Jon Flynn is a CFP® professional with 25 years of experience in the financial services industry. He is the principal advisor at Flynn Financial, LLC, a firm he has led since 2011, and has also been associated with Securities America Advisors and Securities America, Inc. since 2000. Outside of financial advising, Flynn co-owns a life insurance business with his wife and serves as president of an LLC that owns an office building. Flynn Financial, LLC advises individuals, high-net-worth clients, and small businesses on retirement plan design and administration. The firm provides portfolio management and comprehensive financial planning, tailoring strategies to clients’ goals and risk profiles through a variety of investment techniques and both discretionary and non-discretionary management arrangements.

Jonathan Kline is a financial advisor with Lakewood Financial Group, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at JP Morgan Securities Inc. and JP Morgan Chase Bank. Lakewood Financial Group provides comprehensive wealth management to high-net-worth individuals and families, offering institutional-caliber portfolio management combined with holistic financial planning. The firm employs a strategic core with tactical overlays, emphasizes tax sensitivity, and utilizes both internal and unaffiliated third-party managers through formal due diligence without accepting referral compensation.

John Conway is a financial advisor at B.B. Graham & Company, Inc. with 38 years of industry experience. He previously worked for L.M. Kohn & Company for 13 years before joining B.B. Graham in 2025. He holds Series 63 and Series 65 licenses. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary asset management, with a notable portion of assets managed on a non-discretionary basis.

Robert Fitzpatrick is a financial advisor with B.B. Graham & Company, Inc. in Dunmore, Pennsylvania. He holds Series 63 and Series 65 designations and has 45 years of industry experience, including 13 years at L.M. Kohn & Company. Fitzpatrick is also associated with Conway Financial as a stock broker and investment advisor. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary asset management, and often utilizes third-party asset managers in its client strategies.

Brian Tugend is a financial advisor at Integrated Capital Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Integrated Capital Management since 2015. Integrated Capital Management provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, other investment advisers, and municipal or government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical, tax-sensitive, ESG-tilted, and Strategic Beta investment models.

Kathleen Tatulli is a Series 65-licensed advisor with Capstone Wealth Management Group, LLC, where she has worked since 2019. She has seven years of industry experience and also operates Tatulli and Associates, LLC, a business she has been involved with since 2005. Capstone Wealth Management Group is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $292 million for around 573 clients, offering discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services using a long-term strategic asset allocation combined with a tactical overlay.

Robert Schultz is a financial advisor with Capstone Wealth Management Group, LLC in Dunmore, PA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Capstone and LPL Financial since 2016 and previously at Ameriprise Financial Services from 2014 to 2016. Outside of his advisory role, he serves as an assistant junior high softball coach for the Tunkhannock School District and is the sole member and owner of Spruce Street Enterprises LLC. Capstone Wealth Management Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term strategic asset allocation with a tactical overlay using low-cost mutual funds, ETFs, individual stocks, and fixed-income securities, and manages most assets on a discretionary basis.

Michael Paciotti is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Integrated Capital Management, Inc. since 2009. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and government agencies. The firm uses a contrarian, valuation-driven approach with quantitative models and proprietary strategies, offering a range of tactical and tax-sensitive ETF-based portfolios as well as services to other advisers and municipal clients.

Peter Seyler is a financial advisor at Integrated Capital Management, Inc. with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Integrated Capital Management since 2020, with prior experience at US Employee Benefits Services Group, Growth Coach Allentown, and Guardian Life Insurance Company. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and municipal or government agencies. The firm utilizes a contrarian, valuation-driven approach with quantitative models and proprietary strategies, offering tactical, tax-sensitive, ESG-tilted, and Strategic Beta models, as well as a closed-end fund discount strategy.

Bryan Kupchik is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial and Capstone Wealth Management Group since 2016. Prior to that, he worked at Ameriprise Financial Services from 2014 to 2016. 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 financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Ryan Lehman is a CFA® charterholder with nine years of industry experience. He has been with Integrated Capital Management, Inc. since 2014, serving as part of a six-advisor team based in Jessup, PA. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and municipal or government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical and tax-sensitive portfolios primarily through institutional mutual funds, ETFs, and closed-end funds.

Jeffrey Boyanoski is a CFP® professional with 26 years of industry experience currently affiliated with Vicus Capital, Inc. He has worked at Grant Williams, LP, Cetera Wealth Services, LLC, and Vertice Financial. Boyanoski is also the owner of Vertice Financial, where he provides financial services. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Troy Langendoerfer is a financial advisor with Gladstone Wealth Partners and holds a Series 66 designation. He has three years of industry experience, including roles at Private Advisor Group and LPL Financial. Langendoerfer also provides investment advisory services through Gladstone Institutional Advisory, LLC, an independent registered investment advisor. Gladstone Wealth Partners offers asset management, financial planning, and retirement plan consulting services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a range of investment strategies and provides specialized pension consulting and ERISA retirement plan fiduciary services.

Owen Edwards III is a financial advisor with Royal Fund Management, LLC in Peckville, PA, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Royal Fund Management since 2015 and also operates Edwards Investments, LLC, an insurance and annuity business he founded in 2004. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and offers access to select non-traded REITs and an options-writing overlay for enrolled clients.

Andrew Katz is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Prospera since 2000. Outside of his advisory role, Katz serves on the board of the Blair County Tea Party and the Congregation Beth Israel board of trustees, and he volunteers as secretary of the Lake Ariel Lions Club. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering a range of investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

James Paul III is a financial advisor with Gladstone Wealth Partners and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at Private Advisor Group, LLC, LPL Financial, and Advantage Investment Management, LLC. He is also the owner of Paul’s Tax & Planning Services LLC, a CPA, bookkeeping, and tax preparation business. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a network of independent advisers to tailor investment strategies across various asset classes and offers specialized pension consulting and ERISA fiduciary services.

Amy Sporer is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. She holds the Series 66 designation and has been with Centaurus Financial since 2007. Outside of her advisory role, she is involved in the sales and service of disability and accident/health insurance plans for individuals and small business owners. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a broad client base including individuals, families, small businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement plan advisory services.

Jonathan Sheard is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has 21 years of industry experience. He has been with Centaurus Financial since 2004 and concurrently operates Summit Answering Service. Outside of his advisory role, Sheard serves as treasurer and Sunday school teacher at Calkins Baptist Church, is treasurer of the Boyds Mills Hunting Club, and acts as treasurer and EMT for the Damascus Volunteer Ambulance Corps. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, asset management, access to third-party money managers, and retirement-plan advisory services.

Sean Mcandrew is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2012 and is also co-owner of I&M Wealth Advisors, a private entity engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Salvatore Schiavone is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and investment strategies managed by PNC or third-party strategists.