Peter Pape is a CFP® professional with nine years of industry experience. He is currently an advisor at Choreo, LLC and previously worked at Northeast Financial Group, Inc. and Leigh Baldwin & CO., LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO services. The firm’s investment approach incorporates strategic asset allocation based on global indices, quantitative manager screening, and utilizes various implementation methods including model portfolios and separately managed accounts.

Sarah Caine is a CFP® at CW Advisors, LLC with 2 years of industry experience. Prior to joining CW Advisors in 2024, she worked at Agili, P.C. for 22 years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit providing sub-advisory and operational outsourcing services.

Matthew Kline is a financial advisor at Choreo, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Herbein Financial Group, Chesapeake Financial Advisors, Morgan Stanley & Co., JPMorgan Securities, and JPMorgan Chase Bank. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm’s investment process combines strategic asset allocation, quantitative screening, and Investment Committee approval to manage portfolios through various vehicles such as separately managed accounts, direct indexing, and private funds, while also offering specialized advisory services like 1031 like-kind exchange and Deferred Sales Trusts™ consulting.

Nicholas Weidman is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Great Valley Advisor Group, LLC and has worked at LPL Financial, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, he is the sole owner of Dream Strategies Group, LLC, a non-investment business entity. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a mix of in-house strategies and third-party managers across various platforms.

Amanda Laubscher is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Jenene Thomas Communications, LLC for 11 years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing a variety of investment approaches and third-party platforms.

Benjamin Haas is a CFP® professional with 19 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has held roles at LPL Financial, LLC and US Financial Advisors, LLC. Haas also engages in insurance brokerage activities and operates Haas Financial Group as a business entity for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and planning services, utilizing a combination of in-house strategies and third-party managers across various platforms.

Matthew Mongon is a CFP® professional with 15 years of experience in the financial services industry. He is currently with NewEdge Wealth and has prior experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Before entering finance, he worked at Lehigh University. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services and manages approximately $12 billion in regulatory assets, utilizing a diversified investment approach that includes proprietary solutions and third-party managers across multiple asset classes.

Adam Werner is a CFP® professional with 18 years of industry experience currently with Great Valley Advisor Group, LLC. He has prior experience at U.S. Financial Advisors, LLC and has maintained an affiliation with LPL Financial, LLC since 2015. Werner provides administrative support for Great Valley Advisor Group, an independent investment advisory firm. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Kevin Rhodes is a CFP® professional with 37 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and PKS Investments, having previously worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2016. Rhodes holds Series 63 and Series 66 licenses. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based platforms along with additional services such as outsourced CIO and CCO support.

Omar Parker Jr. is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes roles at Charles Schwab and Delaware State University, as well as six years in Baltimore County Public Schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and distinguishes itself by integrating investment management with in-house accounting, tax services, and business coaching.

Paul Emrick is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes more than a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutions, offering wealth strategy, portfolio management, and consulting services. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics to tailor portfolios.

William Trembler is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1994. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs and utilizes an in-house investment management and research team to guide investment decisions.

Daniel Rhoads is a financial advisor at Simplicity Wealth with five years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2021. Outside of his advisory role, he owns and operates an insurance agency specializing in health insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside model portfolios managed with ongoing monitoring and rebalancing, and offers technology and operational services to other advisers through its managed account platform (TAMP).

Andrei Weber is a financial advisor with UMB Financial Services, Inc. in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Investment Professionals Inc. Outside of his advisory work, he is involved in beekeeping with periodic sales from his apiary. UMB Financial Services, Inc. offers advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm’s investment approach uses documented suitability reviews and risk-tolerance questionnaires to place clients into model-based strategies, with options including discretionary and non-discretionary managed account programs.

Amara Del Serro is a financial advisor at OnePoint BFG Wealth Partners with four years of industry experience. She holds a Series 65 designation and has held roles at Private Advisor Group, LPL Financial LLC, and Bleakley Financial Group. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary strategies, and technology integration to support client objectives.

Michael Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Lincoln Investment, LLC since 2018 and previously spent 13 years with Franklin/Templeton Distributors, Inc. Outside of his advisory role, he is co-owner of TS Advisors, LLC, which focuses on payroll, benefits, and employee management. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team that uses proprietary tools for investment decisions.

Camerone Giancaterino is a CFP® and Series 65 registered advisor with three years of industry experience. Currently with Choreo, LLC since 2026, Camerone previously worked at Northeast Financial Group, Inc. and has diverse experience including roles at Fedex, Instacart, and the University of Pittsburgh. Choreo serves a wide range of clients including individual investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles including separately managed accounts and private funds, along with specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Lawrence Reitars is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 17 years before joining Lombard Advisers and Lombard Securities Incorporated. Lombard Advisers provides personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, utilizing a variety of analytical approaches and offering clients a range of portfolio management options, with a notable emphasis on non-discretionary assets where clients retain final trading authority.

David Givler II is a CFP® professional with 10 years of industry experience, currently serving at Savvy since 2026. His prior experience includes roles at Mariner Wealth Advisors, Corbenic Partners, LLC, and Valley National Advisers Inc. He serves as a board member of the Estate Planning Council of the Lehigh Valley and as president of the Moravian University Blue and Grey Club, a nonprofit organization focused on fundraising and member engagement. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans, incorporating active equity portfolios, direct indexing, and tax-aware strategies, supported by third-party sub-advisers and fintech platforms.

Matthew D'elia is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at 28Ten Group and Strategic Wealth Alliance. Outside of finance, he is the owner and president of Dacinia Digital, a digital agency focused on website design, SEO, and social media marketing. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform. The firm provides discretionary portfolio management, access to third-party managers, and model portfolios, emphasizing strategic asset allocation and diversified investment strategies.