Lisa Somers is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Stifel for 10 years before joining Janney in 2019. Somers serves as a board member of the VIA Foundation, participating in meetings related to investment assets, donations, and fundraising. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house and third-party portfolio management, and provides custody and trustee services through its subsidiary trust company.

Margaret Mc Guire is a financial advisor at J.W. Cole Advisors, Inc. She holds a Series 66 designation and has been working in the industry since 2025. Prior to joining J.W. Cole Advisors, she was affiliated with Royal Alliance and OSAIC, and she also spent three years working at Shippensburg University. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of discretionary and non-discretionary investment strategies and maintains affiliations with multiple custodial platforms and third-party advisers.

Joseph Frederick Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked with Capital Planning Wealth Management and LPL Financial, alongside his ongoing role at Private Advisor Group. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, corporate, and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various strategies and third-party asset management programs.

Todd Newcomer is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Penn Mutual Life Insurance Company and GBB & Company, where he was a partner providing tax preparation and auditing services. Newcomer serves as a board member for the Little Free Library nonprofit organization and is involved in community service through a local condo association board. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, managing billions in both discretionary and non-discretionary assets through a network of advisers and third-party asset managers.

Craig Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also operates Schafer & Company, a CPA firm specializing in tax preparation and accounting services. His other business activities include life insurance brokerage and retirement plan consulting under 1847 Financial and 1847 Wealth Advocate. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset managers, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight with a significant focus on non-discretionary asset management.

William Velekei is a CFP® professional with 10 years of industry experience. He has worked at Mariner Wealth Advisors since 2022 and previously spent seven years with Corbenic Partners, LLC. He serves on the Board of Trustees and the Audit/Finance Committee of the Da Vinci Science Center. Mariner serves a broad mix of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios and integrates in-house research with third-party managers, with a notable depth of tax and accounting integration uncommon for firms of its scale.

Madison Dill is a Series 65-registered advisor at Mariner with three years of industry experience. Prior to joining Mariner, she worked at Corbenic Partners, LLC and held positions in education at Bloomsburg University and Emmaus High School. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios managed by an internal team and an Investment Committee, with a notable integration of tax, accounting, and administrative capabilities uncommon in large advisory firms.

Donald Connors is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been associated with Guardian Life since 2011 and Park Avenue Securities since 2022. Outside of his advisory role, Connors is the owner of LifePoint Financial LLC, which manages residual commissions for life and disability insurance. Park Avenue Securities LLC, a 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, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services with a blend of proprietary and third-party investment models.

Douglas Leonzi is a financial advisor at Truist Advisory Services with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several related firms including BB&T Securities and SunTrust Advisory Services. Outside of his advisory role, Leonzi serves on the board of the East Stroudsburg University Foundation and volunteers locally with the Andre Reed Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing both discretionary manager relationships and non-discretionary consulting supported by a range of third-party platform and manager arrangements.

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.

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.

Michael Mastillo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Transamerica Financial Advisors since 2018 and previously worked at United Financial Services and The Assurance Group. He is also involved in insurance sales for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms and manages approximately $1.7 billion in assets under management.

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.

William Connors Jr. is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2013. Outside of his advisory role, he serves as a board member for the Father Jude Ice Hockey Extra Attacker Club, a fundraiser for a high school ice hockey program. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.

Michael Klein is a financial advisor with Lincoln Investment in Bethlehem, PA, holding a Series 63 designation and over 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1990. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs that utilize both strategic and tactical approaches.

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 with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he creates and sells original art and prints through his fine art business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, utilizing both proprietary and third-party models.

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.

Rebecca Berger is a financial advisor with Private Advisor Group, LLC, holding CFP® and Series 63 designations and 11 years of industry experience. Her prior work includes roles at Kemp Harvest Financial Group and National Planning Corporation. Berger provides investment advisory and administrative services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs, employing diverse investment strategies and supporting held-away account management through technology partnerships.