Radene Gordonbeck is a financial advisor at Kingsview Wealth Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Kingsview Partners. Outside of her advisory role, she serves on the finance committee of the Reading Symphony and is treasurer for the Jewish Federation of Reading. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services through a combination of in-house strategies, third-party managers, and alternative investments.

Leon Pace is a financial advisor with Dakota Wealth, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Dakota Wealth in 2025, he worked at Lindenwold Advisors, Inc., Truist Financial Corporation, and Branch Banking and Trust Company. Outside of his advisory role, he is involved in a family business called One Happy Pillow, LP. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises with wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using a range of investment vehicles and is notable for its active management of private funds and role as sub-adviser to a registered ETF.

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 an advisor at Perigon Wealth Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at firms including Cambridge Investment Research and LPL Financial. Outside of his advisory work, he is involved in a retail health products firm as a consultant. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, trusts, businesses, and banking institutions. The firm focuses on individualized portfolio construction and acts as sponsor and overseer of its wrap program and sub-advisor relationships, with a notable emphasis on serving banking and thrift institutions.

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 Series 65 licensed advisor at Kingsview Wealth Management, LLC with one year of industry experience. Prior to joining Kingsview, he was employed at Regeneron for six years. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and alternative investments.

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 the Series 63 and Series 65 credentials and has worked at firms including Prudential Insurance Company of America and United Financial Services. In addition to his advisory role, he serves as an associate director involved in recruiting, training, and retaining representatives for the Transamerica Agency Network and sells life insurance and fixed indexed annuities. Transamerica Financial Advisors serves a diverse client base ranging from individual and high-net-worth investors to pension plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services, including proprietary and third-party investment models and both discretionary and non-discretionary program options.

Brad Brisan is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and Herbein Wealth Management, L.L.C. since 2010. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside private funds and third-party managers.

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 Series 66-licensed financial advisor with 17 years of industry experience. She currently works at &Partners, where she has been since 2023, following seven years at Wells Fargo Clearing. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Evan Hand III is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Truist and its predecessor firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools.

Michael Bucklin is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has previously held roles at BB&T, Santander, and PNC. Bucklin serves on the boards of several nonprofit organizations, including The Heritage Resident Benefit Fund, Dayspring Homes, Inc., and the Oley Valley Community Education Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enabled equity research and inter-affiliate resources.

Michael Heiser is a CFP® with 17 years of industry experience currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, GWFS Equities, and J.P. Morgan Institutional Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Jeffrey Bingham is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Guardian Life. He has worked at Guardian Life since 2015 and has additional experience with First Financial Group dating back to 2009. Outside of his advisory work, he participates in community organizations including the West Reading-Wyomissing Rotary and The Friday LEADS Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers both brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions that include financial planning, consulting, and access to proprietary and third-party investment programs.

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.

Scott Gola is a financial advisor at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist and its affiliated entities since 2016. Outside of his advisory role, he serves as treasurer for United Evangelical in Denver, Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with third-party platforms and AI-enhanced research to support investment decision-making and fiduciary oversight.

Steven Miller is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cadaret, Grant & Co., Inc., and Mid Atlantic Retirement Planning Specialists. Miller is also involved with multiple business activities related to employee benefits and retirement plan services through various entities, including his own sole proprietorship. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, vendor benchmarking, and access to multiple management platforms, serving a broad range of clients including large institutional investors.

Joshua Weaknecht is a financial advisor with Truist Advisory Services in Wyomissing, PA. He holds Series 66 and Series 63 licenses and has 19 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wachovia Bank, and BB&T. Outside of his advisory work, he serves on the Board of Trustees for Historic Bethlehem Museums Sites. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.