Brian Schiavo is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2022, following prior roles at United Financial Services and The Prudential Insurance Company of America. In addition to his advisory work, he serves as an Associate Director with Transamerica Agency Network, involved in sales and training related to life insurance and fixed index annuities. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

Carl Endy is a CFP® with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior experience includes over a decade at Sivel Capital Management and operating as a Certified Public Accountant. Endy holds Series 63 and Series 65 registrations in addition to his CPA credential. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm combines in-house research with third-party managers and provides coordinated tax and administrative family office services alongside a broad range of portfolio strategies.

Duane Cabrera is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2016. Prior to joining Oppenheimer, he has been involved with Seniors Health Insurance Network since 1996, where he owns a Medicare insurance brokerage primarily in an administrative capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs various investment approaches tailored to client needs, managing approximately $36.7 billion in assets as of the end of 2025.

Robert Theisen Jr. is a financial advisor with Eagle Strategies (NY Life) in Gilbertsville, PA, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and has been affiliated with Eagle Strategies since 2024. Outside of his advisory role, he is active in community service, serving as an officer for the United Way of Boyertown, a board member of the Boyertown Area Historical Society, and a volunteer supporting Perkiomen School and the Salvation Army of Boyertown. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis, with a focus on tailoring solutions to client objectives and plan sponsor criteria.

Deborah Field is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves in leadership and administrative positions with hunting dog organizations focused on ethical hunting practices and conservation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, providing investment advice through in-house management and third-party managers across multiple wrap programs and unified managed accounts.

Jonathan Carpenter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with Private Advisor Group, Capital Planning Wealth Management, and LPL Financial since 2013 and 2014. Carpenter serves as a board member of two local nonprofits, Fellowship International Mission and Faith Evangelical Church. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, leveraging third-party asset managers, model portfolios, and various analytical and trading approaches.

Thomas Licwinko is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Vanguard Group, Sterling Advisors, TD Ameritrade, and Scottrade. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning-led investment process with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.

Michael Roper is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2016, with a brief tenure at KeyBank in the same year. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and conducts ongoing due diligence and oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Cameron Witherow is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation. He has been active in the financial services industry since 2024, with prior experience at Northwestern Mutual and American Heritage Credit Union. Outside of advisory roles, he provides administrative support to both Private Advisor Group and Capital Planning Wealth Management. Private Advisor Group, LLC is an SEC-registered 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Anthony Sergio Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and concurrently works with Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and owns an independent insurance and investment sales firm, Sergio Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Haesoo Cheon is a CFP® professional affiliated with Private Advisor Group, LLC and has nine years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2025, Cheon worked at KeyBanc Capital Markets, Laurel Road, Guggenheim Securities, and Morgan Stanley Smith Barney. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through both wrap and non-wrap programs. The firm offers access to third-party asset managers and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

Timothy Caso is a financial advisor with SPC in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at 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 plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and offers specialized account programs such as the SIGMA Managed Account.

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.

Zachary Muhr is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Truist Advisory Services and its affiliated firms since 2016, including roles at BB&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Dennis Ballow Jr. is a financial advisor with Eagle Strategies (NY Life) based in Harleysville, PA, holding Series 63 and Series 66 licenses and over 11 years of industry experience. He has been with Eagle Strategies since 2018 and also operates under the Calafati Financial Group name, providing insurance brokering services for non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a significant focus on institutional retirement investors and integrated insurance advisory solutions.

John Iannantuono is a financial advisor with OSAIC Advisory Services, LLC, holding the ChFC® and Series 63 designations and bringing 49 years of industry experience. His prior roles include tenures at Triad Advisors, Inc., Ifg/Russell Advisors, Inc., and American Financial Management Group. Outside of his advisory work, he has served as a supervisor for Lowhill Township and consults on complex estate settlements through Employee Benefits Consultants, LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms and managers.

Benjamin Ludwig is a financial advisor at RBC Rochdale, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rim Securities LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

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.

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.