Michael Mcguire is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Metlife Securities, Mass Mutual Investors Services, Sii, and OSAIC Wealth. Outside of his advisory work, he serves as president of Atlas Advisors, LLC. 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 representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Louis Lamoreaux is a financial advisor at Key Investment Services LLC in Walnutport, PA, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Key Investment Services LLC since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides access to third-party discretionary managers while maintaining supervisory oversight and due diligence.

Robert Bem is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with Truist Advisory Services since 2021, following prior roles at BB&T Securities and BBTIS. He is based in Bethlehem, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary strategies supported by third-party platform arrangements.

Shaun O'Boyle is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes 15 years at MetLife Securities before joining Commonwealth and founding Steel Pillars LLC in 2016. He also spends a portion of his time on fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, while allowing advisors discretion in portfolio construction and offering proprietary model portfolios.

Jonathan Swavely is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Janney Montgomery Scott and has prior experience at Bank of America N.A. and Merrill. 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 individuals, high-net-worth clients, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Shawn Swartz is a financial advisor at PNC Wealth Management with 26 years of industry experience. His career includes roles at Merrill and Bank of America, where he worked for 14 years, followed by positions at Citizens Securities and Edward Jones. He holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolios implemented with mutual funds and ETFs. The firm emphasizes a discretionary, model-driven approach with delegated portfolio management and limited direct client trading.

Michael Klein is a financial advisor with Lincoln Investment in Bethlehem, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1990. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Craig Peoples is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Mutual of Omaha. Outside of his advisory role, he has been involved with Lehigh Christian Academy for several years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers advisors access to discretionary model portfolios and various customized investment solutions.

Joseph Garvey III is a financial advisor at Guardian Life and Park Avenue Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Legacy Planning Partners and Temple University. Outside of his advisory role, Garvey is engaged in creating and selling original fine art and prints. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.

Jared Brown is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Hartford Funds Distributors, LLC, Pacer Financial, Inc., and KMJ Financial Group, LLC. Before entering the financial industry, he worked in catering and engineering and attended Temple University. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Brett Biggs is a financial advisor at Janney Montgomery Scott with 22 years of industry experience and a Series 66 designation. He has been with Janney Montgomery Scott since 2003. Outside of his advisory role, Biggs serves on several nonprofit boards, including DeWeather Cares and the Sun Inn Preservation Association, and is president of the Lehigh Valley Rugby Football Club. 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 with investment advice delivered through a combination of in-house portfolio management and third-party managers across various advisory programs.

Michael Waterhouse is a financial advisor with Primerica Advisors in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2015. Outside of his advisory role, Waterhouse serves as president of the local University of South Florida alumni association, organizing events and networking opportunities for alumni. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a wide range of account services.

Kristen Skowronek is a financial advisor at Guardian Life with seven years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior experience includes roles at Ernst & Young and The Prudential Insurance Company of America. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individual, institutional, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm uses both proprietary and third-party models and offers discretionary and non-discretionary advisory relationships.

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.

Peter Gruppo is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has two years of industry experience and previously worked at Wells Fargo Bank, Santander Securities, and United Ground Express. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

John Verish is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Penn Mutual Life Insurance Company, Lincoln Investment, and Global Atlantic Financial Group. Outside of his advisory role, he is actively involved in insurance brokerage and provides accounting and tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a combination of custody, execution, brokerage, and investment advisory services.

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.

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 22 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023. His prior experience includes 13 years at Andesa Financial Management, Inc. and five years at Andesa Strategies, Inc. Outside of his advisory work, he is a part-owner of real estate investment companies involved in property management and accounting. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios, utilizing a mix of low-cost ETFs, index funds, separate account managers, and direct indexing, and offers a range of specialized advisory services and educational initiatives.

Alexander Riley is an advisor at Hornor, Townsend & Kent, LLC with one year of experience. He is also the owner of Riley Rodzianko & Company Inc., a CPA and accounting firm providing accounting, consulting, bookkeeping, and tax preparation services since 2016. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.