David Markle is a CFP® and PFS™ with three years of experience as a financial advisor at Markle Wealth Management, an independent firm he has owned since 2014. He also owns a CPA tax practice that prepares individual tax returns. Markle Wealth Management provides financial planning, investment consultation, and non-discretionary asset management to individuals, estates, trusts, and charitable organizations. The firm follows a long-term, disciplined investment approach emphasizing tax efficiency, cash-flow, and sustainable withdrawal planning, while integrating the principal’s ongoing CPA and tax services with advisory offerings.

Richard Welch is a financial advisor with Academy Wealth Advisers, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Academy Wealth Advisers since 2011. The firm provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts and estates, corporations, businesses, and institutional clients. Its investment approach is based on fundamental analysis and asset allocation, with a long-term orientation and internal due diligence to select equities, fixed income, and cash holdings.

Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His prior roles include positions at Northern Lights Distributors, LLC and Toews Corporation. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that integrates quantitative research with investment committee judgment and ongoing stress testing.

Harold Knight is a financial advisor at Cape Investment Advisory, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Raymond James Financial Services and Erie Insurance. Knight also serves as Compliance Director for AMGlobe Consulting, LLC, a regulatory compliance consulting firm. Cape Investment Advisory, Inc. serves individuals, businesses, qualified pension and profit-sharing plans, IRAs, trusts, and other entities. The firm offers portfolio management, financial planning, and access to third-party and affiliated asset managers, using a process based on clients’ financial profiles and asset allocation models.

James Di Gesu is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Belpointe since 2019. Outside of his advisory role, he is involved in tax preparation through a separate business, AM TAX PLANNING. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by a network of advisors and affiliated businesses.

Matthew Thomas is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha Investment Services since 2016. In addition to his advisory role, he is an insurance agent specializing in life and health insurance, including annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and qualified retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platform relationships with Envestnet and Pershing, serving a broad range of clients including both non-high-net-worth and high-net-worth individuals.

Greg Piechota is a financial advisor with PNC Wealth Management holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Shoprite Pharmacy, BASF, and Moravian College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist digital offering available by invitation to employees. This program uses algorithmic risk assessment to implement approved model strategies with mutual funds and ETFs, featuring annual rebalancing and delegated portfolio management.

Joseph Frey is a financial advisor with Hornor, Townsend & Kent, LLC. He holds a Series 66 designation and has worked in the financial and related fields since 2022, including roles at Baker Tilly and owning Frey & Co. CPA's. Outside of finance, his background includes positions in education and sports organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering clients various account options and a collaborative investment management approach.

Gary Frey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also operates Frey & Co., a CPA and accounting services firm he founded in 1999. Outside of his advisory roles, Frey serves as treasurer for the Judith Adele Agentis charitable foundation and the Pennsylvania Music Preservation Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.

Louis Lamoreaux is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment model selection and performs ongoing due diligence and supervisory oversight of third-party advisory products.

Christian Senko is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at Daniel Memorial Inc. for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of model portfolios and delegated advisory mandates.

Mark Oteri is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages practice expenses through his ownership of Mark J Oteri LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice supported by research, third-party data, and algorithmic tools.

Joshua Koch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Thrivent, he worked at Sentry Insurance for seven years. He serves as Secretary on the Board of Directors for Hardship Heroes, a local nonprofit organization that provides gifts and experiences to individuals and families facing medical hardships. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across multiple planning areas without managing client assets directly.

Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.

Christina Kuhn is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from implementation, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Brian Keich is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors and Mauch Chunk Trust Company, where he also serves as division manager. Outside of his advisory role, Keich is involved with the Tamaqua Lions Club as president and serves on the Tamaqua Police Pension Commission. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Trevor Lange is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with LPL Financial since 2008. Trevor also acts in a fiduciary capacity alongside family members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Michael Davis is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in Pennsylvania. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver personalized, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Daryl Brown is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. His prior work includes roles at BOK Financial and Thrivent Financial. Outside of his advisory work, he leads sponsorship, fundraising, and community outreach efforts for the Jim Thorpe Youth Soccer Association. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rodney Drysdale is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation. He previously worked at Prudential Financial for nine years and has been with Cambridge and its affiliated firms since 2025. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using a variety of portfolio management approaches and platform arrangements.

Mark Wieland is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs algorithmic automation alongside research and oversight committees to generate tailored retirement income recommendations.

Todd Lengel is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Lengel is also the owner of Schuylkill Insurance & Financial Services, an insurance sales business. 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 via its integrated platform.

Gerald Haggerty Jr is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Avantax-related firms for over 20 years prior to joining Cetera. He also owns and operates Haggerty's Tax Service, providing tax preparation services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform supporting diverse investment strategies.

Serena Stauffer is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she held various roles including positions at Kutztown University, Lehigh Carbon Community College, Dunkin, and Lighthouse Christian Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brenda Edmonds is a financial advisor with Edward Jones in Lehighton, PA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Edward Jones since 2017 and previously spent seven years with Transamerica Agency Network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Haggerty is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He is the owner of Haggerty Financial LLC and has previously worked with Avantax and its affiliated entities. Outside of his financial career, he serves as Minister of Music at Trinity Lutheran Church, directing the choir and playing the organ for services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Mason Oteri is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Mason worked in education and spent time involved with a speed raceway. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a collaborative and research-driven process.

Dale Mccandless is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Signator Investors, Inc. for 20 years before joining Osaic in 2018. He is also the President and CEO of Next Step Financial Solutions, an LLC involved in the sale and marketing of securities and insurance products. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset allocation tools, risk assessments, and access to multiple investment platforms.

Rodney Drysdale is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 32 years of industry experience. He founded Drysdale Wealth Management in 2019 and has previously worked at Commonwealth Financial Network, Kestra Advisory, and Nfp Securities Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management solutions and maintains proprietary and unaffiliated model strategies with various platform options.

Dale Hearn is a CFP® and ChFC® professional with 39 years of industry experience. He has been affiliated with Cetera since 2025 and previously worked with Concourse Financial Group Securities Inc for 28 years. Outside of his financial advisory work, he serves as a committee member for a biblical literacy class and acts as executor for an estate. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and third-party managers across various program structures.