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, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Oppenheimer since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies to meet client objectives.

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® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network since 2022. He also owns KMJ Financial Group, LLC and has prior experience with American Portfolios Financial Services, Inc. Outside of his advisory work, Ruggles is co-owner of Pinnacle Tax Associates, LLC, and serves as President and Managing Director of the Easton Soccer Alumni Club, as well as Treasurer and Board Member of the Foundation for Easton Public Schools. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers a variety of investment program structures and delivers operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Ann Brinckman is a CFP® professional with 12 years of experience in the financial services industry. She is currently affiliated with Private Advisor Group, LLC and LPL Financial, and has been involved with Capital Planning Wealth Management since 2013. Her background includes advisory services, financial planning, portfolio management, and conducting educational seminars and workshops. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of strategies and custodial relationships through its network of investment adviser representatives.

Brian Lueker is a financial advisor with Independent Financial Partners in Allentown, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Triad Advisors, Inc., Triad Hybrid Solutions, and OSAIC. He is also the owner and operator of BluePrint Wealth Management Group. Independent Financial Partners provides 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, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting services.

Jacqueline Gleason is a financial advisor with Hornor, Townsend & Kent, LLC and holds experience in accounting and tax preparation through her ownership of J. Gleason Associates LLC since 2017. She previously worked at Hoffman & West PC for ten years. Gleason also operates an insurance brokerage under the DBA 1847Financial, focusing on insurance sales including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services that emphasize client-directed implementation and oversight primarily on a non-discretionary basis. The firm integrates standard investment approaches and provides services through third-party asset managers and various advisory arrangements.

John Sullivan II is a financial advisor at Private Advisor Group, LLC with 46 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at LPL Financial and Capital Planning Services Corp., where he has been involved since 1997. Outside of his advisory work, he serves as treasurer for two local churches in Pennsylvania. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing various advisory programs, third-party asset managers, and proprietary model portfolios.

Michael Baittinger is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023, and previously spent 13 years at Andesa Financial Management, Inc. Outside of his advisory role, he is a partner in several real estate investment companies involved in property acquisition and management. 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, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Keith Holmes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Key Investment Services LLC and its affiliated entities, including KeyBank, since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee accounts, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing oversight while coordinating access to third-party discretionary managers and maintaining supervisory review across its programs.

Paul Valerio is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Truist Advisory Services and affiliated firms since 2016. Outside of his advisory role, he officiates high school and college ice hockey and lacrosse games and serves as a board member of the Pennsylvania chapter of NAIFA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Niko Camacho is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services LLC, Mass Mutual Life Insurance Company, and RBC Wealth Management. Outside of his advisory work, he has been employed with Astound Broadband in a non-investment capacity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Anna Jacoby is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Agia and Valic Financial Advisors. Outside of her advisory role, Jacoby is involved as a fundraising coordinator for a youth football and cheerleading nonprofit organization. Lincoln Investment serves individual and institutional clients, including high-net-worth individuals, charitable organizations, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches through an in-house Investment Management & Research team.

Minesh Patel is a financial advisor with First Command Advisory Services in Macungie, PA, holding the ChFC® designation and Series 66, 63, and 65 licenses. He has 25 years of industry experience, including over two decades at Prudential Insurance Company of America and Pruco Securities. Patel joined First Command in 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage portfolios through a structured, employee-owned platform.

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 at OSAIC Advisory Services, LLC with five years of industry experience. She holds a Series 66 credential and has worked previously at Triad Hybrid Solutions and Triad Advisors. Medlar also 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 a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and consulting services through multiple program models, utilizing both proprietary and third-party platforms.

Eric Connors is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license. He has 52 years of industry experience and has been with Private Advisor Group since 2017, also maintaining a relationship with LPL Financial since 2009. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services with access to multiple third-party asset managers and platforms.

Eric Wilby Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2013. Outside of his advisory work, he is involved in managing real estate rental properties. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

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.