Lee Berger is a CFP® professional with 15 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior work includes roles at LPL Financial and Bb&T Securities. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm offers access to third-party asset managers and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

Thomas Martorana Jr. is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is involved with Walnut Hill Investments, LLC. 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 a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and various advisory programs.

Leonard Rizzotti is a CFP® with 42 years of industry experience, currently with Lincoln Investment since 2004. He serves as a board member for the PSADA Foundation, a nonprofit organization where he provides investment recommendations for the mutual fund portfolio funding student scholarships. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor-managed portfolios, and operates as both a broker-dealer and SEC-registered RIA, managing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Antoinette Gega is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 66 license. She has 22 years of industry experience and has worked previously at Commonwealth Financial Network, Arkhitekton Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Gega is also involved in fixed insurance sales outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Edward Kamradt is a CFP® professional with 13 years of industry experience. He is currently with Lincoln Investment, having joined the firm in 2026. His prior roles include positions at LPL Financial LLC, Citizens Securities, Inc., The Vanguard Group, Inc., and Fidelity Investments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolios, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Ann Brinckman is a CFP® professional with 12 years of experience in the financial services industry. She is currently affiliated with Private Advisor Group, LLC and LPL Financial, and has been involved with Capital Planning Wealth Management since 2013. Her background includes advisory services, financial planning, portfolio management, and conducting educational seminars and workshops. 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 custodial relationships through its network of investment adviser representatives.

Brian Lueker is a financial advisor with Independent Financial Partners in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Triad Advisors, Inc., Triad Hybrid Solutions, and OSAIC. He is also the owner and operator of BluePrint Wealth Management Group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.

John Maleno is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He is also the proprietor of Maleno & Associates, offering CPA and accounting services, including income tax return preparation and consulting. In addition to his advisory role, Maleno is involved in several life insurance brokerage activities through his own firms and as an agent for other insurance groups. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, offering a range of asset management and brokerage services through a network of advisers and third-party asset managers.

John Sullivan II is a financial advisor at Private Advisor Group, LLC with 46 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial and Capital Planning Services Corp., where he has been involved since 1997. Outside of his advisory work, he serves as treasurer for two local churches in Pennsylvania. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing various advisory programs, third-party asset managers, and proprietary model portfolios.

Keith Holmes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Key Investment Services LLC and Key Bank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolio offerings, and managed accounts, emphasizing client direction and model selection alongside ongoing monitoring and due diligence. The firm operates within the KeyCorp group and collaborates closely with affiliated entities to provide a broad range of investment and brokerage services.

Paul Valerio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Truist Advisory Services and affiliated firms since 2016. Outside of his advisory role, he officiates high school and college ice hockey and lacrosse games and serves as a board member of the Pennsylvania chapter of NAIFA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Samuel Varano is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has prior experience at Diversified Lifelong Advisors, Rosenzweig & Associates, Areté Partners, LLC, and Pitcairn Trust Company. He provides investment advice under the business name Cypress Wealth Partners, LLC. 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, with access to third-party asset managers and firm-managed model portfolios supported by leading strategists and platforms.

Minesh Patel is a financial advisor with First Command Advisory Services in Macungie, PA, holding the ChFC® designation and Series 66, 63, and 65 licenses. He has 25 years of industry experience, including over two decades at Prudential Insurance Company of America and Pruco Securities. Patel joined First Command in 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios through a structured, employee-owned platform.

George Dallas is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked at Centaurus Financial since 2020, following prior roles at Mid-Atlantic Wealth Advisory Group and Cetera Advisor Networks. He is also the owner and president of Aegis Risk Advisors, a firm involved in selling insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and specialized services, employing a mix of discretionary and non-discretionary arrangements alongside various analytical approaches.

Kathleen Lynn is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 1999. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Michael Shaub is a financial advisor with Private Advisor Group, LLC in Lansdale, PA, holding Series 65 and Series 63 credentials and four years of industry experience. His previous roles include positions at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers and proprietary model portfolios supported by strategists such as Fidelity, BlackRock, and Goldman Sachs.

Nicholas Romano is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase & Co. and operating Romano & Romano Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Edward Dirugeris is a CFP® and CFA® affiliated with Private Advisor Group, LLC, with experience at Pitcairn spanning from 2015 to the present. He provides investment advice under the business name Cypress Wealth Partners through Private Advisor Group. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and multiple third-party platforms.

Tammy Bowman is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She has been with Janney Montgomery Scott since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns multiple rental properties in Florida. 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 a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Susan Reid is a financial advisor with PNC Wealth Management in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and implements investments with mutual funds and ETFs.