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.

Franklin Morgan is the sole advisor at Morgan Financial Incorporated, holding Series 63 and Series 65 designations with 27 years of industry experience. He has worked at Cambridge Investment Research, Inc. since 2006 and has been involved with Morgan Financial Incorporated since 2005. Outside of advising, he is a member of the LLC that operates Lazy B Bar and Cafe in Montana and also works as an independent insurance agent. Morgan Financial serves individual and high-net-worth clients with personalized portfolio management and comprehensive financial planning services. The firm employs a fundamental analysis-based investment approach focused on long-term strategies, managing most assets on a discretionary basis and providing regular reports to clients.

John Gacesa is a financial advisor at Peak American Investment Advisors, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Peak American since 2016, including roles at Peak American Financial Group and prior positions at Valenti Management and Hershey Entertainment & Resorts. Peak American Investment Advisors serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and referrals to third-party advisors or sub-advisors. The firm uses a combination of charting and fundamental analysis to build diversified portfolios and integrates educational workshops and estate-planning services into its client offerings.

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 Troutman is a ChFC® with 43 years of industry experience, currently serving as a financial advisor at Berthel, Fisher & Company Financial Services, Inc. since 2007. He holds Series 63 and Series 66 licenses and is based in Temple, PA. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and supports a range of portfolio construction strategies.

Benjamin Haas is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has previously worked with LPL Financial, LLC and US Financial Advisors, LLC. Haas also operates Haas Financial Group, an investment-related business entity used for tax and investment purposes. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets. The firm serves individual and high-net-worth clients, retirement plans, and trusts, offering tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs and alternative investments.

Adam Werner is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC. His prior experience includes roles at U.S. Financial Advisors, LLC, and LPL Financial, LLC. Great Valley Advisor Group is an SEC-registered investment adviser managing approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers tailored portfolio management, comprehensive financial planning, and access to third-party advisory programs, employing a multi-sourced investment approach with ongoing monitoring and use of various sponsored advisory platforms.

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.

Angelo Laventura is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Adams & Associates for over two decades before joining LaVentura & Associates and Commonwealth Financial Network. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Brian Fisher is a financial advisor with Commonwealth Financial Network in Lititz, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Commonwealth since 2018 and previously at Wells Fargo Advisors Financial Network LLC from 2010 to 2018. Fisher also operates Fisher Financial Associates, established in 2010. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, compliance, and practice-management services while offering access to discretionary model portfolios and various investment program structures.

Zachary Werner is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network and Adams & Associates. His prior roles include eight years at Cadaret, Grant & Co., Inc., and positions at PNC Investments LLC and PNC Bank. Werner is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser supporting a nationwide network of approximately 2,950 advisors and their clients with a variety of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, compliance, and practice-management support, enabling advisors to offer tailored investment solutions and discretionary model portfolios.

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.

Gary Dietrich is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has been affiliated with Adams & Associates in two separate periods. Dietrich is also involved in fixed insurance sales as a secondary business activity. 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, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, compliance, and practice management services.

James Adams is a financial advisor at Commonwealth Financial Network with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Cadaret, Grant & Co., Inc., and his own Adams & Associates. Adams also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, supporting affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Trevor Leverington is a Series 66 licensed advisor with Commonwealth Financial Network, bringing approximately one year of financial advisory experience. His background includes multiple roles at Kutztown University and experience in various local businesses. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of managed account programs, third-party asset manager access, and comprehensive back-office services.

Frank Sabatucci is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 42 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, Sabatucci is an associate broker with RE/MAX and president of North Temple Builders, Inc., a real estate development company. 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 a range of portfolio management and financial planning services with access to multiple third-party asset management programs.

Donald Haverstick is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2018 and previously held positions at Fisher Financial Associates, Wells Fargo Advisors, and M&T Bank. Outside of advising, he is a part owner of Haverstick, Inc., a private entity managing a family-owned business property. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios managed by its Investment Management and Research team.

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.