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.

Russell Stellfox is a CFP®-certified financial advisor with 20 years of industry experience. He is currently associated with IAMS Wealth Management, LLC, and has held roles at Stellfox Financial, Senior Planning Group, Calton & Associates, Ameritas Advisory Services, LLC, and Ameritas Investment Corp. Stellfox is also licensed as an independent insurance agent and engages in the sale of fixed insurance products through his ownership of Seasons Change Financial and Senior Planning Group. IAMS Wealth Management, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, retirement plans, and trusts. The firm manages accounts primarily on a discretionary basis using proprietary and third-party model portfolios and offers a broad range of investment instruments along with integrated financial planning and consulting services.

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.

Derek Goodwin is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he spent eleven years at e4health. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach combines internal research, third-party data, and algorithmic tools, with participation limited to clients meeting certain asset criteria and featuring investment options influenced by affiliated product relationships.

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.

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.

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.

Stephen Zuber is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Tower Financial Partners and Raymond James Financial Services Advisors since 2011. In addition to his advisory role, he acts as an insurance agent providing fixed annuity products. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and provides specialized municipal and public finance advisory services.

Ronald Stabile is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise in Hamburg, PA. He has worked at Ameriprise and its affiliated entities since 2005. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jackson Stabile is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Stabile is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Edmonds is a financial advisor with Edward Jones in Tamaqua, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

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.

Allan Cornman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He previously operated Legacy Financial, Inc. as president of an S corporation used for payroll purposes. Outside of his advisory work, he serves on the Board of Directors for the Rotary Club of Fleetwood, PA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeremy Henn is a financial advisor with Ameriprise in Hamburg, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for assets held in Ameriprise-managed accounts.

David Doll is a financial advisor with Edward Jones in Hamburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Keystone Brokerage, Inc. since 1996 and Kye Investor Services since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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.