Louis Lamoreaux is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016, previously working at LPL Financial. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with platform and discretionary implementation by Envestnet, supported by internally designed strategist portfolios and third-party managers, and is integrated with KeyCorp affiliates for various advisory and banking services.

Michael Mastillo is a financial advisor with Transamerica Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked with Transamerica Financial Advisors since 2018 and also serves as managing director at United Financial Services and TRANSAMERICA Agency Network. In addition to advisory roles, Mastillo is involved in recruiting and managing insurance sales for affiliated companies. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Jonathan Swavely is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Janney Montgomery Scott and has prior experience at Bank of America N.A. and Merrill. 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 individuals, high-net-worth clients, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

William Connors Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2013, following prior roles at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he serves on the board of the Father Jude Ice Hockey Extra Attacker Club, a fundraising organization for a high school ice hockey program, and works as a delivery person for a food service company. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund through an integrated group with affiliated funds.

Craig Peoples is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Mutual of Omaha. Peoples has also been involved with Lehigh Christian Academy for several years. 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 roughly $212.7 billion in client assets. The firm offers a broad range of managed account programs and access to third-party asset managers, supporting both individual and institutional clients.

Jared Brown is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Hartford Funds Distributors, LLC, Pacer Financial, Inc., and KMJ Financial Group, LLC. Before entering the financial industry, he worked in catering and engineering and attended Temple University. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Rebecca Berger is a CFP® professional with 12 years of experience in the financial services industry. She is affiliated with Private Advisor Group, LLC and has also worked with LPL Financial, Kemp Harvest Financial Group, and National Planning Corporation. 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, leveraging technology platforms and third-party managers to implement diversified investment strategies.

Michael Waterhouse is a financial advisor at Guardian Life with 16 years of industry experience. He has worked at Guardian Life since 2015 and previously held positions at Raymond James Financial and Ameriprise. He serves as president of the local University of South Florida alumni association, organizing alumni events and networking activities. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, integrating insurance products and alternative investments within its service platform.

Andrew Lee is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Janney Montgomery Scott since 2010 in various roles. Outside of his advisory work, he has been involved with Lehigh Country Club since 1998. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

John Verish is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Penn Mutual Life Insurance Company, Lincoln Investment, and Global Atlantic Financial Group. Outside of his advisory role, he is actively involved in insurance brokerage and provides accounting and tax preparation 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 as an SEC-registered adviser and FINRA-member broker-dealer, providing a combination of custody, execution, brokerage, and investment advisory services.

Calvin Herzer is a financial advisor with Truist Advisory Services in Allentown, PA, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior work includes roles at Citizens Securities, Citizens Bank, and KeyBank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs both discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools in its investment approach.

Paul Barbehenn is a CFP® and CFA® with 22 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023. His prior experience includes 13 years at Andesa Financial Management, Inc. and five years at Andesa Strategies, Inc. Outside of his advisory work, he is a part-owner of real estate investment companies involved in property management and accounting. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios, utilizing a mix of low-cost ETFs, index funds, separate account managers, and direct indexing, and offers a range of specialized advisory services and educational initiatives.

Robert Everitt III is a CFP® with 23 years of industry experience. He is affiliated with Private Advisor Group, LLC and has also worked at LPL Financial and Capital Planning Services Corp since 2010. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, among other advisory services. The firm employs a fiduciary-based advisory model that utilizes various investment strategies and technology platforms to tailor solutions for its clients.

Alexander Riley is an advisor at Hornor, Townsend & Kent, LLC with one year of experience. He is also the owner of Riley Rodzianko & Company Inc., a CPA and accounting firm providing accounting, consulting, bookkeeping, and tax preparation services since 2016. 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 operates both advisory programs and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Nicholas Roselli is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Shipt and attended Pennsylvania State University. Outside of his advisory work, he has experience as a Shipt Shopper. Guardian Life's Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Waseem Khan is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at TD Private Client Wealth, TD Bank, and Wells Fargo. He works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which 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 solutions, including advisory services through proprietary and third-party platforms.

Jarrod Renninger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at LPL Financial, Good Life Advisors, Bank of America, and Merrill Lynch. Renninger operates an independent registered investment advisory business through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Gregory Russo is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Truist, Russo worked at BB&T Securities and BB&T 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 third-party platforms to deliver its investment solutions.

Thomas Roberts is a financial advisor with Private Advisor Group, LLC and Pinnacle Advisor Group, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with LPL Financial and Harbor Lights Financial Group, Inc. In addition to financial advising, Roberts provides life coaching services focused on goal-setting and personal development and has taught a course on retirement planning at Cedar Crest College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various managed account solutions, including its proprietary WealthSuite platform. The firm operates on a fiduciary basis, employing multiple investment strategies and technology platforms while often utilizing third-party managers and TAMPs.

Michael Engler Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. Engler is involved in community efforts as a board member and co-chairman of the Lehigh Valley Business Group, which promotes resource awareness for families in the Lehigh community. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing a multi-billion dollar asset base and providing clients with tailored investment strategies through a network of advisers and third-party asset managers.