Martin Braam is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked with Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured supervisory framework.

Matthew Spezialetti is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He currently works at The Colony Group, LLC and has previously been with Buckingham Strategic Wealth, LLC. Outside of his financial advisory career, he has worked as a cameraman and game day stringer for the Reading Fightin Phils baseball team and as a seasonal sports reporter for the Reading Eagle. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad platform of investment options and affiliated service companies.

Kenneth Eshleman is a CFP® with 21 years of industry experience, currently serving at Savant Wealth Management since 2023. His prior experience includes roles at Domani Wealth, LLC, LPL Financial, and EHD Advisory Services, Inc. He is also a Vice-Chair and Supervisor on the Warwick Township Board of Supervisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Adam Runk is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Janney Montgomery Scott LLC and has held positions at the firm since 2026, following roles at First National Trust Company and F.N.B. Investment Advisors, Inc. 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, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Robert Firely Jr. is a financial advisor with Focus Partners Wealth, LLC, holding 20 years of industry experience. His prior roles include positions at The Colony Group, LLC and Buckingham Asset Management, LLC, and he has been affiliated with Herbein and Company, Inc. since 1997. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, alongside a wide network of affiliated service companies and specialty product offerings.

Michael Rowley is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He has held positions at The Colony Group, LLC and Buckingham Asset Management, LLC and has a long-standing association with Herbein and Company, Inc. Outside of advisory work, he is a partner in 2763 Century Blvd., LLC, a commercial rental property company. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a wide range of wealth management and advisory services.

Angela Berkosky is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. She previously worked at Domani Wealth, LLC (formerly PBWM Holdings) from 2017 to 2023, and at PBWM Holdings from 2015 to 2017. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services such as accounting, legal, and trust management.

Grant Walker is a CFP®-credentialed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has held various roles within the SunTrust and BB&T organizations since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing discretionary and non-discretionary manager relationships alongside third-party platform partnerships.

Michael Zimmerman is a financial advisor with J. W. Cole Advisors, Inc. in Lancaster, PA, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Sequinox Wealth Advisors and Jonathan Roberts Advisory Group. Outside of his advisory duties, he serves as president of Regal Wealth Advisors, LLC, a securities and advisory business. J. W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical analysis and utilizes various custodial platforms and third-party managers in client solutions.

Angela Stephenson is a CFP® and holds a Series 66 license with 23 years of experience in the financial services industry. She has worked at Savant Wealth Management since 2023 and previously held roles at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Andrew Morgan is a financial advisor at Janney Montgomery Scott with six years of industry experience and holds a Series 66 designation. His work history includes roles at Janney Montgomery Scott since 2019 and previous experience at Morgan Stanley Private Bank and Morgan Stanley. Outside of finance, he has been involved with Immaculate Landscape Specialists LLC and has experience in funeral home services and mortuary science. 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, and institutional clients, offering financial planning, brokerage services, and advisory programs with a combination of in-house and third-party portfolio management.

Joshua Southwick is a financial advisor at &Partners with a Series 66 credential and four years of industry experience. He has worked previously at Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, and JP Morgan Private Bank. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Michael Dinan is a CFP® and holds a Series 65 license with 15 years of experience in financial advising. He has worked at Savant Wealth Management since 2023 and previously held positions at Domani Wealth, LLC and PBWM Holdings. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated accounting, legal, and trust services.

Michael Melocheck is a Series 66-licensed financial advisor with three years of industry experience, currently associated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company, among other firms. He is also involved in selling insurance products beyond Guardian offerings. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.

Ilona Brandt Tom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities over the past decades. Outside of her advisory work, she is a ski instructor, teaching both children and adults. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Beverly Barr is a financial advisor with SPC in Lebanon, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Parkland Securities since 2014 and serves as president of Barr Associates, Inc. Barr is also a board member of Youth for Christ in Lebanon, PA, where she participates in fundraising activities to support local youth. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors, providing both discretionary and nondiscretionary solutions tailored to client needs.

Melissa Shade 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 with Truist and its affiliated entities since 2017, including prior roles at CITIZENS Bank and CCO Investment Services. Outside of her advisory work, she is involved with the Pennsylvania Association of Notaries, providing document notarization services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and fiduciary support.

Hope Hoke is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining Janney in 2025, she worked for 16 years at RBC Capital Markets. 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 multiple advisory programs.

Chad Stauffer is a CFA® charterholder and holds a Series 65 license, with three years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and previously worked at RKL Private Wealth and Ambassador Advisors LLC/Faithward Capital. Prior to entering the financial advisory field, he was involved with Senior Wellness Services LLC for six years. 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 employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

Craig Wenger is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 2016. He also has a background with Guardian Life Insurance Company. Wenger is involved in insurance services as a significant part of his professional activities. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide range of retail clients including individuals, high-net-worth investors, and charitable organizations. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as lending solutions and tax harvesting.