Brian Bobeck is a financial advisor with M Holdings Securities, Inc. in Allentown, PA, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. He has worked at M Holdings Securities since 2005 and has held roles at Cornerstone Advisors Asset Management LLC, Cornerstone Benefits, Inc., and Cornerstone Institutional Investors, LLC. Outside of finance, he is a co-founder of Dybeck Solutions, LLC, an engineering consulting firm focused on patent development and licensing. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of independent advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

David Weikert is a CFP® professional at SEIA with 26 years of industry experience. His prior roles include positions at Cedar Brook Financial, Cadaret, Grant & Co., Inc., and Mercap Advisors, Inc. He serves as an investment committee member for Central Moravian Church. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm offers a range of investment management and financial planning services, emphasizing both discretionary and predominantly non-discretionary portfolio management supported by an in-house Investment Solutions Group and Investment Committee.

Patrick Sabol is a CFP® professional with 10 years of experience in financial advising. He is currently with Facet Wealth, where he has worked since 2021. His prior roles include positions at Traphagen Investment Advisors LLC, Univest Corporation of Pennsylvania, and Girard Partners. Facet Wealth serves individual members across a broad range of wealth levels through tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily focused on ETFs, utilizing fixed subscription fees rather than percentage-of-AUM charges.

Robert Nestor is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His work history includes roles at Alternatives, Inc., RHA Health Services, and Mutual of Omaha Investor Services. In addition to his advisory role, he provides direct care support for developmentally disabled individuals and elderly care during overnight shifts. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, delivering managed solutions primarily through platform relationships with Envestnet and Pershing. The firm provides various managed account programs and financial planning services, acting as a conduit to third-party money managers.

John Trevisan is a financial advisor at Portfolio Medics, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Porto Financial, Vuori, Lumis Consulting, and Trev Customs. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, as well as small businesses and charitable organizations. The firm offers customized portfolios utilizing diversified mutual funds, ETFs, stocks, bonds, and independent managers, employing a range of investment strategies tailored to client objectives and risk tolerance.

Bradley Banken is a financial advisor with Rossby Financial, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Wells Fargo Securities, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory work, he is a football coach for North Hunterdon Football and serves as a board member for a nonprofit organization. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm utilizes diversified strategies tailored to clients’ objectives and risk tolerances, incorporating fundamental, technical, and cyclical analyses along with third-party managers and turnkey platforms.

Marilee Falco is a financial advisor at CW Advisors, LLC in Bethlehem, PA, holding the CFP® and ChFC® designations with 15 years of industry experience. She worked at Agili, P.C. for 13 years prior to joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Hugh Zeffer is a financial advisor with StoneX Advisors Inc. based in Nazareth, PA. He holds a Series 66 designation and has three years of industry experience. Prior to joining StoneX, he worked at StoneX Securities Inc. and held positions at West Chester University of Pennsylvania, Moravian Hall Square, and Steel Club. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of account structures and investment solutions implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

Daniel Nigito is a CFP® with 40 years of industry experience, currently serving as a partner at SEIA. His work history includes roles at firms such as Cedar Brook Financial, Cadaret, Grant & Co., and MerCap Advisors. He is the owner of American Philanthropic Advisors, LLC, which focuses on the design and administration of charitable trusts. SEIA operates a multi-team advisory platform with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a comprehensive investment approach combining strategic macro asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis.

Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

David Caccamo is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. He worked at Mutual of Omaha Investor Services and Mutual/United of Omaha for 30 years before joining Sequent Planning in 2019. He also serves as an independent sales representative for Priority Payments Tech Partners, a role related to credit card processing services. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of approximately 97 advisors. The firm employs a structured risk framework, diversified manager exposures, tax-aware strategies, and delivers investment communications uncommon among firms of its size.

Stephen Miller is a financial advisor with Composition Wealth, LLC, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2009 to 2026. Composition Wealth is an SEC-registered investment adviser serving individuals, trusts, businesses, and retirement plans with investment management, financial planning, and retirement plan advisory services. The firm manages approximately $9.5 billion using a long-term, asset-allocation driven approach and offers a multi-advisor platform with diversified portfolios constructed from low-cost mutual funds, ETFs, individual securities, and selective alternative investments.

Christopher Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LLC since 2013. Smith is a founding partner of Marmaras & Smith, LLC and is involved in several investment-related entities. Outside of advisory work, he also operates accounting and expense management businesses. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management, financial planning, and retirement plan consulting services, utilizing fundamental and technical analysis with multiple strategy approaches and specialized program features.

Guido Jaramillo Blum is a financial advisor at Fiduciary Financial Advisors with Series 65 credentials and one year of industry experience. Prior to joining Fiduciary Financial Advisors in 2026, he worked at Prospect Financial Group LLC for one year and spent 17 years at Johnson & Johnson. Outside of his advisory role, he owns and manages a real estate business involved in property maintenance and tenant management. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning, with an investment approach that combines strategic and tactical asset allocation using fundamental, quantitative, and technical analysis tailored to client needs.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with a Series 65 designation. She has over 20 years of industry experience, having worked at Agili from 2003 to 2024 before joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach using active, passive, quantitative, and ESG strategies, and offers services such as wealth management, family office solutions, retirement plan advisory, and portfolio management.

Gregory Herzog is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Wells Fargo Advisors LLC, and other financial firms. Herzog also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Diana Colahan is a CFP® professional with 22 years of industry experience. She has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2008. In addition to her advisory role, she provides administrative support to Pinnacle Advisor Group, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of proprietary and third-party advisory programs.

Kristina Verna is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools to support its investment process.

Sean Roth is a financial advisor with Commonwealth Financial Network based in Bethlehem, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Morgan Stanley and Morton Brown Family Office LLC. Outside of advisory work, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors through a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while benefiting from discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.