Zachary Elinich is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Principal Financial Services and Principal Life Insurance Company since 2020. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel stationed outside the U.S. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Cameron Witherow is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation. He has been active in the financial services industry since 2024, with prior experience at Northwestern Mutual and American Heritage Credit Union. Outside of advisory roles, he provides administrative support to both Private Advisor Group and Capital Planning Wealth Management. Private Advisor Group, LLC is an SEC-registered 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Haesoo Cheon is a CFP® professional affiliated with Private Advisor Group, LLC and has nine years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2025, Cheon worked at KeyBanc Capital Markets, Laurel Road, Guggenheim Securities, and Morgan Stanley Smith Barney. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through both wrap and non-wrap programs. The firm offers access to third-party asset managers and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

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 with SPC in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Sigma Financial Corporation, National Life Group, and MassMutual. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and offers specialized account programs such as the SIGMA Managed Account.

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.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, Cetera, and Essa Bank & Trust. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio construction approaches and custodial platforms.

Matthew Ostomy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Park Avenue Securities, LLC since 2020 and has prior experience with Guardian Life Insurance Co of America, H. Beck, Inc., and FolioFn Investments, Inc. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

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.

Andrew Snyder is a financial advisor at Private Advisor Group, LLC with Series 66 registration and one year of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial for one year and spent 25 years at IQE, Inc. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm’s investment adviser representatives tailor solutions using multiple custodians, model strategists, and program vehicles to meet client objectives.

John Iannantuono is a financial advisor with OSAIC Advisory Services, LLC, holding the ChFC® and Series 63 designations and bringing 49 years of industry experience. His prior roles include tenures at Triad Advisors, Inc., Ifg/Russell Advisors, Inc., and American Financial Management Group. Outside of his advisory work, he has served as a supervisor for Lowhill Township and consults on complex estate settlements through Employee Benefits Consultants, LLC. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and 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 financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Truist Investment Services, H&H Law, Lehigh Valley Lawn, and Penn State College. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and integrated inter-affiliate resources.

Luke Hoff is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with PNC in various capacities since 2015. Outside of his advisory role, he serves as a referee and assistant referee with the Eastern Pennsylvania Soccer Association of Referees. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital investment platform that uses algorithmic risk assessments and third-party strategists to manage portfolios primarily composed of mutual funds and ETFs.

Stephen Gooditis is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with NewEdge Advisors and has previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Outside of investment advising, he provides notary services and consults on Medicare supplement programs, health insurance, and certain insurance products. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support clients and 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.

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.