Ryan Jacob is a Series 65 licensed financial advisor with Longview Financial Planning LLC in Auburn, PA. He has one year of experience at Longview, following nine years each at Deloitte Consulting LLP and in retirement. LongView Financial Planning LLC provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a long-term, fundamental analysis approach to establish strategic asset allocations with low-cost mutual funds and ETFs, supplemented by individual stocks or bonds when appropriate.

William Heckman is an investment advisor representative at Wealth Management Associates, Inc. with 28 years of industry experience. He has held roles at Keystone Advisor Group, OSAIC, Securities America, Inc., and co-owns the accounting firm Heckman & Laudeman LLC. Additionally, he is principal of a CPA firm and maintains client relations there. Wealth Management Associates, Inc. serves individuals, retirement plan sponsors, trusts, estates, and other institutions by providing financial planning, asset management, qualified retirement plan consulting, and educational seminars. The firm employs fundamental analysis and strategic asset allocation with a long-term focus, using a combination of in-house management, third-party sub-advisors, and model portfolios.

David Laudeman is a financial advisor with Wealth Management Associates, Inc. in Orwigsburg, PA, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at SECURITIES AMERICA, Inc., and Heckman & Laudeman LLC. He serves as treasurer of the Schuylkill Country Club and participates in a local advisory board for M&T Bank. Wealth Management Associates, Inc. serves individuals, pension and profit-sharing plans, charities, and small businesses, managing approximately $646.8 million in assets. The firm offers portfolio management, financial planning, and pension consulting, with a multi-disciplinary approach that integrates accounting services alongside investment management.

Michael Woytowich is a financial advisor with StoneX Advisors Inc., holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with StoneX Securities Inc. since 2011 and StoneX Advisors Inc. since 2020. Outside of advisory work, he serves as the head boys basketball coach for Southern Columbia School District. StoneX Advisors Inc. provides portfolio management, financial planning, and consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based investment solutions supported by due diligence on third-party managers, operating as part of the larger StoneX Group with integrated clearing and custody services.

James Wisloski is a financial advisor with StoneX Advisors Inc. holding Series 66 and Series 63 licenses and has 26 years of industry experience. He has been with StoneX Advisors Inc. since 2023 and has worked at StoneX Securities Inc. since 2011. Outside of his advisory role, he coaches track for the Southern Columbia Area School District in Catawissa, PA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent Financial Advisors and an in-house Private Client Group to deliver tailored investment strategies through proprietary models, third-party money managers, and various platform solutions.

John Kiefer is a financial advisor with Geneos Wealth Management, Inc. in Schuylkill Haven, PA, holding a Series 66 designation and 18 years of industry experience. He has been associated with Kiefer Investment Services and Geneos Wealth Management since 2011. Outside of his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies, with options for discretionary trading and customized portfolio management.

Suzanne Lake is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She operates under the Ascent Wealth Management brand as part of her advisory activities. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Kathy Mohn is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 designations and over 36 years of industry experience. She has been with Private Advisor Group since 2016 and also maintains roles with LPL Financial and The Seltzer Group. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm supports multiple investment approaches and delivers solutions via a broad network of investment adviser representatives.

Aaron Katyl is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities LLC. Katyl is based in Orwigsburg, PA, and provides investment advisory services through Private Advisor Group. Private Advisor Group serves a diverse client base, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a network of investment adviser representatives who access a variety of custodians, model strategists, and program vehicles to align with client objectives.

Melissa Valentine is a financial advisor at Edward Jones in Orwigsburg, PA, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and is noted for its large network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Bonnie Miller is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and is the owner of Haven Financial Services LLC. Her prior experience includes roles at LPL Financial, Nationwide Securities, and M&T Bank and its affiliates. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of advisors and utilizes multiple program structures and custodial relationships.

Jeremiah Sensenig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Mass Mutual Investors Services and MetLife Securities. Outside of his advisory role, he is involved in non-variable insurance services in Leesport, PA. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research to support diverse investment strategies.

Mark Serrian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 19 years at Oppenheimer & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a extensive network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Allen Fidler IV is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior roles include positions at E. Lori Smith, Waddell and Reed, Inc., and various insurance carriers with W&R Insurance Agency. Outside of his advisory work, he has been involved with Mountain View Perennials, LLC for 15 years. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs and financial planning services. The firm provides both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Timothy Dougherty is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 38 years of experience in the industry, working with Mass Mutual since 1986. In addition to his advisory role, he manages a coaching business focused on assisting business owners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also provides specialized services such as divorce planning and employer-sponsored programs.

Roger Heidlebaugh is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc, Santander Bank, and Bb&T Securities. He also serves as a portfolio analyst for Vizo Financial Corporate Credit Union, working with credit unions on investment access and information. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a variety of portfolio management and financial planning options, utilizing a multi-manager platform with discretionary and non-discretionary authorities across multiple program structures.

Pamela Palko is a Series 66-licensed financial advisor with Edward Jones, based in Orwigsburg, PA, and has two years of industry experience. Prior to joining Edward Jones, she worked for 24 years at Lehigh Valley Health Network. She is part owner of a vacation home rental property in North Wildwood, NJ, where she assists with bookkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and more than $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Ryan Boyer is a CFP®-credentialed financial advisor with LPL Financial, based in Cressona, PA, and has three years of industry experience. His prior work includes eight years at BNY Mellon and two years at River Wealth Advisors. Outside of his advisory role, he is involved with DGN Sport Cards in a customer service capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Nicholas Ravella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plans with tailored investment options that include insurance-related vehicles and bank deposit sweep programs.

Tyler Smith is a CFP® and holds a Series 66 license with over 10 years of experience in the financial industry. He has worked with LPL Financial since 2021 and has prior experience at Waddell & Reed, various insurance carriers, and his own business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and proprietary research.

Taunia Gerber is a CFP® professional with 21 years of experience in the financial services industry, currently working at Edward Jones since 2004. She holds a Series 63 license and is based in Schuylkill Haven, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Harold Hinnerschietz is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Co, among others. He also operates as a broker of non-variable insurance on a limited basis. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Francesco Mercuri is a CFP® professional affiliated with LPL Financial in Orwigsburg, PA, with eight years of industry experience. He has held roles with organizations including Pottsville Area Development Corporation and Schuylkill Women in Crisis. Outside of his advisory work, he operates a trophy shop in Pottsville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified strategies.

Michael Tobash is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He worked for Nationwide Advisory Services, Inc. for 30 years and has been associated with Nationwide Insurance Co. since 1988. Tobash serves on several nonprofit boards and facilitates programs for the Pennsylvania Manufacturers Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various technology-driven investment strategies.

Brian Shedleski is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial since 2002. He holds the Series 63 designation and is based in Kulpmont, PA. Outside of his advisory work, he serves as a board member on the Appeals Panel for the Commission on Dietetic Registration and is an author on nutrition topics. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

E Lori Smith is a CFP®-credentialed financial advisor with 28 years of industry experience, currently serving at LPL Financial since 2021. Her prior experience includes roles at St. Joseph Center for Special Learning, Lehigh Valley Health Network-Schuykill, and Heritage Ford. She is a board member of the Lehigh Valley Health Network-Schuykill, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and technologies such as machine learning.

John Robinson is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at M&T Securities, Cetera Investment Advisers, Nationwide Insurance, and other firms. His outside activities include leadership roles related to investment and insurance businesses under the Tobash Financial Solutions and Millennium Brokerage Group names. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.