Keith Holmes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Key Investment Services LLC and its affiliated entities, including KeyBank, since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee accounts, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing oversight while coordinating access to third-party discretionary managers and maintaining supervisory review across its programs.

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.

Niko Camacho is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services LLC, Mass Mutual Life Insurance Company, and RBC Wealth Management. Outside of his advisory work, he has been employed with Astound Broadband in a non-investment capacity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

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.

Kasia Medlar is a financial advisor at OSAIC Advisory Services, LLC with five years of industry experience. She holds a Series 66 credential and has worked previously at Triad Hybrid Solutions and Triad Advisors. Medlar also serves as an Investment Operations Manager at iNDICON, Inc., providing administrative support to advisors. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and consulting services through multiple program models, utilizing both proprietary and third-party platforms.

Eric Connors is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license. He has 52 years of industry experience and has been with Private Advisor Group since 2017, also maintaining a relationship with LPL Financial since 2009. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services with access to multiple third-party asset managers and platforms.

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.

Kenneth Haupt is a financial advisor at Janney Montgomery Scott with 33 years of industry experience and holds Series 63 and Series 65 designations. He has been with Janney Montgomery Scott since 2000. Outside of his advisory role, he is involved with the Reading Public Library Foundation, a nonprofit organization supporting the local public library. 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 with brokerage services, financial planning, and advisory programs, employing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Francis Giamboy Jr. is a financial advisor with Citizens Securities, Inc. in Springfield, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Citizens Securities in 2017, he worked with various insurance carriers and Waddell & Reed Inc. from 2012 to 2017. Outside of his advisory role, he hosts the WDEL Saturday HOTSPOT talk show on WDEL Radio. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and managed accounts, supported by its affiliation with Citizens Bank, N.A.

Joseph Frederick Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Capital Planning Wealth Management and LPL Financial, alongside his ongoing role at Private Advisor Group. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, corporate, and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various strategies and third-party asset management programs.

Shawn Burger is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank and KeyBank prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that uses a combination of discretionary and non-discretionary solutions supported by third-party platforms and AI-enabled research tools.

Donald Connors is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been associated with Guardian Life since 2011 and Park Avenue Securities since 2022. Outside of his advisory role, Connors is the owner of LifePoint Financial LLC, which manages residual commissions for life and disability insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services with a blend of proprietary and third-party investment models.

Douglas Leonzi is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several related firms including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, Leonzi serves on the board of the East Stroudsburg University Foundation and volunteers locally with the Andre Reed Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by a range of third-party platform and manager arrangements.

Michael Mastillo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Transamerica Financial Advisors since 2018 and previously worked at United Financial Services and The Assurance Group. He is also involved in insurance sales for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms and manages approximately $1.7 billion in assets under management.

Jonathan Swavely is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Janney Montgomery Scott and has prior experience at Bank of America N.A. and Merrill. 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 individuals, high-net-worth clients, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

William Connors Jr. is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2013. Outside of his advisory role, he serves as a board member for the Father Jude Ice Hockey Extra Attacker Club, a fundraiser for a high school ice hockey program. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Craig Peoples is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Mutual of Omaha. Outside of his advisory role, he has been involved with Lehigh Christian Academy for several years. 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 wealth management and retirement plan consulting, and offers advisors access to discretionary model portfolios and various customized investment solutions.

Rebecca Berger is a CFP® professional with 12 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Kemp Harvest Financial Group, and National Planning Corporation. Her credentials include the Series 63 designation. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program, delivering advisory solutions through a broad network of investment adviser representatives.

Michael Waterhouse is a financial advisor with Primerica Advisors in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2015. Outside of his advisory role, Waterhouse serves as president of the local University of South Florida alumni association, organizing events and networking opportunities for alumni. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a wide range of account services.

Caitlin Strunk is a CFP® with 10 years of experience in financial advisory, currently with Private Advisor Group, LLC since 2018. She previously worked at LPL Financial and NATIONAL PLANNING CORPORATION, and is also involved with Comprehensive Financial Professionals, Inc. outside of her primary advisory roles. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.