Edward Komito is a financial advisor at Elk Capital Advisors, LLC with 24 years of industry experience. He has held roles at Merrill and Morgan Stanley, and founded Elk Capital Advisors in 2011. Outside of his advisory work, he owns Elk Capital Expeditors, LLC, a logistics and expediting business unrelated to financial services. Elk Capital Advisors provides asset management and advisory services to individuals, high-net-worth clients, trusts, business entities, and defined contribution retirement plans. The firm offers tailored investment strategies on both discretionary and non-discretionary bases, ranging from long-term holdings to frequent trading across various securities.

Kristopher Wallick is the principal advisor at Wallick Wealth Management in Perkasie, PA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Wallick Wealth Management is an independent registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as small businesses and corporations. The firm offers discretionary wealth management and integrated financial planning, employing a range of investment strategies tailored to clients’ objectives and risk tolerance.

Guenter Wesch is a financial advisor at RCK Wealth Advisory LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. Wesch also operates a tax preparation and accounting business alongside his advisory role. RCK Wealth Advisory LLC is an independent, single-advisor firm providing discretionary asset management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm customizes investment strategies based on client objectives and risk tolerances, utilizing fundamental analysis and a combination of long- and short-term approaches.

Kevin Dodgson is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Shetland Financial, PLLC. His prior work includes roles at Tufts Health Plan, State Street Bank, and Prudential Financial. Shetland Financial provides financial planning and wealth management services primarily to individual and small business clients, integrating tax and accounting services alongside investment advisory. The firm employs fundamental analysis and favors passive portfolios using mutual funds and ETFs, managing client accounts on a non-discretionary basis.

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

Mark Cernese is the principal of Mark Cernese & Associates, an independent registered investment adviser based in Macungie, PA. He holds a Series 66 designation and has 13 years of industry experience. In addition to his advisory role, he serves as a contract Chief Financial Officer for two IT managed services providers, providing strategic financial consulting. Mark Cernese & Associates offers discretionary investment management and financial planning services to individuals and institutional clients, including small businesses, nonprofits, and government agencies. The firm employs a passive, cost-conscious investment approach focused on diversification, buy-and-hold strategies, and low-cost securities, tailoring portfolios to client-specific factors such as age, income needs, tax considerations, and risk tolerance.

Frank Martinez is the sole advisor at Penn Portfolio Partners LLC, holding a Series 65 credential with one year of industry experience. His work history includes roles at EmergenceTek Group Inc., Language Service Associates, Inc., and EMS LINQ, LLC, with a background in physics and software development. Penn Portfolio Partners provides active asset management and financial planning services to individuals, high-net-worth individuals, trusts, and small businesses. The firm builds tailored portfolios using fundamental analysis and modern portfolio theory, managing accounts primarily on a discretionary basis aligned with clients’ objectives and risk tolerance.

Whether you’re a tech worker who’s just received RSUs for the first time or you're a long-term employee needing a plan for all your ISOs, you’ve found the right place. I do this work because I believe everyone deserves quality financial planning. When you work with me, you get personalized, one-on-one financial guidance. That means no more sifting through heaps of personal finance articles, stressing about what you’re missing. You get a financial professional who can answer your burning questions – including the ones you didn’t think to ask. Life changes constantly – the same goes for your finances. With ongoing financial planning, you’ll get recommendations based on your unique financial situation. We’ll meet every quarter to keep your financial plans fresh, and I’m here to help you get things done. Learn more about my services here: https://www.pavilionfp.com/services/

John Christianson is a CFP®-designated financial advisor at Clearstream Planning, LLC with five years of industry experience. He has been the sole member of Christianson Tutorials, LLC since 2008, offering SAT tutoring services, and previously operated Prosperity Planning, LLC, providing Medicare health insurance plans. Clearstream Planning, LLC delivers financial planning and educational services to individuals, high-net-worth clients, and organizations, focusing on tailored plans that incorporate goals, risk tolerance, cash flow, estate, and tax considerations. The firm emphasizes implementation through third-party recommendations and provides investment advice informed by asset allocation and modern portfolio theory.

Judith Mindock is a Series 65-licensed financial advisor with 22 years of industry experience. She has been the sole advisor at JMM Financial, LLC, an independent firm based in Allentown, PA, since 2002. Outside of her advisory work, she is an independent consultant for Longaberger, selling baskets and pottery through home and catalog shows. JMM Financial provides discretionary investment management and monitoring services primarily to individuals, trusts, estates, and charitable organizations. The firm combines valuation-driven stock selection and trend analysis with risk management, focusing on dividend-paying equities and diversified mutual funds, and offers in-house tax and estate planning services as part of its coordinated client reviews.

Walter Wandall is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He is the principal of 100 Plus Planning, an independent, single-advisor firm he has led since 2023. His prior experience includes roles at Stifel, Nicolaus & Company, Commonwealth Financial Network, and several other financial firms. 100 Plus Planning provides comprehensive and project-based financial planning services to individuals, families, high-net-worth clients, and business entities. The firm focuses on written financial plans and advisory engagements without managing client investment accounts, offering guidance on asset allocation that combines passive and active strategies along with educational seminars.

Andrew Mickley is a financial advisor at Lakeside Planning with five years of industry experience. He holds a Series 65 designation and has worked at Deloitte Consulting and Mickley Consulting prior to his current role. Mickley also serves as Head of Client Success at Soostone, which occupies a significant portion of his professional time. Lakeside Planning serves individual and high-net-worth clients by providing tailored investment management and comprehensive financial planning. The firm emphasizes passive investment strategies and integrates tax preparation and employee benefit plan consulting, while also offering educational seminars and speaking engagements.

Joshua Fennimore is the sole advisor at Benchmark Financial, an independent advisory firm located in Schwenksville, PA. He holds Series 63 and Series 65 credentials and has 19 years of industry experience, with 18 years at his own firm, Fennimore Advisory, LLC dba Benchmark Financial. Benchmark Financial serves individuals, trusts, estates, and businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm customizes portfolios using mutual funds, ETFs, individual stocks and bonds, and provides ongoing reviews and communication while integrating third-party platforms for consolidated reporting and planning.

Timothy Duckett is a CFA® charterholder with 13 years of industry experience. He is the principal of Bright Forge Capital, LLC, where he has worked since 2017. His prior experience includes roles at PNC Wealth Management, Wells Fargo Clearing, Merrill, and a period as a self-employed advisor. Bright Forge Capital provides investment management and comprehensive financial planning to individual, high-net-worth, charitable, and corporate clients. The firm employs a core-satellite investment approach combining passive index exposure with active satellite positions, using fundamental and technical analysis to manage discretionary accounts.

Christopher Englebert is a financial advisor at Englebert Financial Advisers, LLC in Allentown, PA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He previously worked at Beirne Wealth Consulting Services, LLC from 2014 to 2019 before joining his current firm in 2019. Englebert Financial Advisers serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans, offering portfolio management, financial assessments, consulting, and ERISA plan services. The firm’s investment approach uses relative strength analysis with model portfolios ranging from conservative to aggressive, combining fundamental, technical, and cyclical analysis, and incorporates third-party advisers and risk-management tools, including options and derivatives in separately managed accounts.

Timothy Erickson is a Series 65 licensed financial advisor with seven years of industry experience. He has worked at Erickson Financial Group, LLC since 2019 and previously at MML Investors Services, LLC under the same dba from 2012 to 2019. Erickson is also a licensed insurance professional. Erickson Financial Group is a SEC-registered advisor serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, managing primarily long-term, customized portfolios using ETFs, low-cost mutual funds, and individual equities.

Ralph Wasiakowski is a financial advisor at Brightside Wealth Planning, LLC with 23 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC for 12 years each. Brightside Wealth Planning serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary wealth management. The firm employs a primarily passive investment approach based on modern portfolio theory, utilizing index mutual funds and ETFs, while also incorporating fundamental and technical analysis when appropriate.

James Miller is a financial advisor at Argyle Capital Management, LLC with 34 years of industry experience. He has been with Argyle since 1983. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm emphasizes fundamental equity research and a long-term, low-turnover investment approach while tailoring asset allocation to individual client objectives.

Peter Miller is a financial advisor at Argyle Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Argyle Capital Management since 2012. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm customizes asset allocation among equities, fixed income, and cash, emphasizing fundamental equity research, low turnover, and tax-efficient portfolio management.

Franklin Morgan Jr. is the sole advisor at Morgan Financial Incorporated in Oley, PA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He previously worked at Cambridge Investment Research for 20 years and has also been employed by Boyertown School District since 1992. Outside of advising, Morgan is involved as a member of a small business that operates a bar and cafe in Montana. Morgan Financial Incorporated provides investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm uses fundamental analysis with individualized portfolio management and offers both discretionary and nondiscretionary arrangements.