Haesoo Cheon is a CFP® professional with nine years of industry experience currently affiliated with Private Advisor Group, LLC. Prior to joining the firm, Cheon worked at KeyBanc Capital Markets Inc., Laurel Road, Guggenheim Securities, LLC, and Morgan Stanley Smith Barney LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions, employing both proprietary platforms and third-party strategists.

Jeffrey Garrison is a financial advisor with Truist Advisory Services in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Citizens Bank, Citizens Securities, Inc., and Wells Fargo. Outside of advising, he serves as a Notary Public. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, 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 third‑party platforms and AI-enabled research tools.

Timothy Caso is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including National Life Group, Massmutual, and Concorde Investment Services. He is currently affiliated with SPC, Sigma Financial Corporation, and Parkland Securities. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, with custody and execution services provided by Fidelity/NFS.

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.

Brian Lee is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 44 years of industry experience. He has been with Janney Montgomery Scott since 1980. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Matthew Ostomy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at FolioFN Investments, H. Beck, Inc., and Financial West Group. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and investment management through proprietary and third-party platforms, combining advisor-led discretionary management with model-based strategies.

John Iannantuono is a financial advisor with Osaic Advisory Services, LLC, holding ChFC® and Series 63 credentials and bringing 49 years of industry experience. His career includes tenures at Triad Advisors, Inc., Ifg/Russell Advisors, Inc., and American Financial Management Group. Outside of advisory roles, he has served as a township supervisor and provides consulting for complex estate settlements through Employee Benefits Consultants, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and access to various third-party platforms and managers.

Ryan Brahm is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm uses algorithm-driven risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Jonathan Carter is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at City National Rochdale, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of trustees for Partners in Prevention, a nonprofit organization. RBC Rochdale serves a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with various sub-advisory and management services.

Anthony Capristo is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Centaurus Financial since 2017. In addition to his advisory work, Capristo provides tax consulting and prepares tax returns through his non-investment business activities. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management through its CLASSIC Plus platform, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

George Hlavac is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with Truist Advisory Services in Allentown, PA. His prior roles include positions at Truist Investment Services and a brief tenure at H&H Law. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration across its affiliated entities.

Sean Lyons is a CFP® with 27 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Deep Draft Consulting, M Holdings Securities, Cornerstone Advisors Asset Management, and YCS Asset Management. Outside of his advisory work, Lyons owns WBT Strategy, LLC, a life insurance sales business. Integrity Alliance is a large advisor network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides services to individual investors, corporations, and retirement plans through a combination of discretionary accounts, model portfolios, and third-party managers, supporting a range of investment approaches and client needs.

Richard Lord Jr. is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2021. Prior to joining Truist, he worked at Bbtis and North Star Construction. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary strategies.

Michael Schwentner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 13 years of experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Schwentner serves as a board member and trustee for Live Learn and Play, a community and educational center assisting families with autistic children in locating support services. 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 a range of custody, execution, and brokerage capabilities alongside investment advice.

Robert Brown is a financial advisor with Commonwealth Financial Network and Lehigh Valley Investment Group, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 22 years at LPL Financial. Outside of advisory roles, he serves as Secretary and Treasurer of the Apple Wood Condominium Association. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including portfolio management, trading, compliance, and practice support, with discretionary model portfolios managed by its Investment Management and Research team.

Brenda Somers is a financial advisor at Janney Montgomery Scott with 16 years of industry experience and holds the Series 66 designation. She worked at Stifel from 2009 to 2019 before joining Janney Montgomery Scott in 2019. Outside of her advisory role, she serves as a consistory member at St. Peter's UCC in Northampton, PA. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Cory Thatcher is a financial advisor with Hornor, Townsend & Kent, LLC in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2013 and has operated Thatcher Benefit Planning, Inc. since 2003, focusing on life, health, and disability insurance brokerage. Thatcher is involved in multiple insurance-related business ventures, including ownership and agent roles in several life insurance brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates a dual-registered advisory and broker-dealer platform with a significant asset base, offering tailored investment strategies and relationships with third-party asset managers.

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.

Matthew Bowman is a financial advisor with Truist Advisory Services in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with various Truist entities since 2016. Outside of his advisory role, he owns and rents out a residential property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by advanced research and inter-affiliate integration.

Jon Maitz is a financial advisor at Hornor, Townsend & Kent, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Maitz has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, he operates a multi-line insurance brokerage and is involved in financial planning services and property management activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary investment options and maintains a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.