Daniel Dearment

Anthony Destefano is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial and M&T Securities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary solutions through firm-level models, third-party managers, and advisor-led asset allocation, using platforms such as Envestnet to support plan governance and investment due diligence.

Michael Akers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, following eight years at BB&T Securities. Outside of his advisory role, he manages a vacation home rental in Hilton Head, South Carolina, offered through Airbnb and VRBO. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.

Leigh Shank is a financial advisor with Edward Jones in Everett, PA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Shank owns and manages short-term rental properties through Roundhouse Retreat LLC and Gulfview Oasis LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional investors. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of advisors and branches.

Steven Dull is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years and at Bedford Gazette for two years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory programs supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Lesa Haas is a CFP® professional with 30 years of industry experience, currently affiliated with Cetera since 2013. She holds Series 63 and Series 65 licenses and is based in Everett, PA. Outside of her advisory work, she operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance and also prepares tax returns for walk-in clients. 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, supported by a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Tonya Northcraft is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. Outside of advising, she operated a photography business, Remember Me Photography, for 13 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.