Joseph Sivel is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously managed Sivel Capital Management for 21 years before joining Mariner in 2021. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services uncommon among large advisory firms.

Michael Rothrock is a Certified Financial Planner® with 27 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2014 and also works with Penn Mutual Life Insurance Company. Rothrock operates a life insurance brokerage under the name Rock Capital Group, offering insurance sales and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with substantial assets under management and maintains various third-party asset manager relationships.

Shirley Antonini is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 credentials. She has 17 years of industry experience, including prior roles at Wells Fargo and KeyBank. Outside of her advisory work, she has a long-standing association with the Schuylkill Racquet Club. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and leverages a multi-provider model combining internal and third-party portfolio management, with a significant portion of assets managed on a non-discretionary basis.

James Cuorato III is a financial advisor with Carson Wealth holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Stonecrop Wealth Advisors, LaSalle St Investment Advisors, and as a Retirement Planning Specialist. He is based in Doylestown, PA. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through more than 650 advisors across a network of partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing access to customized investment solutions and third-party sub-advisors.

Sarah Rodriguez is a financial advisor at Bankers Life Advisory Services, Inc. with 18 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including Wells Fargo Clearing and Wachovia Bank. In addition to her advisory role, she is a licensed insurance agent authorized to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Matthew Shaw is a CFP® professional with 15 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2014. He is also involved with Veritas Strategies, where he has worked since 2010. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various approaches including discretionary and non-discretionary management.

David Brown is a Series 66-licensed advisor with Kestra Advisory, where he has worked since 2016. He has 24 years of industry experience, including a long tenure at Kestra Investment Services. Outside of his advisory work, he is the owner of Blue Line Sports Management LLC and serves as Board President of the Central Bucks East Ice Hockey Club, a youth hockey program. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Adam Reinert is a CFP®, CFA®, and Series 63 credentialed advisor with 15 years of industry experience. He is currently with Creative Planning and previously worked at The Marshall Financial Group, Inc. for a combined 14 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing and selective private market exposure.

Seth Maulfair is a financial advisor with Commonwealth Financial Network in Allentown, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been involved with CJM Custom Carpentry since 2017. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services.

William Harvey is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott since 2002. Harvey holds the Series 63 designation. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Robert Seiler is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Asc Financial Group since 2013. His other business activities include involvement with life health annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Kevin Oleszewski is a CFP® professional with nine years of industry experience, currently with Carson Wealth. His prior roles include positions at Wealth Enhancement Group, PNC Bank, Wells Fargo Clearing, and Merrill. Outside of advisory work, he serves as an adjunct and senior adjunct professor of business, teaching accounting and finance courses at several colleges. CWM, LLC operates as an enterprise investment adviser managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, retirement plan services, and tailored portfolio solutions, focusing on corporate, institutional, and high-net-worth clients.

Lee Berger is a CFP® professional with 15 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at LPL Financial, LLC, BB&T Securities, LLC, and BB&T Investment Services, Inc. Berger operates a business activity under Private Advisor Group focused on investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party solutions to meet client investment goals.

Brenton Haupt is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding a Series 66 designation and six years of industry experience. Before joining Janney in 2020, he worked at Pennsylvania Lumbermens Mutual Insurance Company for three years and attended La Salle University. He serves on the boards of Berks Encore, a senior services organization, and Mary’s Shelter, a homeless shelter in Berks County, and volunteers annually at a financial literacy event for high school students. 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 clientele, including individuals, families, trusts, and institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Lawrence Kelly is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior positions at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, utilizing a range of portfolio management platforms and third-party asset managers.

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.

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.

Daniel Cairns is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2025. He previously worked at The Marshall Financial Group, Inc from 1995 to 2025. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, private market exposure, and managed account services.

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.