Dante Perri is a financial advisor at Quadrant Private Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Quadrant, he worked at Spire Capital and has held positions at Lehigh University, Guthrie Glass, and The Haverford School. 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 top-down investment approach focused on risk management and offers a proprietary equity strategy alongside a broad range of investment options.

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.

Scott Kuna is a financial advisor at Quadrant Private Wealth Management, LLC with two years of industry experience. He holds the Series 65 designation and has worked at Quadrant Capital and Quadrant Private Wealth, as well as in freelance roles and at Saucon Valley Country Club. 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 employs a top-down investment approach focused on risk management and manages both discretionary and non-discretionary portfolios.

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 one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brookstone Wealth Management, Fountainhead Advisors, and EKC Wealth Strategies. Outside of advisory work, he provides expense reduction services to companies and is a licensed insurance agent. Stark Wealth Management LLC serves individual and high-net-worth clients with portfolio management, financial planning, and estate-planning facilitation. The firm uses model allocations, modern portfolio theory, and both discretionary and non-discretionary management approaches, frequently incorporating third-party managers and model portfolios.

Jason Cort is a financial advisor with Quadrant Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill from 2000 to 2014 and at Purshe Kaplan Sterling Investments from 2014 to 2026 before joining Quadrant Private Wealth Management. 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 discretionary and non-discretionary portfolios totaling approximately $2.1 billion in assets under management as of December 31, 2025, using a top-down investment process that combines fundamental and technical analysis with an emphasis on risk management.

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 previously worked at Merrill for 10 years. Outside of his advisory role, he serves as a PIAA basketball official referee. Quadrant Private Wealth Management provides financial planning, investment management, and retirement-plan consulting for individuals, families, trusts, charitable organizations, corporations, and employee benefit plans, managing approximately $2.1 billion in assets as of the end of 2025. The firm employs a top-down investment approach focused on risk management and offers a proprietary equity strategy alongside a range of traditional and alternative investments.

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 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.

Hi, I’m David Fowler – the founder of High Mountain Financial Planning, a virtual fee-only financial planning & investment management firm. HMFP is a Registered Investment Advisory firm located in Fort Myers, Florida, and with the use of modern technology able to serve clients across the entire United States. With almost 20 years of experience in financial services, I started HMFP with the goal of making fee-only advice from a fiduciary available to everyone – regardless of how much or how little they may have accumulated (so far). ABOUT HMFP High Mountain Financial Planning exists to help people live purposeful, passionate, adventure filled lives – both today and tomorrow. Our Mission – To guide individuals and families to building a life they love – through coaching, education, and planning. WHO I SERVE As an avid outdoorsman (I love hiking/backpacking & trail running) and entrepreneur, I enjoy working with people who have an affinity for the Great Outdoors and/or are dealing with the many challenges associated with retirement planning. With that in mind, I work with: • Folks near or at retirement • Outdoor Enthusiasts • Gen X If you love being outdoors or are getting ready to step into "what's next" - you are in the right place and have found your planner! Book a complimentary meeting to see how we can collaborate and achieve your goals at https://www.highmountainfinancial.com/free-consultation HOW I HELP • I help you to discover and build a plan to have freedom – money freedom, time freedom, and mental freedom • I help you identify and eliminate any gambling or speculating that may be occurring with your investments • I simplify the planning process – breaking your planning to actionable attainable steps CERTIFICATIONS & QUALIFICATIONS • I am a CERTIFIED FINANCIAL PLANNER™ • I have earned the Chartered Financial Consultant® (ChFC®) designation • I am independent • I am a Fee-Only financial planner • I am a Fiduciary NEXT STEPS • Learn more on the HMFC website - https://www.highmountainfinancial.com/ • Book a 30 minute conversation on my calendar - https://www.highmountainfinancial.com/free-consultation • send me an email - [email protected]

Stanley Stanek is a financial advisor with Sequent Planning, LLC holding Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Center Street Securities, Lincoln Financial Advisors, and MassMutual. He also operates an insurance business providing accident and health insurance, disability, fixed annuities, and property and casualty coverage. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services through a network of investment adviser representatives who use a structured risk framework and a range of model-based and customized investment strategies.

Josh Laychock is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Northeast Financial Group, Inc. and Herbein Financial Group, LLC. Josh is a 50% partner in Northeast Financial Advisors, LLC, which supports personal real estate and other ventures. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and investment committee approval to manage portfolios through a variety of vehicles, offering services such as discretionary portfolio management, financial planning, and outsourced CIO solutions.

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® professional with two years of industry experience, currently with CW Advisors, LLC. She previously worked for Agili, P.C. for 22 years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets across a diverse client base, including individuals, families, trusts, and institutional investors. The firm employs a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Matthew Kline is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 65 designation and has previously worked at Morgan Stanley & Co., LLC, Chesapeake Financial Advisors, and Herbein Financial Group, LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles such as separately managed accounts, direct indexing, and private funds.

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.