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.

Gary Johnston is a CFP® professional with nine years of industry experience. He is currently with Facet Wealth Management, where he has worked since 2019. Prior to Facet, he was employed at SEI Investments Management Corp and SEI Investments Distribution Co for three years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations using ETFs and technology-driven processes, including machine-learning algorithms for tax-optimized implementation and regular portfolio reviews.

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.

Michael Assad is a financial advisor with Vicus Capital, Inc., holding a Series 66 license and bringing 23 years of industry experience. He has been affiliated with Vicus Capital and Michael Assad LLC since 2014 and has experience with Cetera Wealth Services and Marmaras and Smith LLC. Assad is also involved in a local networking group as a membership committee member. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a blend of fundamental and technical analysis across various strategies, including ESG and faith-based allocations, and offers specialized retirement-plan consulting and fiduciary services.

Amanda Laubscher is a financial advisor with Integrity Advisory Solutions in Allentown, PA. She holds a Series 65 designation and has been with the firm since 2026. Prior to this role, she worked at Jenene Thomas Communications, LLC for 11 years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and offers portfolio management, financial planning, retirement consulting, and sub-advisory services.

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.

Karsten Lusk is a financial advisor at OnePoint BFG Wealth Partners with a Series 65 designation and one year of industry experience. His prior work includes roles at Merrill Lynch, KeyBank, and Lakeland Bank, as well as positions outside finance at Elmhurst Country Club and Hollow Brook Golf Club. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology-integrated operational support.

Peter Marmaras is a CFP® and ChFC® with 38 years of industry experience. He is currently with Vicus Capital, Inc., where he has worked since 2005, and has prior experience at Core Income Advisors LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a finance team leader at Wesley United Methodist Church and is a board member of the Fighting Children’s Cancer Foundation. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm employs a range of strategies combining fundamental and technical analysis and emphasizes retirement-plan consulting and fiduciary services.

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 bringing 33 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1994. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, customized and model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management through an in-house research team and third-party managers, utilizing a proprietary mutual fund screening process.

Daniel Rhoads is a financial advisor at Simplicity Wealth with a Series 65 designation and five years of industry experience. He has worked at Simplicity Wealth since 2021 and previously operated independently as Daniel Scott Rhoads starting in 2018. Outside of his advisory role, he owns and operates an insurance agency where he is a licensed agent focusing on 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 that are actively monitored and rebalanced, while also offering technology and operational services for other advisors through its managed account platform.

Andrei Weber is a financial advisor with UMB Financial Services, Inc. in Allentown, PA, holding Series 63 and Series 66 registrations with 15 years of industry experience. His prior firms include Ameriprise Financial Services and Investment Professionals Inc. Outside of advising, 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 employs a model-based portfolio construction process and provides multiple managed account options, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.

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 licenses and bringing 26 years of industry experience. His prior work includes positions at Lincoln Investment, LLC, Franklin/Templeton Distributors, Inc., and Putnam Investment Management, LLC. He is also co-owner of TS ADVISORS, LLC, a firm involved in employee management services. Capital Analysts serves a diverse client base of retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management. The firm employs a proprietary mutual-fund screening process and partners with institutional entities to support a broad range of investment solutions.