William Lewis is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and owner of Sterling Wealth Management, Inc. He has been with Sterling Wealth Management and Commonwealth Financial Network since 2009. Lewis also spends part of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Matthew Lewis is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds the Series 66 designation and has worked previously at Sterling Wealth Management and NBT Bank. Lewis also engages in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Daniel Sopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has previously worked at Kestra Advisory Services, NFP Securities Inc., and has operated Sopher Financial Group since 2003. Outside of his advisory work, he serves as a board member for the Lep Foundation, a nonprofit organization. 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 variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

James Verboys is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He previously worked at Pruco Securities, LLC for 29 years before joining LPL Enterprise in 2024. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.

Michael Myers is a financial advisor at Edward Jones in Montrose, PA, holding a Series 66 designation with 10 years of industry experience. He has worked at Edward Jones since 2015 and serves concurrently in the United States Marine Corps Reserve since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Jill Singer is a financial advisor with LPL Financial in Hallstead, PA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at NBT Bank and LPL since 2015. Outside of her advisory role, she is involved in her family business as a bookkeeper and breeds Golden Retrievers. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.