Donald Galade is the principal advisor at GFS Financial Advisors, LLC, an independent firm based in Hazleton, PA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Cheradon and Associates LLC and Galade Financial Services, Inc., where he also operates as an insurance agent and sells gold and silver products. In addition to his advisory work, he owns a business consulting firm focused on employee benefits. GFS Financial Advisors provides fee-based financial planning and consulting primarily to individuals and high-net-worth clients. The firm offers a subscription newsletter and facilitates client relationships with third-party money managers, using a documented process to tailor investment strategies based on client goals and risk tolerance.

Justin Warfel is a Series 65-licensed financial advisor at Wagner Wealth Management, Corp. with two years of industry experience. His prior roles include positions at Evergreen Wealth Solutions, Geisinger Medical Center, UPMC, T.R. Hoffman, and Lock Haven University. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective use of third-party money managers for higher-growth opportunities.

Hari Gadi is a financial advisor at Omsai Com LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2021 to 2022. Omsai Com LLC provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various instruments, and also offers accounting, tax, payroll, and company-formation services.

Allen Wagner is a financial advisor at Wagner Wealth Management, Corp. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network LLC and PKS Investments. Wagner also serves as an independent insurance agent, providing insurance advice to clients. Wagner Wealth Management offers discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm employs a generally conservative to balanced investment approach, utilizing ETFs, individual equities, and model portfolios, alongside fundamental and technical analysis.

Kyle Wagner is a CFP® with 12 years of industry experience, currently serving as an advisor at Wagner Wealth Management, Corp. He has previously worked at Wells Fargo Advisors and PKS Investments. Wagner holds Series 63 and Series 66 licenses and is involved in an investment-related business, CRZYPCK HOLDINGS, LLC. Wagner Wealth Management provides discretionary wealth management and integrated financial planning to individuals, including high-net-worth clients, as well as retirement plan sponsors and other business clients. The firm’s investment approach is generally conservative to balanced, utilizing ETFs, individual equities, and model portfolios, with selective allocation to third-party money managers for growth exposure.

Kevin Kenny is a financial advisor at 3Edge Asset Management, LP with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Northern Lights Distributors, LLC and Toews Corporation. He is also registered with Vigilant Distributors, LLC, an unaffiliated broker-dealer. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations. The firm employs a global, multi-asset, top-down allocation approach, primarily implementing strategies through index ETFs and offering ESG-focused investment options.

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.

Randy Rutkoski is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with PNC since 2012, including time at PNC Investments LLC and PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist offering for employees that uses algorithm-driven risk assessment and invests in mutual funds and ETFs with annual rebalancing.

Michael Vergari is a CFP® with 14 years of experience in financial advising, currently practicing at Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2011, with a brief hiatus from 2020 to 2021. Vergari serves as a volunteer board member for the Conyngham Valley Civic Organization and participates on the Pastor Relations Committee at Black Creek United Methodist Church. Janney Montgomery Scott is an enterprise-level firm managing approximately $100.8 billion in client assets, supporting over 1,200 advisors and more than 235,000 clients. The firm offers a multi-channel investment platform that integrates third-party manager strategies, model-based solutions, and in-house portfolio management through Janney Capital Management.

Jennifer Karnoski is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the Series 66 designation and has been with Janney since 2004. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a broad range of services including portfolio management, financial planning, retirement plan advisory, and traditional brokerage.

Brandon Costantino is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. His prior work includes roles at Monster Beverage Corporation and Jacobi Capital Management, LLC. 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 institutional accounts with a range of services including portfolio management, financial planning, and retirement plan advisory.

John Schwear Jr. is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has been with Janney since 2015. Outside of his advisory role, Schwear is involved in several community organizations in the Hazleton, PA area, including serving as Chairman of the Board for Can Do Inc., a nonprofit economic development corporation, and participating on multiple local boards focused on education and community revitalization. Janney Montgomery Scott manages approximately $100.8 billion in client assets and supports over 1,200 advisors. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions. Its investment platform combines third-party manager strategies, model-based solutions, and in-house portfolio management through Janney Capital Management.

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.

Jace Whitaker is a financial advisor with Wells Fargo Advisors in Hazleton, PA, holding a Series 66 license and having two years of industry experience. Prior to his advisory role, he worked in various positions including at Double Diamond Resorts. He serves as Treasurer for the United Way of Greater Hazleton, participating in financial oversight and board communications. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Ronald Amentler is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 1992. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mark Oteri is a financial advisor with Ameriprise in Moorestown, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages practice expenses through his ownership of Mark J Oteri LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Joshua Koch is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Thrivent, he worked at Sentry Insurance for seven years. He serves as Secretary on the Board of Directors for Hardship Heroes, a local nonprofit organization that provides gifts and experiences to individuals and families facing medical hardships. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations across multiple planning areas without managing client assets directly.

Susan Lovejoy is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Thrivent Financial for Lutherans since 2006 and Thrivent Investment Management since 2005. Outside of her financial advisory role, she serves as President of both the Rotary Club of Lehighton and the Council of Trinity Evangelical Lutheran Church, leading community and congregational activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics without implementing those recommendations. The firm combines goal-based analyses with optional managed-account services under a consolidated billing program called “WealthPlan,” while maintaining separation between planning and portfolio management.

Marti Joines is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, Marti worked at Henkels & McCoy and City Light & Power. Marti holds the Series 66 designation and is based in Hazleton, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christina Kuhn is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from implementation, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”