David Horonzy is a financial advisor at Moors & Cabot, Inc. with 32 years of industry experience. He holds a Series 63 designation and previously worked at Janney Montgomery Scott for 18 years before joining Moors & Cabot. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

William Krause is a financial advisor at The Partners Wealth Management with 48 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at American Portfolios Financial Services, Inc. and Massmutual Life Insurance Company. In addition to advisory services, he operates as a financial consultant specializing in life, property and casualty, and health insurance. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management using internal and third-party models, with assets managed directly or allocated to outsourced managers.

Joseph Palma is a financial advisor with M Holdings Securities, Inc. based in Allentown, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at several firms including MerCap Advisors, Inc. and has been involved with multiple entities such as Cornerstone Financial Consultants and The Luke William Hahn Foundation. Palma is also engaged in business, estate, and insurance planning for family-owned businesses through Cornerstone Advisors. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a comprehensive range of advisory and brokerage services, employing multiple investment management strategies and platform providers to support client needs.

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.

Nathan Emrick is a financial advisor at NewEdge Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2024. Emrick serves as the Investment Committee Chairman and a member of the Board of Trustees for the Good Shepherd Rehabilitation Network. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a range of investment strategies across multiple asset classes.

Bryan Minner is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. He holds the PFS™ and Series 63 designations and has been with Ausdal since 2009. In addition to his advisory work, he owns and operates Minner & Company, P.C., a CPA firm, and serves as treasurer on the Kenhorst Condo Association board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of discretionary and non-discretionary portfolio options.

Jack Causa is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 63 designation and bringing 44 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of advisory work, he is involved in life and equity-indexed annuity sales and serves as president of a family LLC that manages a hunting camp property. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services including in-house and third-party investment programs, retirement plan services, and licensed insurance products.

Andrew Heifer is a financial advisor at Creativeone Wealth, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Virtue Capital Management, LLC and Pinnacle Capital Advisors, LLC. Outside of his advisory role, he is a 50% owner of Still Shining, LLC, a distillery of moonshine. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a mix of proprietary ETF-based models, third-party managers, and option strategies, supported by quantitative and fundamental analysis.

Michael Butterworth is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., MML Investor Services, Inc., and MassMutual Life Insurance Company. Outside of his advisory work, he owns and operates a tax preparation service and a special needs planning group that assists individuals and families with obtaining public benefits and related advocacy. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, and trusts, through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

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 been with Blackridge since 2016. Outside of his advisory work, he owns Four Legged T Shirts LLC, a retail business offering T-shirts, and is a partner at Sage Scholars, an organization that offers scholarship credits. He also advises clients on risk management, including life, disability, and long-term care insurance. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm uses a model-based portfolio management approach delivered through an online platform and offers access to multiple wrap-fee programs and third-party money managers.

Radene Gordonbeck is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gordonbeck serves on the finance committee of the Reading Symphony and is treasurer of the Jewish Federation of Reading. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Richard Fogal Jr. is a financial advisor with Lombard Advisers Incorporated in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lombard Securities Incorporated, Blue Mountain Financial Group, and Primerica Advisors. Outside of his advisory role, he serves as an ordained minister and is an assistant track and field coach for a local high school. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a team-based approach. The firm offers both discretionary and non-discretionary portfolio management using fundamental, technical, charting, and cyclical analysis techniques, managing approximately $670 million in assets as of year-end 2025.

Noah Brooks is a financial advisor at Good Life Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Good Life Advisors since 2014 and LPL Financial since 2013. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization in Wyomissing, PA. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic investment solutions alongside educational seminars and subscription planning services.

Thomas Ervolina is a Series 66 licensed advisor with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2007, accumulating 21 years of industry experience. Prior to and concurrently with his current role, he has also been affiliated with LaSalle St. Securities, L.L.C. In addition to his advisory work, he prepares tax returns seasonally through Lifetime Tax Service in Allentown, PA. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, with a notable focus on non-discretionary asset management.

David Guensch is a financial advisor at Lombard Advisers Incorporated with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lombard Securities Incorporated since 2016 and at Cornerstone Portfolios, LLC since 2007. He is also involved in outside insurance sales through Cornerstone Portfolios. Lombard Advisers provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management solutions using fundamental, technical, charting, and cyclical analysis, with approximately $670 million in assets under management as of the end of 2025.

Scott Brown is a financial advisor at Arkadios Wealth Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Arkadios in 2022, he worked at Triad Advisors, Inc. for 11 years. Outside of his advisory role, Brown is involved in fixed insurance brokerage, providing term life insurance and fixed indexed annuities when clients have such needs. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans through a variety of investment management and financial planning solutions, including advisor-managed accounts, wrap programs, third-party manager access, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis with discretionary portfolio management supported by an internal portfolio team.

Leon Pace is an investment advisor representative with Dakota Wealth, LLC and Lindenwold Advisors, Inc., holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at Truist Financial Corporation and Branch Banking and Trust Company. Mr. Pace is also involved in a family business, One Happy Pillow, LP, where he serves as General Partner and Vice President. Dakota Wealth, LLC provides wealth management and investment advisory services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm emphasizes customized, primarily long-term portfolios and active management roles in private funds and registered investment products.

Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

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.