Theodore Moyer is a financial advisor at Gibbs Wealth Management, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked with several firms, including Legacy 360 Financial and Questar Asset Management. In addition to his advisory role, he is an insurance agent with a majority ownership in Legacy 360 Financial LLC. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios tailored to clients' financial situations, goals, and risk tolerance.

Timothy Williams is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Merit Financial Advisors since 2026 and previously held roles at Wealth Enhancement Advisory Services, LPL Financial, and Pacific Life Insurance, among others. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and various customizable portfolio options.

Andrew Quintois is a financial advisor with Summit Wealth Group, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Summit in 2026, he worked at SEI Investments Management Corp. and SEI Investments Distribution Co. for seven years, among other roles. Outside of his advisory work, Quintois coaches and referees for USA Hockey. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes portfolio allocations based on clients’ financial profiles and employs a range of analytical strategies, often utilizing third-party money managers and ongoing account monitoring.

Stephen Rohrer is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds a Series 66 credential and has prior experience at The Life Financial Group and Huawei International High School. Outside of advising, Rohrer is involved in teaching and counseling at Life Institute and writes a personal growth blog. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with over $5.5 billion in assets under management. The firm offers financial planning, portfolio management, and third-party money manager referrals using a variety of strategies including discretionary and non-discretionary account supervision.

Thomas Rutter Jr. is a financial advisor with Prosperity Wealth Management, Inc. in Schwenksville, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Prosperity Wealth Management since 2017 and concurrently at Fortune Financial Services Inc. since 2007, as well as operating Rutter Insurance since 1995. Outside of his advisory roles, he is a Taekwondo instructor in Boyertown, PA. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in client assets and employs a multi-method investment approach with ongoing oversight of recommended third-party managers.

John Cisick is a financial advisor at On Investment Management Company with three years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Burton. Outside of advisory work, he is involved in individual life insurance and group benefits sales through various companies. On Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary third-party investment programs.

Matthew Creciun is a CFP® professional with two years of experience, currently serving as an advisor at Bison Wealth, LLC. Prior to joining Bison Wealth, he spent eight years at Key Bank. He is also an independent licensed insurance agent specializing in life and health insurance. Bison Wealth, LLC serves a diverse clientele including high-net-worth individuals, family offices, and retirement plans, offering discretionary and non-discretionary portfolio management along with a turnkey asset management platform for unaffiliated advisers. The firm employs outcome-focused model portfolios that incorporate both tactical and strategic allocations across liquid and private-market investments, including alternative strategies and option-based overlays.

Stephen Peters is a financial advisor with IPI Wealth Management, Inc. in Pottstown, PA, holding a Series 66 designation and two years of industry experience. He has operated Advantage Tax Prep & Services as a partner and tax accountant since 2014 and serves as an insurance agent and controller at Advantage Insurance Group since 2013. IPI Wealth Management provides investment management, financial planning, and access to third-party asset managers and TAMP programs for individuals, businesses, and retirement plans. The firm manages approximately $2.65 billion in client assets through a team of 66 advisors and offers a range of proprietary, risk-based model portfolios managed on a discretionary basis with quarterly Investment Committee reviews.

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.

Charlou Peterson is an advisor with 49 Financial, holding Series 65 and Series 63 designations. Peterson’s industry experience spans several roles since 2018, including positions at TIFF Investment Management and The Vanguard Group. Prior to joining 49 Financial, Peterson worked across diverse sectors including legal education and marketing. 49 Financial serves a wide range of clients, offering financial planning, investment management, and family office services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary and platform model portfolios primarily consisting of mutual funds and ETFs.

Kenneth Mcandress is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining B. Riley in 2022, he worked for Stifel Nicolaus & Co Inc from 2010 to 2022. He is also a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets through 274 advisors, providing a wide range of services including advisory programs, financial planning, and retirement solutions. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans using multiple program structures and both proprietary and third-party asset allocation models.

Stephen Virkler is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 designation and 10 years of industry experience. He has worked concurrently with Geneos Wealth Management and The Life Financial Group Inc since 2016. Outside of his advisory role, Virkler serves as a ministry coordinator for Life Institute Seminars. Geneos Wealth Management is an SEC-registered investment adviser managing over $5.5 billion in client assets. The firm serves individuals, trusts, estates, corporations, and institutional clients, offering financial planning and portfolio management through a variety of traditional and wrap-fee programs.

Charles Porter Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 20 years of industry experience. He was previously with Canon Capital Investment Advisory for 18 years before joining Summit Financial. In addition to his advisory role, Mr. Porter provides exit planning consulting for business owners through Kaboo Consulting, LLC. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services for approximately 17,800 clients.

Guido Jaramillo Blum is a financial advisor at Fiduciary Financial Advisors with Series 65 credentials and one year of industry experience. Prior to joining Fiduciary Financial Advisors in 2026, he worked at Prospect Financial Group LLC for one year and spent 17 years at Johnson & Johnson. Outside of his advisory role, he owns and manages a real estate business involved in property maintenance and tenant management. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning, with an investment approach that combines strategic and tactical asset allocation using fundamental, quantitative, and technical analysis tailored to client needs.

Brad Schneider is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Good Life Advisors since 2014 and has also worked at LPL Financial since 2012. Schneider is involved in selling Medicare supplement and Part D Prescription policies as part of his business activities. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers. Their investment approach combines fundamental, technical, and cyclical analysis tailored to each client’s objectives and risk tolerance, utilizing a mix of direct management, model portfolios, and sponsored advisory programs.

Peter Roland is a CFP® with 35 years of industry experience, currently serving at Summit Financial, LLC since 2024. He has an extensive background in education, teaching at DeSales University since 1991 and Kutztown University since 2016. In addition to his advisory role, he is the founder of a business consulting firm specializing in M&A and exit planning. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets, serving around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, operating both discretionary and consultative platforms.

John Mazzarella is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at The Vanguard Group, Inc. for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Duane Cabrera is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2016. Prior to joining Oppenheimer, he has been involved with Seniors Health Insurance Network since 1996, where he owns a Medicare insurance brokerage primarily in an administrative capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs various investment approaches tailored to client needs, managing approximately $36.7 billion in assets as of the end of 2025.

Mary Di Nolti is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Intuit and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Robert Theisen Jr. is a financial advisor with Eagle Strategies (NY Life) in Gilbertsville, PA, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and has been affiliated with Eagle Strategies since 2024. Outside of his advisory role, he is active in community service, serving as an officer for the United Way of Boyertown, a board member of the Boyertown Area Historical Society, and a volunteer supporting Perkiomen School and the Salvation Army of Boyertown. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis, with a focus on tailoring solutions to client objectives and plan sponsor criteria.