Ronald Stabile

Frederick Yuengling is the sole advisor at Yuenling Asset Management, an independent firm based in Cressona, PA. He holds the CFA® designation and Series 63 license and has 20 years of industry experience. Mr. Yuengling has managed his firm since 1993. Yuenling Asset Management provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a macro, long-term framework combining fundamental and technical analysis, offering both a low-risk fixed-income strategy and a higher-risk diversified growth approach, and may use derivatives in separately managed accounts.

Ryan Jacob is a financial advisor at Longview Financial Planning LLC in Auburn, PA, holding a Series 65 designation. He has nine years of consulting experience at Deloitte Consulting LLP and nine years in retirement before joining the firm in 2026. Longview Financial Planning LLC serves individuals and high-net-worth clients with discretionary portfolio management and standalone financial planning. The firm uses low-cost, diversified mutual funds and ETFs, tailoring strategies to clients' goals with ongoing monitoring, rebalancing, and trading when appropriate.

Franklin Morgan is the sole advisor at Morgan Financial Incorporated, holding Series 63 and Series 65 designations with 27 years of industry experience. He has worked at Cambridge Investment Research, Inc. since 2006 and has been involved with Morgan Financial Incorporated since 2005. Outside of advising, he is a member of the LLC that operates Lazy B Bar and Cafe in Montana and also works as an independent insurance agent. Morgan Financial serves individual and high-net-worth clients with personalized portfolio management and comprehensive financial planning services. The firm employs a fundamental analysis-based investment approach focused on long-term strategies, managing most assets on a discretionary basis and providing regular reports to clients.

John Gacesa is a financial advisor at Peak American Investment Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Peak American since 2016, including roles at Peak American Financial Group and prior positions at Valenti Management and Hershey Entertainment & Resorts. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors or sub-advisors. The firm uses a combination of charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its client offerings.

William Heckman is a financial advisor at Wealth Management Associates, Inc. with 28 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Securities America, Inc. and Keystone Advisor Group. In addition to his advisory role, he is a principal at Keystone Advisor Group, a certified public accounting firm, where he manages client relations. 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 includes integrated accounting services and a combination of investment management, brokerage, and insurance offerings.

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.