Theodore Rhinehart is a financial advisor at JFS Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with JFS Wealth Advisors in various capacities since 2016. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

John Stanojev is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Kingswood Wealth Advisors since 2025 and previously spent 15 years with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on the development committee of the Pearl S. Buck Foundation, is an adjunct professor at the Community College of Philadelphia, and participates in several community activities including fundraising for the Mercer Museum and organizing local fishing derbies. Kingswood Wealth Advisors serves a diverse client base including retail and institutional investors and provides services such as portfolio management, financial planning, and ERISA plan advisory. The firm employs an open-architecture investment platform, frequently using third-party managers, and integrates insurance-linked account management within its operational model.

Monica Dougherty is a financial advisor at New Edge Wealth with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of her advisory role, she assists as a studio experience team member at a Philadelphia yoga studio. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm focuses on asset allocation and investor behavior, offering tailored portfolio management and integrating AI-assisted analytics alongside adviser judgment.

L Faulkner is a financial advisor at Girard Advisory Services, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Girard Advisory Services since 2015 and at Girard Investment Services (formerly Univest Investments, Inc.) since 2012. Faulkner also served with the Borough of Perkasie for seven years. Girard Advisory Services, LLC is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm employs a proprietary research process and an Investment Committee to tailor diversified portfolios, offering both discretionary and non-discretionary management with specialized strategies and ongoing client oversight.

Rodney Macintyre is a CFP® with 45 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. He has worked with StoneX Advisors since 2015 and previously spent 11 years at Wrp Investments, Inc. Outside of his advisory role, he owns and operates a life insurance sales business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm offers a range of investment solutions through independent advisors and in-house teams, utilizing multiple platforms and third-party managers.

Scott Hynson is a financial advisor with Commonwealth Financial Network in Doylestown, PA, holding a Series 66 designation and 24 years of industry experience. He worked at Axa Advisors, LLC from 2001 to 2020 before joining Commonwealth in 2020. Hynson is a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, investment management, and compliance support. The firm offers customizable investment solutions and operates as a platform provider supporting affiliated advisors under Commonwealth’s supervision.

Simon Filip is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and concurrently maintains a role as a limited partner in KRS CPAs LLC, an accounting and auditing firm. Filip also is involved in life insurance brokerage as a selling registered assistant, handling sales and servicing of insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, brokerage capabilities, and investment advice through a network of advisers and third-party asset managers.

Mathew Parsons is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Private Advisor Group and LPL Financial since 2018, as well as Citizens Securities and Citizens Bank from 2016 to 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based and employs a range of investment strategies, utilizing technology platforms and third-party managers to meet client objectives.

Duane Peoples is a financial advisor with Commonwealth Financial Network based in Allentown, PA. He holds the CFP® designation and has 15 years of industry experience. Prior to joining Commonwealth and founding Peoples & Co Private Wealth Stewardship, he spent eight years with Morgan Stanley and Morgan Stanley Private Bank. Peoples has been involved with Cedar Crest College since 2013. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, technology, investment management, and compliance while offering various discretionary and non-discretionary investment solutions.

Diane Boen is a financial advisor with Kestra Advisory in Warrington, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Kestra entities since 2011 and currently addresses client questions regarding life insurance products as part of her role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary and plan-level consulting services and serves a broad range of clients with approximately $79.8 billion in assets under management.

Brian Cressman is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at KeyBank and Mariner Finance Company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs with portfolio management and model-based advisory products delivered through a network of financial professionals.

Diana Colahan is a CFP®-certified financial advisor with 22 years of industry experience. She has been with Private Advisor Group, LLC since 2013 and has also worked with LPL Financial since 2008. In addition to her advisory role, she provides administrative support to Pinnacle Advisor Group, an independent investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing clients access to proprietary and third-party managed account solutions.

Matthew Marcolina is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Marcolina has been with Oppenheimer & Co Inc since 2001. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

Kristina Verna is a Series 66-licensed financial advisor with Truist Advisory Services, based in Allentown, PA, and has nine years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2016, including roles at BB&T Investments and BB&T Securities. 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 manager selection programs, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate integration.

Colin Stevens is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He has held various positions prior to his advisory role, including a brief tenure as a food delivery driver for Door Dash. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services, with a notable portion of assets managed on a non-discretionary basis.

Thomas Roberts is a financial advisor with Private Advisor Group, LLC, holding the Series 63 and Series 66 credentials and bringing 13 years of industry experience. His career includes roles at LPL Financial, Jackson National Life Distributors LLC, and Zen Payroll Inc. He also provides administrative support to Private Advisor Group through a registered investment advisor hybrid business. 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 advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and a range of investment strategies while often implementing advice through third-party managers and tactical asset management programs.

Bret Berg is a CFP® with eight years of industry experience, currently serving at Commonwealth Financial Network since 2023. He has also worked at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advising, he spends a portion of his time selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal models or external platforms.

Grace Pasquale is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Peoples & Co. Private Wealth Stewardship and Altitude Marketing. She holds an educational background from Temple University and Allentown Central Catholic High School. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

John Strasburger is a CFP® professional with four years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. Prior to this, he worked at Capital Planning Wealth Management and LPL Financial, and has a background that includes six years at Teva Pharmaceuticals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary-based advisory services with technology platforms and offers a range of managed account solutions and third-party manager options.

Faith Smith is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Oppenheimer since 2014. Outside of her advisory role, she assists with bookkeeping and marketing for a family-owned custom welding and metal fabrication business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services with a combination of discretionary and non-discretionary strategies, maintaining custody of client assets while operating both advisory and broker-dealer businesses.