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.

Jonathan Dolin is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Royal Alliance Associates, SII, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, Dolin is involved with Atlas Advisors, LLC, where he participates in sales and marketing of securities and investment advisory services as well as insurance brokerage. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that incorporate fundamental and technical analysis, model portfolios, and digital advice platforms.

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.

Brian Schiavo is a financial advisor with Transamerica Financial Advisors in Allentown, PA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at United Financial Services and The Prudential Insurance Company of America. He is also involved in sales of insurance and non-insurance products and serves as an associate director for recruiting and training representatives within the Transamerica Agency Network. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a mix of proprietary and third-party investment models, operating as both a registered broker-dealer and registered investment adviser.

Jonathan Moyer is a Certified Financial Planner® affiliated with Carson Wealth, with 23 years of experience in the financial industry. He has previously worked at Cetera Advisor Networks, PNC Wealth Management, and LPL Financial, among other firms. Moyer is also an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion across more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and customized investment solutions.

Carl Endy is a CFP® with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior experience includes over a decade at Sivel Capital Management and operating as a Certified Public Accountant. Endy holds Series 63 and Series 65 registrations in addition to his CPA credential. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm combines in-house research with third-party managers and provides coordinated tax and administrative family office services alongside a broad range of portfolio strategies.

David Drake is a financial advisor with Kestra Advisory in Doylestown, PA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Kestra Advisory since 2016 and maintains longstanding roles with Kestra Investment Services, Drake, Lehner & Morgan LLC, and The Drake Company LLC. Outside of his advisory duties, he serves as an elder in his local community. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Colton Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Outside of advisory duties, Schafer is also involved in multi-line insurance brokerage and handles event planning and compliance coordination for his team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and FINRA broker-dealer services, offering clients tailored investment strategies supported by a network of third-party asset managers.

Matthew Witter is a CFP®, ChFC®, and Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2022, following prior roles at SFG Investment Advisors, Sharp Financial Services, The Sharp Financial Group, and H.D. Vest Advisory Services. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated legal, accounting, and trust services.

Thomas McGraw is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Marshall Financial Group, GB Logistics, and The Vanguard Group. Outside of his advisory work, he is also a resident DJ at restaurants and clubs in Philadelphia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Kevin Mccornac is a CFP® with 32 years of industry experience, currently serving at Ameritas Advisory Services, LLC since 2021. He has also worked with Ameritas Investment Corp for 29 years and has been involved with KRM Financial Services Group for over 31 years. Outside of his advisory roles, he is licensed as an independent insurance agent specializing in the sale of life insurance and fixed annuities. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm employs a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by third-party managers and technology.

Paul Burian Jr. is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. Prior to joining Savant, he worked at Analysis Prime and BNY Mellon. Outside of his advisory role, he holds a real estate agent license with Compass. Savant Wealth Management serves high-net-worth individuals, families, and institutions with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust services.

Craig Muschko is a financial advisor at J. W. Cole Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates, Metlife Securities, and Mass Mutual Investors Services. Outside of his advisory role, he owns a business that offers pitching lessons. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Robert Theisen Jr. is a financial advisor with Eagle Strategies (NY Life) in Gilbertsville, PA, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and has been affiliated with Eagle Strategies since 2024. Outside of his advisory role, he is active in community service, serving as an officer for the United Way of Boyertown, a board member of the Boyertown Area Historical Society, and a volunteer supporting Perkiomen School and the Salvation Army of Boyertown. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis, with a focus on tailoring solutions to client objectives and plan sponsor criteria.

Philip Marchese is a CFP® and CFA® with 23 years of experience in the financial industry. He currently serves as a representative at Kestra Advisory and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he is the COO of Automation Distribution Inc and MDCI Automation, overseeing operations and finance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors as well as individual clients.

Deborah Field is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves in leadership and administrative positions with hunting dog organizations focused on ethical hunting practices and conservation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, providing investment advice through in-house management and third-party managers across multiple wrap programs and unified managed accounts.

Jonathan Carpenter is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Private Advisor Group, Capital Planning Wealth Management, and LPL Financial since 2013. Carpenter serves as a board member for Fellowship International Mission and Faith Evangelical Church. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model, utilizing multiple investment strategies and third-party managers through proprietary and external platforms.