Anthony Brong is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with WealthKare.com and American Assets Financial Corporation since 2011. In addition to advisory work, he operates as an independent insurance agent. WealthKare.com serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, consulting, and estate-planning referrals. The firm uses fundamental analysis and a long-term approach, combining internally managed strategies with third-party models and emphasizes client education and digital tools.

Cinnamon Colony Chatman is a Series 65-licensed advisor at WealthKare.com, Inc. with seven years of industry experience. She has worked at WealthKare since 2018 and was previously associated with RIA Wealth Solutions, LLC. Outside of financial advising, she is a real estate agent with Colony Realty Group, LTD., where she spends more than half of her time. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs fundamental analysis and a long-term investment approach, combining internally managed strategies with third-party models while emphasizing client education and digital tools.

Bruce Smith is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has worked at RIA Wealth Solutions, LLC, and has been the majority owner of an educational company, Get More Retirement, LLC, since 2014. Smith also serves as an insurance agent with American Asset Financial Corp. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm uses fundamental analysis and a long-term approach, combining internally managed strategies with third-party models to tailor portfolios according to client goals and risk tolerances.

Bruce Smith IV is a Series 65-licensed financial advisor with 19 years of industry experience. He is associated with WealthKare.com, Inc., where he has worked since 2002. His prior experience includes roles at RIA Wealth Solutions, LLC, Get More Retirement, LLC, and American Assets Financial Corporation. Outside of his advisory work, Smith serves as a director for the Mount Union Area School District, a nonprofit organization. WealthKare.com, Inc. provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a fundamental analysis approach with a long-term orientation, combining internally managed strategies with third-party models and emphasizing client education and digital tools.

Christopher Heaster is a CFP® professional with 19 years of industry experience, currently serving at WealthKare.com, Inc. He has worked at RIA Wealth Solutions, LLC and American Assets Financial Corporation. Outside of his advisory role, Heaster is a partial owner of an educational company, Get More Retirement, LLC, and serves as an unpaid assistant director for the Mount Union Area School District nonprofit. WealthKare.com, Inc. serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs fundamental analysis and a long-term approach, combining internally managed strategies with third-party models and emphasizes client education and digital tools across its multi-office structure.

Nathan Chatman is a financial advisor with WealthKare.com, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at WealthKare.com since 2002 and was previously affiliated with RIA Wealth Solutions, LLC. Outside of his advisory role, Chatman is involved in realty product sales and services as a licensed realtor with Colony Realty Group, LTD. WealthKare.com serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses with discretionary portfolio management, financial planning, and estate-planning referrals. The firm employs fundamental analysis and a long-term investment approach, combining internally managed strategies with third-party models and emphasizing client education and digital tools.

Brayden Border is a financial advisor at Packerland Brokerage Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Border Financial LLC and served as a district attorney for Centre County. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access through firm-managed portfolios, wrap programs, and third-party co-advisory and solicitor arrangements. The firm offers both discretionary and non-discretionary account management, utilizing tools such as separately managed accounts and automated rebalancing, and is dually registered as an SEC-registered investment adviser and FINRA broker-dealer.

Jo Swope is a financial advisor at Packerland Brokerage Services, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial and Diversified Investment Solutions, Inc. Outside of her advisory work, she serves as a board member and vice president for the United Way of Huntingdon County and volunteers with local nonprofit efforts such as The Brenna Project. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory solutions through a variety of managed portfolios and third-party arrangements, supported by routine client reviews and due diligence.

Derek Border is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 18 years of industry experience. His previous roles include positions at Sorrento Pacific Financial, LLC and Clearfield Bank & Trust. Outside of his advisory work, he co-owns a business called MET J Enterprises with Mary Border. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, including Hilltop/Envestnet, and is dually registered as an SEC-registered investment adviser and FINRA broker-dealer.

Randy Miles Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2001. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.