Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Justin Buttrick is a CFP® professional with 17 years of experience in financial advising. He is the sole advisor at Vision Wealth Advisors, LLC, an independent SEC-registered firm he joined in 2024. His prior experience includes roles at Private Advisor Group, LPL Financial, and Edward Jones. Vision Wealth Advisors manages approximately $104.6 million for around 200 clients, offering investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, employer plan sponsors, and businesses. The firm combines passive and active investment strategies and provides ERISA fiduciary services to employer plan sponsors, alongside access to multiple custodians and institutional resources.

OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Darin Koss is a CFP® with 34 years of industry experience and is currently an advisor at Tower Wealth Partners in Lewisburg, PA. His prior roles include positions at Raymond James Financial Services and founding Koss Financial Group, where he remains owner of a support company unrelated to investment advisory. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and employs a long-term oriented investment approach combining fundamental and technical analysis.

Benjamin Liscum is a financial advisor at Tower Wealth Partners with a Series 65 credential and one year of industry experience. His prior work includes roles at Brynwood Rentals and Jackass Brewing Company, as well as academic positions at The Pennsylvania State University and Penn State University. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets and constructs customized portfolios using mutual funds, ETFs, individual stocks and bonds, combining fundamental and technical analysis with a primarily long-term investment approach.

Jared Kohl is a financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at multiple firms, including J Alden Associates and Raymond James Financial Services. Kohl is also licensed in insurance, dedicating less than 10% of his business time to that non-advisory activity. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer retirement plans. The firm manages approximately $440 million in client assets, using customized portfolios that combine fundamental and technical analysis with a generally long-term investment approach.

Brooks Stahlnecker is a financial advisor at Discipline Wealth Solutions, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Alphastar Capital Management and Cambridge Investment Research. Brooks is the founder and president of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Discipline Wealth Solutions provides investment advisory services to individuals, corporations, retirement plans, and other advisors. The firm offers tailored portfolios incorporating various investment strategies and serves as a Section 3(38) ERISA investment manager for retirement clients.

Kayla Welker is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Aviso Wealth Management and has prior experience at firms including OSAIC, Cetera Advisors LLC, and Wagner, Dreese, Elsasser & Associates P.C. In addition to her advisory role, she serves as president of a tax preparation and planning firm. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, offering portfolio management, financial planning, pension consulting, and other services using a variety of analytical approaches and investment vehicles.

Timothy Monson is a Series 65-licensed advisor with Fiat Wealth Management in Orangeville, PA, where he has worked since 2022. He has four years of industry experience and previously worked for eight years at Hawkins Chevrolet. Outside of advising, Monson owns and operates an automotive detailing business. Fiat Wealth Management is an SEC-registered advisory firm managing approximately $517 million in assets with a team of 13 advisors. The firm serves individuals, pensions, trusts, charitable organizations, and business entities, offering services including financial planning, discretionary portfolio management, and tax-related planning. Fiat uses third-party model portfolios and sub-advisers, emphasizing tax-sensitive strategies and a range of investment products.

Craig Lawler is a ChFC® credentialed financial advisor with 44 years of industry experience. He is currently with Aviso Wealth Management, where he has worked since 2023. Prior to that, he held roles at Cetera Advisors LLC and First Allied Advisory Services. Outside of advising, Lawler serves as chairman of the Northumberland Montour Joint Airport Authority, overseeing operations of a small general aviation airport. Aviso Wealth Management provides personalized financial planning and investment supervisory services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $621 million in assets for about 913 clients through a team of nine advisors, employing a range of analytical approaches and both discretionary and non-discretionary portfolio management.

Francis Fauble II is a financial advisor at Vicus Capital, Inc. with 42 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at several firms including Cetera Wealth Services, LLC and Vertice Financial. In addition to his advisory role, he has worked as an independent insurance agent since 1971. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Benjamin Wilhelm is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brokers International Financial Services and BlueSkies Wealth Management. Wilhelm is also involved with Lone Oak Financial Services, LLC, a financial services business focused on securities and insurance. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and other institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and various overlay and automated management programs.

Aiden Gaugler is a financial advisor at OneAscent Financial Services LLC with a Series 65 license and less than one year of industry experience. Prior to joining OneAscent, he held positions at Sheetz and worked in educational institutions including Commonwealth University, PA Cyber, and Selinsgrove Area School District. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through various advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services.

Lynn Appelman is a financial advisor with Trustmont Advisory Group, Inc., holding the Series 63 designation and bringing 42 years of industry experience. She has been with Trustmont Advisory Group and its affiliated entity since 2004. Outside of advisory work, she owns land used for an agricultural program. Trustmont Advisory Group serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering services such as financial planning, discretionary portfolio management, and group seminars. The firm employs a long-term investment approach drawing on a wide range of public research sources and manages approximately $1.3 billion in assets.

Laura Shrawder Miles is a financial advisor at Kovack Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, LLC and Private Advisor Group, LLC. Outside of her advisory role, she owns a non-medical in-home healthcare services business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, as well as institutional and governmental clients, offering portfolio management, financial planning, and sub-advisory services through a combination of in-house models and third-party managers.

Eric Mcdowell is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 credentials and has 35 years of industry experience. He has been with Equity Services and National Life since 2006. Outside of his advisory role, Mcdowell serves on the boards of the Sand Run Hunting Club and the Milton, PA Planning Commission. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, utilizing third-party asset managers and model portfolios.

David Guyer is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Cetera Advisor Networks and Partners Financial Group, Inc. In addition to his advisory role, he has worked as a probation officer for Northumberland County Juvenile Court since 1995. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of investment and brokerage services supported by third-party asset manager relationships.

James Mccann is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Principal Life Insurance Company and Principal Securities, Inc. since 2016 and 2018, respectively. Mccann serves as board chair and finance committee member for Central Susquehanna Sight Services and is an advisory board member of the Community Giving Foundation, a local organization that distributes grants to nonprofit social service agencies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

James Richmond is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He has served at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2016. Richmond is active in community service, including serving as a board member of the Greater Susquehanna Valley United Way finance committee and as a director on the Board of Directors for the Union/Snyder Agency on Aging. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and works with third-party asset managers to provide tailored investment strategies.