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® with 17 years of industry experience and currently serves as the sole advisor at Vision Wealth Advisors, LLC. He previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Vision Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individual clients, high-net-worth households, and employer plan sponsors. The firm uses a modern portfolio theory-based approach combining passive and active funds, individual securities, and cash equivalents to manage discretionary accounts aligned with client goals and risk tolerances.

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 financial advisor with Tower Wealth Partners in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Raymond James Financial Services and J Alden Associates. He is also the founder and owner of Koss Financial Group, a support company unrelated to investment advisory services. Tower Wealth Partners provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a customized investment approach using diversified portfolios and offers ERISA retirement-plan services, managing approximately $350 million for about 683 clients.

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 and holds Series 63 and Series 65 credentials. He is the Founder and President of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Brooks has worked at multiple firms including Alphastar Capital Management and Murray Wealth Management. Discipline Wealth Solutions provides investment advisory services to individuals, corporations, retirement plans, and other advisors. The firm offers tailored portfolios using 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®-designated financial advisor with 44 years of industry experience. He is currently with Aviso Wealth Management and has held positions at Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, Lawler serves as chairman of the Northumberland Montour Joint Airport Authority, overseeing operations at a small general aviation airport. 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, employing a variety of analytical approaches and investment vehicles tailored to client objectives.

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.

Joan Lyons is a CFP® with 30 years of industry experience, currently serving at Good Life Advisors, LLC since 2015. She maintains her affiliation with LPL Financial and holds a Series 63 license. Outside of her advisory role, Lyons is involved in non-variable insurance through R & B Insurance Services, LLC. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, retirement consulting, and access to third-party managers, with an investment approach combining fundamental, technical, and cyclical analysis.

Nathan Wagner is a financial advisor at Good Life Advisors, LLC in Lewisburg, PA, holding Series 65 and Series 63 licenses with six years of industry experience. His career includes roles at Good Life Advisors and LPL Financial, as well as prior experience at Blaise Alexander Ford. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing a tailored investment process that incorporates fundamental, technical, and cyclical analysis.

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.

Michael Barrett is a financial advisor with Good Life Advisors, LLC in Lewisburg, PA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Good Life Advisors and affiliated with LPL Financial since 2015. Good Life Advisors is a large registered investment adviser serving individuals, business entities, trusts, estates, and charitable organizations with approximately $4.35 billion in assets under management. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, using a tailored investment approach that incorporates fundamental, technical, and cyclical analysis along with ongoing monitoring and rebalancing.

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 credentials and has previously worked at Private Advisor Group, LLC and LPL Financial, 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 a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing both model-based and advisor-managed solutions across multiple custodians.

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.