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.

Tyler Seiferheld is an investment advisor representative at Latitude Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and also serves as a CPA and shareholder at Lang Faylor Chomo & Company PC, an accounting and tax firm. He 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 various institutional and corporate clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm’s investment approach includes valuation-driven and momentum-based multi-asset model strategies, continuous portfolio monitoring, and the use of third-party signal providers.

Curtis Stoltzfus is a CFP® with 30 years of industry experience, currently affiliated with Silver Oak Securities, Incorporated since 2023. His prior roles include positions at Sevenoneseven Capital Management, American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Stoltzfus also owns Stoltzfus Financial, an insurance sales business, and Stoltzfus Advisory, a fee-based financial planning firm. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals.

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. 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.

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.

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.

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.

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.

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 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.

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.