Benjamin Haas is a CFP® with 20 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC since 2021. His prior experience includes roles at US Financial Advisors, LPL Financial, and Ameriprise. Haas also manages Haas Financial Group, which he established in 2015 for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.

Matthew Mongon is a CFP® professional with 15 years of experience in the financial services industry. He is currently with NewEdge Wealth and has prior experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Before entering finance, he worked at Lehigh University. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services and manages approximately $12 billion in regulatory assets, utilizing a diversified investment approach that includes proprietary solutions and third-party managers across multiple asset classes.

Adam Werner is a CFP® professional with 18 years of industry experience currently with Great Valley Advisor Group, LLC. He has prior experience at U.S. Financial Advisors, LLC and has maintained an affiliation with LPL Financial, LLC since 2015. Werner provides administrative support for Great Valley Advisor Group, an independent investment advisory firm. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Laurie Peer is a CFP® and Series 66-licensed advisor with 23 years of industry experience. She is currently a partner at RKL LLP and has been with RKL Wealth Management LLC since 2016. Laurie serves as President of the Berks County Estate Planning Council, a nonprofit organization. RKL Wealth Management LLC provides discretionary investment management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, and charitable organizations. The firm integrates tax and accounting consulting through its parent company, RKL LLP, and employs a core-satellite approach to constructing customized portfolios.

Kevin Rhodes is a CFP® professional with 37 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and PKS Investments, having previously worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2016. Rhodes holds Series 63 and Series 66 licenses. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based platforms along with additional services such as outsourced CIO and CCO support.

Omar Parker Jr. is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes roles at Charles Schwab and Delaware State University, as well as six years in Baltimore County Public Schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and distinguishes itself by integrating investment management with in-house accounting, tax services, and business coaching.

Paul Emrick is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes more than a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutions, offering wealth strategy, portfolio management, and consulting services. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics to tailor portfolios.

Camerone Giancaterino is a CFP® and Series 65 registered advisor with three years of industry experience. Currently with Choreo, LLC since 2026, Camerone previously worked at Northeast Financial Group, Inc. and has diverse experience including roles at Fedex, Instacart, and the University of Pittsburgh. Choreo serves a wide range of clients including individual investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles including separately managed accounts and private funds, along with specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Regina Rinehimer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and 65 credentials and 23 years of industry experience. She has worked at Kingsview Partners since 2021, following five years with Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. She also serves as a power of attorney for family members in investment-related matters. Kingsview Wealth Management is a multi-advisor firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management services combining in-house strategies, third-party managers, and alternative investments across various asset classes.

Matthew D'elia is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at 28Ten Group and Strategic Wealth Alliance. Outside of finance, he is the owner and president of Dacinia Digital, a digital agency focused on website design, SEO, and social media marketing. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm provides discretionary portfolio management, access to third-party managers, and model portfolios, emphasizing strategic asset allocation and diversified investment strategies.

Tyler Seiferheld is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also serves as a CPA and shareholder at Lang Faylor Chomo & Company PC, an accounting and tax firm providing services to individuals and small businesses. Additionally, Tyler is a board member and volunteer with Meals on Wheels of the Greater Lehigh Valley. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes valuation-driven, momentum-based, and third-party model strategies to construct portfolios aligned with client goals and risk tolerance.

Edwin Baldrige III is a CFP® with 31 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he was with Baldrige Asset Management for 24 years and Commodity Exchange Inc for 37 years. He serves as board treasurer for Hawk Mountain Sanctuary and Sustainable Food Alliance, where he is involved in financial oversight and grant approvals. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

Joseph Hudock is a financial advisor with OneAscent Financial Services LLC, holding CFP® and Series 66 designations and bringing nine years of industry experience. He previously worked for StoneX Advisors Inc and StoneX Securities Inc for ten years. Outside of his advisory role, he assists seniors with Medicare Supplement, Medicare Advantage, and Prescription Drug Plan selections through his position as office manager and health insurance specialist at Affiliated Financial Planners, LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and utilizing overlay managers and automated platforms.

Louis Chomo is a CFP® with 25 years of experience and currently serves as an investment advisor representative at Latitude Advisors, LLC. He has worked at Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company, P.C. In addition to his advisory work, he acts as a trustee managing a trust for a former client’s beneficiary and serves as a co-executor of an estate. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Christopher Yetter is a Series 65 registered advisor with Triad Wealth Partners, LLC in Allentown, PA. He has industry experience beginning in 2023, with prior roles at Strategic Wealth Alliance Group and an eight-year tenure at IQ Pest Solutions before entering the financial advisory field. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios tailored to client objectives. The firm combines a scalable business model supporting both independent advisors and other RIAs, managing over $1.5 billion in regulatory assets.

David Horonzy is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Janney Montgomery Scott, Raymond James Financial Services, and UBS Financial Services. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting, with portfolio strategies tailored to clients’ objectives and risk tolerances.

William Fisher is a financial advisor at Choreo, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northeast Financial Group, Inc, PenServ Plan Services, Inc., and Equitable Advisors. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Joseph Palma is a financial advisor at M HOLDINGS SECURITIES, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including MerCap Advisors, Inc. and Cornerstone Financial Consultants. Palma is active in business networking and professional associations in the Allentown, PA area. M HOLDINGS SECURITIES, Inc. serves a wide range of clients, including individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Lisa Ashcroft is a financial advisor with Girard Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. She has worked at Univest Bank and Trust Co. and Orrstown Bank prior to her current role. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a proprietary research process and an Investment Committee to guide asset allocation and diversification, offering a range of discretionary and non-discretionary management services along with specialized strategies and affiliated financial services through its parent company, Univest Financial Corporation.

Christopher Nelson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in insurance sales, specializing in health and employee benefits life insurance through a separate business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers customized portfolio management and financial planning through a combination of in-house strategies and third-party platforms, with a network of approximately 190 advisors.