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.

Emeline Singh is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, The Prudential Insurance Company of America, and Pruco Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.

Robert Willever is a CFP® with 40 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1996. He also owns and operates an insurance brokerage focused on life insurance sales and services. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight with a range of advisory and consulting offerings.

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.

Jorge De La Cruz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His work history includes roles at Truist Investment Services, Inc. and Truist Bank, as well as prior employment at Starbucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

Francis Giamboy Jr. is a financial advisor with Citizens Securities, Inc. in Springfield, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Citizens Securities in 2017, he worked with various insurance carriers and Waddell & Reed Inc. from 2012 to 2017. Outside of his advisory role, he hosts the WDEL Saturday HOTSPOT talk show on WDEL Radio. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and managed accounts, supported by its affiliation with Citizens Bank, N.A.

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.

Drew Patenaude is a financial advisor at J. W. Cole Advisors, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining J.W. Cole Advisors, he worked at Voom Medical Devices, Orthofix, Novastep, and DNE LLC. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms to implement client solutions.

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.

Gary Frey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also operates Frey & Co., a CPA and accounting services firm he founded in 1999. Outside of his advisory roles, Frey serves as treasurer for the Judith Adele Agentis charitable foundation and the Pennsylvania Music Preservation Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.

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.

Andrew Stitt is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously been associated with LPL Financial for over eleven years. Outside of his advisory role, Stitt serves as the head lacrosse coach at Moravian Academy High School in Bethlehem, PA. 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.

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.