Jeffrey Garrison is a financial advisor with Truist Advisory Services in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Citizens Bank, Citizens Securities, Inc., and Wells Fargo. Outside of advising, he serves as a Notary Public. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, utilizing both discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Timothy Caso is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sigma Financial Corporation, National Life Group, and MassMutual. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and delivers tailored, discretionary investment advice primarily through programs like the SIGMA Managed Account and the Axis Platform.

Kelly Albert is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Kelly worked at Andesa Financial Management, Inc. and BSI Corporate Benefits, LLC. Kelly also has experience from working at Syracuse University. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, alongside a range of financial, tax, retirement, and estate planning services.

Brian Lee is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 44 years of industry experience. He has been with Janney Montgomery Scott since 1980. 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, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, Cetera, and Essa Bank & Trust. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio construction approaches and custodial platforms.

Zachary Werner is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Cadaret, Grant & Co., Inc. for eight years before joining Commonwealth and Adams & Associates in 2024. Werner is also involved in fixed insurance sales in Lehighton, PA, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, and custody and clearing services.

Andrew Snyder is a financial advisor at Private Advisor Group, LLC with Series 66 registration and one year of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial for one year and spent 25 years at IQE, Inc. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm’s investment adviser representatives tailor solutions using multiple custodians, model strategists, and program vehicles to meet client objectives.

John Iannantuono is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and brings 49 years of industry experience. His career includes long-term roles at IFG/Russell Advisors, Inc. and American Financial Management Group, among others. Outside of advisory work, he serves as a consultant assisting beneficiaries and executors with complex estate matters and has held a supervisory position with Lowhill Township. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and diverse platforms.

Ryan Brahm is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm uses algorithm-driven risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Jonathan Carter is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at City National Rochdale, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of trustees for Partners in Prevention, a nonprofit organization. RBC Rochdale serves a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with various sub-advisory and management services.

Anthony Capristo is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Centaurus Financial since 2017. In addition to his advisory work, Capristo provides tax consulting and prepares tax returns through his non-investment business activities. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management through its CLASSIC Plus platform, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

George Hlavac is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Truist Investment Services, H&H Law, Lehigh Valley Lawn, and Penn State College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and integrated inter-affiliate resources.

Sean Lyons is a CFP®-certified financial advisor with 27 years of industry experience, currently with Integrity Alliance, LLC. He previously worked at M Holdings Securities Inc for 10 years and operates Deep Draft Consulting, LLC. Lyons is also the owner of WBT STRATEGY, LLC, an insurance sales business. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services, utilizing a variety of portfolio management approaches and third-party platforms.

Richard Lord Jr. is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2021. Prior to joining Truist, he worked at Bbtis and North Star Construction. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary strategies.

Michael Schwentner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 13 years of experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Schwentner serves as a board member and trustee for Live Learn and Play, a community and educational center assisting families with autistic children in locating support services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Cory Thatcher is a financial advisor with Hornor, Townsend & Kent, LLC in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2013 and has operated Thatcher Benefit Planning, Inc. since 2003, focusing on life, health, and disability insurance brokerage. Thatcher is involved in multiple insurance-related business ventures, including ownership and agent roles in several life insurance brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates a dual-registered advisory and broker-dealer platform with a significant asset base, offering tailored investment strategies and relationships with third-party asset managers.

Patricia Peoples is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Peoples & Co Private Wealth Stewardship. She previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of her financial advisory work, she is also a fitness instructor. 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 discretionary model portfolios and customized investment solutions.

Matthew Bowman is a financial advisor with Truist Advisory Services in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with various Truist entities since 2016. Outside of his advisory role, he owns and rents out a residential property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by advanced research and inter-affiliate integration.

Gary Dietrich is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has been affiliated with Adams & Associates in two separate periods. Dietrich is also involved in fixed insurance sales as a secondary business activity. 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, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, compliance, and practice management services.

Jon Maitz is a financial advisor at Hornor, Townsend & Kent, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Maitz has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, he operates a multi-line insurance brokerage and is involved in financial planning services and property management activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary investment options and maintains a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.