Richard Welch is a financial advisor at Academy Wealth Advisers, LLC in Pocono Pines, PA, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with Academy Wealth Advisers since 2011. Academy Wealth Advisers provides customized discretionary portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, corporations, businesses, and institutional clients. The firm’s investment approach is based on fundamental analysis and an asset-allocation framework aimed at balancing risk and return with a long-term orientation, while allowing for shorter-term trades as needed.

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.

Terry Danish is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Thurston Springer Miller Herd & Titak, Inc. since 2015. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and ERISA fiduciary services. The firm employs investment strategies such as Tactical Momentum and Earnings Momentum, utilizing a range of analytical approaches and instruments, and maintains closer ties to broker-dealer and insurance activities compared to many enterprise peers.

James Di Gesu is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Belpointe since 2019. Outside of his advisory role, he is involved in tax preparation through a separate business, AM TAX PLANNING. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm uses customized portfolios and a range of investment strategies tailored to client objectives, supported by a network of advisors and affiliated businesses.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Mutual of Omaha Investment Services since 2016 and also works with Mutual of Omaha Insurance Company, where he is an insurance agent specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

Alex Howe is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at PNC Investments LLC, Bank of America, Merrill, NBT Bank, and Honesdale National Bank. Outside of his advisory role, he is a co-owner of Stepping Stones Preschool and Childcare Center. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party strategists to implement portfolio strategies primarily via mutual funds and ETFs.

Greg Piechota is a financial advisor at PNC Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BASF. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments and implements investments via discretionary model strategies managed by PNC or third-party strategists.

Robert Lawrence is a CFP® certificant with 19 years of industry experience, currently advising at Cetera. His career includes roles at Avantax Advisory Services and Strategic Personal Financial Management LLC. Outside of finance, he holds leadership positions with Wendy’s restaurant operations and serves as treasurer for the Wilkes-Barre Rotary Club. Cetera Investment Advisers supports a wide range of clients including individuals, high-net-worth investors, institutions, and retirement plans through a large network of independent advisors. The firm offers diverse portfolio management and planning services, combining discretionary and non-discretionary solutions with access to model portfolios and third-party managers.

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.”

Roger Berger is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 26 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience with Nationwide Securities Inc. and The Hershey Company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brian Keich is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Wells Fargo Advisors, Wachovia Bank, and Mauch Chunk Trust Wealth Management. Outside of his advisory role, he serves as president of the Tamaqua Lions Club and is a member of the Tamaqua Police Pension Commission. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad trust and institutional platform.

Trevor Lange is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he acts in a fiduciary capacity alongside family members. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Daryl Brown is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. His prior roles include positions at Thrivent Financial and BOK Financial. Outside of his advisory work, he leads sponsorship, fundraising, and community outreach efforts for the Jim Thorpe Youth Soccer Association. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed options.

Harold Hagy is a financial advisor with LPL Financial in Sciota, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining LPL Financial in 2017, he worked with Nationwide Securities, LLC and Nationwide Insurance Company for a combined total of nearly two decades. Outside of his advisory role, he serves as an auditor for Hamilton Township, reviewing the local budget for errors or discrepancies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Mark Wieland is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs algorithmic automation alongside research and oversight committees to generate tailored retirement income recommendations.

Gerald Haggerty Jr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked extensively with Avantax Advisory Services and Avantax Investment Services prior to joining Cetera. In addition to his advisory work, he owns and operates Haggerty's Tax Service, providing tax preparation and accounting services. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment programs and third-party managers.

Matthew Field is a financial advisor with LPL Financial in Sciota, PA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Nationwide and Nationwide Securities LLC from 2010 to 2017. Field has involvement with Hagy Insurance Agency, a property and casualty insurance business. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alex Haggerty is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. He is the owner of Haggerty Financial LLC and serves as Minister of Music at Trinity Lutheran Church, where he directs the choir and plays the organ for services. Prior to his current roles, he worked with Avantax and its affiliated entities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed and model portfolio approaches alongside multiple custodial platforms.

Rodney Drysdale is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Commonwealth Financial Network and Kestra Advisory. He is also the founder of Drysdale Wealth Management and has experience as an insurance and benefits agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing multiple account platforms and third-party strategists.

Linda Worthington is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, Worthington works as a golf instructor on a part-time basis. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a variety of investment solutions supported by an in-house research team.

Dale Hearn is a CFP® and ChFC® financial advisor with 38 years of industry experience. He is currently with Cetera and has been operating his own business, Strategic Financial Advisors, since 1997. Outside of his advisory work, he serves as a committee member for the Lanier Biblical Literacy Class and acts as the executor of his mother’s estate. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.