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.

Eric Wilby Jr. is a financial advisor with Private Advisor Group, LLC and LPL Financial, holding a Series 66 credential and over 25 years of industry experience. He has been with Private Advisor Group since 2013. Outside of his advisory work, Wilby is involved in managing real estate rental properties. 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, utilizing both discretionary and non-discretionary strategies, and offers proprietary and third-party managed account solutions.

Taylor Munoz is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Solid Ground Wealth Advisors and previously worked at Abundant Streams Capital Group, Pocono Township, and the Senate of Pennsylvania. Brookstone Capital Management LLC provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through various platforms and sub-advisory relationships.

Robert Willever is a CFP® with 40 years of experience in the financial services industry and has been with Hornor, Townsend & Kent, LLC since 1996. He holds a Series 63 license and operates an insurance brokerage under the name Willever Wealth Management, providing insurance sales and services to multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets and $648 million in non-discretionary assets as of the end of 2025.

Kenneth Haupt is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding Series 63 and Series 65 credentials and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2000. Outside of his advisory work, he volunteers with the Reading Public Library Foundation, a nonprofit supporting the local public library. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house and third-party portfolio management.

Joseph Kendy is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2025, he worked at Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of his advisory role, he is the owner of Joseph M. Kendy, LLC, a payroll tax savings business. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Jorge De La Cruz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His work history includes roles at Truist Investment Services, Inc. and Truist Bank, as well as prior employment at Starbucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.

Francis Giamboy Jr. is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citizens Securities since 2017. Prior to that, he spent five years with Waddell & Reed Inc. and various insurance carriers through W&R Insurance Agencies. Outside of his advisory role, he hosts a weekly radio talk show, WDEL Saturday HOTSPOT. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory, brokerage, and insurance services. The firm offers digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Lisa Somers is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Stifel for 10 years before joining Janney in 2019. Somers serves as a board member of the VIA Foundation, participating in meetings related to investment assets, donations, and fundraising. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house and third-party portfolio management, and provides custody and trustee services through its subsidiary trust company.

Drew Patenaude is a financial advisor at J. W. Cole Advisors, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining J.W. Cole Advisors, he worked at Voom Medical Devices, Orthofix, Novastep, and DNE LLC. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms to implement client solutions.

Margaret Mc Guire is a financial advisor at J.W. Cole Advisors, Inc. She holds a Series 66 designation and has been working in the industry since 2025. Prior to joining J.W. Cole Advisors, she was affiliated with Royal Alliance and OSAIC, and she also spent three years working at Shippensburg University. 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 utilizes a range of discretionary and non-discretionary investment strategies and maintains affiliations with multiple custodial platforms and third-party advisers.

Gary Frey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Hornor, Townsend & Kent since 2015 and also operates Frey & Co., a CPA and accounting services firm. Outside of advising, Frey serves as treasurer and board member for charitable organizations including the Judith Adele Agentis foundation and the Pennsylvania Music Preservation Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of discretionary and non-discretionary investment management options supported by third-party asset manager relationships.