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.

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.

Kenneth Liddy is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following a year at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad set of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

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.

Laura Wassell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. Prior to joining Kestra in 2021, she spent ten years with Morgan Stanley Smith Barney. In addition to her advisory role, she works as an accounting clerk and office manager at Automation Distribution Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients ranging from large institutional investors to sovereign wealth funds.

Joseph Frederick Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Capital Planning Wealth Management and LPL Financial, among others. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary services and utilizing proprietary and third-party investment platforms.

Todd Newcomer is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Penn Mutual Life Insurance Company and GBB & Company, where he was a partner providing tax preparation and auditing services. Newcomer serves as a board member of the Little Free Library nonprofit organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Craig Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also operates Schafer & Company, a CPA practice focused on tax preparation and accounting services. Schafer is involved in multiple business activities, including life insurance brokerage and retirement plan consulting under the 1847 Financial and 1847 Wealth Advocate brands. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, working with third-party asset managers and providing both discretionary and non-discretionary account options.

Nicholas Pileggi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Marshall Financial Group and The Fairman Group, LLC. Outside of his advisory role, he is a part owner of Pileggi Property Group, LLC, which involves managing tenant correspondence for rental properties. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Shawn Burger is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank and KeyBank prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that uses a combination of discretionary and non-discretionary solutions supported by third-party platforms and AI-enabled research tools.

Donald Connors is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 25 years of industry experience and has worked with Guardian Life and Park Avenue Securities since 2011. Connors owns LifePoint Financial LLC, an entity set up to receive residual commissions on life and disability insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance and alternative investment products.

Douglas Leonzi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera and Bb&T Securities before joining Truist in 2016. Outside of his advisory work, he serves on the board of the East Stroudsburg University Foundation and is active with the Andre Reed Foundation, which supports underprivileged children in the Allentown area. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a mix of discretionary and non-discretionary strategies supplemented by AI-enabled research tools and extensive inter-affiliate integration.

Jonathan Swavely is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Janney Montgomery Scott and has prior experience at Bank of America N.A. and Merrill. 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 individuals, high-net-worth clients, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

William Connors Jr. is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF since 2013, following prior roles at Wells Fargo Clearing and Morgan Stanley. Outside of his advisory work, he serves on the board of the Father Jude Ice Hockey Extra Attacker Club, a fundraising organization for a high school ice hockey program, and works as a delivery person for a food service company. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both model portfolio and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund through an integrated group with affiliated funds.

Craig Peoples is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Mutual of Omaha. Peoples has also been involved with Lehigh Christian Academy for several years. 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 roughly $212.7 billion in client assets. The firm offers a broad range of managed account programs and access to third-party asset managers, supporting both individual and institutional clients.

Rebecca Berger is a CFP® professional with 12 years of experience in the financial services industry. She is affiliated with Private Advisor Group, LLC and has also worked with LPL Financial, Kemp Harvest Financial Group, and National Planning Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, leveraging technology platforms and third-party managers to implement diversified investment strategies.

Michael Waterhouse is a financial advisor at Guardian Life with 16 years of industry experience. He has worked at Guardian Life since 2015 and previously held positions at Raymond James Financial and Ameriprise. He serves as president of the local University of South Florida alumni association, organizing alumni events and networking activities. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, integrating insurance products and alternative investments within its service platform.

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.

Scott Wetherbee is a financial advisor with Carson Wealth and holds a Series 63 designation, bringing 27 years of industry experience. His prior firms include Independent Financial Group and Dejesus & Wetherbee LLC. Outside of advising, he serves as treasurer for Facing Addiction Ministries, a nonprofit organization, and owns an RV rental business, SSW Coach LLC. CWM, LLC operates an enterprise investment advisory platform managing approximately $50.6 billion across more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, employing an Investment Committee to manage model portfolios and offering tailored solutions such as custom indexing and alternative investments.

John Marotta is a Series 65-licensed financial advisor at Empower Advisory Group with five years of industry experience. Before joining Empower Advisory Group in 2026, he worked at Summit Investment Advisory Group LLC and Summit Financial Group, Inc. for five years and was employed at Amazon for one year. Marotta is also registered as an insurance agent, selling insurance products part-time. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates while serving a large client base with a relatively high client-to-advisor ratio.