Amanda Laubscher is a financial advisor with Integrity Advisory Solutions in Allentown, PA. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she worked at Jenene Thomas Communications, LLC for 11 years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory services.

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.

Karsten Lusk is a financial advisor at OnePoint BFG Wealth Partners with a Series 65 designation and one year of industry experience. His prior work includes roles at Merrill Lynch, KeyBank, and Lakeland Bank, as well as positions outside finance at Elmhurst Country Club and Hollow Brook Golf Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology-integrated operational support.

Peter Marmaras is a CFP® and ChFC® with 38 years of industry experience. He is currently with Vicus Capital, Inc., where he has worked since 2005, and has prior experience at Core Income Advisors LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a finance team leader at Wesley United Methodist Church and is a board member of the Fighting Children’s Cancer Foundation. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and emphasizes retirement-plan consulting and fiduciary services.

William Adamski Jr. is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He previously worked at New England Securities for 15 years before joining Vanderbilt in 2020. Outside of advisory services, Adamski is also an insurance agent specializing in fixed insurance and annuities. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides both discretionary and non-discretionary portfolio management, combining fundamental, technical, and charting analysis with strategic asset allocation, and integrates retirement-plan consulting and administration services alongside its advisory offerings.

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.

Christian Butler is a financial advisor at StoneX Advisors Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Stonex Securities Inc. and Scott Butler CFP. StoneX Advisors Inc. serves individuals—including high-net-worth clients—corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an internal Private Client Group. The firm employs multiple investment strategies and platforms to support varied account structures and model-based solutions.

Andrei Weber is a financial advisor with UMB Financial Services, Inc. in Allentown, PA, holding Series 63 and Series 66 registrations with 15 years of industry experience. His prior firms include Ameriprise Financial Services and Investment Professionals Inc. Outside of advising, he is involved in beekeeping with periodic sales from his apiary. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a model-based portfolio construction process and provides multiple managed account options, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

Amara Del Serro is a financial advisor at OnePoint BFG Wealth Partners with four years of industry experience. She holds a Series 65 designation and has held roles at Private Advisor Group, LPL Financial LLC, and Bleakley Financial Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary strategies, and technology integration to support client objectives.

Michael Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes positions at Lincoln Investment, LLC, Franklin/Templeton Distributors, Inc., and Putnam Investment Management, LLC. He is also co-owner of TS ADVISORS, LLC, a firm involved in employee management services. Capital Analysts serves a diverse client base of retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management. The firm employs a proprietary mutual-fund screening process and partners with institutional entities to support a broad range of investment solutions.

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.

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.

Curtis Stoltzfus is a CFP® with 31 years of industry experience, currently with Silver Oak Securities, Inc. since 2023. His prior experience includes roles at Sevenoneseven Capital Management, American Portfolios Financial Services, Ambassador Advisors, and Equitable Advisors. He also owns and operates Stoltzfus Advisory, a financial planning firm. Silver Oak Securities serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers multiple advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

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.

Mark Hemphill is a financial advisor with Capital Analysts in Bethlehem, PA, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1995. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

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.

Brian Bobeck is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the ChFC® designation and Series 66 license and has 21 years of industry experience. His prior roles include positions at Cornerstone Advisors Asset Management LLC, Cornerstone Benefits, Inc., and Cornerstone Institutional Investors, LLC. Outside of advisory work, he co-founded an engineering consulting firm focused on patent development and licensing. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

David Weikert is a CFP® with 27 years of industry experience, currently serving as a partner at SEIA. His previous roles include positions at Cedar Brook Financial, Cadaret, Grant & Co., Inc., Mercap Advisors, and Market Street Financial Advisors. He also participates as an investment committee member for the Central Moravian Church. SEIA is a multi-team advisory firm with roughly 142 advisors serving individuals, trusts, retirement plans, and institutional clients. The firm combines strategic and tactical investment approaches through an Investment Solutions Group and offers a range of portfolio management, financial planning, and consulting services.

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.