Antoinette Gega is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 66 license. She has 22 years of industry experience and has worked previously at Commonwealth Financial Network, Arkhitekton Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Gega is also involved in fixed insurance sales outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Frank Sabatucci is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 42 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, Sabatucci is an associate broker with RE/MAX and president of North Temple Builders, Inc., a real estate development company. 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 a range of portfolio management and financial planning services with access to multiple third-party asset management programs.

Brian Lueker is a financial advisor with Independent Financial Partners in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Triad Advisors, Inc., Triad Hybrid Solutions, and OSAIC. He is also the owner and operator of BluePrint Wealth Management Group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.

Michael Baittinger is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023, and previously spent 13 years at Andesa Financial Management, Inc. Outside of his advisory role, he is a partner in several real estate investment companies involved in property acquisition and management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Paul Valerio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Truist Advisory Services and affiliated firms since 2016. Outside of his advisory role, he officiates high school and college ice hockey and lacrosse games and serves as a board member of the Pennsylvania chapter of NAIFA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Niko Camacho is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services LLC, Mass Mutual Life Insurance Company, and RBC Wealth Management. Outside of his advisory work, he has been employed with Astound Broadband in a non-investment capacity. 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, retirement plan consulting, and access to third-party asset management programs.

Minesh Patel is a financial advisor with First Command Advisory Services in Macungie, PA, holding the ChFC® designation and Series 66, 63, and 65 licenses. He has 25 years of industry experience, including over two decades at Prudential Insurance Company of America and Pruco Securities. Patel joined First Command in 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios through a structured, employee-owned platform.

Kasia Medlar is a financial advisor at OSAIC Advisory Services, LLC with five years of industry experience. She holds a Series 66 credential and has worked previously at Triad Hybrid Solutions and Triad Advisors. Medlar also serves as an Investment Operations Manager at iNDICON, Inc., providing administrative support to advisors. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and consulting services through multiple program models, utilizing both proprietary and third-party platforms.

Eric Connors is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license. He has 52 years of industry experience and has been with Private Advisor Group since 2017, also maintaining a relationship with LPL Financial since 2009. 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 a range of portfolio management and financial planning services with access to multiple third-party asset managers and platforms.

Andrew Urban is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, LLC, DeLoittle LLP, and RKL Wealth Management LLC. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis, third-party managers, and a variety of investment strategies across public and alternative assets.

Kenneth Haupt is a financial advisor at Janney Montgomery Scott with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Janney Montgomery Scott since 2000. Outside of his advisory role, he is involved with the Reading Public Library Foundation, a nonprofit organization supporting the local public library. 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 with brokerage services, financial planning, and advisory programs, employing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Melissa Whalen is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds a Series 65 designation and has been with Wells Fargo Investment Institute since 2021, following a 13-year tenure at Wells Fargo. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm focuses on delivering research and model guidance without exercising investment discretion or holding custody of client assets.

Pamela Sutliff is a financial advisor with Commonwealth Financial Network in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at National Planning Corporation and Spring Ridge Financial Group, where she has worked for extended periods. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and investment management. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Scott Worley is a CFP® with 19 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse clientele including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers, while also offering a broad range of wealth management and advisory services.

Michael Mastillo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Transamerica Financial Advisors since 2018 and previously worked at United Financial Services and The Assurance Group. He is also involved in insurance sales for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms and manages approximately $1.7 billion in assets under management.

Lori Brennan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Commonwealth since 2017 and previously at National Planning Corporation from 2014 to 2017. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Jonathan Swavely is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Janney Montgomery Scott and has prior experience at Bank of America N.A. and Merrill. 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 individuals, high-net-worth clients, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Craig Peoples is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Mutual of Omaha. Outside of his advisory role, he has been involved with Lehigh Christian Academy for several years. 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 and retirement plan consulting, and offers advisors access to discretionary model portfolios and various customized investment solutions.

Brett Cloak is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Private Advisor Group since 2014 and has also been associated with LPL Financial since 2011. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, leveraging multiple platforms and third-party managers to tailor investment solutions.

Michael Waterhouse is a financial advisor with Primerica Advisors in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2015. Outside of his advisory role, Waterhouse serves as president of the local University of South Florida alumni association, organizing events and networking opportunities for alumni. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a wide range of account services.