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in Pennsylvania

Michael Schwartz

Financial Advisor

Schwartz Financial

Michael Schwartz founded Schwartz Financial Services in 1984 after only 7 years in the financial services industry. He continues to be dedicated in creating, growing, managing and preserving the wealth of his clients for over 30 years. Advisees ranging from professionals and executives to self-employed businessmen and families rely on Michael to develop financial strategies for Retirement Planning, Retirement Distribution Planning, Tax and College Funding. Also has a Tax and Exit Planning Practice. Since losing his father at the age of 7, Michael learned early in life the need to be prepared for events that appear without warning. This has given him a solid grounding in helping others focus on preparation for life’s sometimes catastrophic situations. A strong client relationship is Michael’s forte. He excels at developing unique, customized approaches for his clients; strategically crafting a plan for each client based on individual values, objectives and goals. Michael has successfully completed the requirements to become a Registered Financial Consultant (RFC), Certified Wealth Strategist (CWS) and a Certified Funds Specialist (CFS) and stays currentwith the continuing education requirements for each designation. A resident of Holland, PA, Michael devotes his free time to his wife and two children; and enjoys a wide range of sports and recreational activities.

Jeffrey Broadhurst

Financial Advisor

Broadhurst Financial Advisors, Inc.

True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all the aspects of your financial life in order to achieve the life goals you want as efficiently and quickly as possible. That's why we've developed a "Total Wealth Management" approach that encompasses: Financial planning Tax planning Estate planning Risk management Charitable giving

Keith R. Forbes

Financial Services Professional

Mass Mutual

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Ayad Amary

VP

Wealthcare of The Lehigh Valley

Serving Clients in Allentown, PA | Bethlehem, PA | EASTON, PA | NATIONWIDE Via ZOOM Hi, my name is Ayad Amary (pronounced E-yad), and I am the primary point of contact within the client relationship. After spending over 20 years in the financial industry with such firms as TIAA, Vanguard, and Scottrade, I decided to join Wealthcare Capital Advisory Partners as an independent affiliate by founding Wealthcare of the Lehigh Valley in 2021, a fee-only, financial planning firm. As a fiduciary, I oversee the goals-based financial planning process for my clients by providing objective advice, guidance, and solutions designed to help them reach their long-term financial and life objectives. My experience over the years has taught me many things. Above all, I learned that this business is a people business. I really enjoy getting to know people on a professional and personal level with an unwavering commitment to their success. This is why I centered my practice around financial planning and developing deep relationships with my clients by limiting the number of families I serve. It is a quality over quantity approach. I will take time to get to know your financial situation, life goals, challenges you may be facing, and what is most important to you. What is the purpose of your money is a question I often ask. Aligning your financial goals with your life goals is the major foundation of my planning process. Along the way, I share my own personal and professional experiences, just as you share your life stories with me. I am proud to call the Lehigh Valley, PA area my home for almost my entire life. I currently reside in Bethlehem, Pa along with my wife Caroline and our three daughters, Marina, Georgina, and Lucia.

Thomas Hlohinec

CEO & Financial Advisor

Rise Financial Partners LLC

Thomas has a passion for helping others. Friends and family started coming to him as someone they trusted to help with their finances and investments. Seeing a void of trusted financial advice, Thomas founded Rise Financial Partners to help people rise wisely by aligning their investments and values. Previous to founding Rise Financial Partners, he spent seven years at a global investment firm where he educated financial advisors and institutional investors how to build better investment portfolios.Thomas frequently provides insights to other financial advisors and has been quoted by industry publications such as InvestmentNews, LendingTree, MarketWatch, Morningstar, and Time. He remains active with his alma mater, University of Central Florida, as board member of the UCF Philadelphia Alumni Club and was invited to speak at University of Central Florida’s Business School. Thomas is a member of several financial professional networks dedicated to sharing best practices and providing the highest level of service to their clients, including: the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.In his free time, Thomas enjoys eating pasta at his favorite “hidden gem” of Philly, traveling, and volunteering in his community. He is not afraid to roll up his sleeves to help a neighbor, friend, or a random person on the sidewalk.Thomas is very active within his church community. He was responsible for the development and leadership of his church’s security team, and has been leading Bible studies since 2005. He served on four 10-day missions trips to the Dominican Republic, Honduras, and Peru (2x) in order to help communities with education, health, and construction initiatives.Thomas graduated with a Bachelor of Science in Finance from the University of Central Florida. He has passed FINRA's Series 7, 63, and 66 exams and is a candidate for Level II of the Chartered Alternative Investment Analyst designation.

Martin A. Federici, Jr.

CEO

MF Advisers, Inc.

Lucky husband, father of 3 wonderful children, health and fitness nut, CEO of 2 practices (RIA firm AND a tax & accounting firm - MF Tax & Accounting, Inc.), lucky to have a fantastic business partner and a great group of clients who make our work very enjoyable...counting my blessings every day!

Justin Buttrick

Owner

Vision Wealth Advisors

Justin is a CERTIFIED FINANCIAL PLANNER™ and holds a B.A. in Economics from Temple University, and earned an M.S. in Financial Planning from one of the top CFP® Board Registered Programs in the country at Golden Gate University in San Francisco. In addition, Justin holds the Accredited Asset Management Specialist™ (AAMS®) designation from the College for Financial Planning. He is also a proud veteran of the United States Coast Guard, having served aboard the USCGC MOHAWK in Key West, Florida from 2001-2005.

Bill Hines

Financial Advisor

Emancipare Investment Advisors

We’re different – very different! We formed our inexpensive, ethical, flat-fee fee-only fiduciary investment advisor/retirement planning company to help those who want an early exit from the hamster wheel (FIRE), or need to make up for lost time in preparing for retirement, their children’s education, and other life goals.

Nicholas Bunio

Investment Advisor Representative

Brookstone Wealth Advisors

✅ How can I help? Sign up now for your FREE 30-Minute, Retirement Strategy Call ✅ By signing up and clicking schedule call! MY STORY: My grandmother was taken advantage of by an "advisor" while she was retired. Unfortunately, this person was not a fiduciary and did not act in her best interest. She lost tens of thousands of dollars and had years of heartache! Seeing this, I knew I never wanted someone else to have to go through this. This is why I decided to become an advisor. While my grandmother is no longer with us, I know everyday I'm putting my clients on a better financial path. WHAT I DO: 💡💡I’m a CERTIFIED FINANCIAL PLANNER™ professional providing fee-based financial planning for those 50+ looking to plan for a better, more financially sound and confident retirement. HOW I HELP: As a fiduciary advisor, I strive to educate my tight-knit group of clients to help them to better understand their finances. Which allows them to make better, more informed decisions. Everyone's financial situation is unique, which requires careful, tailored advice to help answer questions like: ✔️Are you a fiduciary? Does your advice come with conflicts of interest, hidden fees, and is appropriate for me? ✔️Do I have enough to retire now or years later? How long will my assets last? ✔️When should I (and my spouse) start Social Security? ✔️How do I get income from my assets? Is my asset allocation appropriate for me (and spouse)? ✔️How do I mitigate my taxes? Is a Roth conversion appropriate? ✔️How much will healthcare cost me and my spouse? What about long-term care and Medicare? ✔️What will happen when I'm gone? Will my spouse be OK? How do I give money to my family and/or charity responsibly? I'm always proud to answer these questions, because I know my advice benefits my clients. I also strongly believe in educating my clients as to the pros and cons to any investment or financial decision. With any new client, I always conduct free, 30-minute strategy call. This is an informal call, so we can break the ice and get to know each other (who you are as a person & what your future goals are). I do this because I believe in building trust first. And then we can strategize to begin to create a retirement action plan. You're never simply a "number" to me! MY PERSONALITY: I'm easy going and love to laugh! Why? It's to keep you at ease! Let's face it, most people would rather see their dentist than speak to a financial advisor! I'm passionate about what I do! Nicholas is a Member of the Financial Planning Association (FPA) and has been posted in Forbes and Suburban Life regarding retirement planning. He was also named for 2023 in Marquis Who's Who of America for his work in retirement planning. ‼️ Please also see below ⬇️for more info about me and how I can help‼️

Ronald K. McQueen

Financial Services Professional

Mass Mutual Eastern PA

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

James has been in the financial services industry since 2006. Most of his experience comes from Wall Street firms in both the institutional and retail sectors of the market. James also brings a lifetime of entrepreneurial experience from his family’s restaurant business. James is the Director of We...

Our goals are your goals! As a Financial-Planning Based Team, we focus on discovering what is most important to you as we help you navigate through every phase of life. There is no "one size fits all" when it comes to financial planning. We believe in providing advice beyond investments so we kno...

As a Financial Advisor, my goal is to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs... [One thing I want my clients to know about me is:] I believe that financial advice is personal; I'm here to listen first, then guide you based on what truly matters to you.

Focus. As Senior Vice President- Investment Officer, with Wells Fargo Advisors my mission is to provide a comprehensive investment plan to help you feel confident about your financial future. Background and experience: Prior to working at Wells Fargo Advisors I worked at a small sales and marketing ... [One thing I want my clients to know about me is:] As a Financial Advisor, my team is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with targeted, comprehensive investment advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.

Justin is a CERTIFIED FINANCIAL PLANNER™ and holds a B.A. in Economics from Temple University, and earned an M.S. in Financial Planning from one of the top CFP® Board Registered Programs in the country at Golden Gate University in San Francisco. In addition, Justin holds the Accredited Asset Manag...

Steve Templeton is President of Templeton Financial Planning and has 20 years of experience in the financial services industry. Steve is a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, and serves as a trusted guide and financial advocate. Member of: National Association of Personal Financial Advisors; Alliance of Comprehensive Planners; National Association of Tax Professionals.