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.

Emeline Singh is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Pruco Securities LLC, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

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.

George Fahy III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He previously worked at LPL Financial for 10 years before joining Ameritas in 2025. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, alongside third-party technology and advisory resources.

Ralph Grauso is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at Brookstone since 2014 and previously spent 11 years with Abundant Streams Capital Group. Outside of his advisory work, he oversees American Senior Coordinators, a business providing estate planning document services in collaboration with an attorney. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a variety of strategic asset-allocation models and investment vehicles, including proprietary funds and external sub-advisors, and serves both direct clients and other registered investment advisers through sub-advisory arrangements.

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 holding Series 66 and Series 63 credentials and two years of industry experience. He has worked at Empower Advisory Group and Empower Financial Services since 2024 and has prior experience at Wells Fargo Bank, Santander Bank, and other firms. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach features integrated services linked to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and savings rates over short-term forecasts.

Sarah Kayal is a CFP®-certified financial advisor with seven years of industry experience, currently associated with LPL Financial. She has worked at Raymond James Financial Services and First Hope Wealth Management, where she continues to maintain a role. 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 range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

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.

Danika Rhinehart is a CFP® and holds a Series 66 license with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Lehigh University from 2012 to 2019. Rhinehart rents out a former home in Bethlehem, PA, rather than having sold it. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

William Newman is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gary Guzzi is a financial advisor with Morgan Stanley in Easton, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, along with an extended period at Citigroup Global Markets. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct engagements and Corporate Financial Planning agreements.

Amanda Grey is a CFP®-designated financial advisor with six years of industry experience. She currently works at LPL Financial and previously held positions at Cadaret Grant & Co., Inc. and Circle Wealth Management. Her background also includes time spent on congressional staff roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Debra Mosser is a financial advisor at OSAIC with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018. She previously worked at Sii John Hancock and Keystone Financial Management. Mosser also performs supervisory delegate duties and administrative functions at Keystone Financial Management LLC. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with emphasis on asset allocation and portfolio optimization, supporting a variety of account types and third-party managers.

David Colon Jr. is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services, and also owns Better Tax Inc., where he serves as a tax consultant. In addition to his advisory role, he is involved in non-investment businesses related to tax consulting and home service referrals. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

John Sobrinski is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc. and Triad Advisors Inc. He is also involved in managing real estate rental activities through several family-related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily by investment adviser representatives using a range of strategic and tactical investment options.

John Gisolfi is a CFP® with 39 years of experience in the financial services industry. He has been with Raymond James Financial and its related entities since 1993, currently operating out of Bangor, PA. Outside of his advisory role, he is an insurance agent involved with Pacific Life policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting using various analytical tools and supports its offerings with specialized programs and institutional expertise.

Patrick Denman is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at Avantax Advisory Services and other affiliated firms before joining Cetera in 2025. Outside of his advisory work, he owns an accounting and tax preparation business and serves on the board of the National Wrestling Coaches Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program options, including model portfolios, third-party managers, and bespoke strategies.

Jeffrey Weekes is a financial advisor with Morgan Stanley, holding a Series 63 designation and over 40 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. He serves as a board member for the College for Financial Planning and is a member of the Public Policy Council for the CFP Board. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market analysis.

Amber Carrick is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 15 years of industry experience. She previously worked at Royal Alliance Associates, Inc. for eight years and Signator Investors Inc for ten years. Outside of advisory work, she is owner and president of Keystone Financial Management LLC, a financial services business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools and supports a range of account types and third-party investment programs.