Patrick Betley is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Fidelity Investments. Betley has been with Creative Planning since 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and centralized investment infrastructure.

David Smith is a CFP® with 33 years of industry experience and has been with Commonwealth Financial Network since 2003. He is based in Pen Argyl, PA, and holds the Series 63 designation. Outside of his advisory role, he provides tax preparation services and is president and sole shareholder of DJS Financial Services, LLC, an operating company for his securities business. 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 provides operational, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

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.

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 Weber is a financial advisor with Lincoln Investment based in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Lincoln Investment Planning since 2011. Outside of his advisory role, he is involved with She Said Sunday, a business he has operated since 2007. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a range of investment portfolios using strategic and tactical approaches supported by an Investment Management & Research team.

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 work includes roles at LPL Financial and Bb&T Securities. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm offers access to third-party asset managers and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

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.

Jonathan Sliney is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Capital Analysts and State Street Global Advisors, where he worked from 2004 to 2021. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm provides a range of financial planning and investment management services, employing both strategic and tactical approaches through an in-house Investment Management & Research team.

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.

Joseph Frey is a financial advisor with Hornor, Townsend & Kent, LLC. He holds a Series 66 designation and has worked in the financial and related fields since 2022, including roles at Baker Tilly and owning Frey & Co. CPA's. Outside of finance, his background includes positions in education and sports organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering clients various account options and a collaborative investment management approach.

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.