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® and holds a Series 66 license with 17 years of industry experience. He has worked at Edward Jones, LPL Financial, and Private Advisor Group before founding Vision Wealth Advisors, LLC, where he has been since 2024. Vision Wealth Advisors is an independent SEC-registered investment adviser managing approximately $104.6 million for around 200 clients, including individuals, high-net-worth clients, employer retirement plans, and businesses. The firm offers discretionary investment management and retirement plan consulting, employing a combination of passive and active strategies based on asset-allocation principles and Modern Portfolio Theory.

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

Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with one year of industry experience. He holds a Series 65 credential and has previously worked at Susquehanna Community Bank. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities, and also offers discretionary and non-discretionary portfolio management with ongoing financial coaching.

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.

Michael Miller is a financial advisor at Buffalo Valley Wealth Plus with five years of industry experience. He holds a Series 65 designation and has been with Buffalo Valley Wealth Plus since 2020. Miller is also associated with Bucknell University, where he has been involved since 2012. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that often emphasize income-generating instruments, mutual funds, ETFs, fixed income, and annuities, and offers both discretionary and non-discretionary portfolio management alongside ongoing financial coaching.

Luis Montesinos is a financial advisor at Buffalo Valley Wealth Plus with three years of industry experience. He holds a Series 65 credential and previously worked at Sholley Insurance Agency and Allstate Benefits. Montesinos is also a member of BVWP RE LLC, a real estate holding company. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct portfolios focused on income-generating instruments and offers both discretionary and non-discretionary management alongside financial coaching.

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.

Lance Miller is a Series 65-licensed financial advisor with six years of industry experience, currently practicing at Buffalo Valley Wealth Plus since 2020. Prior to that, he worked at Mastercard for five years. Outside of advisory work, Miller is the managing member of Mifflinburg Innovation Works, a company involved in real estate renovation and community economic development. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and non-profit organizations. The firm employs a blend of fundamental, technical, and cyclical analysis to construct portfolios with an emphasis on income-generating securities and offers both discretionary and non-discretionary management alongside financial coaching.

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.

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.

Frank Moore Jr. is a financial advisor at Vicus Capital, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked with Cetera Wealth Services, LLC and Frank D Moore Financial, Inc., which he owns. Outside of advisory work, he serves as a board member for an oil leases business. 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 strategies combining fundamental and technical analysis and provides specialized fiduciary consulting alongside a broad suite of advisory services.

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.

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.

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.