Edward Komito is the sole advisor at Elk Capital Advisors, LLC in Allentown, PA, holding a Series 66 designation with 23 years of industry experience. He has led Elk Capital Advisors since 2011 and also operates ELK Financial Investments, a financial advisory and consulting business. Outside of financial services, he owns Elk Capital Expeditors, LLC, a logistics and expediting company. Elk Capital Advisors LLC is a state-registered independent firm providing continuous asset management and portfolio supervision for individuals, high-net-worth clients, trusts, and certain corporate or business entities. The firm offers discretionary portfolio management with an emphasis on individualized service, including suitability assessments, investment restrictions, and active monitoring.

Jason Abruzere is a financial advisor at Weyhill Investment Counsel, LLC, holding the Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Weyhill Investment Counsel since 2004 and was previously involved with Weyhill Capital, LLC, and Weyhill Distribution Partners, LLC. Outside of advisory work, he managed Abruzere Properties, LLC for over a decade. Weyhill Investment Counsel is a fee-only Registered Investment Advisor serving individuals, families, high-net-worth investors, and small- to mid-size employer plans. The firm employs an evidence-based, Modern Portfolio Theory approach, offering diversified global portfolios primarily through institutional no-load mutual funds and low-cost ETFs, alongside a range of retirement-plan advisory services.

Robert Stickel is a CFP® and CPA with 29 years of experience in financial advising. He is the sole advisor at RLS Financial Services, an independent firm he has operated since 2011. Prior to founding RLS Financial Services, he worked at Avantax Advisory Services and Avantax Investment Services Inc. In addition to his advisory role, Stickel provides tax preparation, accounting, and insurance services. RLS Financial Services offers financial planning and investment advice to individuals and high-net-worth clients, utilizing fundamental analysis and a mix of long- and short-term trading strategies. The firm primarily provides non-discretionary advice and delivers financial plans as one-time reports, with a notable role as sponsor and portfolio manager for a wrap fee program.

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

Kevin Dodgson is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Shetland Financial, PLLC. His prior work includes roles at Tufts Health Plan, State Street Bank, and Prudential Financial. Shetland Financial provides financial planning and wealth management services primarily to individual and small business clients, integrating tax and accounting services alongside investment advisory. The firm employs fundamental analysis and favors passive portfolios using mutual funds and ETFs, managing client accounts on a non-discretionary basis.

Brent Chavez is a financial advisor at Aequitas Equitas Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Motiv8 Investments LLC and Brokers International Financial Services. Outside of finance, he is a partial owner of Advanced Paint Repair Systems, an automotive refinishing business in Upper Black Eddy, PA. Aequitas Equitas Wealth Management provides discretionary portfolio management, investment consulting, financial planning, and retirement-plan consulting to individuals, institutions, and businesses. The firm’s investment approach focuses on building core equity portfolios designed to outperform over a three- to five-year market cycle, using fundamental analysis combined with valuation and technical reviews, and employs various asset classes and risk-management strategies tailored to client needs.

Whether you’re a tech worker who’s just received RSUs for the first time or you're a long-term employee needing a plan for all your ISOs, you’ve found the right place. I do this work because I believe everyone deserves quality financial planning. When you work with me, you get personalized, one-on-one financial guidance. That means no more sifting through heaps of personal finance articles, stressing about what you’re missing. You get a financial professional who can answer your burning questions – including the ones you didn’t think to ask. Life changes constantly – the same goes for your finances. With ongoing financial planning, you’ll get recommendations based on your unique financial situation. We’ll meet every quarter to keep your financial plans fresh, and I’m here to help you get things done. Learn more about my services here: https://www.pavilionfp.com/services/

Matthew Sheridan is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Vista Financial Services LLC since 2012. Outside of his advisory role, he is involved in Sheridan Communications, Inc., a company providing printing and shipping services where he manages pricing formulas to improve billing efficiency. Vista Financial Services offers discretionary portfolio management and advisory services to individual and high-net-worth clients, focusing on equities, bonds, fixed income, ETFs, and government securities. The firm employs a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies, including higher-risk techniques such as short sales and options writing.

John Christianson is a CFP® with four years of experience in financial planning. He is the principal of Clearstream Planning, LLC, where he has worked since 2023. Outside of financial advising, he owns and operates Christianson Tutorials, LLC, providing SAT tutoring services. Clearstream Planning, LLC offers financial planning and educational services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on tailored financial plans and supports implementation through third-party custodians and professionals, delivering advice based on asset allocation and modern portfolio theory without providing investment management or custody services.

Judith Mindock is a Series 65-licensed financial advisor with 22 years of industry experience. She has been the sole advisor at JMM Financial, LLC, an independent firm based in Allentown, PA, since 2002. Outside of her advisory work, she is an independent consultant for Longaberger, selling baskets and pottery through home and catalog shows. JMM Financial provides discretionary investment management and monitoring services primarily to individuals, trusts, estates, and charitable organizations. The firm combines valuation-driven stock selection and trend analysis with risk management, focusing on dividend-paying equities and diversified mutual funds, and offers in-house tax and estate planning services as part of its coordinated client reviews.

Anthony Parenti is the sole advisor at Parenti Wealth Management in Bethlehem, PA, holding a Series 63 designation with 13 years of industry experience. He is also the owner and sole proprietor of Parenti Consulting DBA Apex Accounting, Tax and Insurance Agency, where he provides CPA and insurance services. Parenti has managed his wealth management firm since 2012 and has been operating his accounting and insurance practice since 1994. Parenti Wealth Management offers financial planning and consulting services, educational seminars, and acts as a solicitor by referring clients to third-party investment managers who directly manage assets. The firm combines a CPA background and licensed insurance practice with advisory services, delivering tailored planning support and monitoring recommended managers on behalf of clients.

Walter Wandall is a CFP® and ChFC® credentialed financial advisor with 25 years of industry experience. He is the principal of 100 Plus Planning, an independent, single-advisor firm he has led since 2023. His prior experience includes roles at Stifel, Nicolaus & Company, Commonwealth Financial Network, and several other financial firms. 100 Plus Planning provides comprehensive and project-based financial planning services to individuals, families, high-net-worth clients, and business entities. The firm focuses on written financial plans and advisory engagements without managing client investment accounts, offering guidance on asset allocation that combines passive and active strategies along with educational seminars.

David Behar is a financial advisor at Keystone Fiduciary Financial Planning and Tax Advisory with nine years of industry experience. He previously worked at Edward Jones for nine years and Air Products for one year. He holds Series 63, Series 65, and Series 66 licenses. Keystone Fiduciary Financial Planning and Tax Advisory provides ongoing portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-method investment approach focused on long-term trading and offers discretionary and non-discretionary management tailored to each client’s goals and risk tolerance.

David Robertson is the principal of Arete Asset Management, LLC, an independent firm based in Bethlehem, PA. He holds the CFA® designation and a Series 65 license, with 14 years of industry experience. Robertson has led Arete Asset Management since 2008. Arete Asset Management specializes in managing discretionary separate accounts for individual investors using a single asset-allocation strategy focused on publicly traded securities. The firm applies a combination of quantitative, fundamental, macroeconomic, technical, and behavioral analysis to construct portfolios that emphasize disciplined execution and governance.

Brad Schaeffer is a financial advisor at Schaeffer Financial & Tax, LLC in Easton, PA, with eight years of industry experience and a Series 65 designation. He has worked at Crayola, LLC for 13 years and has been the owner and accountant of Schaeffer Financial & Tax, LLC since 2006, providing small business and nonprofit accounting as well as income tax return preparation. He also served at Green Pond United Methodist Church from 2017 to 2018. Schaeffer Financial & Tax, LLC offers discretionary investment management, limited-scope consulting, and accounting and tax services to individuals, families, nonprofits, business entities, estates, and trusts. The firm emphasizes strategic asset allocation using low-cost ETFs and mutual funds and integrates accounting and tax services into its advisory practice.

Jonathan Guzman is a financial advisor at RANDA Wealth Strategies in Easton, PA, holding Series 63 and Series 65 credentials with 13 years of industry experience. He has worked at several firms including Eagle Strategies and Nylife Securities and operates several insurance brokering entities. Additionally, he owns MoneyGuia LLC, a fintech platform focused on financial education and digital content creation. RANDA Wealth Strategies offers non-discretionary portfolio management and tiered financial planning services to individuals, retirement plans, trusts, estates, and businesses. The firm provides ERISA plan consulting and combines pension consulting with an affiliated insurance brokerage practice.

Jason La Vigne is a CFP® professional with 24 years of industry experience. He is the principal of Blue Water Financial Investor Coaching, LLC and has previously worked at Triad Advisors, Inc. and OSAIC. Outside of his financial advisory work, he is also a part-time actor. Blue Water Financial serves individual and high-net-worth clients, as well as corporations and business entities, focusing on portfolio management with allocations to Matson Money funds and related mutual funds. The firm operates independently without taking custody of client assets and generally acts in a non-discretionary, co-advisory capacity.

Michael Boyko is a financial advisor at Ata Management Strategies Inc with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and First Niagara Investment Services, among other firms. Boyko has been with Ata Management Strategies since 2018. Ata Management Strategies Inc provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm employs both fundamental and technical analysis, offering long-term, short-term, and active trading strategies with discretionary authority for managed accounts and regular client communication.

William Hines is a financial advisor at Emancipare Investment Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Money Coach Group, Inc. and International Business Machines Corporation. Outside of his advisory role, he is president of Wild Lake LLC, a publishing entity from which he receives royalty income for his past writings. Emancipare Investment Advisors provides comprehensive, advice-only financial planning and guidance to individual and high-net-worth clients. The firm employs a holistic planning approach and emphasizes passive, diversified investment recommendations, while also offering educational workshops and using flat or hourly fees instead of percentage-based billing.

Ralph Wasiakowski is a financial advisor at Brightside Wealth Planning, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC for 12 years. Brightside Wealth Planning is a small, supported registered investment adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary wealth management. The firm employs diversified, passive portfolios guided by modern portfolio theory and integrates operational support and model portfolios through SEI.