Brett Williams is a financial advisor at Independent Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sealy Investment Securities, LLC and Cole Capital Corporation. Outside of his advisory role, he serves as an officer and director for the Upper Freehold Regional Men’s Softball League and is a board member on the Upper Freehold Regional School District finance committee. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple advisory programs and third-party managers to tailor client investment profiles.

Jeremiah Riethmiller is a financial advisor with Hightower Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Hightower Securities since 2015. Outside of his advisory role, he serves on the Business Economics Advisory Board for Penn State Erie, providing curriculum input and supporting the business program through occasional consultations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Isaiah Cooper is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 credentials and five years of industry experience. He has been associated with Eagle Strategies since 2024 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2019. Before entering the financial services industry, he spent four years at Bloomsburg University. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, focusing primarily on non-discretionary assets and fiduciary responsibilities in retirement investing.

Matthew Shafer is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016, including prior work at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage and insurance products. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.

Benjamin Ludwig is a financial advisor at RBC Rochdale, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rim Securities LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Stephen Conk is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 66 and Series 63 credentials and 19 years of industry experience. He has been with Principal Securities Inc. since 2013 and previously worked at Principal Life Insurance Company from 2013 to 2016. Outside of his advisory role, he is involved in health, life, and supplemental insurance brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Michael Mazzarella is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2016. He is also involved with Physicians Consulting Group, where he sells disability and life insurance. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Steven Earhart is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2009. Earhart serves as an Associate Editor for The Society of Financial Services Professional Journal and is Chair of the Board for the Perkiomen Valley Chamber of Commerce. He is also involved in various community and advisory roles, including church finance and alumni boards. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment programs and providing integrated financial planning, retirement, and business consulting solutions.

Raegan Saylor is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked at Commonwealth since 2016 and previously at WFG Investments, Inc. from 2012 to 2016. She is co-owner of Assay Wealth Partners, LLC, and owns Assay Private Client, which provides estate planning services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Harry Keller is a financial advisor at CWM, LLC with 44 years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at VOYA Financial Advisors and Cetera Wealth Services. Keller is also the owner of Financial Independence Planning, LLC, an advisory and financial planning business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and comprehensive advisory services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Edmund John Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience and has worked at Bankers Life and related entities since 2009. Outside of advisory work, he operates an LLC to manage his 1099 business activities related to insurance and securities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Douglas Kish is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, he owns and maintains a rental property in Corolla, North Carolina. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Thomas Schubert is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Truist Investment Services, SunTrust Advisory Services, BB&T Securities, and Janney Montgomery Scott. Schubert serves as a trustee for family property and grandchildren’s trusts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools in its investment process.

Patrick Hynes is an investment advisory representative at CWM, LLC with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Cetera Wealth Services and Voya Financial Advisors. Outside of advisory services, he is also an insurance agent involved in the sales of fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Frank Moschella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Wells Fargo Clearing and New York Life Insurance Company. Outside of his advisory work, he serves as a notary public. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across various program types, emphasizing non-discretionary management and fiduciary responsibilities to retirement investors.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the Director of Wealth Management at Premier Planning Group, Inc., where he has been involved in financial guidance and advisory services since 2016. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary retirement plan consulting through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Kimberly Wenger is a ChFC® with 13 years of experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2012. She also holds positions in life and multi-line insurance brokerage with firms including Penn Mutual Life Insurance Company. Outside of her advisory work, she is involved in lacrosse as a high school head coach and serves as a board member for the Pennsylvania Girls' Lacrosse Association. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a client-directed, non-discretionary investment approach.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His career includes roles at Foreside Financial Services, LLC, Sei Investment Management Co., and Sei Investments. Boylan also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, fixed-income sub-advisory, and 3(38) retirement plan management. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios while combining enterprise scale with a high client and asset load per advisor.

Shaina Blasek is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has nine years of industry experience. She previously worked at The Vanguard Group for seven years and has been self-employed in content creation focused on advice for mothers on theology, philosophy, and child-rearing. She is also contracted as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

William Sullivan is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Royal Alliance Associates, Inc., LPL Financial, SII, and PNC Investments LLC. Sullivan provides administrative support within his firm in addition to his advisory duties. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a range of analytical approaches and access to multiple third-party asset managers and platforms.