Mark Borda is a CFA® charterholder with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Corbenic Partners, Citrin Cooperman, CFGI, and Manulife Asset Management. Outside of his advisory role, he is involved in real estate investment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses customized discretionary portfolios supported by in-house research and third-party managers, with a range of strategies including equity, fixed income, alternatives, and digital assets.

Lori Roth is a financial advisor at Truist Advisory Services with two years of industry experience. She holds the Series 66 credential and has previously worked at Truist Bank for 11 years. Roth serves as a board member of Diakon Child, Family & Community Ministries, which provides services such as adoption, foster care, and behavioral health care. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across affiliated entities.

Joseph Frey is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has professional experience spanning several roles, including work at Baker Tilly and operating Frey & Co. CPA's. Outside of his advisory career, he has been involved in various positions related to golf clubs and sports organizations. 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 a FINRA-member broker-dealer, managing a multi-billion-dollar advisory platform with discretionary and non-discretionary account options.

Stephen Gironta is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches tailored to clients' objectives.

David Harth is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Harth is actively involved in youth soccer in Catasauqua, PA, serving as a board member and vice president of the local youth soccer association, as well as coaching youth and high school girls' soccer teams. 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 including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Jacob Ruggles is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at KMJ Financial Group, LLC since 2010 and worked at firms including American Portfolios Financial Services and Wells Fargo Clearing. Outside of advisory work, he is co-owner of Pinnacle Tax Associates, LLC, and serves as Treasurer and Board Member of the Foundation for Easton Public Schools as well as President and Managing Director of the Easton Soccer Alumni Club. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Ann Brinckman is a CFP® with 12 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial. She has been with Private Advisor Group since 2013 and maintains a role with Capital Planning Wealth Management, also starting in 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary models. The firm utilizes proprietary and third-party managed account solutions and employs a fiduciary-based advisory approach that incorporates various investment strategies delivered via multiple technology platforms.

Brian Lueker is a financial advisor with Independent Financial Partners in Allentown, PA, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Triad Advisors, Inc. and Triad Hybrid Solutions. He is also the owner and president of BluePrint Wealth Management Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Jacqueline Gleason is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She has been the owner of J. Gleason Associates LLC since 2017, providing tax preparation, bookkeeping, payroll services, and business administration. Additionally, she is involved in insurance brokerage through 1847Financial, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and manages assets through various third-party asset manager relationships under a dual registration structure.

John Sullivan II is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience, including prior roles at LPL Financial, Capital Planning Services Corp., and Valley National Advisers Inc. Outside of advisory work, he serves as treasurer for two local churches. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates technology platforms and a range of investment methods, often implementing advice through third-party managers and turnkey asset management programs.

Michael Baittinger is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023, and previously spent 13 years at Andesa Financial Management, Inc. Outside of his advisory role, he is a partner in several real estate investment companies involved in property acquisition and management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Jonathan Bath is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Brokers International Financial Services, Packerland Brokerage Services, and Stark Financial Group. He serves as treasurer and board member of the Nazareth Blue Eagle Education Foundation, where he provides financial oversight. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisers managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and a range of investment programs through both advisor-managed accounts and third-party managers.

Keith Holmes is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Key Investment Services LLC and Key Bank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolio design from both its Chief Investment Office and third-party managers.

Niko Camacho is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at LPL Financial, MML Investors Services LLC, Mass Mutual Life Insurance Company, and RBC Wealth Management. Outside of finance, Camacho has worked in the hospitality industry at Brickside Bar & Grill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Anna Jacoby is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Lincoln Investment, she worked at Agia and Valic Financial Advisors. Outside of her advisory role, Jacoby serves as a fundraising coordinator for the Souderton Braves Youth Football and Cheerleading Association. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management and research team.

Emeline Singh is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Pruco Securities LLC, and The Prudential Insurance Company of America. 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, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Minesh Patel is a financial advisor at First Command Advisory Services with 25 years of industry experience. He holds the ChFC® designation along with Series 66, 63, and 65 licenses. Prior to joining First Command, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. First Command Advisory Services 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 offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team.

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 an advisor at Osaic Advisory Services, LLC with five years of industry experience. She holds the Series 66 designation and has worked at Osaic since 2024, following roles at Triad Hybrid Solutions and Triad Advisors. Outside of advisory work, she serves as an Investment Operations Manager at iNDICON, Inc., providing administrative support to advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers various investment programs and financial planning services, utilizing a mix of fundamental and technical analysis, tactical trading, and platform relationships to deliver and monitor strategies.

Eric Connors is a ChFC® credentialed financial advisor with over 50 years of industry experience. He has worked at Private Advisor Group, LLC since 2017 and has been affiliated with LPL Financial since 2009. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers access to proprietary managed account solutions, third-party programs, and alternative investments.