John O'Hara Jr. is a CFP® and holds the Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial, National Planning Corporation, and Comprehensive Financial Professionals. 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. The firm employs a fiduciary-based advisory model that integrates proprietary managed account solutions, third-party TAMPs, and technology platforms while offering access to various investment strategies and third-party managers.

Andrew Maron is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including roles at Client 1st Financial, OSAIC, and Paragon Strategic Wealth, a private entity he owns for securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive support services including trading, reporting, and custody.

Scott Parry is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has also been associated with Integrity Wealth Management LLC and LPL Financial for over a decade. Outside of advisory activities, Parry is a partner in GMI Digital LLC, a business focused on art curation. 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, offering proprietary and third-party managed account solutions that utilize a range of investment strategies and technology platforms.

Matthew Tuley is a financial advisor at Private Advisor Group, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Fox Hollow Golf Club. In addition to his advisory role, he provides financial planning and consulting services through Capital Planning Wealth Management, an independent registered investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement various investment strategies.

Peter Stratton is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Outside of his advisory work, he is a drummer and percussionist in the Hypnotic Eye band. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm distinguishes its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Michael Calafati is a financial advisor with Eagle Strategies (New York Life) in Harleysville, PA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Calafati Financial Group, which sells New York Life products and brokers non-registered insurance products. He is also a passive investor in BLOCS Scholarship LLC. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Joseph Sivel is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously managed Sivel Capital Management for 21 years before joining Mariner in 2021. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services uncommon among large advisory firms.

Shirley Antonini is a financial advisor with Key Investment Services LLC who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Bank, and she has been involved with the Schuylkill Racquet Club for over 18 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Garrett Dollard is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. His prior roles include positions at Morningstar Investment Management LLC and Sports Made Personal. Outside of his advisory work, he coaches youth lacrosse programs for both boys and girls. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Sean Linder is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with NewEdge Advisors and has prior experience at Purshe Kaplan Sterling Investments and Corbenic Partners. Outside of his advisory role, he co-owns SJL Rentals LLC, a rental property business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services and employs a variety of program structures combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Deborah Harris is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2023, with prior experience at Citizens Securities, CCO Investment Services, and Citizens Bank. Outside of her advisory work, she serves as a caregiver for individuals with Down Syndrome and is a commissioned notary. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a distinctive approach involving inter-affiliate integration and related operational requirements.

Seth Maulfair is a financial advisor with Commonwealth Financial Network in Allentown, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been involved with CJM Custom Carpentry since 2017. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services.

Timothy Waite is a CFP® professional with 34 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has previously worked with National Planning Corporation and Integrity Investment Advisors, LLC. Outside of his advisory role, he co-owns a day spa and salon in Lansdale, PA. 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 managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and selection of third-party managers using diverse strategies and technology platforms.

Robert Seiler is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Asc Financial Group since 2013. His other business activities include involvement with life health annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Paul Siock is a financial advisor at GWN Securities Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory work, he provides life insurance quotes and fixed annuity options to clients and assists New Jersey public school employees with retirement planning through the SWR Group. GWN Securities offers investment advisory services to individual and corporate clients through managed accounts, financial planning, and third-party manager introductions. The firm utilizes a combination of sub-advisers and model-based allocations, implementing both tactical market-timing strategies and technology-driven platforms.

Lee Berger is a CFP® professional with 15 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, LLC, BB&T Securities, LLC, and BB&T Investment Services, Inc. Berger operates a business activity under Private Advisor Group focused on investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party solutions to meet client investment goals.

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®-credentialed financial advisor with 13 years of industry experience. He is currently with Lincoln Investment and has previously worked at LPL Financial, Citizens Securities, The Vanguard Group, and Fidelity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

Ann Brinckman is a CFP® with 12 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. She has been with Private Advisor Group since 2013 and maintains a role with Capital Planning Wealth Management, also starting in 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary models. The firm utilizes proprietary and third-party managed account solutions and employs a fiduciary-based advisory approach that incorporates various investment strategies delivered via multiple technology platforms.

Brian Lueker is a financial advisor with Independent Financial Partners in Allentown, PA, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Triad Hybrid Solutions. He is also the owner and president of BluePrint Wealth Management Group. Independent Financial Partners offers 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, with a notable focus on retirement-plan advisory and pension consulting services.