Leonard Brodsky is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Commonwealth since 2007 and also operates Leonard Brodsky and Associates Inc., a securities business where he serves as president and sole owner. Additionally, he acts as a trustee for his firm’s defined benefit plan and provides assistance with medical insurance claims for a fee. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Drew Patenaude is a financial advisor at J. W. Cole Advisors, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining J.W. Cole Advisors, he worked at Voom Medical Devices, Orthofix, Novastep, and DNE LLC. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms to implement client solutions.

Andrew Stitt is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously been associated with LPL Financial for over eleven years. Outside of his advisory role, Stitt serves as the head lacrosse coach at Moravian Academy High School in Bethlehem, PA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Zoe Torres Lyle is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has eight years of industry experience, including roles at Janney Montgomery Scott and prior work in student affairs at Rutgers University. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Michael Stevens is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firm since 1994. Janney Montgomery Scott LLC is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, estates, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Kelly Binkowski is a financial advisor with Commonwealth Financial Network in New Hope, PA, holding a Series 66 designation and with 10 years of industry experience. Prior to joining Commonwealth in 2018, Kelly worked at Leonard Brodsky and Associates, Inc., Bank of America, N.A., and Merrill. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and discretionary model portfolios while maintaining a substantial clearing and custody relationship with National Financial Services LLC.

Shawn Swartz is a financial advisor at PNC Wealth Management with 26 years of industry experience. His career includes roles at Merrill and Bank of America, where he worked for 14 years, followed by positions at Citizens Securities and Edward Jones. He holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolios implemented with mutual funds and ETFs. The firm emphasizes a discretionary, model-driven approach with delegated portfolio management and limited direct client trading.

Lynn Price is a CFP® certificant with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and Great Scott Financial Services since 2023. Prior to these roles, Lynn worked at Rtd Financial Advisors, Inc. for 10 years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

John Marotta is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 65 designation and previously worked at Summit Investment Advisory Group LLC and Summit Financial Group, Inc. He also held a position at Amazon prior to his advisory career. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Keith Graham III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Michael Hanahan is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies executed via approved models, employing mutual funds and ETFs with annual rebalancing.

Mark Katzoff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Patricia Weir is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley Smith Barney LLC, and Raymond James & Associates, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Michael Solomon is a financial advisor with Charles Schwab in Flemington, NJ, holding Series 63 and Series 66 credentials and 33 years of industry experience. He has been with Charles Schwab since 2012. Outside of advisory services, he is a member of SEA LIFE LLC, an entity established to manage the Charles Schwab franchise with a focus on expense management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm operates on a primarily non-discretionary client relationship model, combining advisory recommendations with access to discretionary separately managed accounts and multi-asset model portfolios.

Lacy Phelps is a CFP® professional with 10 years of industry experience, currently serving at Edward Jones since 2016. She holds the Series 66 designation and is based in Frenchtown, NJ. Outside of her financial advisory role, she is also involved as a soccer trainer in Milford, NJ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lawrence Stevens is a financial advisor with Ameriprise in New Hope, PA, holding a Series 66 designation and two years of industry experience. He previously worked at Omnicare and Amazon, and has been involved with Penn Wealth Accounting Group, focusing on tax preparation and managing an advisory business. Stevens's background also includes experience at Rutgers University and engagement with Resica Falls Scout Reservation. Ameriprise Financial Services serves both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice. The firm uses a combination of internal research, third-party data, and algorithmic tools to provide non-discretionary recommendations focused on income sources, tax-aware withdrawals, and Social Security options.

Natacha Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial in two separate periods totaling 14 years and was previously with 1st GLOBAL ADVISORS, Inc. and 1st GLOBAL CAPITAL CORP. for a year each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Joseph Dispenza is a financial advisor with LPL Financial in High Bridge, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial or its predecessor since 2001. In addition to his advisory work, he has authored a book on financial planning basics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Danika Rhinehart is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Lehigh University from 2012 to 2019. Rhinehart rents out a former home in Bethlehem, PA, rather than having sold it. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Richard Grube is a financial advisor with RBC Capital Markets in Annandale, NJ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as an elected official for the Clinton Township Republican Committee and is a committee member at Stanton Ridge Golf and Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual and institutional investors. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, and brokerage services.