Justin Poccia is a ChFC® affiliated with Milestone Financial Associates, LLC, where he has worked since 2023. Prior to joining the firm, he was a full-time student for eight years. Milestone Financial Associates is a team-based registered investment adviser with seven advisors managing approximately $654 million in discretionary assets. The firm provides personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, foundations, retirement plans, and corporations, using fundamental analysis to construct tailored asset allocations.

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.

Jason Cort is a financial advisor at Quadrant Private Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Quadrant since 2014. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, charitable organizations, corporations, and employee benefit plans. The firm employs a primarily top-down investment process focused on risk management and offers a proprietary equity strategy alongside a broad range of investment options.

Joseph Nola is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at A Better Way Financial, LLC in Allentown, PA, where he has been since 2026. His prior experience includes roles at Merrill Lynch, Bank of America, Capital Analysts, Lincoln Investment, and Royal Alliance Associates. A Better Way Financial advises individuals, business entities, and charities, managing approximately $109 million across several hundred client relationships. The firm offers financial planning, discretionary portfolio management, and access to hedge fund investments for eligible accredited investors, using tailored financial plans and a disciplined review process.

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.

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 since 2010 and with Mutual of Omaha Investor Services since 2011. Outside of advising, he is also an insurance agent specializing in health, life, and annuities. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who recommend model portfolios or third-party managers on an approved platform.

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.

Stanley Stanek is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Center Street Securities, Lincoln Financial Advisors, and several other firms. He is also the sole proprietor of Stanek & Associates, where he sells and services accident and health insurance, disability, fixed annuities, and property and casualty insurance. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a multi-team network of advisors, employing a structured risk framework and diversified manager strategies.

Josh Laychock is a financial advisor with Choreo, LLC, holding a Series 66 credential and over 25 years of industry experience. He has worked with Northeast Financial Group, Inc., Herbein Financial Group, LLC, and Leigh Baldwin & CO., LLC. Outside of advisory roles, Josh is a 50% partner in Northeast Financial Advisors, which supports various personal and business ventures. Choreo serves a diverse client base including individuals, high-net-worth investors, family offices, and institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO solutions. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage diversified portfolios through multiple investment vehicles.

Kyle O'Neill is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Northeast Financial Group, Inc. and Penn Mutual Asset Management, as well as teaching engagements at Drexel University. Choreo, LLC serves a diverse client base ranging from individual investors to institutional clients such as family offices and retirement plan sponsors. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and Investment Committee approval to select investment managers, offering services that include portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

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.

Harold Knight is a financial advisor at Cape Investment Advisory, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Raymond James Financial Services and Erie Insurance. Knight also serves as Compliance Director for AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process based on clients’ financial profiles and asset allocation models.

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.