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 with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company, Global Atlantic Financial Group, and Lincoln Investment. In addition to his advisory work, he is involved in insurance brokerage as an agent for 1847Financial and provides tax preparation and accounting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

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.

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.

Paul Barbehenn is a CFP® and CFA® with 21 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2023, following a 13-year tenure at Andesa Financial Management, Inc. Barbehenn is also a part-owner and member of two real estate investment companies, Brainerd Partners, LLC and BP Hamilton, LLC, involved in property management and accounting. 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, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, tax management, and a range of implementation options.

Robert Everitt III is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC, where he has worked since 2011, and has additional affiliations with LPL Financial and Capital Planning Services Corp. He provides financial planning and consulting services through Capital Planning Services Corp., an independent investment advisory firm. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting across multiple program types. The firm supports its advisory solutions through a network of investment adviser representatives and access to third-party asset managers and proprietary model portfolios.

Alexander Riley is affiliated with Hornor, Townsend & Kent, LLC and holds credentials as a CPA with over 10 years of experience in accounting and consulting through his ownership of Riley Rodzianko & Company. He joined Hornor, Townsend & Kent in 2025. Outside of his advisory role, he provides accounting, bookkeeping, and tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services implemented primarily on a non-discretionary basis. The firm utilizes a range of investment approaches including asset allocation, diversification, and fundamental and technical analysis.

John Paul Debard is a financial advisor with PNC Wealth Management in Bethlehem, PA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with PNC Investments since 2011. Outside of his advisory role, he is the owner of Soul Shaker Records, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.

Nicholas Roselli is a financial advisor at Primerica Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience with Guardian Life Insurance Company and Shipt. Outside of his advisory role, he has worked as a Shipt shopper. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a range of investment strategies through proprietary and third-party portfolios.

Ryan Moore is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes 15 years at Lincoln National Life and 14 years at Lincoln Financial Advisors Corporation prior to joining Transamerica in 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education through various programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a large client base and primarily offers non-discretionary advice without targeting high-net-worth or corporate clients.

Joseph Fenstermacher is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus since 2021, with prior roles at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory work, he is involved in health insurance sales and management through ownership and partnership roles in Health Insurance Worx, LLC and TW Cooper Benefits, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts.

Jarrod Renninger is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at LPL Financial, Good Life Advisors, Bank of America, and Merrill Lynch. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Gregory Russo is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Truist, Russo worked at BB&T Securities and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its investment solutions.

Thomas Roberts is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with Pinnacle Advisor Group, Inc. since 2013 and LPL Financial since 2008. Outside of his advisory work, Roberts provides life coaching services focused on personal goal-setting and teaches a retirement planning course at Cedar Crest College. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing diverse strategies and a range of custodial and platform relationships.

Michael Engler Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Penn Mutual Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, AXA Advisors, LLC, and Paychex Inc. Engler is involved in multiple insurance brokerage ventures and serves as co-chairman of the Lehigh Valley Business Group, which facilitates community resource awareness. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement consulting. The firm operates as both a registered investment adviser and broker-dealer, delivering a range of investment management and brokerage services supported by third-party asset manager relationships.

Daniel Fratantoro is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network since 2022. His prior roles include positions at KMJ Financial Group, American Portfolios Financial Services, Mutual of Omaha, and StrengthsBase, Inc. Outside of advisory work, he is co-owner of Pinnacle Tax Associates, LLC, where he provides tax preparation services, and operates an accounting and bookkeeping sole proprietorship as a CPA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, compliance, technology, and investment management support, enabling advisors to deliver customized portfolio solutions under Commonwealth’s supervision.

Mark Strunk Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles within PNC Investments and PNC Bank, along with brief periods at Fidelity Deposit and Discount Bank and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to implement portfolios with mutual funds and ETFs.

Travis Bolton is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at BB&T and its related entities since 2016, continuing through the firm's transition to Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled equity research tools.