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 with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Bb&T Securities before joining Truist in 2016. Outside of his advisory work, he serves on the board of the East Stroudsburg University Foundation and is active with the Andre Reed Foundation, which supports underprivileged children in the Allentown area. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary strategies supplemented by AI-enabled research tools and extensive inter-affiliate integration.

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 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.

Rebecca Berger is a CFP® professional with 12 years of experience in the financial services industry. She is affiliated with Private Advisor Group, LLC and has also worked with LPL Financial, Kemp Harvest Financial Group, and National Planning Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, leveraging technology platforms and third-party managers to implement diversified investment strategies.

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.

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.

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.

Megan Wursta is a CFP® with five years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. She has worked at Private Advisor Group since 2021 and has prior experience with LPL Financial, LLC, Wursta Corporation, and Willy Joe's Restaurant. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary platforms and third-party managers.

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.