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.

Michael Schwentner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Schwentner serves as a board member and trustee for Live Learn and Play, a community and educational center supporting families with autistic children. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing 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.

Robert Brown is a financial advisor with Commonwealth Financial Network and Lehigh Valley Investment Group, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 22 years at LPL Financial. Outside of advisory roles, he serves as Secretary and Treasurer of the Apple Wood Condominium Association. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including portfolio management, trading, compliance, and practice support, with discretionary model portfolios managed by its Investment Management and Research team.

Brenda Somers is a financial advisor at Janney Montgomery Scott with 16 years of industry experience and holds the Series 66 designation. She worked at Stifel from 2009 to 2019 before joining Janney Montgomery Scott in 2019. Outside of her advisory role, she serves as a consistory member at St. Peter's UCC in Northampton, PA. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Cory Thatcher is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2013 and is the proprietor of Thatcher Benefit Planning, Inc., a life insurance brokerage he has owned since 2003. Thatcher is also involved with multiple insurance brokerage entities, focusing on sales and service for various carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Patricia Peoples is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Peoples & Co Private Wealth Stewardship. She previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of her financial advisory work, she is also a fitness instructor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Matthew Bowman is a financial advisor with Truist Advisory Services in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with various Truist entities since 2016. Outside of his advisory role, he owns and rents out a residential property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by advanced research and inter-affiliate integration.

Jon Maitz is a ChFC® credentialed financial advisor with Hornor, Townsend & Kent, LLC, bringing 16 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, Maitz is actively involved in multi-line insurance brokerage through 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services that emphasize client-directed implementation and oversight. The firm manages a majority of its assets on a non-discretionary basis and offers financial planning, consulting, and retirement plan services through third-party asset managers.

David Mitchell is a CFP® and ChFC® with 22 years of experience in the financial industry. He has been with Centaurus Financial, Inc. since 2012. Outside of his advisory role, he is involved in tax consulting and the sale of fixed, non-indexed insurance products through related businesses. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, and institutional clients. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements and a combination of fundamental and technical analysis.

Dwayne Marsh is a financial advisor at Truist Advisory Services with 15 years of industry experience and a Series 66 designation. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held positions at Citizens Bank and Citizens Securities from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program. The firm combines discretionary and non‑discretionary strategies, using third‑party platforms and AI‑enhanced research tools to support investment decisions.

Casey Giraud is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network and SteelPillars Financial since 2019. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, enabling affiliated advisors to provide customized portfolio management and wealth planning solutions.

Ralph Capristo is a financial advisor with Centaurus Financial, Inc. in Allentown, PA, holding the CFP® designation and multiple securities licenses, with 12 years of industry experience. He previously worked at Umpqua Bank before joining Centaurus Financial in 2019. Capristo serves as an advisory council member for Misericordia University’s Business Department and is a board member of the Kutztown Rotary Foundation. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with a mix of discretionary and non-discretionary arrangements.

Shawn Hines is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2014. Private Advisor Group, LLC is an SEC-registered advisory firm managing 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 discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to multiple third-party asset management programs and separately managed account strategies.

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.

Clinton Osmun is a financial advisor with Truist Advisory Services holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at various Citizens Bank and Securities entities from 2015 until joining Truist Advisory Services in 2021. He is also a registered notary public in Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Susan Lobello is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. 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 municipal clients, offering brokerage services, financial planning, and advisory programs.

Phyllis Williams is a financial advisor with Guardian Life who holds Series 65 and Series 66 credentials and has 27 years of industry experience. She has worked with Guardian Life Insurance Company since 2024 and has been affiliated with Park Avenue Securities for 10 years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

Timothy Mack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses, and has five years of industry experience. His prior roles include positions at Bank of America and Wells Fargo, covering both clearing and banking services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools.

Matthew Tuley is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial for three years. Outside of his advisory role, he provides financial planning and consulting services through Capital Planning Wealth Management, an independent registered investment advisor. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and third-party asset managers. The firm utilizes multiple analytical approaches and supports client-specific restrictions, delivering services through a large network of investment adviser representatives.