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.

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.

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.

Russell Stellfox is a CFP® with 20 years of industry experience, currently affiliated with IAMS Wealth Management, LLC. His career includes roles at Ameritas Advisory Services, Seasons Change Financial, and Calton & Associates. Outside of advisory work, he owns Seasons Change Financial, where he is licensed as an independent insurance agent selling fixed insurance products. IAMS Wealth Management provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, corporations, and charitable organizations. The firm primarily delivers discretionary portfolio management tailored to client objectives, utilizing proprietary and third-party model portfolios with a diverse asset-allocation approach.

John Kiefer is a financial advisor with Geneos Wealth Management, Inc. in Schuylkill Haven, PA, holding a Series 66 designation and 18 years of industry experience. He has been associated with Kiefer Investment Services and Geneos Wealth Management since 2011. Outside of his advisory role, he operates as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies, with options for discretionary trading and customized portfolio management.

Suzanne Lake is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She operates under the Ascent Wealth Management brand as part of her advisory activities. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Kathy Mohn is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. She has worked with firms including LPL Financial, Great Valley Advisor Group, Inc, The Seltzer Group, and Cornerstone Portfolios LLC. Outside of her advisory work, she is a licensed notary public. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Aaron Katyl is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Prudential Insurance Company of America and JHFN SII before joining Private Advisor Group and LPL Financial in 2019. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Melissa Valentine is a financial advisor at Edward Jones in Orwigsburg, PA, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and is noted for its large network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Bonnie Miller is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at LPL Financial, Nationwide Securities, and M&T Bank. She is also the owner of Haven Financial Services LLC, a financial services firm. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad institutional network, supporting its advisory platform with multiple program structures and custodial arrangements.

Jeremiah Sensenig is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mass Mutual Investors Services and MetLife Securities. In addition to his advisory role, he is involved in non-variable insurance activities in Leesport, Pennsylvania. LPL Financial serves a diverse clientele including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

Mark Serrian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he spent 19 years at Oppenheimer & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a extensive network of advisors. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Allen Fidler IV is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at E. Lori Smith, Waddell And Reed, Inc., and various insurance carriers through W&R Insurance Agency. Outside of his advisory work, he has been involved with Mountain View Perennials, LLC for 15 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a broad platform accommodating various advisory and brokerage needs.

Timothy Dougherty is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 38 years of experience in the industry, working with Mass Mutual since 1986. In addition to his advisory role, he manages a coaching business focused on assisting business owners. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and also provides specialized services such as divorce planning and employer-sponsored programs.

Roger Heidlebaugh is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Concourse Financial Group Securities Inc, Santander Bank, and BB&T Securities. He also serves as a portfolio analyst with Vizo Financial Corporate Credit Union. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Pamela Palko is a Series 66-licensed financial advisor with Edward Jones, based in Orwigsburg, PA, and has two years of industry experience. Prior to joining Edward Jones, she worked for 24 years at Lehigh Valley Health Network. She is part owner of a vacation home rental property in North Wildwood, NJ, where she assists with bookkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and more than $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Ryan Boyer is a CFP® professional with three years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at River Wealth Advisors and BNY Mellon. Outside of his advisory work, he is involved with DGN Sport Cards, a customer service role in the sports card industry. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory operations with non-advisory products such as insurance and lending services.

Nicholas Ravella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving plans with tailored investment options that include insurance-related vehicles and bank deposit sweep programs.

Todd Lengel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and operates Schuylkill Insurance & Financial Services. LPL Enterprise provides advisory services to a broad client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance products through affiliated agencies.

Tyler Smith is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at various insurance carriers, Waddell & Reed, Inc., and family-related business entities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Taunia Gerber is a CFP® professional with 21 years of experience in the financial services industry, currently working at Edward Jones since 2004. She holds a Series 63 license and is based in Schuylkill Haven, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Stephen Zuber is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Tower Financial Partners and Raymond James since 2011. Outside of advisory services, he is also a licensed insurance agent providing fixed annuity products. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client assessments and a range of implementation options.

Ronald Stabile is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Jackson Stabile is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Stabile is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2011. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Edmonds is a financial advisor with Edward Jones in Tamaqua, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Anthony Damiano Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory role, he is a substitute teacher in the Panther Valley School District and has maintained a long-standing insurance agency offering various insurance products and annuities. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm’s investment approach utilizes risk-tolerance assessments combined with asset-allocation software and portfolio optimization tools, supporting a wide range of investment strategies and platforms.

Harold Hinnerschietz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life Insurance Co. He is also involved in non-variable insurance brokerage in Saint Clair, PA. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model wealth portfolios, and access to third-party asset management programs. The firm operates as both a broker-dealer and insurance agency, enabling advisors to offer a broad range of securities and insurance products.

Francesco Mercuri is a CFP® professional with eight years of experience in the financial services industry, currently advising clients at LPL Financial since 2021. His prior roles include involvement with the Pottsville Area Development Corporation and Schuylkill Women in Crisis. Outside of his advisory work, he operates a trophy shop business in Pottsville, PA. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and a broad platform of investment solutions.

Allan Cornman is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He previously operated Legacy Financial, Inc. as president of an S corporation used for payroll purposes. Outside of his advisory work, he serves on the Board of Directors for the Rotary Club of Fleetwood, PA. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Aten Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has previously worked at Fidelity Deposit and Discount Bank, Infinex Investments, Jonestown Bank and Trust, BB&T, and National Penn Bank. Outside of advising, he serves as a Relationship Manager at Fidelity Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a large network of investment adviser representatives.

Brian Shedleski is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2002. He serves in Kulpmont, PA, and holds the Series 63 license. Outside of his advisory role, Shedleski is involved as a board member on the Appeals Panel for the Commission on Dietetic Registration and is an author focused on nutrition-related topics. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, allowing advisors to tailor strategies using model portfolios, third-party managers, or customized arrangements.

Jeremy Henn is a financial advisor with Ameriprise in Hamburg, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations, primarily for assets held in Ameriprise-managed accounts.

David Doll is a financial advisor with Edward Jones in Hamburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Keystone Brokerage, Inc. since 1996 and Kye Investor Services since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

E Lori Smith is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at St. Joseph Center for Special Learning and Lehigh Valley Health Network-Schuylkill. She serves as a nonprofit board member for Lehigh Valley Health Network-Schuylkill. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.