Luke Hoff is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with PNC in various capacities since 2015. Outside of his advisory role, he serves as a referee and assistant referee with the Eastern Pennsylvania Soccer Association of Referees. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital investment platform that uses algorithmic risk assessments and third-party strategists to manage portfolios primarily composed of mutual funds and ETFs.

John Wirtz is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds a Series 66 credential and has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees. The firm’s approach uses algorithm-driven risk assessments and delegated portfolio management with mutual funds and ETFs.

Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2013. Mutchler also operates a wealth management business and provides fixed insurance through an outside agency. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement consulting, and access to third-party asset management programs.

Daniel Flood is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2018, following prior roles at BB&T Securities and BBTIS. Flood serves as vice president and treasurer of Lauren's Hope Foundation, a nonprofit organization dedicated to raising funds for brain-injured children. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enhanced research and inter-affiliate integration.

Kevin Yurko is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Conrad Wyatt is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 15 years of industry experience. He has been with PNC Investments since 2014, working in various roles within the organization. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, employing mutual funds and ETFs with annual rebalancing.

Patrick Betley is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Fidelity Investments. Betley has been with Creative Planning since 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and centralized investment infrastructure.

David Smith is a CFP® with 33 years of industry experience and has been with Commonwealth Financial Network since 2003. He is based in Pen Argyl, PA, and holds the Series 63 designation. Outside of his advisory role, he provides tax preparation services and is president and sole shareholder of DJS Financial Services, LLC, an operating company for his securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Kevin Gallagher is a financial advisor with Empower Advisory Group in Stroudsburg, PA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Merrill. He also worked briefly in the fitness and wellness sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term returns and savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Mary Reid is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2001. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as acting as a swap dealer and futures commission merchant.

Mary Beth Donas is a CFP® with 28 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2022. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning over a decade. Outside of her advisory work, she is involved with Venjenz LLC, a human and pet supplement business. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing both internal and third-party managers and a variety of investment strategies.

Taylor Munoz is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Abundant Streams Capital Group, Pocono Township, and the Senate of Pennsylvania. Brookstone Capital Management is an SEC-registered adviser providing 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 institutions.

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.

Heather Otto is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with one year of industry experience. She has been involved with Abundant Streams Capital Group since 2018 and FPGA since 2012. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

George Fahy III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Ameritas, he spent 10 years at LPL Financial. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, employer-sponsored retirement plans, and other institutional clients. The firm offers a range of discretionary and non-discretionary programs using both in-house and third-party managers, with notable integration across Ameritas affiliates.

Ralph Grauso is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Brookstone Capital Management, Horter Investment Management, and Abundant Streams Capital Group since 2014 or earlier. Outside of investment advising, he owns and manages American Senior Coordinators, a business providing estate planning document services through an attorney. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Eric Fehr is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Truist Advisory Services since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Peter Gruppo is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has two years of industry experience and previously worked at Wells Fargo Bank, Santander Securities, and United Ground Express. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Michael Stanley is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Uber and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors, offering asset-allocation advice, investment manager searches, and customized performance reporting.

Troy Smith is a financial advisor with Ameriprise in Pen Argyl, PA, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes over two decades at Cetera and its affiliates before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advisory approach, with a focus on assets held in Ameriprise-managed accounts.