Dennis Pellegrini is a financial advisor at Blackridge Asset Management, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Blackridge since 2016. Outside of his advisory role, he owns Four Legged T Shirts LLC, a retail business, and is a partner in Sage Scholars, an organization that offers scholarship credits to qualified prospects. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm offers financial planning, portfolio management, and consulting services, using a combination of third-party and advisor-created models, with a distinctive capability to provide sub-advisory services to unaffiliated registered investment advisers.

Sheila Little is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Fortune Financial Services, Inc., Cambridge Investment Research Advisors, and LPL Financial, LLC. She also maintains a part-time role selling insurance products. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while retaining responsibility for asset allocation and oversight.

Radene Gordonbeck is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gordonbeck serves on the finance committee of the Reading Symphony and is treasurer of the Jewish Federation of Reading. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Noah Brooks is a financial advisor at Good Life Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Good Life Advisors since 2014 and LPL Financial since 2013. Brooks serves on the board of the Blue Mountain Eagle Climbing Club, a community and charitable organization in Wyomissing, PA. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with multiple methods of analysis and offers a range of programmatic investment solutions alongside educational seminars and subscription planning services.

Leon Pace is an investment advisor representative with Dakota Wealth, LLC and Lindenwold Advisors, Inc., holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at Truist Financial Corporation and Branch Banking and Trust Company. Mr. Pace is also involved in a family business, One Happy Pillow, LP, where he serves as General Partner and Vice President. Dakota Wealth, LLC provides wealth management and investment advisory services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm emphasizes customized, primarily long-term portfolios and active management roles in private funds and registered investment products.

Michael Insogna is a CFP® with five years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. His prior work includes roles at Baldrige Asset Management LLC and Accenture, LLP. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies tailored to client objectives and risk tolerance.

Michael Krumholz is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Prudeo Partners, Fortune Financial Services, LPL Financial, and Cambridge Investment Research. Outside of advisory work, he is involved with Pure Health Tonics, a retail health products firm, where he provides consulting services. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-specific approach to portfolio development and may utilize sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

James Troutman is a ChFC® with 43 years of industry experience, currently serving as a financial advisor at Berthel, Fisher & Company Financial Services, Inc. since 2007. He holds Series 63 and Series 66 licenses and is based in Temple, PA. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, and institutional clients. The firm offers both wrap and non-wrap asset management across multiple platforms and supports a range of portfolio construction strategies.

Patrick Velekei is a CFP® professional with 26 years of industry experience, currently serving at ValMark Advisers, Inc. since 2010. He is involved in insurance sales through Velekei Giles Financial Advisors and serves as the Investment Committee Chairperson for the United Way of Berks County. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party platforms and services.

Brandt Beck is a financial advisor at Kingsview Wealth Management, LLC in Wyomissing, PA. He holds a Series 65 designation and has recently transitioned from a six-year tenure at Regeneron. Beck has been with Kingsview Wealth Management since 2026. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio group. The firm employs proprietary model portfolios, ETF product management, and partnerships for tax and estate review to support its client services.

Angela Alexander is a financial advisor with Commonwealth Financial Network in Wyomissing, PA. She holds a Series 65 designation and has 1 year of industry experience. Her work history includes multiple roles at both Commonwealth Financial Network and Spring Ridge Financial Group LLC dating back to 2001. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving around 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm manages approximately $212.7 billion in client assets and provides adviser support through a range of managed-account programs, third-party asset managers, retirement consulting, and custody services.

Brian Schiavo is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2022, following prior roles at United Financial Services and The Prudential Insurance Company of America. In addition to his advisory work, he serves as an Associate Director with Transamerica Agency Network, involved in sales and training related to life insurance and fixed index annuities. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

Brad Brisan is a CFP® and holds a Series 66 designation with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following an eight-year tenure at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a broad range of wealth management, fiduciary, and advisory services.

Tara Garcia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Commonwealth Financial Network during two separate periods, from 2011 to 2018 and again since 2024, and was previously with Merrill from 2018 to 2024. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and operates as a platform provider with substantial clearing and custody relationships.

Julianna Devonshire is a financial advisor at &Partners with 17 years of industry experience. She holds a Series 66 designation and has worked at &Partners since 2023, following seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides investment advisory and brokerage services, financial planning, ERISA consulting, retirement plan participant management, and investment banking, utilizing a combination of proprietary models and third-party manager solutions on the Envestnet platform.

Evan Hand III is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked at several related Truist entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools in its investment processes.

Michael Bucklin is a Series 66 licensed financial advisor at Truist Advisory Services with 14 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Investment Services, BB&T, Santander Securities, and PNC Investments. He serves on the boards of several nonprofit organizations focused on community education, residential care, and support services for aging individuals. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Michael Heiser is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc., and J.P. Morgan Institutional Investments and Retirement Plan Services. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and retirement plan clients, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

Jeffrey Bingham is a financial advisor with Primerica Advisors in Wyomissing, PA, holding CFP® certification and Series 63 and 65 licenses. He has 32 years of industry experience and has worked with Guardian Life, Primerica Advisors, and First Financial Group. Outside of his advisory role, he is active in the West Reading-Wyomissing Rotary and The Friday LEADS Group. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers proprietary and third-party investment programs and supports a range of account types with discretionary and non-discretionary management options.

Robert Theisen Jr. is a financial advisor with Eagle Strategies (NY Life) in Gilbertsville, PA, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and has been affiliated with Eagle Strategies since 2024. Outside of his advisory role, he is active in community service, serving as an officer for the United Way of Boyertown, a board member of the Boyertown Area Historical Society, and a volunteer supporting Perkiomen School and the Salvation Army of Boyertown. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis, with a focus on tailoring solutions to client objectives and plan sponsor criteria.