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.

Andrew Katz is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Katz serves on the board of the Blair County Tea Party and the Congregation Beth Israel board of trustees, and he volunteers as secretary of the Lake Ariel Lions Club. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

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 worked at firms including LPL Financial, Private Advisor Group, and Advantage Investment Management. Outside of his advisory roles, he owns Paul's Tax & Planning Services LLC, where he serves as a CPA, bookkeeper, and tax preparer. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, high-net-worth investors, corporations, and charitable organizations. The firm operates through a network of independent advisers who tailor strategies and utilize third-party managers and technology to serve clients across discretionary portfolios and qualified plans.

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.

Scot Ahearn is an Investment Advisor Representative at Blackridge Asset Management, LLC with 39 years of industry experience. He has worked at Blackridge since 2019 and previously at Independent Solutions Wealth Management, LLC from 2015 to 2018. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process involving model portfolios and third-party managers and has recently expanded its sub-advisory services to third-party RIAs.

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 Series 66 and Series 63 credentials. She has experience working at Empower Financial Services and The Assurance Group, and previously spent 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, delivering services through integrated platforms that emphasize long-term portfolio returns and annual rebalancing.

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 holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked at World Financial Group and Comcast Xfinity. Since 2012, Gimont has operated Gimont & Associates, where he prepares tax returns and provides related tax services. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program 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 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Private Client Services, LLC, Golden Wealth Management, and Stifel. He also operates an investment advisory firm, Golden Wealth Management, and is involved in insurance services. 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 model portfolios and algorithmic rebalancing, with investment options 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.

John Cyprich is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has nine years of industry experience, previously working at Bankers Life Securities, Inc. and Bankers Life and Casualty. He is also a partner in Keystone Legacy Financial LLC, where he manages an insurance marketing agency and writes insurance policies. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.

Scott Skammer is a financial advisor with GWN Securities Inc. in Forty Fort, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with GWN Securities since 2015 and also has a background with McCarthy Tire Service Co. Outside of his advisory role, Skammer serves as an adjunct professor teaching undergraduate finance and is treasurer of a nonprofit organization providing meals to local nursing home residents. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm employs a range of investment strategies, including legacy market-timing and momentum-based approaches, and manages approximately $3.65 billion across over 37,000 client accounts.