Josiah Grauso is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2013. In addition, he has been involved with American Senior Coordinators since 2007, where he meets with clients to discuss their financial situations. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm offers strategic and dynamic asset-allocation models and employs a range of investment strategies through its turnkey asset management platform.

Joseph Hamoui is a financial advisor with Brookstone Capital Management LLC in Bartonsville, PA. He holds the Series 66 designation and has two years of industry experience. Prior to joining Brookstone, he worked at Ameriprise and SEI Investments and has experience in education at Kutztown University and Louis E. Dieruff High School. Outside of his advisory role, he is involved as a financial professional in non-variable insurance activities. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a variety of strategic asset-allocation models and investment strategies using ETFs, mutual funds, individual securities, and options-enhanced techniques.

Matthew Kennedy is a financial advisor with Eagle Strategies (New York Life) in Hackettstown, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Polaris Wealth Strategies LLC, Horizon Wealth Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory work, he operates as a seller on eBay. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis and a noted focus on fiduciary responsibilities to retirement investors.

Luke Hoff is a financial advisor with PNC Wealth Management in Belvidere, NJ, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PNC Investments and PNC Bank since 2015. Outside of his advisory role, Hoff serves as a referee and assistant referee for the Eastern Pennsylvania Soccer Association of Referees. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio service that uses algorithm-driven risk assessments to implement approved model strategies with mutual funds and ETFs.

John Wirtz is a financial advisor with PNC Wealth Management in Washington, NJ, holding a Series 66 designation and 23 years of industry experience. He has been with PNC Investments since 2004 and previously worked at Equitable Advisors in 2003. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available via an invitation-only employee pilot. The firm utilizes approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with algorithm-driven enrollment and annual rebalancing.

Stephen Gooditis is a CFP® professional with 38 years of industry experience currently with NewEdge Advisors. He previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Outside of his advisory work, he provides notary services and offers clients assistance with Medicare supplement programs and various insurance products including life insurance and long-term care coverage. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of services such as portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, supported by centralized due diligence, technology tools, and a multi-structure investment platform.

Jeffrey Mutchler is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and with 16 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2013, following a prior tenure at LPL Financial from 2009 to 2012. He also operates a DBA under Wealth Strategies & Management, LLC and is involved in non-variable insurance sales through an outside agency. 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 various managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and third-party managers to offer diversified investment strategies.

Melinda Stitt is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has worked with firms including Raymond James Financial and LPL Financial since 2009. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model offering both discretionary and non-discretionary services and employs a range of investment strategies through proprietary platforms and third-party managers.

Daniela Espinal Baez is a financial advisor with PNC Wealth Management in Easton, PA, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at PNC Investments LLC since 2022 and multiple positions at Wells Fargo Bank and Wells Fargo Clearing from 2015 to 2022, as well as a year at Family First Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm’s approach involves algorithm-driven model selection, third-party portfolio implementation, and an automated rebalancing process using mutual funds and ETFs.

Daniel Flood is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera, PNC Wealth Management, and BB&T Securities prior to his current role. Flood serves as vice president and treasurer of Lauren's Hope Foundation, a nonprofit organization supporting brain-injured children. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, leveraging third-party platforms and AI-enabled research tools to deliver fiduciary support and investment policy analysis.

Kevin Yurko is a financial advisor at Private Advisor Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group and LPL Financial since 2012, with prior experience at Morgan Stanley and Ameriprise. 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 various advisory programs. The firm offers both discretionary and non-discretionary services, utilizing technology platforms and a fiduciary-based advisory model that includes third-party managers and proprietary solutions.

Brian Wagner is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes 15 years at Guardian Life Insurance Company and Park Avenue Securities before joining J. W. Cole Advisors in 2017. Outside of his advisory role, he is principal of Heritage Holdings of PA LLC, involved in fixed insurance sales. J. W. Cole Advisors, Inc. serves individual, high-net-worth, and institutional clients through a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms. The firm combines discretionary and non-discretionary account management using fundamental and technical strategies, alongside digital advice and third-party managers.

Rebecca Salabsky is a Series 66 licensed advisor with J. W. Cole Advisors, Inc. in Bethlehem, PA, with two years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Co. She is also involved in fixed insurance sales and operates a DBA, Comprehensive Wealth Strategies. J. W. Cole Advisors is a large enterprise serving individuals, high-net-worth clients, and institutional accounts through fee-based portfolio management, financial planning, and retirement plan services. The firm offers a range of managed program options and access to third-party investment platforms, employing both fundamental and technical analysis strategies.

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.

John Rachel is a CFP® with 30 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 1994 and 2022 respectively. Outside of his advisory role, he also places term policies and health 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 advisor-led discretionary management alongside model-based strategies, integrating proprietary and third-party platforms to deliver tailored financial planning and consulting services.

Kevin Gallagher is a financial advisor with Empower Advisory Group in Stroudsburg, PA, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes positions at GWFS Equities, Inc. and Merrill. He also has a background that includes a role at Team 85 Fitness and Wellness and experience with Applied Energy Group and Rutgers University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to individual IRA and retail brokerage clients. The firm integrates planning and managed account solutions with Empower’s recordkeeping and administrative platforms, delivering services that focus on long-term portfolio returns and client savings rates.

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®-certified financial advisor with 29 years of industry experience. She is currently with Private Advisor Group, LLC and LPL Financial LLC, joining both firms in 2022. Her prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved with Venjenz LLC, a business focused on human and pet supplements. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model using a range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.