Jeffrey Clemente is a CFP® professional with 15 years of industry experience, currently serving at Jacobi Capital Management, LLC since 2015. Prior to joining Jacobi Capital, he worked at LPL Financial and VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and also serves as a public notary. Jacobi Capital Management advises individual, institutional, and retirement plan clients through discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm employs a proprietary “fusion analysis” investment process and provides clients with individualized investment playbooks and periodic reviews to maintain suitability.

Michael Bree is a CFP® and ChFC® credentialed advisor with 36 years of industry experience. He is currently with Jacobi Capital Management, LLC and has previously worked at firms including Penn Mutual Life Insurance Company, Pillar Wealth Advisors, and LPL Financial. Jacobi Capital Management advises individuals, including high-net-worth clients, institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a proprietary “fusion analysis” investment approach and sponsors wrap fee programs along with an advisor-enhanced digital program integrating algorithm-driven model portfolios.

Brandan Bree is an investment advisor at Jacobi Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Pillar Wealth Advisors, Atlas Private Wealth Advisors, and eMoney Advisor. Jacobi Capital Management serves individual, institutional, and retirement plan clients by providing discretionary portfolio management, financial planning, and consulting services. The firm uses a proprietary investment approach combining fundamental analysis with a multidisciplinary framework and offers customizable portfolios, including wrap fee programs and advisor-supervised algorithm-driven models.

Andrew Katz is a financial advisor at First Heartland Consultants, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Prospera Financial Services for 26 years. Outside of his advisory role, he serves as a board member of the Blair County Tea Party and on the board of trustees for Congregation Beth Israel, and he volunteers as secretary for the Lake Ariel Lions Club. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and model-based self-directed brokerage programs delivered through independent representatives.

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 with Jacobi Capital Management, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has previously worked at LPL Financial and MML Investors Services, as well as MassMutual. Jacobi Capital Management advises individuals, including high-net-worth clients, institutional, and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm’s investment approach combines fundamental security analysis with a proprietary fusion analysis framework, providing clients with individualized investment playbooks and periodic reviews to maintain suitability.

Andrew Avellan is a financial advisor with Jacobi Capital Management, LLC, holding the Series 66 designation and bringing 23 years of industry experience. His career includes long tenures at Equitable Advisors and Axa Advisors, with his current roles at Jacobi Capital Management and LPL Financial beginning in 2021. Jacobi Capital Management serves individual, high-net-worth, institutional, and retirement plan clients through discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm uses a proprietary “fusion analysis” investment approach and personalized investment playbooks, combining traditional and alternative strategies including margin, short sales, and algorithm-driven models under advisor oversight.

Rodman Azar is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Jacobi Capital Management and affiliated with LPL Financial since 2011. Jacobi Capital Management serves 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 employs a proprietary “fusion analysis” investment approach and provides clients with individualized investment playbooks and periodic reviews.

Richard Clark Jr. is a financial advisor with Jacobi Capital Management, LLC, holding CFP® and ChFC® designations and over 21 years of industry experience. His prior experience includes roles at Pillar Wealth Advisors, LPL Financial LLC, Hornor Townsend & Kent Inc, and Principal Financial Services. Outside of his advisory work, he serves as part-time CFO for Starr Tours. Jacobi Capital Management advises individual, institutional, and retirement plan clients, 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 plans, integrating tactical and opportunistic portfolio strategies alongside algorithm-driven model allocations.

Eric Kumar is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 license and previously served in the United States Army from 2018 to 2022. Outside of advising, he also recruits and trains insurance agents and provides retirement planning services to clients approaching retirement. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Erica Harrison is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, she worked at The Assurance Group and previously managed operations at DePalmas Italian Cafe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Transamerica, he worked at World Financial Group and Comcast Xfinity. Gimont is also a tax preparer at Gimont & Associates, where he prepares tax returns and provides tax-related advice. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with both proprietary and third-party investment programs.

Tracy Smithnosky is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Janney since 2021, 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, and institutional sponsors, offering brokerage services, financial planning, and multiple 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 affiliated with Guardian Life, having 23 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance, among others. He holds Series 63 and Series 65 licenses. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, institutions, and retirement plan sponsors. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and alternative investments.

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.

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.