Curtis Nicholls is a Series 65-licensed financial advisor with seven years of industry experience. He is the principal of Pioneer Fortress Consulting LLC and has been an associate professor at Bucknell University since 2009, where he teaches and conducts academic research. Pioneer Fortress Consulting provides investment advisory and financial planning services to individuals and families, focusing on self-directed asset management without taking custody of client assets or exercising discretionary trading authority. The firm offers educational seminars and tailors advice to clients’ time horizons and risk tolerances, using broadly diversified investments such as ETFs, mutual funds, and fixed income instruments.

Bradley Catherman is a financial advisor at Granite Financial Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Granite Financial Advisors since 2016. In addition to his advisory role, he is a full-time teacher with the Lewisburg Area School District. Granite Financial Advisors provides wealth management and comprehensive financial planning services to individuals, trusts, corporations, and estates. The firm employs quantitative analysis and cost-controlled, dividend-focused investment strategies, managing approximately $1.83 million across eleven clients.

Brooks Stahlnecker is a financial advisor at Discipline Wealth Solutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Alphastar Capital Management and Murray Wealth Management. Brooks is also the founder and president of Financial Fire Drill LLC, an educational firm focused on preparing individuals for financial emergencies. Discipline Wealth Solutions, Inc. serves individuals, corporations, other registered advisers, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm manages assets on a discretionary basis, tailoring investment advice to clients’ objectives and risk tolerance through a variety of strategies and oversight of third-party managers.

Kayla Welker is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Aviso Wealth Management and has prior experience at firms including OSAIC, Cetera Advisors LLC, and Wagner, Dreese, Elsasser & Associates P.C. In addition to her advisory role, she serves as president of a tax preparation and planning firm. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, offering portfolio management, financial planning, pension consulting, and other services using a variety of analytical approaches and investment vehicles.

Timothy Monson is a financial advisor at Fiat Wealth Management in Orangeville, PA, holding a Series 65 credential with four years of industry experience. Prior to joining Fiat Wealth Management, he worked for eight years at Hawkins Chevrolet. Outside of his advisory role, he owns and operates Arsenal Detailing, an automotive detailing business. Fiat Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, managing approximately $370 million in client assets. The firm employs a model-driven approach with client-specific asset allocation and tax-aware planning tools, offering services that include financial planning, discretionary portfolio management, and pension consulting.

Craig Lawler is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently with Aviso Wealth Management and has held positions at Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, Lawler serves as chairman of the Northumberland Montour Joint Airport Authority, overseeing operations at a small general aviation airport. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, employing a variety of analytical approaches and investment vehicles tailored to client objectives.

Donald Imler is a financial advisor at Allegheny Investments with 36 years of industry experience. He holds a Series 63 designation and has been with Allegheny Investments since 2005. Allegheny Investments provides investment management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm manages approximately $634 million in client assets and emphasizes diversified portfolios primarily composed of mutual funds, supported by proprietary research and an investment committee.

Francis Fauble II is a financial advisor at Vicus Capital, Inc. with 42 years of industry experience. He holds the ChFC® and Series 63 credentials and has worked at several firms including Cetera Wealth Services, LLC and Vertice Financial. In addition to his advisory role, he has worked as an independent insurance agent since 1971. 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 range of investment strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

James Wisloski is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at StoneX Securities Inc. since 2011. Outside of his advisory role, he serves as a track coach for the Southern Columbia Area School District in Catawissa, PA. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related consulting services. The firm offers a range of investment strategies through independent advisors and an in-house Private Client Group, utilizing proprietary models and third-party money managers across multiple platforms.

Thayer Potter is a CFP® and CFA® with 27 years of industry experience. He has worked at Prospera Financial Services, Inc. since 2022 and previously held roles at Wells Fargo Advisors and Janney Montgomery Scott. Potter serves as an advisory board member for Penn State Outreach. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio solutions.

Benjamin Wilhelm is a financial advisor at OneAscent Financial Services LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Brokers International Financial Services and BlueSkies Wealth Management. Wilhelm is also involved with Lone Oak Financial Services, LLC, a financial services business focused on securities and insurance. OneAscent Financial Services LLC manages approximately $2.61 billion through a network of 57 advisors, serving individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary asset management, financial planning, ERISA fiduciary services, and utilizes a blend of direct management, third-party managers, and unified managed accounts to implement individualized portfolio strategies.

Lynn Appelman is a CFP® and ChFC® with 42 years of experience, currently serving at Trustmont Advisory Group, Inc. since 2004. In addition to his advisory role, he owns land used for an agricultural program outside of business hours. Trustmont Advisory Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, investment advice, and discretionary portfolio management with a long-term investment outlook.

David Guyer is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisor Networks and Partners Financial Group. Outside of his advisory role, he has served as a probation officer for Northumberland County Juvenile Court since 1995. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

James Mccann is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His career includes roles at Principal Life Insurance Company, Cetera Investment Services LLC, National Penn Capital, and Higgins Insurance. Outside his advisory work, he serves as Board Chair of the Finance Committee for Central Susquehanna Sight Services and is an advisory board member for the Community Giving Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.

James Richmond is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 31 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company. Richmond serves on the board of the Greater Susquehanna Valley United Way finance committee and is a director for the Snyder Agency on Aging, a nonprofit focused on senior health and welfare benefits. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a significant portion of assets on a non-discretionary basis and offers a range of investment and retirement consulting services.

Patrick Reilley is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 33 years of industry experience, primarily with Lincoln Investment Planning, Inc. since 1993. Outside of his advisory work, he serves on the Board of Directors for UNB Bank Mt Carmel and has been involved in a solar panel supply business targeting the Dominican Republic. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm combines in-house investment management and research with advisor-level consulting to offer customized portfolios and employs a quantitative screening process to select mutual funds, ETFs, and other strategies.

Brent Traugh is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed as a life insurance and fixed annuity agent. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and institutional clients. The firm combines an in-house investment management team with advisor-level consulting to offer customized portfolios and manages approximately $8.9 billion in advisory assets.

Peter Stockett is a CFP® with 24 years of industry experience and is currently associated with Integrity Alliance, LLC. He has worked at Brokers International Financial Services since 2009. Stockett serves as a board member for Brighter Financial Futures, an organization focused on educating K-12 students about financial literacy. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using a variety of portfolio management approaches and third-party platforms.

Michael Miller is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has been with Janney since 2017. Prior to joining Janney, he worked at Surplus Outlet from 2012 to 2016. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering a range of portfolio management, financial planning, retirement advisory, and brokerage services.

David Betz is a financial advisor with Janney Montgomery Scott in Sunbury, PA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Janney since 1993. Betz serves on the board of the Danville Community Foundation, where he participates in grant decisions for nonprofit organizations. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and brokerage services to individuals, high-net-worth clients, corporations, charities, and institutions.