David Mitchell is a CFP® and ChFC® with 22 years of experience in the financial industry. He has been with Centaurus Financial, Inc. since 2012. Outside of his advisory role, he is involved in tax consulting and the sale of fixed, non-indexed insurance products through related businesses. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, and institutional clients. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements and a combination of fundamental and technical analysis.

Dwayne Marsh is a financial advisor at Truist Advisory Services with 15 years of industry experience and a Series 66 designation. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held positions at Citizens Bank and Citizens Securities from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program. The firm combines discretionary and non‑discretionary strategies, using third‑party platforms and AI‑enhanced research tools to support investment decisions.

Ralph Capristo is a financial advisor with Centaurus Financial, Inc. in Allentown, PA, holding the CFP® designation and multiple securities licenses, with 12 years of industry experience. He previously worked at Umpqua Bank before joining Centaurus Financial in 2019. Capristo serves as an advisory council member for Misericordia University’s Business Department and is a board member of the Kutztown Rotary Foundation. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a mix of discretionary and non-discretionary arrangements.

Shawn Hines is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to multiple third-party asset management programs and separately managed account strategies.

Andrew Maron is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including roles at Client 1st Financial, OSAIC, and Paragon Strategic Wealth, a private entity he owns for securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive support services including trading, reporting, and custody.

Clinton Osmun is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at various Citizens Bank and Securities entities from 2015 until joining Truist Advisory Services in 2021. He is also a registered notary public in Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Susan Lobello is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

James Adams is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 42 years of industry experience. His prior work history includes over two decades at Cadaret, Grant & Co., Inc., and his own firm, Adams & Associates. Adams also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, with investment solutions spanning mutual funds, ETFs, individual securities, and personalized indexing.

Timothy Mack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses, and has five years of industry experience. His prior roles include positions at Bank of America and Wells Fargo, covering both clearing and banking services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools.

Matthew Tuley is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked at LPL Financial and has additional experience outside finance, including roles at Fox Hollow Golf Club and Ursinus College. Tuley also provides financial planning and consulting services through Capital Planning Wealth Management, an independent registered investment advisor. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and a firm-managed separately managed account program, delivering solutions through a network of investment adviser representatives who utilize a variety of investment approaches and platforms.

Peter Stratton is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Outside of his advisory work, he is a drummer and percussionist in the Hypnotic Eye band. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm distinguishes its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Pouran Esrafily is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. She holds a Series 65 designation and has prior work experience at Ethan Allen. In addition to her advisory role, she is also an insurance agent specializing in Medicare supplements, nursing home care coverage, life insurance, and fixed annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance entities.

Justin Schmoyer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. He is also the owner of Schmoyer Financial Associates, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while advisors retain discretion over client portfolios.

Christopher Held is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Joseph Sivel is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously managed Sivel Capital Management for 21 years before joining Mariner in 2021. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services uncommon among large advisory firms.

Michael Rowley is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He has held positions at The Colony Group, LLC and Buckingham Asset Management, LLC and has a long-standing association with Herbein and Company, Inc. Outside of advisory work, he is a partner in 2763 Century Blvd., LLC, a commercial rental property company. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a wide range of wealth management and advisory services.

Michael Rothrock is a Certified Financial Planner® with 27 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2014 and also works with Penn Mutual Life Insurance Company. Rothrock operates a life insurance brokerage under the name Rock Capital Group, offering insurance sales and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with substantial assets under management and maintains various third-party asset manager relationships.

Sarah Rodriguez is a financial advisor at Bankers Life Advisory Services, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. In addition to her advisory role, she is a licensed insurance agent appointed to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach emphasizes customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Sean Linder is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with NewEdge Advisors and has prior experience at Purshe Kaplan Sterling Investments and Corbenic Partners. Outside of his advisory role, he co-owns SJL Rentals LLC, a rental property business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services and employs a variety of program structures combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Deborah Harris is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2023, with prior experience at Citizens Securities, CCO Investment Services, and Citizens Bank. Outside of her advisory work, she serves as a caregiver for individuals with Down Syndrome and is a commissioned notary. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a distinctive approach involving inter-affiliate integration and related operational requirements.