Justin Walter is a financial advisor with Janney Montgomery Scott in Bethlehem, PA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory work, Walter is actively involved in youth sports coaching, serving as a basketball and baseball coach for multiple local youth organizations and participating as a board member in Lehigh Little League. 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 ranging from individuals and families to municipal clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

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.

Jeremy Gloth is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Fidelity Investments, The Prudential Insurance Company of America, and Sanofi Pasteur. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs that include model portfolios and digital advisory solutions.

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 previously worked at Prepared Retirement Institute LLC, Purshe Kaplan Sterling Investments, Corbenic Partners, LLC, and MFP Strategies. Outside of his advisory role, he is a co-owner of SJL Rentals LLC, managing over 200 apartment units. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies and technological tools for ongoing due diligence and client support.

William Perrelli is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering for employees. The firm's approach uses algorithm-driven risk assessment and implements investment strategies via mutual funds and ETFs, with portfolio management delegated to third parties.

Eric Angle is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 designation and has been with Janney Montgomery Scott since 2000. 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 wide range of clients including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Justin Hartman is a financial advisor with Commonwealth Financial Network in Bethlehem, PA. He holds a Series 66 designation and has six years of industry experience, including seven years at LPL Financial and current roles at Lehigh Valley Investment Group and Commonwealth Financial Network. Hartman is also co-owner of LVIG Partners, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Brenton Haupt is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding a Series 66 designation and six years of industry experience. Before joining Janney in 2020, he worked at Pennsylvania Lumbermens Mutual Insurance Company for three years and attended La Salle University. He serves on the boards of Berks Encore, a senior services organization, and Mary’s Shelter, a homeless shelter in Berks County, and volunteers annually at a financial literacy event for high school students. 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 clientele, including individuals, families, trusts, and institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Mark Borda is a CFA® charterholder with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Corbenic Partners, Citrin Cooperman, CFGI, and Manulife Asset Management. Outside of his advisory role, he is involved in real estate investment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses customized discretionary portfolios supported by in-house research and third-party managers, with a range of strategies including equity, fixed income, alternatives, and digital assets.

Lori Roth is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 credential and has previously worked at Truist Bank for 11 years. Roth serves as a board member of Diakon Child, Family & Community Ministries, which provides services such as adoption, foster care, and behavioral health care. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across affiliated entities.

Joseph Frey is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has professional experience spanning several roles, including work at Baker Tilly and operating Frey & Co. CPA's. Outside of his advisory career, he has been involved in various positions related to golf clubs and sports organizations. 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 as an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion-dollar advisory platform with discretionary and non-discretionary account options.

Stephen Gironta is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He joined Oppenheimer in 2019 after working with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services employing various asset allocation strategies and manager selection, with both discretionary and non-discretionary options.

David Harth is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Harth is actively involved in youth soccer in Catasauqua, PA, serving as a board member and vice president of the local youth soccer association, as well as coaching youth and high school girls' soccer teams. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Jacob Ruggles is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at KMJ Financial Group, LLC since 2010 and worked at firms including American Portfolios Financial Services and Wells Fargo Clearing. Outside of advisory work, he is co-owner of Pinnacle Tax Associates, LLC, and serves as Treasurer and Board Member of the Foundation for Easton Public Schools as well as President and Managing Director of the Easton Soccer Alumni Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Jacqueline Gleason is a financial advisor at Hornor, Townsend & Kent, LLC with one year of experience at the firm. She has previously owned J. Gleason Associates LLC since 2017 and worked at Hoffman & West PC from 2007 to 2017. Outside of her advisory role, she operates a tax preparation and accounting services business and is also an insurance agent involved in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment adviser and broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Anna Jacoby is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Lincoln Investment, she worked at Agia and Valic Financial Advisors. Outside of her advisory role, Jacoby serves as a fundraising coordinator for the Souderton Braves Youth Football and Cheerleading Association. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management and research team.

Paul Walter Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 43 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. Outside of his advisory role, he is involved in a business owning and managing garages in Bethlehem, PA. 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 broad clientele including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage and advisory services with both in-house and third-party portfolio management.

Eric Wilby Jr. is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 66 credential and over 25 years of industry experience. He has been with Private Advisor Group since 2013. Outside of his advisory work, Wilby is involved in managing real estate rental properties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both discretionary and non-discretionary strategies, and offers proprietary and third-party managed account solutions.

Taylor Munoz is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Solid Ground Wealth Advisors and previously worked at Abundant Streams Capital Group, Pocono Township, and the Senate of Pennsylvania. Brookstone Capital Management LLC provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through various platforms and sub-advisory relationships.

Kenneth Haupt is a financial advisor at Janney Montgomery Scott with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Janney Montgomery Scott since 2000. Outside of his advisory role, he is involved with the Reading Public Library Foundation, a nonprofit organization supporting the local public library. 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 with brokerage services, financial planning, and advisory programs, employing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.