Andrew Lee is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Janney Montgomery Scott since 2010 in various roles. Outside of his advisory work, he has been involved with Lehigh Country Club since 1998. 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 including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Robert Fink III is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with several firms including LPL Financial, Comprehensive Advisors, LLC, and Comprehensive Financial Professionals, Inc. He operates primarily out of Lansdale, PA. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary advisory programs. The firm leverages various third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Calvin Herzer is a financial advisor with Truist Advisory Services and holds Series 65 and Series 63 licenses. He has four years of industry experience and has previously worked at Citizens Securities, Citizens Bank, and KeyBank. 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 third-party platforms and AI-enabled research tools.

Megan Wursta is a CFP® with five years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior work includes roles at LPL Financial, Wursta Corporation, and Willy Joe's Restaurant. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports multiple custodians and third-party asset management programs.

Nicolas Chaparro is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides clients with financial advice and services tailored to their individual needs. Nicolas holds a Bachelor's Degree from West Virginia University. Further details about his experience, expertise, or personal interests are not provided.

Paul Barbehenn is a CFP® and CFA® with 21 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023, following a 13-year tenure at Andesa Financial Management, Inc. Barbehenn is also a part-owner and member of two real estate investment companies, Brainerd Partners, LLC and BP Hamilton, LLC, involved in property management and accounting. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a range of implementation options.

Robert Everitt III is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, where he has worked since 2011, and has additional affiliations with LPL Financial and Capital Planning Services Corp. He provides financial planning and consulting services through Capital Planning Services Corp., an independent investment advisory firm. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting across multiple program types. The firm supports its advisory solutions through a network of investment adviser representatives and access to third-party asset managers and proprietary model portfolios.

Nicholas Roselli is a financial advisor at Primerica Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience with Guardian Life Insurance Company and Shipt. Outside of his advisory role, he has worked as a Shipt shopper. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of investment strategies through proprietary and third-party portfolios.

Jason Allen is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Empower Advisory Group, he worked for De Lage Landen for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Ryan Moore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes 15 years at Lincoln National Life and 14 years at Lincoln Financial Advisors Corporation prior to joining Transamerica in 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education through various programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily offers non-discretionary advice without targeting high-net-worth or corporate clients.

Joseph Fenstermacher is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus since 2021, with prior roles at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory work, he is involved in health insurance sales and management through ownership and partnership roles in Health Insurance Worx, LLC and TW Cooper Benefits, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts.

Thomas Roberts is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with Pinnacle Advisor Group, Inc. since 2013 and LPL Financial since 2008. Outside of his advisory work, Roberts provides life coaching services focused on personal goal-setting and teaches a retirement planning course at Cedar Crest College. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse strategies and a range of custodial and platform relationships.

Lance Roetling is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RK Financial and TD Bank N.A. Outside of his advisory role, he volunteers as a cook providing meals for people in need through Revivals Outreach Perkaise. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence of third-party advisory products.

Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has been with Hornor, Townsend & Kent Inc. and Penn Mutual Life Insurance Co. since 2016. He serves as a board member of the Misericordia University Alumni Association and is involved in multiple insurance and financial services businesses, including ownership interests in related firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement consulting services. The firm combines advisory and broker-dealer capabilities with a network of advisers and third-party asset manager relationships to provide tailored investment strategies and supervision.

Travis Bolton is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at BB&T and its related entities since 2016, continuing through the firm's transition to Truist. 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 and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.

Daryl Woodring is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Janney Montgomery Scott since 2012. Outside of his advisory role, he works as a high school football and basketball referee, officiating approximately 35-40 games annually. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

John Olson is a CFP® and Series 66 designated financial advisor with 22 years of industry experience, currently with Janney Montgomery Scott since 2003. He is based in Allentown, PA. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, consulting, and various advisory programs.

Lynn Craig is a CFP® with 38 years of industry experience, currently with Cetera since 2025. She previously worked at Commonwealth Financial Network, Capital Analysts, and Lincoln Investment. Craig is co-owner of The Fitness Squad, LLC, which operates an Orangetheory Studio. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Matthew Young is a financial advisor at Fidelity with a Series 66 credential and six years of industry experience. His work history includes roles at Fidelity Brokerage Services, MML Investors Services, Mass Mutual, and Axa Advisors, among others. Outside the financial sector, he has experience working in education and the food service industry. Matthew is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research with quantitative and algorithmic methods and serves multiple registered investment companies and intermediary platforms.

Donald Marano is a financial advisor with Morgan Stanley in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced analytical tools.