Angela Alexander is a financial advisor with Commonwealth Financial Network in Wyomissing, PA. She holds a Series 65 designation and has 1 year of industry experience. Her work history includes multiple roles at both Commonwealth Financial Network and Spring Ridge Financial Group LLC dating back to 2001. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving around 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm manages approximately $212.7 billion in client assets and provides adviser support through a range of managed-account programs, third-party asset managers, retirement consulting, and custody services.

Scott George is a financial advisor with TLG Advisors, Inc. based in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with The Leaders Group, Inc. since 2016 and serves as president of Premier One Financial Company, where he is involved in insurance sales and services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm offers investment supervisory services, portfolio management, and financial planning, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and providing both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Peter Costanzo Jr. is a CFP® with 31 years of industry experience and has been with Janney Montgomery Scott since 1997. He is based in Lancaster, PA. Outside of his advisory work, he owns a rental property in Long Beach Island, NJ. Janney Montgomery Scott 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, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services.

Alexandria Maldonado is a financial advisor at J. W. Cole Advisors, Inc. in Lancaster, PA, holding a Series 66 credential with four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she has experience working in the brewing and hospitality industries. J. W. Cole Advisors operates through a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement plan services, and access to third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of investment strategies including discretionary and non-discretionary account management, combining fundamental and technical analysis along with model- or manager-based approaches.

Brad Brisan is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and Herbein Wealth Management, L.L.C. since 2010. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside private funds and third-party managers.

David Whiting is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FNB Wealth Management and PFM Fund Distributors. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Tara Garcia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Commonwealth Financial Network during two separate periods, from 2011 to 2018 and again since 2024, and was previously with Merrill from 2018 to 2024. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and operates as a platform provider with substantial clearing and custody relationships.

Julianna Devonshire is a Series 66-licensed financial advisor with 17 years of industry experience. She currently works at &Partners, where she has been since 2023, following seven years at Wells Fargo Clearing. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Evan Hand III is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Truist and its predecessor firms since 2016. 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 offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools.

Michael Bucklin is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has previously held roles at BB&T, Santander, and PNC. Bucklin serves on the boards of several nonprofit organizations, including The Heritage Resident Benefit Fund, Dayspring Homes, Inc., and the Oley Valley Community Education Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enabled equity research and inter-affiliate resources.

Michael Heiser is a CFP® with 17 years of industry experience currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, GWFS Equities, and J.P. Morgan Institutional Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Jeffrey Bingham is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Guardian Life. He has worked at Guardian Life since 2015 and has additional experience with First Financial Group dating back to 2009. Outside of his advisory work, he participates in community organizations including the West Reading-Wyomissing Rotary and The Friday LEADS Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers both brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions that include financial planning, consulting, and access to proprietary and third-party investment programs.

Paul Elfner is a CFP® professional with 12 years of experience in financial advisory. He is currently with Savant Wealth Management in Lancaster, PA, having previously worked at Domani Wealth, LLC and ParenteBeard Wealth Management LLC. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs a blended investment approach incorporating evidence-based, model-driven asset allocation with actively managed strategies and is supported by affiliated accounting, legal, and trust services.

Eric Nissley is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Fulton Bank, N.A. He is also involved as an Investment Advisor Representative with Regal Wealth Advisors. J. W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through a network of over 480 advisors. The firm offers fee-based portfolio management, financial planning, retirement plan services, and access to various investment platforms and third-party managers.

Scott Gola is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist and its affiliated entities since 2016. Outside of his advisory role, he serves as treasurer for United Evangelical in Denver, Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with third-party platforms and AI-enhanced research to support investment decision-making and fiduciary oversight.

Jay Bauer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group since 2001. Outside of his advisory role, he is involved in K & B Deck Building, Inc., a non-investment-related business. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services, alongside access to insurance products and alternative investments.

Joshua Weaknecht is a financial advisor with Truist Advisory Services in Wyomissing, PA. He holds Series 66 and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wachovia Bank, and BB&T. Outside of his advisory work, he serves on the Board of Trustees for Historic Bethlehem Museums Sites. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Jonathan Moyer is a financial advisor with Principal Financial Services in Wyomissing, PA, holding the CFP® and ChFC® designations and the Series 63 license. He has 37 years of industry experience, including roles at Principal Securities since 2016 and ownership of Moyer Insurance and Financial Solutions since 2010. Outside of his advisory work, he is involved in insurance sales and owns MIFS, LLC, which handles insurance commissions and related office expenses. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Alan Fertel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, and previously at Wells Fargo Clearing from 2010 to 2013. Fertel also operates under the DBA Red Oak Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and a range of investment methods.

Renee Harrison is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. She has been with Truist Advisory Services and Truist Investment Services since 2021 and previously worked at Bb&T Securities and Bbtis from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a proprietary manager-selection program for clients seeking third-party managers.