Jeremy Gloth is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Fidelity Investments, The Prudential Insurance Company of America, and Sanofi Pasteur. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs that include model portfolios and digital advisory solutions.

Sean Linder is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with NewEdge Advisors and has prior experience at Purshe Kaplan Sterling Investments and Corbenic Partners. Outside of his advisory role, he co-owns SJL Rentals LLC, a rental property business. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services and employs a variety of program structures combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.

Deborah Harris 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 at Truist Advisory Services and Truist Investment Services since 2023, with prior experience at Citizens Securities, CCO Investment Services, and Citizens Bank. Outside of her advisory work, she serves as a caregiver for individuals with Down Syndrome and is a commissioned notary. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a distinctive approach involving inter-affiliate integration and related operational requirements.

Seth Maulfair is a financial advisor with Commonwealth Financial Network in Allentown, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been involved with CJM Custom Carpentry since 2017. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services.

William Perrelli is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering for employees. The firm's approach uses algorithm-driven risk assessment and implements investment strategies via mutual funds and ETFs, with portfolio management delegated to third parties.

Eric Angle is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 designation and has been with Janney Montgomery Scott since 2000. 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 wide range of clients including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Robert Seiler is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Asc Financial Group since 2013. His other business activities include involvement with life health annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Lee Berger is a CFP® professional with 15 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, LLC, BB&T Securities, LLC, and BB&T Investment Services, Inc. Berger operates a business activity under Private Advisor Group focused on investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party solutions to meet client investment goals.

Justin Hartman is a financial advisor with Commonwealth Financial Network in Bethlehem, PA. He holds a Series 66 designation and has six years of industry experience, including seven years at LPL Financial and current roles at Lehigh Valley Investment Group and Commonwealth Financial Network. Hartman is also co-owner of LVIG Partners, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Brenton Haupt is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding a Series 66 designation and six years of industry experience. Before joining Janney in 2020, he worked at Pennsylvania Lumbermens Mutual Insurance Company for three years and attended La Salle University. He serves on the boards of Berks Encore, a senior services organization, and Mary’s Shelter, a homeless shelter in Berks County, and volunteers annually at a financial literacy event for high school students. 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 clientele, including individuals, families, trusts, and institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Mark Borda is a CFA® charterholder with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Corbenic Partners, Citrin Cooperman, CFGI, and Manulife Asset Management. Outside of his advisory role, he is involved in real estate investment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses customized discretionary portfolios supported by in-house research and third-party managers, with a range of strategies including equity, fixed income, alternatives, and digital assets.

Lori Roth is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 credential and has previously worked at Truist Bank for 11 years. Roth serves as a board member of Diakon Child, Family & Community Ministries, which provides services such as adoption, foster care, and behavioral health care. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across affiliated entities.

Stephen Gironta is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He joined Oppenheimer in 2019 after working with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2019. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers diverse programs and advisory services employing various asset allocation strategies and manager selection, with both discretionary and non-discretionary options.

David Harth is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Harth is actively involved in youth soccer in Catasauqua, PA, serving as a board member and vice president of the local youth soccer association, as well as coaching youth and high school girls' soccer teams. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Jacob Ruggles is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at KMJ Financial Group, LLC since 2010 and worked at firms including American Portfolios Financial Services and Wells Fargo Clearing. Outside of advisory work, he is co-owner of Pinnacle Tax Associates, LLC, and serves as Treasurer and Board Member of the Foundation for Easton Public Schools as well as President and Managing Director of the Easton Soccer Alumni Club. 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 over $210 billion in client assets. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Antoinette Gega is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 66 license. She has 22 years of industry experience and has worked previously at Commonwealth Financial Network, Arkhitekton Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Gega is also involved in fixed insurance sales outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Ann Brinckman is a CFP® with 12 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. She has been with Private Advisor Group since 2013 and maintains a role with Capital Planning Wealth Management, also starting in 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary models. The firm utilizes proprietary and third-party managed account solutions and employs a fiduciary-based advisory approach that incorporates various investment strategies delivered via multiple technology platforms.

Brian Lueker is a financial advisor with Independent Financial Partners in Allentown, PA, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Triad Hybrid Solutions. He is also the owner and president of BluePrint Wealth Management Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Jacqueline Gleason is a financial advisor at Hornor, Townsend & Kent, LLC with one year of experience at the firm. She has previously owned J. Gleason Associates LLC since 2017 and worked at Hoffman & West PC from 2007 to 2017. Outside of her advisory role, she operates a tax preparation and accounting services business and is also an insurance agent involved in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment adviser and broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

John Sullivan II is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience, including prior roles at LPL Financial, Capital Planning Services Corp., and Valley National Advisers Inc. Outside of advisory work, he serves as treasurer for two local churches. 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 that integrates technology platforms and a range of investment methods, often implementing advice through third-party managers and turnkey asset management programs.