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 Series 66, Series 65, and Series 63 licenses and has worked previously at firms including Fisher Investments and Northern Lights Distributors. Kenny is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3EDGE Asset Management serves separately managed account clients, acts as a sub-advisor to other investment advisers, and manages exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with investment committee judgment and ongoing stress testing.

Terry Danish is a financial advisor at Thurston Springer Advisors with 46 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Thurston Springer Miller Herd & Titak, Inc. since 2015, following a three-year tenure at JHS Capital Advisors, LLC. He also operates under the name OnTrack Capital Management for purposes of name recognition. Thurston Springer Advisors serves individual and high-net-worth clients as well as corporations, foundations, estates, and employer-sponsored retirement plans. The firm provides comprehensive financial planning, portfolio management, fee-based consulting, and fiduciary services, using a combination of fundamental, technical, and cyclical investment analysis to support both buy-and-hold and active management strategies.

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 with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has worked at Mutual of Omaha Investment Services since 2016 and is also an insurance agent with Mutual of Omaha Insurance Company, specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates in conjunction with third-party money managers and utilizes platforms such as Envestnet and Pershing to deliver managed solutions.

Alex Howe is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, NBT Bank, and Honesdale National Bank. Outside of his advisory work, he is a co-owner of Stepping Stones Preschool and Childcare Center. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management and annual rebalancing.

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.

Robert Lawrence is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. He has held positions at various firms including Avantax Advisory Services and Strategic Personal Financial Management LLC, and is a partner at Lawrence Cable & Co LLP. Outside of advisory work, he is involved in managing Wendy's restaurant operations and serves as treasurer for the Wilkes-Barre Rotary Club. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of over 10,000 advisors and manages assets exceeding $256 billion.

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.”

Roger Berger is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and bringing 27 years of industry experience. His career includes roles at Nationwide Securities Inc., William Merluzzi Agency, and The Hershey Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional programs.

Brian Keich is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Bank, N.A. Keich also serves as president of the Tamaqua Lions Club and is a member of the Tamaqua Police Pension Commission. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and offers a range of portfolio management services to individuals, retirement plans, and institutional clients. The firm operates as a multi-manager platform, providing access to affiliated and third-party managers, and manages over $256 billion in assets with more than 10,000 advisors.

Trevor Lange is a financial advisor at LPL Financial with 28 years of industry experience. He has worked at LPL Financial since 2008 and previously held positions at Citigroup Global Markets and Morgan Stanley DW Inc. Lange also serves in a fiduciary capacity alongside family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Daryl Brown is a Series 66-licensed financial advisor at Cetera with two years of industry experience. He previously worked at Thrivent Financial and BOK Financial. Outside of his advisory role, he serves as head of sponsorship, fundraising, and community outreach for the Jim Thorpe Youth Soccer Association, a local youth soccer organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management strategies and program options, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Rodney Drysdale is a financial advisor with Cambridge Investment Research Advisors in Pocono Pines, PA. He holds the Series 66 designation and has prior experience at Prudential Financial from 2017 to 2026. His current roles also include affiliations with Cambridge Investment Research, Inc. and Drysdale Wealth Management. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and provides access to unaffiliated third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Harold Hagy is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, following prior roles at Nationwide Securities and Nationwide Insurance Company. Outside of his advisory work, he serves as an auditor for Hamilton Township, reviewing the local township budget for accuracy. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by advanced research and operational tools.

Mark Wieland is a financial advisor with Ameriprise in Albrightsville, PA, holding Series 63 and Series 65 credentials and offering 40 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach combines internal investment research with third-party data and algorithmic tools, delivering non-discretionary recommendations tailored to clients meeting specific asset criteria.

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.

Matthew Field is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has held prior roles at Nationwide and MSI Financial Services. His other business activities include a significant interest in Hagy Insurance Agency, which focuses on property and casualty insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Alex Haggerty is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. He is the owner of Haggerty Financial LLC and serves as Minister of Music at Trinity Lutheran Church, where he directs the choir and plays the organ for Sunday services. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Rodney Drysdale is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has worked at several firms including Commonwealth Financial Network, Kestra Advisory Services, NFP Securities Inc, and Citigroup Global Markets. He is also the founder of Drysdale Wealth Management. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals across multiple platforms and custodians.

Linda Worthington is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2005. Outside of her advisory role, she works as a golf instructor on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives offering a variety of financial planning and investment solutions.

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.