Alison Howells is a financial advisor at A Better Way Financial, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial LLC and Santander Securities, LLC. Outside of financial advising, she owns Howells Industries LLC, which is a non-investment-related business. A Better Way Financial serves individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm provides ongoing financial planning, discretionary portfolio management, and access to hedge fund investments for eligible investors, using tailored written plans and Investment Policy Statements as a framework for portfolio implementation and review.

Gavin Kirsch is a financial advisor at MTM Financial Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at The Strategic Financial Alliance, Inc., Equitable Advisors, and Northwestern Mutual. Outside of his advisory work, he is involved with the Penn Basketball Club. MTM Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and nonprofit endowments. The firm offers discretionary portfolio management and financial planning, applying a mix of charting, fundamental, technical, and cyclical analysis across various securities.

Mark Belcak is a financial advisor with MTM Financial Group, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with MTM Financial Group and affiliated entities since 2012. MTM Financial Group is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and nonprofit endowments. The firm provides discretionary portfolio management and financial planning, employing a combination of charting, fundamental, technical, and cyclical analysis across a wide range of securities.

Susan Gabor is a CFP® professional with 25 years of experience in the financial services industry. She is currently with Financial Planning Hawaii, Inc. and has previously worked at Ameriprise Financial Services, Inc. for 17 years, among other firms. Financial Planning Hawaii, Inc. offers comprehensive financial planning and investment advisory services to individuals, families, and small businesses across the country. The firm emphasizes academic-based investment strategies, primarily using passive core equity allocations and fixed-income ladders, and provides both discretionary portfolio management and fee-only planning services.

Sebastian Holbrook is a financial advisor with Valley National Advisers Inc., holding a Series 66 designation and beginning his industry experience in 2026. His prior work includes roles at Valley National Group and educational positions at Middlebury College and Moravian Academy. Valley National Advisers Inc. provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing portfolios primarily on a discretionary, asset-allocation basis. The firm utilizes third-party platforms and independent managers, incorporates tax-aware strategies including potential cryptocurrency exposure, and is affiliated with related broker-dealer, insurance, accounting, and trust service entities.

Frank Guida is a financial advisor with A Better Way Financial, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at ABWI, LLC, American Retirement Institute, Sheeran Cole, PB Vandross, and Retirement Wealth Advisors, Inc. Outside of his advisory work, he hosts a financial topics radio show and is an author who donates proceeds from his writings to charity. A Better Way Financial provides investment advice and ongoing financial planning to individuals, business entities, and charities. The firm offers discretionary portfolio management and detailed financial plans, incorporating tax preparation support and estate-planning tools, while developing client-specific strategies that include regular monitoring and reviews.

Alexander Gunbymerriman is a financial advisor at Valor Investments and Planning LLC with a Series 65 designation and two years of industry experience. Prior to joining Valor in 2023, he worked at New York Life Insurance Company for one year. Valor Investments and Planning LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, and corporations. The firm provides discretionary portfolio management, financial and business planning, and retirement plan consulting, typically implementing client portfolios through third-party managers and model solutions using both active and passive strategies.

Michael Roper is a financial advisor at Valley National Advisers Inc. in Bethlehem, PA, with 15 years of industry experience. He has been with Valley National Advisers since 2011. Outside of his advisory role, Roper serves on the board of directors for Lee Initiatives, a nonprofit organization focused on improving community health and well-being. Valley National Advisers provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers individualized, primarily discretionary portfolio management along with estate analysis, retirement plan consulting, private fund due diligence, and cash-management solutions, utilizing third-party platforms and incorporating tax-aware strategies, AI, and cybersecurity controls.

Gene Dickison is a financial advisor with MTM Financial Group, LLC, holding a Series 63 designation and 42 years of industry experience. He has worked at MTM Financial Group since 2008 and also serves as president of More Than Money, LLC, where he hosts television and radio shows, creates printed materials, and oversees the company's website and live events. MTM Financial Group is a registered investment adviser managing approximately $772 million in assets. The firm provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and nonprofit endowments, employing a blend of charting, fundamental, technical, and cyclical analysis across a variety of securities.

Charles Noti IV is a financial advisor with Liberty Asset Management in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Liberty Wealth Management since 2010 and also operates as a CPA in a separate business. Liberty Asset Management is an SEC-registered advisory firm serving individual investors, pension plans, charitable organizations, and private businesses, managing approximately $136.8 million. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with written financial planning.

Frank Guida Jr. is a financial advisor at A Better Way Financial, LLC in Allentown, PA, holding a Series 65 designation with five years of industry experience. He is also involved in fixed insurance sales as an insurance agent and hosts a monthly radio show discussing financial topics. Additionally, he authors books and articles related to finance. A Better Way Financial advises individuals—including high-net-worth clients—business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers comprehensive financial planning, discretionary portfolio management, and access to hedge fund investments for eligible investors, emphasizing tailored financial plans and regular account reviews.

Ellis Chandler III is a financial advisor at Stark Wealth Management LLC with over a decade of industry experience, including roles at EKC Wealth Strategies and Serratelli Financial Group. He holds Series 63 and Series 65 licenses and is also involved in brokering life, health, and fixed annuities. Additionally, he provides expense reduction services to companies, focusing on operational cost optimization and financial efficiency. Stark Wealth Management LLC offers discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing ETF-based, long-term strategies alongside traditional equities and fixed income. The firm integrates multiple analytical approaches and uses managed account platforms and third-party sub-advisers to tailor investment solutions.

Noah Williams is a financial advisor at A Better Way Financial, LLC with five years of industry experience. He holds a Series 65 designation and has worked with several related entities including ABWI, LLC, where he is also a licensed insurance agent. A Better Way Financial provides investment advice and financial planning services to individuals, business entities, and charities, offering discretionary portfolio management and written plans that include tax preparation support and estate-planning tools. The firm employs client-specific strategies, ongoing monitoring, and may utilize sub-advisors to manage assets.

Jonathan Mack is a financial advisor at Quadrant Private Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Quadrant since 2014. Outside of his advisory role, he serves as a basketball official for the Pennsylvania Interscholastic Athletic Association. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm manages both discretionary and non-discretionary portfolios and employs a top-down investment process emphasizing risk management across a range of asset classes.

John O’Hagan is a financial advisor with O’Hagan Group, Inc. in Bethlehem, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Arbor Point Advisors, Securities America, and KMS Financial Services. Outside of his advisory work, he is the owner and president of Create A Path 1st, a nonprofit organization that supports local food shelters and youth programs. O’Hagan Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, including retirement account decisions and management of assets outside primary custodians. The firm uses a growth-and-value investment approach with fundamental quarterly company analysis and manages portfolios on a discretionary basis with continuous monitoring and at least annual reviews.

Terry Danish is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following a three-year tenure at JHS Capital Advisors, LLC. He also operates under the name OnTrack Capital Management for purposes of name recognition. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active management strategies.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Joseph Sparta is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2011 and with Mutual of Omaha since 2010. Outside of advisory services, he is an insurance agent working with health, life, and annuities lines of business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, combining advisory and insurance distribution activities within the Mutual of Omaha group.

Matthew Bonshak is a CFP® professional with five years of industry experience, currently serving as an advisor at New Edge Wealth. His background includes roles at Morgan Stanley, Accenture LLP, and UBS Financial Services. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, and institutional clients, offering wealth strategy, portfolio management, and advisory services that emphasize asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating technology and AI-assisted analytics alongside human oversight.

Thomas Sylvester is a CFP® and Series 65-registered advisor at Choreo, LLC with three years of industry experience. He previously worked at Northeast Financial Group, Inc. and has held roles in educational institutions including Kutztown University and Northampton Community College. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services such as discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to construct portfolios using various investment vehicles, including model portfolios, separately managed accounts, and private funds.