James Verboys

Chelsea Barrows is a CFP® professional with 14 years of industry experience, currently serving at Opal Wealth Advisors, LLC. Her prior roles include positions at Facet Wealth, CUSO Financial Services dba PenFed Wealth Management, and Axa. She serves on the boards of the NEPA Youth Shelter and the Oak Glen Homeowners Association. Opal Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, families, high-net-worth clients, and retirement plans. The firm employs a customized, planning-centric investment approach using proprietary model portfolios, quantitative and qualitative screening, and ongoing manager due diligence.

Richard Leet is a CFP® professional with 40 years of experience in the financial services industry. He is affiliated with Vicus Capital, Inc. and has held roles at several firms, including Nationwide Insurance Company and 1938 Wealth Advisors. Outside of advisory work, he is involved in managing a tree farm and serves as vice president of a nonprofit cemetery association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis with a range of strategies and provides specialized fiduciary and plan-sponsor services alongside traditional advisory offerings.

Aaron Soden is a financial professional with Vicus Capital, Inc., holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with multiple firms including 1938 Wealth Advisors, Cetera Wealth Services, and Nationwide Financial. Outside of advisory roles, he serves as assistant chief of the Susquehanna Fire Department, where he oversees training and emergency response procedures. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis across various strategies and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.

Gina Bonacci Carey is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in business ownership through GPBC, LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, offering detailed recommendation reports focused on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory solutions and maintains a large institutional presence with a comprehensive product offering.

Ronald Paull III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2015. Outside of his advisory role, he is involved in beekeeping and volunteers as a gym instructor. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and a variety of investment strategies.

Ellen Burkey is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2013. Outside of her advisory role, she serves on the boards of The Scranton Area Community Foundation and Saint Mary's Villa. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations and delivers a broad range of advisory, brokerage, and insurance solutions.