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.

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.

Duane Cabrera is a financial advisor at Oppenheimer with 27 years of industry experience. He holds the CFP® and ChFC® designations and has been with Oppenheimer since 2016. Cabrera has also owned a Medicare insurance brokerage since 1996, though he no longer actively solicits business in that area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a diverse range of programs and advisory services spanning equities, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Julianna Devonshire is a financial advisor with \u0026Partners, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, where she spent a combined 14 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

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 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® 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® certificant with over 33 years of industry experience. He has been with Guardian Life since 2015 and also has a long tenure with First Financial Group dating back to 2009. He participates in community organizations including the West Reading-Wyomissing Rotary and The Friday LEADS Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients through a combination of brokerage services, financial planning, and advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a variety of model portfolios and digital solutions.

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 who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His career includes roles at Wells Fargo Advisors, Wachovia Bank, and multiple Truist-related entities since 2017. He serves on the Board of Trustees for the Historic Bethlehem Museums & Sites. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate resources.

Jonathan Moyer is a financial advisor with Principal Financial Services in Wyomissing, PA, holding the CFP® and ChFC® designations and the Series 63 license. He has 37 years of industry experience, including roles at Principal Securities since 2016 and ownership of Moyer Insurance and Financial Solutions since 2010. Outside of his advisory work, he is involved in insurance sales and owns MIFS, LLC, which handles insurance commissions and related office expenses. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Alan Fertel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, and previously at Wells Fargo Clearing from 2010 to 2013. Fertel also operates under the DBA Red Oak Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and a range of investment methods.

Angelo Laventura is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Adams & Associates for over two decades before joining LaVentura & Associates and Commonwealth Financial Network. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Brian Fisher is a financial advisor with Commonwealth Financial Network, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Commonwealth since 2018 and previously was affiliated with Wells Fargo Advisors Financial Network LLC from 2010 to 2018 while also operating Fisher Financial Associates since 2010. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Gregory Frank is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently affiliated with Commonwealth Financial Network and is also a co-owner of Spring Ridge Financial Group LLC. Prior to his advisory roles, he worked at KPMG LLP for nine years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting services.