Richard Vera II is a financial advisor at VERA-CPA, Inc. with two years of industry experience. He holds the PFS™ and Series 63 designations and has previously worked at Avantax Advisory Services and held various roles with the US Small Business Administration, Intuit Inc., and the US Department of Defense. Outside of advising, he serves as a finance committee member for the Hemlock Farms Community Association and is a trustee for the National Foundation for Animal Rescue. VERA-CPA, Inc. is a fee-only CPA firm providing financial planning and accounting services, including tax preparation and forensic accounting, to individuals, trusts, estates, charitable organizations, and businesses. The firm focuses on written financial plans and strategic asset allocation using a core-and-satellite approach, primarily recommending passive index funds and ETFs, and does not accept discretionary trading authority or performance-based fees.

Patrick Graver is a CFP® professional with two years of industry experience. He is the founder of Center Stage Planning LLC, an independent advisory firm based in Greeley, PA. Prior to establishing his own firm, he held roles at Bishoff Financial Group, Cambridge Investment Research Inc., and Creative Financial Planning. Before entering the financial industry, he worked in the performing arts, including engagements with the Fireside Theatre and productions such as The Book of Mormon. Center Stage Planning LLC serves individual and high-net-worth clients, offering investment management and comprehensive financial planning on ongoing and project bases. The fee-only firm employs a blend of fundamental and technical analysis alongside modern portfolio theory to develop individualized investment policies and discretionary portfolios. The firm also provides educational seminars and speaking engagements focused on general financial education.

Alexi Gilmore Manookian is a CFP® certificant with six years of industry experience, currently serving at Stash Wealth, LLC and SmartPath Advisors, LLC. Prior to these roles, Alexi worked at the Financial Transitionist Institute and Learnvest Planning Services, LLC. Outside of financial advising, Alexi has been involved with the nonprofit RAISE Your Hearts 501(c)(3) for six years and has a background in ski instruction. Stash Wealth, LLC serves individual clients, primarily high-earning professionals, through its multi-step financial planning process and optional ongoing investment management. The firm employs a passive-oriented investment strategy based on Modern Portfolio Theory, supplemented with periodic rebalancing and tax-loss harvesting, while placing emphasis on client education through newsletters, podcasts, and public seminars.

Jonathan Kline is a financial advisor at Lakewood Financial Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Securities and Northeast Financial Group. Lakewood Financial Group provides discretionary wealth management and comprehensive financial planning to individual investors and families with investable assets typically over $1 million. The firm combines strategic core investment models with tactical overlays and emphasizes risk management through derivative hedging and alternative investments.

Scott Goginsky is a CFA® charterholder with 14 years of industry experience. He has been with Biondo Investment Advisors LLC since 2010. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis across market capitalizations and includes management of its proprietary Biondo Focus Fund.

Ariel Kosco is a financial advisor at Biondo Investment Advisors LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Biondo Investment Advisors in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2014 to 2024. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment approach focuses on fundamental stock selection across market capitalizations, supplemented by technical analysis and third-party research, with portfolios managed primarily on a discretionary basis.

Nicole Dutkus is a financial advisor at Biondo Investment Advisors LLC with 13 years of experience. She holds Series 63 and Series 65 licenses and has been with Biondo Investment Advisors and Biondo Asset Management since 2013. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental and technical analysis in its discretionary portfolio management and offers multiple financial planning levels tailored to clients' assets and needs.

Luke Barbalich is a Series 65-licensed advisor with Biondo Investment Advisors LLC, based in Milford, PA. He has five years of experience in the financial industry, having worked at Biondo Investment Advisors since 2021. Prior to his advisory role, he spent 23 years at Newton Medical Center, Atlantic Health System. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental and technical analysis in stock selection across various market capitalizations and manages portfolios primarily on a discretionary basis using internally developed equity and ETF strategies.

Kenneth Pickett is a CFP® with nine years of industry experience, currently serving as an advisor at Biondo Investment Advisors LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and AXA Equitable. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm’s investment process focuses on growth-oriented stock selection using fundamental and technical analysis, managing portfolios primarily on a discretionary basis across various equity and ETF strategies.

Karl Wagner III is a financial advisor at Biondo Investment Advisors LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Biondo Asset Management, LLC from 2013 to 2017. Outside of advising, he is a part-owner of a restaurant business. Biondo Investment Advisors provides investment supervisory services and financial planning to individual and institutional clients, emphasizing growth stock selection through fundamental and technical analysis. The firm manages discretionary portfolios across various internally developed strategies and serves high-net-worth clients as well as institutional plan sponsors.

Alexandra Tallman Vigilante is a financial advisor at Biondo Investment Advisors LLC with 19 years of industry experience. She has been with Biondo Investment Advisors since 2005 and holds Series 63 and Series 65 licenses. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm emphasizes fundamental stock selection supplemented by technical analysis and offers co-managed multi-strategy portfolios, including options and modest leverage, distinguishing itself through its advisory role to the proprietary Biondo Focus Fund and management of investment companies and government accounts.

Joseph Daly is a financial advisor at Biondo Investment Advisors LLC in Milford, PA, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Atlas Certified, Best Western Hotels, and Wyndham Hotels. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, a wrap-fee managed account program, and financial planning services to individual, high-net-worth, institutional, and government clients. The firm’s investment approach combines fundamental and technical analysis with multi-strategy portfolio management and is notable for advising its proprietary Biondo Focus Fund and serving a diverse client base, including investment companies and government entities.

Casey Pisano is a CFP® professional with 14 years of industry experience, currently serving at Biondo Investment Advisors LLC since 2019. Prior to this, Casey worked at Royal Alliance Associates, Inc. and Jhfn Sii. In addition to advisory work, Casey engages in insurance brokerage specializing in health, group benefits, life, annuities, long-term care, and disability insurance. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as institutional clients. The firm emphasizes fundamental stock selection complemented by technical analysis and risk profiling, managing portfolios primarily on a discretionary basis across diverse equity and ETF strategies.

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has led his current firm since 2004 and previously worked with Biondo Asset Management, LLC from 2003 to 2017. Biondo Investment Advisors provides advisory and investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients. The firm focuses on fundamental and technical analysis for discretionary portfolio management and offers tailored financial planning services across multiple strategies, including management of a proprietary mutual fund.

Jennifer Jarvis is a financial advisor at Biondo Investment Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Biondo-affiliated firms since 2007. Biondo Investment Advisors provides investment supervisory services and financial planning to individuals, including high-net-worth clients, and a range of institutional clients. The firm’s investment approach emphasizes fundamental and technical analysis to manage discretionary equity and ETF portfolios across multiple strategies.

Genevieve Sullivan Cornell is a financial advisor with Biondo Investment Advisors LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Biondo Investment Advisors since 2017 and previously worked at Biondo Asset Management LLC from 2004 to 2017. Biondo Investment Advisors LLC provides discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services to individual, high-net-worth, and institutional clients, including investment companies and government entities. The firm’s investment approach emphasizes fundamental stock selection across market capitalizations, supplemented by technical analysis and selective ETF use, and it manages multi-strategy portfolios with tools to assess suitability and execute strategies.

Joseph Biondo is a financial advisor with Biondo Investment Advisors LLC in Milford, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Biondo Investment Advisors LLC since 2004 and previously worked at Biondo Asset Management LLC. Outside of his advisory role, he is a member of BWB Holdings, LLC, where he coordinates and plans construction projects. Biondo Investment Advisors LLC offers discretionary and non-discretionary portfolio management, wrap-fee managed accounts, and financial planning services for individual, high-net-worth, and institutional clients. The firm emphasizes stock selection using fundamental and technical analysis and manages multi-strategy portfolios, including options and leverage, while serving proprietary funds and government entities.

Justin Bolmgren is a CFP® with 19 years of experience in financial advisory roles. He is currently with William Joseph Capital Management, Inc. and has previously worked at Origin Financial and operated his own firm, Bolmgren Retireplan, Inc., for a decade. Outside of advising, he serves as an advisor to the fintech software firm Budget Simple and is a part owner of Wealth Preservation Specialist, LLC and William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines customized portfolio construction with third-party sub-advisors on the AssetMark platform and integrates a range of quantitative and qualitative investment analysis methods.

Michael Kruger is a financial advisor with Valic Financial Advisors holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors LLC, Selective Insurance, and Lowe's Corporation. He is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement plans. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with tax-aware and ESG overlay options.

Benjamin Weiss is a financial advisor with Empower Advisory Group, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Empower, he worked for the Watchtower Bible and Tract Society of New York for nine years and operated B&G Property Maintenance LLC for two years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s integrated services focus on long-term portfolio returns and client savings rates, with a scale and model that emphasizes service within plan lineups selected by plan sponsors.

Joseph Sullivan is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Avantax Advisory Services and Avantax Insurance Agency. Sullivan is also a CPA with ongoing tax preparation and consulting services and co-owns Orion Wealth Consultants, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.

Cody Albrecht is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017 and previously at National Planning Corporation from 2015 to 2017. Outside of finance, he is involved with ARKKC Entertainment as an actor and serves as Vice President of the Red Hook Chamber of Commerce. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary and non-discretionary approaches.

Scott Fonner is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has three years of industry experience, including roles at Empower Financial Services, Charles Schwab & Co., Guild Mortgage, and USAA FSB. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Bonnie Addison is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Key Investment Services since 2007 and previously held roles at Banc Of America Investment Services, Inc. and Quick & Reilly, Inc. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model with discretionary and non-discretionary options, integrates services from KeyCorp affiliates, and offers various wrap-fee programs supported by custodial and trade execution services.

George Siracuse is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he serves as president of Guiding Light Financial, LLC, a fixed insurance sales business, and acts as an advisory board member for SliceSpace, providing strategic guidance and business introductions. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, combining fundamental, technical, bottom-up, and top-down analysis, and provides both discretionary and non-discretionary asset management arrangements.

Mitchell Harris is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. In addition to his advisory role, Harris is a musician and serves as a board subcommittee member and mentor coordinator for a local business networking group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Matthew Newman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Morgan Stanley and its affiliates from 2002 to 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Timothy Smith is a financial advisor with LPL Financial in Milford, PA, holding Series 63 and Series 66 licenses and with 43 years of industry experience. He has been with LPL Financial since 2008 and has operated his own independent practice since 2004. In addition to advising, he is involved in tax preparation and accounting through his work with T & K Tax Service LLC and Smith Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services through a large network of advisers, combining advisory and non-advisory financial activities with oversight of substantial discretionary assets.

Ulana Emerson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds a Series 66 license and is based in Port Jervis, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

George Legakis is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of experience. He has held positions at multiple related firms including Summit Financial Networks LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he owns and manages a real estate holding and leasing business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and retirement services through a multi-manager platform that offers model portfolios, third-party managers, and customized strategies.

Richard John is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His professional background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside involvement in recreation management and music. He also engages in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Scott Onofry is a CFP® professional with 22 years of industry experience. He is currently associated with LPL Financial and has previously worked at Cadaret Grant & Co., Inc. Onofry Financial Services is his own business, focusing on non-variable insurance and advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Smith III is a financial advisor with Wells Fargo Clearing in Milford, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Alexander Camacho is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he mentors students pursuing the Project Management Professional (PMP) designation through a consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and affiliated services under a fiduciary standard.

Terry Lydecker is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at KeyBank, JPMorgan Chase Bank, and Mass Mutual Investors Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory approach combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence and specialized affiliated implementation services.

Eric Odell is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and two years of industry experience. He has worked at several firms including New York Life and The Dime Wealth Management, where he also provides administrative support. Prior to his financial services career, he held various roles in education, construction, and the golf industry. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.

Joanne Secky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with LPL Financial since 1995. Outside of her advisory role, she is an author of two books and operates a home-based LLC called Natural Born Red Head. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad set of non-advisory financial services.

Paiwei Lee is a financial advisor at Cetera with 28 years of industry experience and holds Series 63 and Series 66 designations. He has been with Cetera and its affiliated entities since 2013. Outside of advising, Lee works as a flight attendant for United Airlines. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates as a multi-manager platform, providing advisors flexible investment options across discretionary and non-discretionary programs.

Thomas Regenski is a financial advisor with Edward Jones in Hawley, PA, holding CFP® and Series 66 designations and bringing 11 years of industry experience. His prior work includes roles at LPL Financial, The Fidelity Deposit & Discount Bank, INVEST Financial Corporation, and Davis R Chant Realtors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

George Stefanou is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He is an author of a book exploring differing perspectives, strategies, and attitudes toward money. Additionally, he holds a board member and treasurer position for the SoDo District in Orlando, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.