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 at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo in various capacities for over a decade before joining KeyBank and Key Investment Services. Outside of her advisory role, she has been involved with the Schuylkill Racquet Club for 18 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, operating 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 Series 66 licensee with 14 years of industry experience. He is currently an advisor at NewEdge Advisors and has previously worked at Purshe Kaplan Sterling Investments and Corbenic Partners, LLC. Outside of his advisory role, he co-owns SJL Rentals LLC, which manages over 200 apartment units. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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® with 33 years of industry experience. He is affiliated with Comprehensive Advisors, LLC and has held roles at Private Advisor Group, LPL Financial, Integrity Investment Advisors, and National Planning Corporation. Outside of financial advising, he is a co-owner of Rapunzel Day Spa & Salon in Lansdale, PA. Comprehensive Advisors, LLC provides financial planning and consulting services to individual and high-net-worth clients, focusing on one-time financial plans rather than ongoing asset management. The firm implements advice through client Investment Policy Statements and offers a range of investment recommendations without discretionary trading or custody of client assets.

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.

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.

Brenton Haupt is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding a Series 66 designation and six years of industry experience. Before joining Janney in 2020, he worked at Pennsylvania Lumbermens Mutual Insurance Company for three years and attended La Salle University. He serves on the boards of Berks Encore, a senior services organization, and Mary’s Shelter, a homeless shelter in Berks County, and volunteers annually at a financial literacy event for high school students. 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 clientele, including individuals, families, trusts, and institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Lori Roth is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 credential and has previously worked at Truist Bank for 11 years. Roth serves as a board member of Diakon Child, Family & Community Ministries, which provides services such as adoption, foster care, and behavioral health care. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across affiliated entities.

David Harth is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Harth is actively involved in youth soccer in Catasauqua, PA, serving as a board member and vice president of the local youth soccer association, as well as coaching youth and high school girls' soccer teams. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

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.

Timothy Curry is a financial advisor with Voya Financial Advisors, Inc., holding a ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse clientele including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers a variety of financial planning and portfolio management services through multiple program structures, emphasizing recommendation-based relationships primarily in non-discretionary arrangements.

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 five years of industry experience. He has operated Maleno & Associates since 2004, providing CPA and accounting services including income tax return preparation and consulting. Outside of his advisory role, Maleno is involved in life insurance brokerage through several entities, including 1847 Financial and Maleno Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

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.

Michael Baittinger is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023, and previously spent 13 years at Andesa Financial Management, Inc. Outside of his advisory role, he is a partner in several real estate investment companies involved in property acquisition and management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.