Andrew Lee is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Janney Montgomery Scott since 2010 in various roles. Outside of his advisory work, he has been involved with Lehigh Country Club since 1998. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

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.

Paul Barbehenn is a CFP® and CFA® with 21 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023, following a 13-year tenure at Andesa Financial Management, Inc. Barbehenn is also a part-owner and member of two real estate investment companies, Brainerd Partners, LLC and BP Hamilton, LLC, involved in property management and accounting. 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a range of implementation options.

Nicholas Roselli is a financial advisor at Primerica Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience with Guardian Life Insurance Company and Shipt. Outside of his advisory role, he has worked as a Shipt shopper. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of investment strategies through proprietary and third-party portfolios.

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.

Jarrod Renninger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial, Good Life Advisors, Bank of America, and Merrill Lynch. Private Advisor Group, LLC 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, utilizing various investment strategies and third-party asset management programs.

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.

Daryl Woodring is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he works as a high school football and basketball referee, officiating approximately 35-40 games annually. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

John Olson is a CFP® and Series 66 designated financial advisor with 22 years of industry experience, currently with Janney Montgomery Scott since 2003. He is based in Allentown, PA. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, consulting, and various advisory programs.

Christopher Whitcombe is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, personal retirement planning, and retirement income. Christopher applies a disciplined, analytical approach to financial advising, emphasizing personalized strategies tailored to each client's unique situation. Christopher holds a Bachelor's and a Master's degree from Lehigh University. He has earned professional designations including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). His approach involves thoroughly understanding clients' financial circumstances and goals, analyzing data, and identifying opportunities to improve financial projections and tax strategies. Outside of his professional work, Christopher enjoys music, reading, and spending time with his family. He is committed to educating clients to help them become better stewards of their financial resources through comprehensive, individualized financial planning.

Brett Poling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ADP and Wells Fargo Advisors. He has also been involved with OxyFit Gym and Moravian University during earlier stages of his career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and offers a variety of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Susan Gross is a financial advisor with LPL Financial in Reading, PA, holding Series 63 and Series 65 licenses and over 41 years of industry experience. She has been with LPL Financial since 2007. Outside of advising, she works as an NRA instructor. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by extensive research and technology.

Peter Isaac is a financial advisor with Primerica Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 2016. In addition to his financial advisory work, he is a practicing Doctor of Osteopathic Medicine. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and custodians, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Thomas Munshower is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. His prior roles include positions at Delaware Valley Advisors, Securian Financial Services Inc, Minnesota Life Insurance Co, and CryoConcepts. Munshower also has a background in education, having worked at Bucknell University and Allentown Central Catholic. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Valerie Delp is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she is involved in fitness product sales and coaching through Beachbody LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm combines advisory programs with brokerage and insurance product offerings, utilizing model portfolios and third-party asset managers to deliver investment advice.

Jodi Bukowski is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at SagePoint Financial, Eagle Strategies (NY Life), and New York Life Insurance Company. Outside of her advisory work, she serves as Fundraising Chair for the Wyomissing Swim Team and is a board member of the Wyomissing Area Education Foundation. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with portfolio management tools and access to third-party money managers, supporting both discretionary and non-discretionary account management.

Dustin Adam is a Series 66 licensed financial advisor with Edward Jones in Blandon, PA, where he has worked since 2013, totaling 13 years of industry experience. Outside of his advisory role, he serves as president of Lenhartsville Fish & Game in Lenhartsville, PA. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices.

Dallas Smoker is a Series 66-credentialed financial advisor at Merrill with six years of industry experience. He has worked at Merrill since 2019 and previously held roles at Lancaster Mold Inc. and Eby's Store of Honey Brook. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations.

Rachael Hagginbothom is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual Investors Services in 2023, she worked at MassMutual Life Insurance Company and has experience in education and hospitality sectors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations using firm-approved analytical tools within ongoing annual planning relationships.

Kent Davis is a financial advisor with Morgan Stanley in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Outside of finance, he is a snowboard instructor at Bear Creek Mountain Resort. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools and proprietary investment models.