternative investments, and tax-managed strategies.

Karen Darby is a financial advisor at Jacobi Capital Management, LLC with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, MML Investors Services, and MassMutual. In addition to her advisory role, she is also involved in selling non-variable insurance products such as life and disability insurance. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts, offering financial planning, consulting, and portfolio management services. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history, constructing portfolios across multiple strategies with defined risk constraints.

Andrew Avellan is a financial advisor at Jacobi Capital Management, LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Axa Advisors. Avellan also operates Avellan Financial Inc., a business entity for tax and investment purposes. 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 multidisciplinary “fusion” approach and constructs portfolios using tactical, opportunistic, and complementary strategies, including various option techniques within defined risk limits.

Rodman Azar is a financial advisor at Jacobi Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Jacobi Capital Management and LPL Financial since 2011. Jacobi Capital Management serves individuals, including high-net-worth clients, as well as institutional and retirement accounts, providing financial planning, consulting, and traditional portfolio management. The firm employs a “fusion” investment approach that integrates finance, engineering, psychology, and history to create individualized investment strategies, utilizing both algorithmic programs and hands-on oversight.

Richard Clark Jr. is a CFP® and ChFC® with 21 years of experience in the financial industry. He is currently with Jacobi Capital Management, LLC and has held prior roles at Pillar Wealth Advisors, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves part-time as CFO for Starr Tours. Jacobi Capital Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pensions, trusts, and charitable organizations. The firm employs a multi-disciplinary investment process that integrates finance, engineering, psychology, and history to create tailored portfolios, and offers access to various third-party investment programs through LPL.

Eric Kumar is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining the firm, he served four years in the United States Army and worked at Eastern University. Kumar is also a field manager who recruits and trains insurance agents and assists clients approaching retirement with goal planning and recommendations. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Erica Harrison is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at The Assurance Group and Tailored Brands, as well as eight years at DePalmas Italian Cafe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm operates through an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Peter Butera is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Janney Montgomery Scott since 2021, following tenures at Bank of America and Merrill Lynch spanning over three decades. Outside of his advisory role, he serves on the finance and budget committee at the Westmoreland Club and is involved in several mentoring and board positions with local educational institutions and community organizations. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and various wrap/advisory programs, utilizing both in-house and third-party portfolio management.

Steven Gimont is a financial advisor with Transamerica Financial Advisors in Kingston, PA, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at Transamerica Financial Advisors and World Financial Group, Inc. since 2025 and has operated Gimont & Associates since 2012, where he prepares tax returns and provides tax-related advice. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Tracy Smithnosky is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2019, following six years at Merrill. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Alexander Pucilowski is a financial advisor with Janney Montgomery Scott in Moosic, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at CNL Securities Corp. and AXA Distributors, LLC, as well as service in the Florida Army National Guard. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house portfolio management, third-party managers, and multiple advisory programs, and offers brokerage, financial planning, and consulting services.

Nicholas Panagiotakis is a CFP® professional with 22 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His prior roles include positions at Guardian Life Insurance and the International Planning Alliance. He also engages in insurance-related activities outside his advisory work. Park Avenue Securities serves a diverse retail client base with a range of brokerage and advisory services, employing multiple proprietary and third-party investment programs to meet client needs.

Patrick Golden is a financial advisor at Farther with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at STIFEL, Private Client Services, LLC, and operated Golden Wealth Management. He is also an insurance agent. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach implemented with proprietary model portfolios, algorithmic rebalancing, and a range of asset types, including ETFs, mutual funds, equities, and fixed income.

Corey Golden is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Farther since 2026. He previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years and was president and chief compliance officer of Golden Wealth Management, an independent registered investment advisor. Outside of financial advising, he co-owns and operates a small business that produces and sells ketchup. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.