The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

Shane Kreller is a financial advisor at Invictus Financial Services with a Series 65 designation and five years of industry experience. He has been with Invictus Financial Services since 2021 and is also involved in Northeast Courier Service. His advisory work is complemented by activities in hospitality and construction through affiliated non-investment enterprises. Invictus Financial Services serves individual and high-net-worth clients by providing investment advisory and financial planning services. The firm uses fundamental and technical analysis, asset allocation strategies, and third-party research to create diversified portfolios tailored to client objectives.

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at StoneX Advisors Inc. and Stonex Securities Inc., where he worked for over a decade. He is also president of Grudzinski Financial Services, LLC, where he offers life, annuity, and long-term care products when client needs are identified. Park Lane Financial Group LLC provides discretionary asset management, financial planning, and consulting services to individuals and small businesses. The firm employs methods such as fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may engage sub-advisors to implement investment strategies.

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His career includes roles at Talen Energy and McAdam LLC, and outside of advising, he works as a delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses. The firm uses fundamental analysis, Monte Carlo modeling, and cyclical analysis in managing portfolios and may employ sub-advisors to execute investment strategies.

Matthew Fenedick is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding a Series 65 designation with 15 years of industry experience. He has been with MF Advisers since 2010 and has operated Mindful Management since 2004. Outside of his advisory role, he serves as CFO for Project Lift, a nonprofit providing therapy through vocational training. MF Advisers, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis in its investment approach, with regular account reviews and discretionary management tailored to client needs.

Martin Federici Jr. is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with MF Advisers since 2011. Federici also engages in outside business activities related to data analytics and nonprofit financial roles. MF Advisers provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combined fundamental and cyclical investment approach, utilizing various asset classes and strategies under discretionary authority while accommodating client restrictions when feasible.

Jean Baun is a financial advisor with Chancellor Financial Group WB LLC, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Chancellor Financial Group since 2019 and previously held positions at World Equity Group, Inc., Triumph Wealth Advisors, and TCM Securities, Inc. Baun is also active as an insurance agent, selling fixed insurance products outside of her advisory role. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages approximately $249 million in client assets, focusing on long-term, fundamentally driven investment strategies using low-cost mutual funds and ETFs, complemented by quantitative strategies and individual securities, with an emphasis on ongoing client communication and fiduciary advice.

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 8 years of industry experience. He holds a Series 65 designation and has been with Riggs since 2017. Prior to joining Riggs, he worked at The Institute for Public Policy and Economic Development. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary investment management along with family-office style services such as bill paying and budgeting assistance. The firm employs a multifaceted investment approach that includes equities, fixed income, ETFs, and mutual funds, and may utilize sub-advisors and cryptocurrency exposure as part of client portfolios.

Elizabeth Graham is a financial advisor at Riggs Asset Management Co Inc with 13 years of industry experience. She holds the Series 65 designation and has been with Riggs Asset Management since 2001. Based in Dallas, Pennsylvania, she is part of an eight-advisor team. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that includes equities, fixed income, ETFs, mutual funds, and can incorporate direct indexing and cryptocurrency exposure.

Gerard Mihalick is a financial advisor at Berkshire Asset Management, LLC with 31 years of industry experience. He has been with Berkshire Asset Management since 2007. He holds Series 63 and Series 65 licenses. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individual and high-net-worth investors, institutions, and private funds. The firm implements investment strategies based on client-specific policy statements, offering various equity and fixed income models, and serves as an adviser to private funds and an ETF.

Adam Glassman is a financial advisor with Riggs Asset Management Co Inc, holding a Series 65 designation and based in Dallas, PA. He joined Riggs in 2025 and previously served 19 years with the Office of the Comptroller of the Currency as a National Bank Examiner. He is currently on administrative leave from the OCC until his official separation in late 2025. Riggs Asset Management serves a range of clients including individuals, business entities, retirement plans, and charitable organizations, offering discretionary investment management alongside family-office style services. The firm employs a multi-asset investment approach that includes equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Gregory Weaver is a CFA® charterholder with 19 years of experience in the financial advisory industry. He has been with Berkshire Asset Management, LLC since 2007. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, high-net-worth investors, foundations, and institutional clients. The firm employs defined investment strategies and fundamental analysis across equity, fixed income, and tax-aware portfolios, and also serves as investment adviser and sub-advisor to private funds and an ETF.

Alan Glassman is a financial advisor at Riggs Asset Management Co., Inc. in Dallas, PA, holding a Series 65 designation with 29 years of industry experience. He has been with Riggs Asset Management since 1997. Riggs Asset Management provides discretionary investment management and limited unsolicited consultation to individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers family-office style services and employs a diversified investment approach that includes equities, fixed income, ETFs, and mutual funds, incorporating fundamental and technical analysis along with the potential use of direct indexing and cryptocurrency ETFs in client portfolios.

Thomas O’Day is a Series 65-licensed advisor with Chancellor Financial Group WB LLC, based in Wilkes-Barre, PA. He has nine years of industry experience, including a decade at Chancellor Financial Group WB LP. Chancellor Financial Group WB LP provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm’s investment approach focuses on long-term, fundamental analysis and uses a mix of low-cost mutual funds, ETFs, and quantitative strategies, with an emphasis on continuous client contact and fiduciary duty.

Jason Reilly is a CFP® with 17 years of industry experience, currently serving as an advisor at Berkshire Asset Management, LLC since 2015. He also has a role with IM Global US Distributors, LLC beginning in 2023. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, institutions, and private funds. The firm employs client-specific investment policy statements and fundamental analysis across various strategies while managing approximately $2.79 billion in regulatory assets.

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 1999. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary investment management and family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm manages around $640 million in client assets and employs a diversified investment process that includes individual equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Michael Weaver is a financial advisor with Berkshire Asset Management, LLC, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Berkshire Asset Management since 2007. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base, including individuals, high-net-worth investors, foundations, and private funds. The firm employs client-specific investment strategies emphasizing fundamental analysis and manages approximately $2.79 billion in regulatory assets.

Robert Dwyer is a financial advisor with Chancellor Financial Group WB LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Chancellor Financial Group since 2014 and previously worked for Newbridge Securities Corporation for 14 years. Dwyer also operates a sole proprietorship as an insurance agent. Chancellor Financial Group WB LP serves individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations by providing investment advisory and financial planning services. The firm uses a long-term, fundamental analysis approach, building portfolios primarily with low-cost mutual funds and ETFs, supplemented by other strategies when appropriate.

Susan Shoemaker is a financial advisor with Riggs Asset Management Co Inc in Dallas, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Riggs Asset Management since 2010. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited unsolicited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that incorporates individual equities, fixed income, ETFs, and mutual funds, along with the use of an unaffiliated sub-advisor for direct indexing and optional cryptocurrency exposure.