The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.

George Appel is a CFP® professional operating under the firm George J. Appel, with 33 years of industry experience. He provides fee-only financial planning and investment advice primarily to individuals, families, small businesses, trusts, and estates. George J. Appel serves clients who are mostly non-high-net-worth individuals, offering a range of services from hourly retainers to ongoing planning engagements. The firm emphasizes a non-discretionary investment approach, uses third-party research tools, and employs a fee structure based on flat fees and fixed-dollar billing rather than asset-based percentages.

Shane Kreller is the principal of Invictus Financial Services and holds a Series 65 license. He has worked at Invictus Financial Services since 2021 and has been involved with Northeast Courier Service since 2012. Outside of his advisory role, he is affiliated with non-investment enterprises in hospitality and construction. Invictus Financial Services provides investment advisory and financial planning services to individuals and high-net-worth clients, using a process based on fundamental analysis supplemented by technical analysis and third-party research. The firm offers portfolio construction, asset allocation, and planning services on both discretionary and non-discretionary bases.

Cade Bekanich is a CFP® professional with three years of industry experience, currently serving at Park Lane Financial Group LLC. His prior experience includes roles at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, employing fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm typically manages accounts on a discretionary basis and offers additional services including insurance products through a licensed practice.

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His prior work includes roles at Talen Energy, Door Dash, McAdam LLC, and Geisinger. Outside of advising, he works as a food delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary investment management and financial planning primarily to individual clients, using fundamental analysis, Monte Carlo planning, and cyclical analysis to construct portfolios. The firm manages accounts mostly on a discretionary basis and offers additional services including insurance products through a licensed insurance practice.

Matthew Fenedick is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding a Series 65 designation with 15 years of industry experience. He has been with MF Advisers since 2010 and has operated Mindful Management since 2004. Outside of his advisory role, he serves as CFO for Project Lift, a nonprofit providing therapy through vocational training. MF Advisers, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis in its investment approach, with regular account reviews and discretionary management tailored to client needs.

Martin Federici Jr. is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with MF Advisers since 2011. Federici also engages in outside business activities related to data analytics and nonprofit financial roles. MF Advisers provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combined fundamental and cyclical investment approach, utilizing various asset classes and strategies under discretionary authority while accommodating client restrictions when feasible.

Jean Baun is a financial advisor with Chancellor Financial Group WB LP, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining Chancellor Financial Group in 2019, Baun worked at World Equity Group, Inc., Triumph Wealth Advisors, and TCM Securities, Inc. Baun is also active as an insurance agent, selling fixed insurance products through a separate insurance agency. Chancellor Financial Group WB LP is a team-based registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, typically constructing portfolios with low-cost diversified mutual funds and ETFs, supplemented by individual securities and quantitative strategies.

Robert Graham is a Series 65-licensed financial advisor with seven years of industry experience, currently with Riggs Asset Management Co Inc since 2017. His prior roles include work at the U.S. House of Representatives (PA-11) and the Institute for Public Policy and Economic Development. Riggs Asset Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations, offering discretionary investment management alongside family-office style services such as bill paying and bookkeeping. The firm employs a multi-faceted investment approach combining fundamental, technical, and cyclical analysis across equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Elizabeth Graham is a financial advisor at Riggs Asset Management Co Inc with 13 years of industry experience. She holds the Series 65 designation and has been with Riggs Asset Management since 2001. Based in Dallas, Pennsylvania, she is part of an eight-advisor team. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that includes equities, fixed income, ETFs, mutual funds, and can incorporate direct indexing and cryptocurrency exposure.

Gerard Mihalick is a financial advisor at Berkshire Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Berkshire Asset Management since 2007. Berkshire Asset Management serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm focuses on fundamental company analysis and IPS-driven asset allocation, offering equity and fixed-income strategies through various managed account programs, private partnerships, and as a sub-advisor to an ETF.

Adam Glassman is a financial advisor with Riggs Asset Management Co Inc, holding a Series 65 designation and based in Dallas, PA. He joined Riggs in 2025 and previously served 19 years with the Office of the Comptroller of the Currency as a National Bank Examiner. He is currently on administrative leave from the OCC until his official separation in late 2025. Riggs Asset Management serves a range of clients including individuals, business entities, retirement plans, and charitable organizations, offering discretionary investment management alongside family-office style services. The firm employs a multi-asset investment approach that includes equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Gregory Weaver is a CFA® charterholder with 18 years of experience in the financial industry. He has been with Berkshire Asset Management, LLC since 2007. Berkshire Asset Management serves a diverse client base, including individual and high-net-worth investors, institutions, and pooled investment vehicles. The firm emphasizes fundamental company analysis and IPS-driven asset allocation, managing equity and fixed-income strategies across various account types and specialized programs.

Alan Glassman is a financial advisor at Riggs Asset Management Co., Inc. in Dallas, PA, holding a Series 65 designation and with 28 years of industry experience. He has been with Riggs Asset Management since 1997. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary investment management and limited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment process that includes fundamental, technical, and cyclical analysis across multiple asset classes and time horizons.

Thomas O'Day is a financial advisor at Chancellor Financial Group WB LP with nine years of industry experience. He holds a Series 65 designation and has been with Chancellor Financial Group WB LLC since 2016. Prior to that, he worked at Wilkes University for five years. Chancellor Financial Group WB LP is a team-based registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm provides discretionary investment management and financial planning, using a long-term approach with diversified mutual funds, ETFs, and supplementary strategies tailored to client goals and risk tolerance.

Jason Reilly is a CFP® with 16 years of industry experience, currently serving at Berkshire Asset Management, LLC since 2015. He also holds a Series 66 designation and has worked at IM Global US Distributors, LLC since 2023. Berkshire Asset Management serves a diverse client base including individuals, high-net-worth investors, foundations, endowments, trusts, corporations, and pension plans. The firm focuses on fundamental company analysis and IPS-driven asset allocation, offering equity and fixed-income strategies across various account types while managing over $2.5 billion in assets.

Robert Graham is a financial advisor at Riggs Asset Management Co Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services, Inc. since 1999. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary investment management and family-office style services such as bill paying, bookkeeping, and budgeting assistance. The firm manages around $640 million in client assets and employs a diversified investment process that includes individual equities, fixed income, ETFs, and mutual funds, with options for direct indexing and cryptocurrency exposure.

Michael Weaver is a financial advisor at Berkshire Asset Management, LLC with 26 years of industry experience. He has been with Berkshire Asset Management since 2007. He holds Series 63 and Series 65 licenses. Berkshire Asset Management serves a diverse client base, including individual and high-net-worth investors, institutions, and pooled investment vehicles. The firm focuses on fundamental company analysis and IPS-driven asset allocation, offering equity and fixed-income strategies across various account types and specialized programs.

Robert Dwyer is a financial advisor with Chancellor Financial Group WB LP, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Chancellor Financial Group since 2014 and previously spent 14 years at Newbridge Securities Corporation. Outside of his advisory role, Dwyer operates a sole proprietorship as an insurance agent in Wilkes-Barre, PA. Chancellor Financial Group WB LP is a team-based registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $216 million in client assets using a portfolio construction approach that combines low-cost diversified mutual funds and ETFs with individual securities and quantitative strategies, tailored to clients’ goals and risk tolerance.

Susan Shoemaker is a financial advisor with Riggs Asset Management Co Inc in Dallas, PA, holding Series 63 and Series 65 designations and 13 years of industry experience. She has been with Riggs Asset Management since 2010. Riggs Asset Management serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary investment management and limited unsolicited consultation on non-investment matters. The firm offers family-office style services and employs a diversified investment approach that incorporates individual equities, fixed income, ETFs, and mutual funds, along with the use of an unaffiliated sub-advisor for direct indexing and optional cryptocurrency exposure.