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.

Trevor Leverington is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked at both Commonwealth Financial Network and Adams & Associates. Prior to his financial advisory roles, he has held various positions including at Kutztown University and several local organizations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services, utilizing both internally managed model portfolios and third-party execution platforms.

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.

Ann Brinckman is a CFP® with 12 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. She has been with Private Advisor Group since 2013 and maintains a role with Capital Planning Wealth Management, also starting in 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary models. The firm utilizes proprietary and third-party managed account solutions and employs a fiduciary-based advisory approach that incorporates various investment strategies delivered via multiple technology platforms.

Brian Lueker is a financial advisor with Independent Financial Partners in Allentown, PA, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Triad Hybrid Solutions. He is also the owner and president of BluePrint Wealth Management Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Jacqueline Gleason is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She has been the owner of J. Gleason Associates LLC since 2017, providing tax preparation, bookkeeping, payroll services, and business administration. Additionally, she is involved in insurance brokerage through 1847Financial, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and manages assets through various third-party asset manager relationships under a dual registration structure.

John Sullivan II is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience, including prior roles at LPL Financial, Capital Planning Services Corp., and Valley National Advisers Inc. Outside of advisory work, he serves as treasurer for two local churches. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates technology platforms and a range of investment methods, often implementing advice through third-party managers and turnkey asset management programs.

Michael Baittinger is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023, and previously spent 13 years at Andesa Financial Management, Inc. Outside of his advisory role, he is a partner in several real estate investment companies involved in property acquisition and management. 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, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Keith Holmes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Key Investment Services LLC and Key Bank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolio design from both its Chief Investment Office and third-party managers.

Niko Camacho is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at LPL Financial, MML Investors Services LLC, Mass Mutual Life Insurance Company, and RBC Wealth Management. Outside of finance, Camacho has worked in the hospitality industry at Brickside Bar & Grill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Minesh Patel is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds the ChFC® designation along with Series 66, 63, and 65 licenses. Prior to joining First Command, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

Kasia Medlar is an advisor at Osaic Advisory Services, LLC with five years of industry experience. She holds the Series 66 designation and has worked at Osaic since 2024, following roles at Triad Hybrid Solutions and Triad Advisors. Outside of advisory work, she serves as an Investment Operations Manager at iNDICON, Inc., providing administrative support to advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers various investment programs and financial planning services, utilizing a mix of fundamental and technical analysis, tactical trading, and platform relationships to deliver and monitor strategies.

Eric Connors is a ChFC® credentialed financial advisor with over 50 years of industry experience. He has worked at Private Advisor Group, LLC since 2017 and has been affiliated with LPL Financial since 2009. 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 and offers access to proprietary managed account solutions, third-party programs, and alternative investments.

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.

Kenneth Haupt is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2000. Outside of his advisory work, he volunteers with the Reading Public Library Foundation, a nonprofit supporting the local public library. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Gary Frey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Hornor, Townsend & Kent since 2015 and also operates Frey & Co., a CPA and accounting services firm. Outside of advising, Frey serves as treasurer and board member for charitable organizations including the Judith Adele Agentis foundation and the Pennsylvania Music Preservation Society. 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 advisory and broker-dealer services, offering a range of discretionary and non-discretionary investment management options supported by third-party asset manager relationships.

Joseph Frederick Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Capital Planning Wealth Management and LPL Financial, among others. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary services and utilizing proprietary and third-party investment platforms.

Todd Newcomer is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Penn Mutual Life Insurance Company and GBB & Company, where he was a partner providing tax preparation and auditing services. Newcomer serves as a board member of the Little Free Library nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Craig Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also operates Schafer & Company, a CPA practice focused on tax preparation and accounting services. Schafer is involved in multiple business activities, including life insurance brokerage and retirement plan consulting under the 1847 Financial and 1847 Wealth Advocate brands. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, working with third-party asset managers and providing both discretionary and non-discretionary account options.

Douglas Leonzi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Bb&T Securities before joining Truist in 2016. Outside of his advisory work, he serves on the board of the East Stroudsburg University Foundation and is active with the Andre Reed Foundation, which supports underprivileged children in the Allentown area. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary strategies supplemented by AI-enabled research tools and extensive inter-affiliate integration.