Andrew Hanson is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at Marshall Financial, Spread Bagelry, and Crumbl Cookies. He studied and worked in educational settings at Villanova University, Holy Ghost Prep, and Our Lady of Good Counsel. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies combined with selective private market exposure.

Donald Scholz is a CFP® with 32 years of experience in the financial industry. He is currently with Creative Planning and previously worked for The Marshall Financial Group, Inc. for over 30 years. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

William Bernhardt is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC and Renaissance Benefit Advisors, Inc. since the early 2000s. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.

Cory Thatcher is a financial advisor with Hornor, Townsend & Kent, LLC in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2013 and has operated Thatcher Benefit Planning, Inc. since 2003, focusing on life, health, and disability insurance brokerage. Thatcher is involved in multiple insurance-related business ventures, including ownership and agent roles in several life insurance brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates a dual-registered advisory and broker-dealer platform with a significant asset base, offering tailored investment strategies and relationships with third-party asset managers.

Patricia Peoples is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Peoples & Co Private Wealth Stewardship. She previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of her financial advisory work, she is also a fitness instructor. 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 discretionary model portfolios and customized investment solutions.

Jon Maitz is a financial advisor at Hornor, Townsend & Kent, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Maitz has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, he operates a multi-line insurance brokerage and is involved in financial planning services and property management activities. 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 provides both discretionary and non-discretionary investment options and maintains a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Stephanie Zysk is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 credential and 21 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Morgan Stanley. She is also a co-administrator for the estate of Robert E. Yost. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

Lindsey Menezes is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds a Series 66 designation and has previously worked with Ameriprise Financial Services, Minnesota Life Insurance Company, Securian Financial Services, and Foundations Financial Partners. Menezes also spent time in academia with Grove City College’s Mathematics Department. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and their clients nationwide. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Steven Moyer is a financial advisor at Mariner Wealth Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at SFG Investment Advisors, Everence Trust Company, ProEquities, and PRUCO Securities. Moyer serves as a board member of Grantd Equity Inc., an advisory role outside the investment industry. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional wealth management offerings.

David Mitchell is a CFP® and ChFC® with 22 years of experience in the financial industry. He has been with Centaurus Financial, Inc. since 2012. Outside of his advisory role, he is involved in tax consulting and the sale of fixed, non-indexed insurance products through related businesses. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, and institutional clients. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements and a combination of fundamental and technical analysis.

William Harvey is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney since 2002 and holds the Series 63 designation. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through multiple platforms.

Heather Holt is an advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. She has worked at Citizens Bank and Fleetwood Bank in various roles since 2011. Citizens Securities serves a broad 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 advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Dwayne Marsh is a financial advisor at Truist Advisory Services with 15 years of industry experience and a Series 66 designation. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously held positions at Citizens Bank and Citizens Securities from 2015 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program. The firm combines discretionary and non‑discretionary strategies, using third‑party platforms and AI‑enhanced research tools to support investment decisions.

Charles Steege is a CFP® with 29 years of industry experience. He has been with Savant Wealth Management since 2022, previously working for SFG Investment Advisors, Inc. for 26 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Thomas Beeby is a financial advisor with Commonwealth Financial Network in Doylestown, PA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Simon Quick Advisors, Magnetar Capital, and Foundations Financial Partners. Outside of advising, he spends part of his time involved in fixed insurance sales. 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 managing roughly $212.7 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Ralph Capristo is a financial advisor with Centaurus Financial, Inc. in Allentown, PA, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 12 years of industry experience, including four years at Umpqua Bank prior to joining Centaurus Financial in 2019. Capristo serves as an advisory council member at Misericordia University and is a board member of the Kutztown Rotary Foundation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services under both discretionary and non-discretionary arrangements.

Shawn Hines is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012, with prior experience at New England Securities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and third-party strategists.

Clinton Osmun is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple affiliated entities including Citizens Bank and Citizens Securities, Inc. Since 2015, he has also been a registered notary public in Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, leveraging third‑party platforms and AI‑enabled research tools as part of its investment approach.

Susan Lobello is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Scott Parry is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Integrity Wealth Management LLC and LPL Financial. Outside of his advisory role, he is a partner in GMI Digital LLC, an art curation business. Private Advisor Group serves a broad range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs, employing a fiduciary-based model with technology-driven investment solutions and partnerships with major strategists.