Dominic Defreece is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Verity Asset Management and Appreciation Financial. Outside of his advisory work, he owns DeFreece Financial Solutions, which provides insurance, real estate, and financial education services, and he is employed as a life insurance agent with Baltimore Life. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Dennis Pellegrini is a financial advisor at Blackridge Asset Management, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Next Financial Group, Inc. Outside of his advisory role, he is the owner of Four Legged T Shirts LLC, a retail business. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of investment adviser representatives. The firm serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with a range of tailored portfolio management options and access to model portfolios and third-party managers.

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 at Exodus Wealth, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. since 2007, as well as operating Rutter Insurance since 1995. Outside of his advisory work, he teaches Taekwondo in Boyertown, PA. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm emphasizes tailored account supervision, diversified portfolios, and ongoing due diligence, managing several hundred million dollars in discretionary assets.

Sheila Little is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Fortune Financial Services, Inc., Cambridge Investment Research Advisors, and LPL Financial, LLC. She also maintains a part-time role selling insurance products. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while retaining responsibility for asset allocation and oversight.

Radene Gordonbeck is a financial advisor at Kingsview Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Kingsview Partners. Outside of her advisory role, she serves on the finance committee of the Reading Symphony and is treasurer for the Jewish Federation of Reading. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services through a combination of in-house strategies, third-party managers, and alternative investments.

Matthew Creciun is a CFP® with two years of experience at Bison Wealth, LLC. He previously worked at Key Bank for eight years. Outside of advising, he is an independent licensed insurance agent specializing in life and health insurance. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, retirement plans, corporations, trusts, estates, and charitable organizations. The firm employs an outcome-focused investment approach using multi-manager model portfolios and offers specialized services such as a Turnkey Asset Management Platform for other advisers.

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.

Charlou Peterson is a financial advisor at 49 Financial with Series 65 and Series 63 credentials. Peterson has held prior roles at TIFF Investment Management, Ascensus, The Vanguard Group, and has experience in legal education at Drexel University’s Kline School of Law. 49 Financial serves individual and institutional clients, offering financial planning, retirement-plan consulting, and discretionary and non-discretionary investment management. The firm’s investment approach combines diversified asset allocation with fundamental, cyclical, technical, and behavioral analysis, managing proprietary model portfolios and providing tiered fractional family office services.

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.

Leon Pace is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Dakota Wealth in 2025, he worked at Lindenwold Advisors, Inc., Truist Financial Corporation, and Branch Banking and Trust Company. Outside of his advisory role, Mr. Pace serves as a general partner and vice president of a family business, One Happy Pillow, LP. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment approach using a combination of fundamental, technical, and quantitative analysis, and is actively involved in managing pooled investment vehicles and serving as a sub-advisor to a registered ETF.

Christopher Coolidge is a CFA® charterholder with five years of industry experience. He has worked at Brookwood Investment Group since 2023 and previously held roles at Clearview Portfolio Consulting, Ambassador Advisors, Bluestone Capital Management, Oceansquare Asset Management, BPU Investment Management, and Solenture Advisors. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, tactical, and blended strategies, and offers both discretionary and non-discretionary management while maintaining multiple affiliated businesses and platform relationships.

Michael Krumholz is an advisor at Perigon Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including Cambridge Investment Research and LPL Financial. Outside of his advisory work, he is involved in a retail health products firm as a consultant. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, trusts, businesses, and banking institutions. The firm focuses on individualized portfolio construction and acts as sponsor and overseer of its wrap program and sub-advisor relationships, with a notable emphasis on serving banking and thrift institutions.

James Troutman is a ChFC® with 43 years of industry experience, currently serving as a financial advisor at Berthel, Fisher & Company Financial Services, Inc. since 2007. He holds Series 63 and Series 66 licenses and is based in Temple, PA. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and supports a range of portfolio construction strategies.

Patrick Velekei is a CFP® professional with 26 years of industry experience, currently serving at ValMark Advisers, Inc. since 2010. He is involved in insurance sales through Velekei Giles Financial Advisors and serves as the Investment Committee Chairperson for the United Way of Berks County. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party platforms and services.

Darryl Bull Sr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Portfolio Medics and First Down Financial since 2022 and previously spent six years with Allstate Insurance Company. In addition to his advisory roles, Mr. Bull is an independent insurance agent through First Down Financial Group and Bull Financial Group, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches across various model portfolios and strategies.

Brandt Beck is a Series 65 licensed advisor at Kingsview Wealth Management, LLC with one year of industry experience. Prior to joining Kingsview, he was employed at Regeneron for six years. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and alternative investments.

Zachary Halvonik is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Premier Planning Group. Prior to his advisory roles, he spent several years in golf club management. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, offering asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and investment options.

Angela Alexander is a financial advisor with Commonwealth Financial Network in Wyomissing, PA. She holds a Series 65 designation and has 1 year of industry experience. Her work history includes multiple roles at both Commonwealth Financial Network and Spring Ridge Financial Group LLC dating back to 2001. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving around 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm manages approximately $212.7 billion in client assets and provides adviser support through a range of managed-account programs, third-party asset managers, retirement consulting, and custody services.

John Mazzarella is a financial advisor with Empower Advisory Group in Trappe, PA, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Empower in 2026, he worked at The Vanguard Group for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.