Jeffrey Bryant is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and spent 16 years at S. Emerson Group, Inc. Outside of his advisory role, he serves as a secondary executor for a client’s estate. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party platforms and provides financial planning, retirement consulting, and business advisory services.

Paul Valerio is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BB&T Investment Services and BB&T Securities. Outside of his advisory role, he officiates high school and collegiate ice hockey and youth lacrosse games and serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) Pennsylvania chapter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager partnerships.

Samuel Varano is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has prior experience at Diversified Lifelong Advisors, Rosenzweig & Associates, Areté Partners, LLC, and Pitcairn Trust Company. He provides investment advice under the business name Cypress Wealth Partners, LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, with access to third-party asset managers and firm-managed model portfolios supported by leading strategists and platforms.

George Dallas is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked at Centaurus Financial since 2020, following prior roles at Mid-Atlantic Wealth Advisory Group and Cetera Advisor Networks. He is also the owner and president of Aegis Risk Advisors, a firm involved in selling insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and specialized services, employing a mix of discretionary and non-discretionary arrangements alongside various analytical approaches.

Kathleen Lynn is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 1999. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

John Bratton III is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Triad Advisors and LPL Financial. His prior roles include multiple tenures with Independent Financial Partners and IFP Securities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and centralized asset management options.

Edward Dirugeris is a CFP® and CFA® affiliated with Private Advisor Group, LLC, with experience at Pitcairn spanning from 2015 to the present. He provides investment advice under the business name Cypress Wealth Partners through Private Advisor Group. Private Advisor Group manages 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, utilizing various investment strategies and multiple third-party platforms.

Tammy Bowman is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She has been with Janney Montgomery Scott since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns multiple rental properties in Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.

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.

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.

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.

Andrew Hoff is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Commonwealth since 2003 and also operates the Andrew Hoff Agency, which he founded in 1989. Outside of advising, he is involved in tax preparation and serves as a trustee for his agency’s retirement and cash balance plans. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has worked with various Ameritas entities since 2006 and has operated Premier Planning Group since 1993, where he is also licensed as an Independent Insurance Agent selling fixed insurance products. Additionally, he is a partner in Premier Planning Partners, LLC, a marketing organization focused on collaborative idea sharing. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house models, third-party subadvisers, and integrated solutions aligned with Ameritas affiliates.

William Mc Canney is a CFP® with 10 years of experience in financial advising. He currently works at Hightower Advisors and has previously been associated with firms including Northwestern Mutual and Semus Wealth Partners. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that incorporates both affiliated and third-party managers, with offerings spanning mutual funds, ETFs, alternative investments, and custom indexing.

Ryan Moore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes 15 years at Lincoln National Life and 14 years at Lincoln Financial Advisors Corporation prior to joining Transamerica in 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education through various programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily offers non-discretionary advice without targeting high-net-worth or corporate clients.

Michael Herman is a financial advisor at Commonwealth Financial Network with a Series 66 designation and no prior industry experience. His background includes roles at Spring Ridge Financial Group, DeSales University, Reading Technologies Inc., and several educational institutions. 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.

Lance Roetling is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 63 and Series 65 registrations. Prior to joining Key Investment Services in 2025, he worked at RK Financial and TD Bank N.A., including roles at TD Private Client Wealth LLC. Outside of his advisory work, he volunteers as a cook leading kitchen volunteers and preparing meals for people in need through Revivals Outreach Perkasie. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection and provides non-binding recommendations and ongoing portfolio monitoring, supported by its Product Due Diligence Committee and affiliations within the KeyCorp group.