John Schick is a financial advisor at UMB Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services, Inc., Investment Professionals Inc., and Capstone Asset Management, LLC. Schick is involved in business ownership through Psalm 92 LLC and provides investment advice to community banks. UMB Financial Services, Inc. offers advisory and brokerage services to a diverse client base that includes individuals, trusts, retirement plans, institutions, and municipal entities. The firm employs a documented suitability review and risk-tolerance process to place clients into model-based strategies, and it operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor with several managed account options.

Joshua Ottinger is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including 28Ten Group, Gibbs Wealth Management, and Strategic Wealth Alliance Group. In addition to his advisory work, he is an insurance agent selling life and annuities. Triad Wealth Partners serves both individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, model portfolios, and financial planning services. The firm employs strategic asset allocation and combines proprietary and external investment models in managing client assets.

Guido Jaramillo Blum is a financial advisor at Fiduciary Financial Advisors with Series 65 credentials and one year of industry experience. Prior to joining Fiduciary Financial Advisors in 2026, he worked at Prospect Financial Group LLC for one year and spent 17 years at Johnson & Johnson. Outside of his advisory role, he owns and manages a real estate business involved in property maintenance and tenant management. Fiduciary Financial Advisors serves a diverse client base, including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management and financial planning, with an investment approach that combines strategic and tactical asset allocation using fundamental, quantitative, and technical analysis tailored to client needs.

Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

Kathryn Kuzo is a financial advisor at Capital Analysts with 26 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2006. Outside of her advisory role, she serves as director and board member of Itty Bitty Kitty, Inc., a nonprofit organization where she organizes events and fundraisers and manages accounting. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and managed programs.

Todd Feder is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including The Vanguard Group, Inc. and National Life Group. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting using a research-driven approach that emphasizes asset allocation and diversification, supported by an Investment Committee and a range of specialized strategies.

Linwood Gehris is a financial advisor with StoneX Advisors Inc. in Schnecksville, PA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at StoneX Advisors since 2015 and previously at Wrp Investments, Inc. from 2013 to 2015. Outside of his advisory role, he serves on the executive committee of Lions District 14-K and is a board member of Sight for Hope, an organization assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting among other services, utilizing multiple account structures and model-based solutions supported by a large network of independent advisors and proprietary platforms.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

James Faylor is a financial advisor with Latitude Advisors, LLC and holds a Series 63 designation. He has 24 years of industry experience and has worked at Latitude Advisors since 2009. He is also a CPA and has been involved with Lang, Faylor, Chomo & Company, P.C., where he prepares tax and financial statements. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with over 20 years of industry experience. She previously worked at Agili from 2003 to 2024 before joining CW Advisors. Pieson holds a Series 65 credential. CW Advisors, LLC is a multi-team advisory firm serving a broad client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and offers specialized services such as family office and sub-advisory roles.

Monica Dougherty is a Series 66-licensed financial advisor with New Edge Wealth, based in Allentown, PA, and has five years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of finance, she is involved as a studio experience team member at CorePower Yoga in Philadelphia. New Edge Wealth serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients, providing comprehensive advisory services with an emphasis on asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human review in its portfolio management approach.

Arthur Smith is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Lincoln Investment Planning, LPL Financial, QNB Bank, and Investment Professionals Inc. Outside of his advisory work, Smith owns and manages a short-term rental sailboat business in Key West, handling bookings and maintenance. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm provides investment management via an in-house team using a proprietary mutual fund screening process and collaborates closely with institutional partners such as Lincoln Investment and Pershing/BNY.

Eric Dorman is a CFP® with 34 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and has prior experience at Stonex Advisors Inc. and Purshe Kaplan Sterling Investments. He serves on the board of Bloom for Women, a faith-based nonprofit charity supporting survivors of abuse. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Gregory Herzog is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Wells Fargo Advisors LLC, and other financial firms. Herzog also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Simon Filip is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and concurrently maintains a role as a limited partner in KRS CPAs LLC, an accounting and auditing firm. Filip also is involved in life insurance brokerage as a selling registered assistant, handling sales and servicing of insurance products. 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 custody, execution, brokerage capabilities, and investment advice through a network of advisers and third-party asset managers.

Mathew Parsons is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2018 and previously was employed by Citizens Securities, Inc. and Citizens Bank from 2016 to 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates technology platforms and third-party managers to implement a range of investment strategies.

Duane Peoples is a financial advisor with Commonwealth Financial Network based in Allentown, PA. He holds the CFP® designation and has 15 years of industry experience. Prior to joining Commonwealth and founding Peoples & Co Private Wealth Stewardship, he spent eight years with Morgan Stanley and Morgan Stanley Private Bank. Peoples has been involved with Cedar Crest College since 2013. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, technology, investment management, and compliance while offering various discretionary and non-discretionary investment solutions.

Diana Colahan is a CFP®-certified financial advisor with 22 years of industry experience. She has been with Private Advisor Group, LLC since 2013 and has also worked with LPL Financial since 2008. In addition to her advisory role, she provides administrative support to Pinnacle Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing clients access to proprietary and third-party managed account solutions.

Kristina Verna is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools to support its investment process.

Sean Roth is a financial advisor with Commonwealth Financial Network based in Bethlehem, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Morgan Stanley and Morton Brown Family Office LLC. Outside of advisory work, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors through a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while benefiting from discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.