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.

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.

Tyler Seiferheld is an investment advisor representative with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He also serves as a CPA and shareholder at Lang Faylor Chomo & Company PC, providing tax and accounting services to individuals and small businesses. In addition, Tyler is a board member of Meals on Wheels of the Greater Lehigh Valley, a nonprofit organization. Latitude Advisors serves individuals, high-net-worth clients, and institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a range of model strategies combining valuation-driven, momentum-based, and external signal approaches, managing most accounts on a discretionary basis.

Curtis Stoltzfus is a CFP® with 31 years of industry experience, currently with Silver Oak Securities, Inc. since 2023. His prior experience includes roles at Sevenoneseven Capital Management, American Portfolios Financial Services, Ambassador Advisors, and Equitable Advisors. He also owns and operates Stoltzfus Advisory, a financial planning firm. Silver Oak Securities serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers multiple advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances.

Joseph Hudock is a financial advisor with OneAscent Financial Services LLC, holding CFP® and Series 66 designations and bringing nine years of industry experience. He previously worked for StoneX Advisors Inc and StoneX Securities Inc for ten years. Outside of his advisory role, he assists seniors with Medicare Supplement, Medicare Advantage, and Prescription Drug Plan selections through his position as office manager and health insurance specialist at Affiliated Financial Planners, LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and utilizing overlay managers and automated platforms.

Mark Hemphill is a financial advisor with Capital Analysts, holding a Series 63 designation and over 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1995. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of advisors and firm-managed programs.

Louis Chomo is a CFP® with 25 years of experience and currently serves as an investment advisor representative at Latitude Advisors, LLC. He has worked at Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company, P.C. In addition to his advisory work, he acts as a trustee managing a trust for a former client’s beneficiary and serves as a co-executor of an estate. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Christopher Yetter is a Series 65 registered advisor with Triad Wealth Partners, LLC in Allentown, PA. He has industry experience beginning in 2023, with prior roles at Strategic Wealth Alliance Group and an eight-year tenure at IQ Pest Solutions before entering the financial advisory field. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and model portfolios tailored to client objectives. The firm combines a scalable business model supporting both independent advisors and other RIAs, managing over $1.5 billion in regulatory assets.

Brian Bobeck is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the ChFC® designation and Series 66 license and has 21 years of industry experience. His prior roles include positions at Cornerstone Advisors Asset Management LLC, Cornerstone Benefits, Inc., and Cornerstone Institutional Investors, LLC. Outside of advisory work, he co-founded an engineering consulting firm focused on patent development and licensing. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a wide range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

David Weikert is a CFP® with 27 years of experience in the financial services industry. He is currently a partner at SEIA and has previously worked at firms including Cedar Brook Financial, Cadaret, Grant & Co., Inc., and Mercap Advisors, Inc. He serves as an investment committee member for Central Moravian Church, a charitable organization. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm offers a blend of investment management, financial planning, and consulting services, employing a combination of strategic asset allocation and tactical adjustments guided by an in-house Investment Solutions Group and Investment Committee.

William Fisher is a financial advisor at Choreo, LLC with nine years of industry experience. He previously worked at Northeast Financial Group, Inc. for five years and PenServ Plan Services, Inc. for eleven years. Choreo serves a broad 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 quantitative and research-driven investment approach with offerings ranging from portfolio management and financial planning to outsourced CIO services and specialized consulting for ultra-high-net-worth clients.

Joseph Palma is a financial advisor at M HOLDINGS SECURITIES, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including MerCap Advisors, Inc. and Cornerstone Financial Consultants. Palma is active in business networking and professional associations in the Allentown, PA area. M HOLDINGS SECURITIES, Inc. serves a wide range of clients, including individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Christopher Nelson is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also involved in insurance sales, specializing in health and employee benefits life insurance through a separate 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 customized portfolio management and financial planning through a combination of in-house strategies and third-party platforms, with a network of approximately 190 advisors.

William Weber is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Lincoln Investment Planning since 2011 and Wells Fargo Clearing from 2006 to 2007. Outside of advising, he has been involved with She Said Sunday, an enterprise active since 2007. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team and maintains institutional relationships that support a range of investment products and services.

Victoria Peters is a financial advisor with Latitude Advisors, LLC and holds Series 65 and Series 63 licenses. She has 11 years of industry experience, including roles at GWN Securities Inc. and Serfass and Serfass, P.C. Outside of her advisory work, she is engaged in several entrepreneurial and community activities such as furniture refurbishing for resale, creating and selling online design templates, promoting consumer products through affiliate marketing, and managing a paid email subscription focused on motherhood topics. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting services. The firm employs a multi-strategy investment approach combining valuation-driven and momentum-based models, with continuous monitoring and rebalancing aligned with client objectives.

Martin Lang is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 25 years of industry experience. He has been with Latitude Advisors since 2009 and also maintains a CPA practice at Lang, Faylor, Chomo & Company P.C. Outside of his advisory and accounting roles, Lang serves as president of the Sights for Hope Endowment Foundation, a nonprofit organization. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Nathan Emrick is a financial advisor at NewEdge Wealth with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2018 to 2024. Emrick serves as the Investment Committee Chairman and a member of the Board of Trustees for the Good Shepherd Rehabilitation Network. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that integrates asset allocation, investor behavior, and a range of investment strategies across multiple asset classes.

Jonathan Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at State Street Global Advisors and Lincoln Investment. He also serves as Managing Director at T & S Advisors, where he is involved in employee payroll management. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through an in-house Investment Management & Research team as well as independent advisors.

Dominic Voiland is a financial advisor at Choreo, LLC with one year of industry experience. He holds the Series 65 designation and has worked at Northeast Financial Group, Inc and Berkeley Stone, among other firms. 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 offers a range of advisory services such as discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-driven investment process.

Robert Nestor is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and having nine years of industry experience. His prior work includes roles at Alternatives, Inc. and RHA Health Services, where he provides support for the developmentally disabled and behavioral health care. Outside of finance, he also works part-time in healthcare support roles and serves as an insurance agent for Mutual of Omaha. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs. The firm operates with a platform relationship with Envestnet and uses Pershing as custodian, combining advisory, broker-dealer, and insurance distribution services within the Mutual of Omaha group.