John Paul Debard is a financial advisor with PNC Wealth Management in Bethlehem, PA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with PNC Investments since 2011. Outside of his advisory role, he is the owner of Soul Shaker Records, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.

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.

Gregory Russo is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Truist, Russo worked at BB&T Securities and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its investment solutions.

Thomas Roberts is a financial advisor with Private Advisor Group, LLC and Pinnacle Advisor Group, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked with LPL Financial and Harbor Lights Financial Group, Inc. In addition to financial advising, Roberts provides life coaching services focused on goal-setting and personal development and has taught a course on retirement planning at Cedar Crest College. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various managed account solutions, including its proprietary WealthSuite platform. The firm operates on a fiduciary basis, employing multiple investment strategies and technology platforms while often utilizing third-party managers and TAMPs.

Michael Engler Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. Engler is involved in community efforts as a board member and co-chairman of the Lehigh Valley Business Group, which promotes resource awareness for families in the Lehigh community. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing a multi-billion dollar asset base and providing clients with tailored investment strategies through a network of advisers and third-party asset managers.

Daniel Fratantoro is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network since 2022. His prior roles include positions at KMJ Financial Group, American Portfolios Financial Services, Mutual of Omaha, and StrengthsBase, Inc. Outside of advisory work, he is co-owner of Pinnacle Tax Associates, LLC, where he provides tax preparation services, and operates an accounting and bookkeeping sole proprietorship as a CPA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, compliance, technology, and investment management support, enabling advisors to deliver customized portfolio solutions under Commonwealth’s supervision.

Mark Strunk Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles within PNC Investments and PNC Bank, along with brief periods at Fidelity Deposit and Discount Bank and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to implement portfolios with mutual funds and ETFs.

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® professional with 23 years of industry experience, currently an advisor at Janney Montgomery Scott since 2003. He holds the Series 66 designation and is based in Allentown, PA. Janney Montgomery Scott LLC is a large 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Kevin Kennedy is a financial advisor with Hornor, Townsend & Kent, LLC, holding the Series 63 and Series 65 designations and possessing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Kennedy participates in the 1847 Phil Raymond Charitable Foundation, a nonprofit supporting the professional development of financial professionals. 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 and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Patricia Weir is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, Morgan Stanley Smith Barney LLC, and Merrill. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Michael Stanley is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, Wells Fargo, and Uber. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Brett Poling is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ADP and Wells Fargo Advisors. He has also been involved with OxyFit Gym and Moravian University during earlier stages of his career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and offers a variety of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jennifer Thompson is a financial advisor with LPL Financial in Bethlehem, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Cadaret Grant & Co., Inc., Royal Alliance Associates, Inc., Valor Wealth Management, and MML Investors Services. Outside of finance, she has experience in entrepreneurship through her involvement with Pink Entourage Salon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Tiffany Nguyen is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018 after four years at Wells Fargo Bank, NA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal and third-party investment management and supports trading, account administration, and custody.

Michael Moore is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked with Bank of America, N.A. since 2011 and has been affiliated with Merrill Lynch Pierce, Fenner & Smith, Incorporated since 2007. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution. The firm integrates its services with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by its Chief Investment Office and platform oversight.

Steven Cwienkala Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its related entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.