Michael Roper is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Key Investment Services since 2016, following a brief tenure at KeyBank the same year. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee accounts, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection combined with non-binding recommendations and ongoing monitoring, supported by a product due diligence committee and supervisory oversight.

Cameron Witherow is a financial advisor at Private Advisor Group, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, American Heritage Credit Union, and United States Cold Storage. Private Advisor Group provides portfolio management, financial planning, retirement plan consulting, and managed account solutions to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while offering access to both proprietary and third-party investment programs.

Anthony Sergio Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 license and bringing 31 years of industry experience. He has worked with Hornor, Townsend & Kent Inc since 2016 and concurrently with Penn Mutual Life Insurance Company. Sergio is also involved in multiple insurance brokerage activities, including ownership and agent roles in independent insurance ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing 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.

Haesoo Cheon is a CFP®-credentialed financial advisor with nine years of industry experience. Haesoo has worked at firms including KeyBanc Capital Markets, Laurel Road, Guggenheim Securities, and Morgan Stanley Smith Barney before joining Private Advisor Group, LLC and LPL Financial. Haesoo also provides administrative support to Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model that integrates technology platforms and third-party managers to implement tailored investment strategies.

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.

Nidhi Kapoor is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked continuously within the Citizens Bank and Citizens Securities entities since 2012. Outside of her advisory role, she is a partner and member involved in clerical work for Riyan Properties LLC and serves as a notary public for Aartik Properties LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios and a Managed Account program, while also operating as a broker-dealer and insurance agency.

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.

Matthew Shafer is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, SMA, and UMA offerings. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

John Iannantuono is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and brings 49 years of industry experience. His career includes long-term roles at IFG/Russell Advisors, Inc. and American Financial Management Group, among others. Outside of advisory work, he serves as a consultant assisting beneficiaries and executors with complex estate matters and has held a supervisory position with Lowhill Township. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and diverse platforms.

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.

Sean Lyons is a CFP®-certified financial advisor with 27 years of industry experience, currently with Integrity Alliance, LLC. He previously worked at M Holdings Securities Inc for 10 years and operates Deep Draft Consulting, LLC. Lyons is also the owner of WBT STRATEGY, LLC, an insurance sales business. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services, utilizing a variety of portfolio management approaches and third-party platforms.

Raegan Saylor is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked at Commonwealth since 2016 and previously at WFG Investments, Inc. from 2012 to 2016. She is co-owner of Assay Wealth Partners, LLC, and owns Assay Private Client, which provides estate planning services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Patricia Peoples is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Peoples & Co Private Wealth Stewardship. She previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of her financial advisory work, she is also a fitness instructor. 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 discretionary model portfolios and customized investment solutions.

Douglas Kish is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, he owns and maintains a rental property in Corolla, North Carolina. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Shaina Blasek is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has nine years of industry experience. She previously worked at The Vanguard Group for seven years and has been self-employed in content creation focused on advice for mothers on theology, philosophy, and child-rearing. She is also contracted as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

William Sullivan is a CFP® with 15 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having previously worked at Royal Alliance Associates, PNC Investments, Merrill, Morgan Stanley, and Sii. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model with a diverse range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Steven Moyer is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mariner Wealth Advisors, Sfg Investment Advisors, Everence Trust Company, and ProEquities, Inc. He is a board member of Grantd Equity Inc., an advisory role unrelated to investment activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with external managers to offer customized portfolios and integrates tax, accounting, and administrative CFO services uncommon among firms of its size.

Vatsal Assar is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth and MPACT Financial Group since 2016 and previously worked at WFG Investments, Inc. from 2012 to 2016. Assar is a co-owner of Assay Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios with access to various securities and insurance products.

Heather Holt is an advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. She has worked at Citizens Bank and Fleetwood Bank in various roles since 2011. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.