Anna Jacoby is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Lincoln Investment, she worked at Agia and Valic Financial Advisors. Outside of her advisory role, Jacoby serves as a fundraising coordinator for the Souderton Braves Youth Football and Cheerleading Association. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management and research team.

Emeline Singh is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, The Prudential Insurance Company of America, and Pruco Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Paul Walter Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 43 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. Outside of his advisory role, he is involved in a business owning and managing garages in Bethlehem, PA. 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 broad clientele including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage and advisory services with both in-house and third-party portfolio management.

Kasia Medlar is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. She has worked with Osaic since 2024 and previously held roles at Triad Hybrid Solutions and Triad Advisors. Outside of advising, Medlar 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 individuals, pension plans, corporations, trusts, and other entities. The firm offers a range of investment and financial planning services through multiple program models, utilizing proprietary guidance and third-party platforms to build and monitor client portfolios.

Eric Connors is a ChFC® credentialed financial advisor with over 50 years of industry experience. He has worked at Private Advisor Group, LLC since 2017 and has been affiliated with LPL Financial since 2009. 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 employs a fiduciary-based advisory model and offers access to proprietary managed account solutions, third-party programs, and alternative investments.

Eric Wilby Jr. is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 66 credential and over 25 years of industry experience. He has been with Private Advisor Group since 2013. Outside of his advisory work, Wilby is involved in managing real estate rental properties. 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 employs a fiduciary-based advisory model, utilizing both discretionary and non-discretionary strategies, and offers proprietary and third-party managed account solutions.

Taylor Munoz is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Solid Ground Wealth Advisors and previously worked at Abundant Streams Capital Group, Pocono Township, and the Senate of Pennsylvania. Brookstone Capital Management LLC provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through various platforms and sub-advisory relationships.

Robert Willever is a CFP® with 40 years of experience in the financial services industry and has been with Hornor, Townsend & Kent, LLC since 1996. He holds a Series 63 license and operates an insurance brokerage under the name Willever Wealth Management, providing insurance sales and services to multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets and $648 million in non-discretionary assets as of the end of 2025.

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.

Joseph Kendy is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2025, he worked at Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of his advisory role, he is the owner of Joseph M. Kendy, LLC, a payroll tax savings business. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Jorge De La Cruz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His work history includes roles at Truist Investment Services, Inc. and Truist Bank, as well as prior employment at Starbucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

Lisa Somers is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Stifel for 10 years before joining Janney in 2019. Somers serves as a board member of the VIA Foundation, participating in meetings related to investment assets, donations, and fundraising. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house and third-party portfolio management, and provides custody and trustee services through its subsidiary trust company.

Drew Patenaude is a financial advisor at J. W. Cole Advisors, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining J.W. Cole Advisors, he worked at Voom Medical Devices, Orthofix, Novastep, and DNE LLC. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms to implement client solutions.

Margaret Mc Guire is a financial advisor at J.W. Cole Advisors, Inc. She holds a Series 66 designation and has been working in the industry since 2025. Prior to joining J.W. Cole Advisors, she was affiliated with Royal Alliance and OSAIC, and she also spent three years working at Shippensburg University. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of discretionary and non-discretionary investment strategies and maintains affiliations with multiple custodial platforms and third-party advisers.

Andrew Stitt is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial for 11 years. Outside of his advisory role, Stitt serves as the head lacrosse coach at Moravian Academy High School in Bethlehem, PA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and integrates technology platforms alongside a variety of investment strategies and third-party managers.

Todd Newcomer is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Penn Mutual Life Insurance Company and GBB & Company. Outside of advising, Newcomer serves as a board member for the nonprofit Little Free Library and is involved in community service through roles such as a board member for the Lehigh Valley Office Plaza Condo Association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates dual advisory and broker-dealer services and works with third-party asset managers to offer both discretionary and non-discretionary account options.

Craig Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also operates Schafer & Company, a CPA practice focused on tax preparation and accounting services. Schafer is involved in multiple business activities, including life insurance brokerage and retirement plan consulting under the 1847 Financial and 1847 Wealth Advocate brands. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, working with third-party asset managers and providing both discretionary and non-discretionary account options.

Madison Dill is a financial advisor at Mariner with four years of industry experience. She holds a Series 65 designation and previously worked at Corbenic Partners, LLC and Bloomsburg University. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolio strategies supported by an internal management team and third-party managers, and provides integrated tax and administrative services uncommon for enterprises of its size.

Douglas Leonzi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Bb&T Securities before joining Truist in 2016. Outside of his advisory work, he serves on the board of the East Stroudsburg University Foundation and is active with the Andre Reed Foundation, which supports underprivileged children in the Allentown area. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary strategies supplemented by AI-enabled research tools and extensive inter-affiliate integration.

Eric Fehr is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Truist Advisory Services since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.