Michael Richardson is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 1994. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Duy Vo is a financial advisor with J.W. Cole Advisors, Inc. based in Lancaster, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and Wells Fargo. 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 provides a range of investment approaches, including discretionary and non-discretionary management, fundamental and technical analysis, and access to multiple third-party platforms.

Erik Laymon is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds the Series 66 designation and previously worked at Align Wealth Strategies for a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio recommendations and third-party portfolio implementation.

Brian Guenard is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at Riversource Fund Distributors, Inc., Banc Of America Capital Management LLC, and Columbia Funds Distributor, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Virgil Kahl is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2017. He has also been co-owner of Spring Ridge Financial Group, LLC since 2002 and previously worked at National Planning Corporation from 2002 to 2017. Kahl serves as a board member of AAA of Reading Berks. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs, investment management, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Felipe Castaneda is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2019. His prior experience includes roles at LPL Financial, TD Ameritrade Investment Management, and ScottTrade. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, providing portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate clients, employing a range of investment strategies and extensive industry affiliations.

Jose Arevalo is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience at Spring Ridge Financial Group, LLC, Data Prep U LLC, Teaching Strategies LLC, KPMG LLP, Deloitte LLP, and Pinnacle Advisory Group, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robin Pysher is a financial advisor with Commonwealth Financial Network in Wyomissing, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Commonwealth Financial Network since 2017, with prior experience at National Planning Corporation and Springridge Financial. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Amanda Faith is a financial advisor at Savant Wealth Management with 11 years of industry experience. She holds a Series 65 credential and has worked at Savant Wealth Management since 2023, following six years at Domani Wealth, LLC and two years at PBWM Holdings. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a range of affiliated services such as accounting, legal, and trust operations.

Joseph Marmorato is a CFP® and Series 65 licensed advisor with four years of industry experience. He is currently with Savant Wealth Management and has previously worked at Domani Wealth, LLC and Mariner Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Louis Deering is a financial advisor with Commonwealth Financial Network based in Lancaster, PA. He holds the ChFC® designation and has 42 years of industry experience. Prior to joining Commonwealth in 2019, he spent 14 years with Janney Montgomery Scott. He is also the owner of Deering Wealth, LLC, a private entity that facilitates securities, advisory, and insurance business. 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 operational support, allowing advisors discretion to build client portfolios using diverse securities and insurance products alongside managed model portfolios.

Mark Roda is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2011, as well as at Sherman Werst Wealth Advisors and Align Wealth Strategies prior to founding Clear Wealth Partners. He is also the owner of Clear Wealth Partners, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized solutions, supported by operations, trading, technology, and compliance infrastructure.

Steven Marshall is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Thomas Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Savant Wealth Management in 2023, he worked at Pbwm Holdings from 2015 to 2023. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Daniel Perrotti Jr. is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with NewEdge Advisors since 2021 and has worked concurrently at Mid Atlantic Capital Corp since 2009. Outside of his advisory roles, he is involved with Perrotti Partners, LLC, where he serves as Vice President, providing financial consulting and managing office operations. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Martin Braam is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked with Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured supervisory framework.

Matthew Spezialetti is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He currently works at The Colony Group, LLC and has previously been with Buckingham Strategic Wealth, LLC. Outside of his financial advisory career, he has worked as a cameraman and game day stringer for the Reading Fightin Phils baseball team and as a seasonal sports reporter for the Reading Eagle. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad platform of investment options and affiliated service companies.

Kenneth Eshleman is a CFP® with 21 years of industry experience, currently serving at Savant Wealth Management since 2023. His prior experience includes roles at Domani Wealth, LLC, LPL Financial, and EHD Advisory Services, Inc. He is also a Vice-Chair and Supervisor on the Warwick Township Board of Supervisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Adam Runk is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Janney Montgomery Scott LLC and has held positions at the firm since 2026, following roles at First National Trust Company and F.N.B. Investment Advisors, Inc. 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Robert Firely Jr. is a financial advisor with Focus Partners Wealth, LLC, holding 20 years of industry experience. His prior roles include positions at The Colony Group, LLC and Buckingham Asset Management, LLC, and he has been affiliated with Herbein and Company, Inc. since 1997. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, alongside a wide network of affiliated service companies and specialty product offerings.