Arthur Smith is a financial advisor with Capital Analysts based in Bethlehem, PA. He holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment Planning, LLC, LPL Financial, QNB Bank, and Investment Professionals Inc. Outside of his advisory role, he manages a short-term rental business, including hosting and maintaining a sailboat for overnight stays in Key West. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management supported by an in-house research team using a proprietary mutual fund screening process, and it maintains institutional relationships to support its investment and sweep products.

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.

Gregory Herzog is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 39 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Peoples Security Bank & Trust. He also spends a small portion of his time involved in fixed insurance sales. 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 $212 billion in client assets. The firm provides a comprehensive adviser-support platform with a range of managed-account programs, third-party asset manager access, and custody services.

Simon Filip is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and concurrently maintains a role as a limited partner in KRS CPAs LLC, an accounting and auditing firm. Filip also is involved in life insurance brokerage as a selling registered assistant, handling sales and servicing of insurance products. 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 advisory and broker-dealer services, providing custody, execution, brokerage capabilities, and investment advice through a network of advisers and third-party asset managers.

Mathew Parsons is a financial advisor with Private Advisor Group, LLC in Allentown, PA, holding Series 65 and Series 63 credentials and 10 years of industry experience. His prior work includes roles at LPL Financial and Citizens Securities, Inc. Parsons provides investment advisory services exclusively through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model that leverages technology platforms and both third-party and proprietary strategies to meet client goals.

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.

Brian Cressman is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at KeyBank and Mariner Finance Company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs with portfolio management and model-based advisory products delivered through a network of financial professionals.

Diana Colahan is a CFP®-certified financial advisor with 22 years of industry experience. She has been with Private Advisor Group, LLC since 2013 and has also worked 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 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, utilizing various investment strategies and technology platforms while providing clients access to proprietary and third-party managed account solutions.

Kristina Verna is a Series 66-licensed financial advisor with Truist Advisory Services, based in Allentown, PA, and has nine years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2016, including roles at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager selection programs, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

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 with Private Advisor Group, LLC, holding the Series 63 and Series 66 credentials and bringing 13 years of industry experience. His career includes roles at LPL Financial, Jackson National Life Distributors LLC, and Zen Payroll Inc. He also provides administrative support to Private Advisor Group through a registered investment advisor hybrid business. 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 advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and tactical 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® professional with four years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. Prior to this, he worked at Capital Planning Wealth Management and LPL Financial, and has a background that includes six years at Teva Pharmaceuticals. 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 combines fiduciary-based advisory services with technology platforms and offers a range of managed account solutions and third-party manager options.

Aaron Wolfe is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill and Wells Fargo Clearing Services. His career also includes a period of self-employment. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Brian Schiavo is a financial advisor with Transamerica Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at United Financial Services and The Prudential Insurance Company of America. He is also involved in sales of insurance and non-insurance products and serves as an associate director for recruiting and training representatives within the Transamerica Agency Network. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a mix of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Kevin Janus is a CFP® professional with 17 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities, LLC. His work history includes roles at Ameritas, Mass Mutual, Metlife Securities, and PRUCO Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services.

Carl Endy is a CFP® with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior experience includes over a decade at Sivel Capital Management and operating as a Certified Public Accountant. Endy holds Series 63 and Series 65 registrations in addition to his CPA credential. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm combines in-house research with third-party managers and provides coordinated tax and administrative family office services alongside a broad range of portfolio strategies.

Colton Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Outside of advisory duties, Schafer is also involved in multi-line insurance brokerage and handles event planning and compliance coordination for his team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and FINRA broker-dealer services, offering clients tailored investment strategies supported by a network of third-party asset managers.

Andrew Mill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Truist Advisory Services and affiliated firms since 2016, including Bb&T Securities and TRUIST INVESTMENT SERVICES, INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.