Joseph Sullivan is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Avantax Advisory Services and Avantax Insurance Agency. Sullivan is also a CPA with ongoing tax preparation and consulting services and co-owns Orion Wealth Consultants, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and custodial services, serving both individual and institutional clients.

Cody Albrecht is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017 and previously at National Planning Corporation from 2015 to 2017. Outside of finance, he is involved with ARKKC Entertainment as an actor and serves as Vice President of the Red Hook Chamber of Commerce. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary and non-discretionary approaches.

Scott Fonner is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has three years of industry experience, including roles at Empower Financial Services, Charles Schwab & Co., Guild Mortgage, and USAA FSB. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Jonathan Sheard is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2004. Outside of his advisory role, Sheard serves as treasurer and Sunday school teacher at Calkins Baptist Church, treasurer of a local hunting club, and treasurer and EMT for the Damascus Volunteer Ambulance Corps. Centaurus Financial provides advisory and brokerage services to a diverse range of clients 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 using a combination of discretionary and non-discretionary arrangements.

George Siracuse is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he serves as president of Guiding Light Financial, LLC, a fixed insurance sales business, and acts as an advisory board member for SliceSpace, providing strategic guidance and business introductions. 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 and portfolio management through the CLASSIC Plus platform, combining fundamental, technical, bottom-up, and top-down analysis, and provides both discretionary and non-discretionary asset management arrangements.

Cori Gregory is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price from 2013 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base relative to its advisor headcount.

Robert Schwartz is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Private Advisor Group since 2014 and has been affiliated with LPL Financial since 2011. 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 wrap and non-wrap advisory programs. The firm employs a fiduciary-based advisory model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Andrew Sheard is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the CFP® and ChFC® designations and has worked at Centaurus Financial since 2020, following prior roles at PCP Consulting and Hantz Financial Services. He serves as treasurer of the Calkins Union Cemetery Association, a volunteer position involving financial oversight. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Mitchell Harris is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. In addition to his advisory role, Harris is a musician and serves as a board subcommittee member and mentor coordinator for a local business networking group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Holly Ginas is a financial advisor at Edward Jones with 20 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, she held positions in advertising and chiropractic fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed solutions and advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Melissa Blaszczyk is a financial advisor with Osaic Wealth Inc. She holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at LPL Financial, LLC and Edward Jones. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a broad range of asset classes.

Matthew Newman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Matthew Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 certifications and 28 years of industry experience. He has previously worked at Nationwide Securities and Nationwide Insurance, and he operates the Meagher Insurance Agency. Outside of his financial career, he serves as a ring steward at the Sussex County Farm & Horse Show, interacting with judges, exhibitors, and announcers. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors, utilizing multiple program structures and third-party managers.

Cynthia Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having 22 years of industry experience. Her career includes long-term roles at The Dime Bank and CETERA Advisor Networks LLC, with recent experience at LPL Financial and Wayne Bank. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a range of portfolio management and consulting services. The firm offers multiple investment program options and operates as a multi-manager platform with over $256 billion in assets under management.

Terry Jue is a financial advisor at Ameriprise with 25 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including managing consulting activities through The TEEJ Organization, LLC. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals approaching or in retirement with significant investable assets and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Timothy Smith is a financial advisor with LPL Financial in Milford, PA, holding Series 63 and Series 66 licenses and with 43 years of industry experience. He has been with LPL Financial since 2008 and has operated his own independent practice since 2004. In addition to advising, he is involved in tax preparation and accounting through his work with T & K Tax Service LLC and Smith Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services through a large network of advisers, combining advisory and non-advisory financial activities with oversight of substantial discretionary assets.

William Carmody is a financial advisor with Cetera in Honesdale, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and also serves as a trustee of an irrevocable life insurance trust for family members. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

James Gardas is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and The Dime Bank since 2008. Outside of his advisory roles, Gardas owns an ice cream and fast food business, J & J Creamery, in Hawley, PA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform combining affiliated and third-party strategies.

Burton Chapman is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with firms including Honesdale National Bank and Fidelity Discount Deposit Bank. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

George Legakis is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of experience. He has held positions at multiple related firms including Summit Financial Networks LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he owns and manages a real estate holding and leasing business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and retirement services through a multi-manager platform that offers model portfolios, third-party managers, and customized strategies.