Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

Todd Feder is a financial advisor at Girard Advisory Services, LLC with 24 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including The Vanguard Group, Inc. and National Life Group. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers wealth management, financial planning, and retirement plan consulting using a research-driven approach that emphasizes asset allocation and diversification, supported by an Investment Committee and a range of specialized strategies.

Linwood Gehris is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including over a decade with StoneX Advisors and StoneX Securities. Outside of his advisory role, he serves on the executive committee of Lions District 14-K and is a board member of Sight for Hope, a nonprofit assisting sight-challenged individuals. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

James Faylor is a financial advisor with Latitude Advisors, LLC and holds a Series 63 designation. He has 24 years of industry experience and has worked at Latitude Advisors since 2009. He is also a CPA and has been involved with Lang, Faylor, Chomo & Company, P.C., where he prepares tax and financial statements. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with a Series 65 designation. She has over 20 years of industry experience, having worked at Agili from 2003 to 2024 before joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach using active, passive, quantitative, and ESG strategies, and offers services such as wealth management, family office solutions, retirement plan advisory, and portfolio management.

Monica Dougherty is a Series 66-licensed financial advisor with New Edge Wealth, based in Allentown, PA, and has five years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of finance, she is involved as a studio experience team member at CorePower Yoga in Philadelphia. New Edge Wealth serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients, providing comprehensive advisory services with an emphasis on asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human review in its portfolio management approach.

Eric Dorman is a CFP® with 34 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and has prior experience at Stonex Advisors Inc. and Purshe Kaplan Sterling Investments. He serves on the board of Bloom for Women, a faith-based nonprofit charity supporting survivors of abuse. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Rodney Macintyre is a CFP® with 44 years of experience in the financial industry. He has been with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014. In addition to his advisory role, he is the owner of a life insurance sales business and serves as an agent for fixed annuities with long-term care features. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of investment solutions through independent advisors, a private client group, and third-party managers, supported by integrated platforms and comprehensive operational capabilities.

Gregory Herzog is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Wells Fargo Advisors LLC, and other financial firms. Herzog also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Simon Filip is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and has prior experience at KRS CPAs LLC and Tobin & Collins CPA PA. Outside of advisory work, he is involved in life insurance brokerage as a selling registered assistant. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms, financial planning, and consulting. The firm combines standard investment approaches with client-directed implementation and oversight.

Mathew Parsons is a financial advisor with Private Advisor Group, LLC in Allentown, PA, holding Series 63 and Series 65 credentials and having nine years of industry experience. He previously worked at Citizens Securities, Inc. and Citizens Bank from 2016 to 2018. Parsons provides investment advisory services through Private Advisor Group, an independent firm, since 2018. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of strategies and third-party asset managers to align with client objectives.

Duane Peoples is a financial advisor with Commonwealth Financial Network based in Allentown, PA. He holds the CFP® designation and has 15 years of industry experience. Prior to joining Commonwealth and founding Peoples & Co Private Wealth Stewardship, he spent eight years with Morgan Stanley and Morgan Stanley Private Bank. Peoples has been involved with Cedar Crest College since 2013. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, technology, investment management, and compliance while offering various discretionary and non-discretionary investment solutions.

Diana Colahan is a CFP® professional with 22 years of industry experience. She has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2008. In addition to her advisory role, she provides administrative support to Pinnacle Advisor Group, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of proprietary and third-party advisory programs.

Kristina Verna is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools to support its investment process.

Sean Roth is a financial advisor with Commonwealth Financial Network based in Bethlehem, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Morgan Stanley and Morton Brown Family Office LLC. Outside of advisory work, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors through a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while benefiting from discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Jonathan Dolin is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Royal Alliance Associates, SII, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, Dolin is involved with Atlas Advisors, LLC, where he participates in sales and marketing of securities and investment advisory services as well as insurance brokerage. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that incorporate fundamental and technical analysis, model portfolios, and digital advice platforms.

Thomas Roberts is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Jackson National Life Distributors LLC, and Zen Payroll Inc. He also provides administrative support to Private Advisor Group through a related business activity. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Grace Pasquale is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Peoples & Co. Private Wealth Stewardship and Altitude Marketing. She holds an educational background from Temple University and Allentown Central Catholic High School. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

John Strasburger is a CFP® with four years of industry experience. He is affiliated with Private Advisor Group, LLC and also has experience with Capital Planning Wealth Management and LPL Financial. Prior to his financial advisory roles, he worked at Teva Pharmaceuticals for six years. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of analytical approaches and access to various third-party asset managers and turnkey asset management platforms.