Jason Vavra is a financial advisor at VCM Wealth with 21 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Vavra Capital Management, LLC since 2007. Outside of his advisory work, he serves as a volunteer member of the Investment Committee for the Bloomsburg University Foundation. VCM Wealth advises individuals, including high-net-worth clients, as well as institutional and nonprofit entities, managing approximately $88.8 million across about 260 client relationships. The firm uses a combination of fundamental, technical, and cyclical analysis alongside systematic asset allocation, implementing portfolios through proprietary ETF models and conducting regular account reviews.

Erik Schuster is a CFP® with 11 years of industry experience, currently serving at Proper Financial, LLC since 2024. His prior experience includes roles at Thrive Financial Services, Thrive Insurance Group, Thrive Capital Management, and THE Vanguard Group. Outside of advisory work, he is involved in insurance sales through Proper Retirement, LLC and participates in raising capital for real estate investments and joint ventures. Proper Financial, LLC is a small registered investment adviser managing approximately $65 million for individual and high-net-worth clients. The firm offers wealth management, discretionary portfolio management, and financial planning, operating as a fiduciary with a focus on fundamental analysis and diversified portfolios primarily composed of low-cost mutual funds and ETFs.

Ryan Kirk is a CFA® charterholder and holds the Series 66 designation, with 17 years of experience in the financial industry. He is the principal of The Investment Lab, LLC in Fort Washington, PA, where he has worked since 2018. Kirk has prior experience with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He also maintains a role as an Investment Advisor Representative and Portfolio Manager at NewSquare Capital, LLC. The Investment Lab, LLC develops and licenses model portfolios focused on U.S. equities, offering growth and dividend strategies built with stocks and ETFs. The firm uses a rules-based process centered on Relative Strength technical analysis combined with fundamental screening, primarily serving affiliate accounts through a unique model-licensing arrangement with another registered adviser.

Frank Pizzichillo V is a CFP® and Series 65-registered financial advisor with three years of industry experience. He has worked at Valley Financial Group since 2022 and previously spent time at Hightower Advisors, LLC and Brinker Capital. Valley Financial Group provides investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and pension plans, managing a range of clients from non-wealthy to high-net-worth. The firm employs a top-down, evidence-based investment approach combining macroeconomic analysis with fundamental research and third-party manager allocations, providing discretionary portfolio management primarily through Fidelity custody.

Timothy Drake is a financial advisor at Pegasus Management Services L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at The Vanguard Group for 20 years. Pegasus Management Services L.L.C. provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm customizes investment programs based on client goals, time horizons, and risk tolerance, offering both discretionary and non-discretionary portfolio management along with ERISA retirement-plan advisory services.

Bryan Ellis is a financial advisor at Innovative Wealth Management with four years of industry experience and a Series 65 designation. He previously worked at Bankers Life Advisory Services and Bankers Life, where he served as a full-time insurance agent specializing in life insurance, long-term care insurance, and Medicare supplement and advantage plans. Innovative Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting, employing a “Human Robo” advising approach that integrates client information with technology-enabled implementation. The firm also offers subscription-style services, a client newsletter, and access to alternative investments for eligible clients.

Charles Minnich IV is an investment advisor representative with Foundation Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 35 years of experience in the financial industry, including roles at Securities America, Inc. and The Marshall Financial Group LLC. Minnich serves on the Board of Trustees for Ancillae Assumpta Academy and participates in the investment committee and board at LaSalle College High School. Foundation Capital Management, LLC provides fee-for-service financial planning and discretionary portfolio management to individuals, trusts, and corporations, with a significant number of high-net-worth clients. The firm utilizes an active, model-driven investment approach and manages approximately $244 million in discretionary assets.

Lonnie Coombs is a CPA and principal of Coombs Wealth Advisory, LLC with 11 years in wealth advisory and over 39 years in accounting and tax services through his own CPA firm. He leads Coombs Wealth Advisory, which he founded in 2015 in Blue Bell, PA. Coombs also owns and operates a tax and accounting firm under his name. Coombs Wealth Advisory provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm focuses on diversified, tax-sensitive portfolios using fundamental analysis and offers personalized, partner-level involvement through a small client base and affiliation with a tax and accounting firm.

Shayn Horrocks is a financial advisor at Great Oak Wealth Management, Inc with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial LLC and Long Financial Group. Outside of his advisory role, he is employed as a delivery driver for DoorDash. Great Oak Wealth Management serves individuals and families, including high-net-worth clients, as well as corporations, retirement plan sponsors, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary investment management, and retirement plan consulting, focusing on asset allocation, fundamental analysis, and mutual fund/ETF selection, with client relationships documented and reviewed regularly.

George Foley is a financial advisor with Dillon Capital Management, holding a Series 66 designation and 16 years of industry experience. He has been with Dillon Capital Management since 2012. Dillon Capital Management provides investment management and consulting services to individual and institutional clients, including pension plans and insurance companies. The firm employs a long-term, risk-aware investment approach that integrates quantitative screening and fundamental research, managing a range of separately invested strategies with active monitoring and tactical adjustments.

Frank Fiumecaldo is a CFP® professional with six years of industry experience. He has worked at Aventine Financial Group since 2018 and previously spent six years at R.W. Roge & Company. Aventine Financial Group provides advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans through tiered service offerings that include comprehensive financial planning and portfolio management. The firm employs a risk-based investment process combining fundamental and technical analysis, with a primarily long-term orientation that allows for tactical adjustments and varied investment strategies.

Jacob Wolfman is a financial advisor at Sensenig Capital Advisors, Inc. with three years of industry experience. He holds a Series 65 designation and previously worked at Lehigh Heavy Forge Corp. and North American Forgemasters. Sensenig Capital Advisors serves individual clients, including high net worth individuals, as well as retirement-plan sponsors and participants. The firm focuses on long-term, globally diversified portfolios using Modern Portfolio Theory principles and typically manages accounts on a discretionary, buy-and-hold basis with a preference for passively managed mutual funds and ETFs.

Robert Arnold is a financial advisor at Arnold Investment Group with 18 years of industry experience. He holds a Series 65 designation and has been with Arnold Investment Group since 2005. Outside of his advisory role, he is involved in several bicycle-related businesses, including ownership interests in retail and consignment operations. Arnold Investment Group provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $76.8 million for a small client base, focusing on tailored asset allocation and diversification with an emphasis on individual securities and no-load mutual funds.

Richard Hellberg is a ChFC® credentialed advisor with 48 years of industry experience, currently serving at Peteralexander. He has worked with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc, and has been with Peter Alexander & Co, Inc since 1991. Outside of his advisory role, he serves as chairman of the finance committee for St. Luke United Methodist and is involved in local political and charitable organizations, including serving as a Republican committeeman and a board member of Simpson Senior Services. He is also a contributing author on estate planning topics. Peteralexander primarily serves individuals, profit-sharing plans, trusts, and business entities by referring clients to third-party registered investment advisers and providing standalone financial planning and consulting services. The firm operates mainly as a solicitor and does not manage client securities directly, focusing instead on facilitating introductions and administering life insurance and annuity contracts.

Allen Osgood is a CFP® and Series 65 credentialed advisor with 24 years of industry experience. He has been with Financial Freedom, LLC since 1983. Financial Freedom, LLC is a fee-only wealth management firm serving individuals, families, trusts, estates, small businesses, and charitable organizations. The firm offers customized financial planning and investment management, focusing on tailored Investment Policy Statements and strategic asset allocation using individual securities, mutual funds, and ETFs.

William Kish is a financial advisor at Arsenal Capital Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wells Fargo Clearing, UBS Financial Services, and Main Street Financial Solutions. Prior to his financial career, he spent three years with the Cincinnati Reds and one year in independent sports and entertainment. Arsenal Capital Advisors provides financial planning and discretionary portfolio management to select individuals, families, charitable organizations, and certain corporate clients, as well as advising private funds. The firm uses a combination of analytical approaches and trading tools while offering ERISA fiduciary services and managing a multi-hundred-million-dollar discretionary asset base with a small advisory team.

James Donnelly is a financial advisor with Valley Financial Group in Ambler, PA, holding a Series 65 designation and five years of industry experience. Prior to joining Valley Financial Group in 2021, he worked at H. Beck for one year. Outside of finance, he serves as a Patrol Operations Commander with the Bensalem Township Police Department, a role he has held since 2002. Valley Financial Group provides investment management and financial planning services to a diverse clientele, including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a predominantly top-down, evidence-based investment approach that integrates macroeconomic analysis and fundamental research.

Edward Woehlcke is a CFP® with 18 years of industry experience and currently serves as Managing Partner at Valley Financial Group. His work history includes roles at Hightower Advisors, LLC and H. Beck, Inc. Outside of his advisory duties, he is the sole proprietor of Woedaddy Investments, focusing on analyzing investment returns in real estate. Valley Financial Group provides investment management and financial planning to a range of clients including individuals, families, trusts, charitable organizations, businesses, and pension plans. The firm manages approximately $287 million in assets using a top-down, evidence-based investment approach that incorporates macroeconomic analysis, fundamental research, and selected third-party manager allocations.

Stan Richelson is a financial advisor at Scarsdale Investment Group, Ltd. with 33 years of industry experience. He has been with Scarsdale Investment Group since 1991. Scarsdale Investment Group offers fee-only, non-discretionary investment advice and standalone financial planning focused on fixed-income securities and brokered certificates of deposit. The firm serves individuals, high-net-worth clients, charitable organizations, and business entities, emphasizing long-term bond ladder construction and requiring client approval for each trade.

Voltaire Escalona is a financial advisor at Arsenal Capital Advisors LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Goldman Sachs & Co., JPMorgan Chase, and Symphony Communication Services Holdings LLC. Arsenal Capital Advisors LLC serves select individuals, high-net-worth families, charitable organizations, and ERISA-qualified plans. The firm provides portfolio management and financial planning based on individualized Investment Policy Statements, employing a range of analytical methods and strategies, and offers ERISA fiduciary services as part of its investment approach.