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.

Thomas Mc Crea is a financial advisor with Good Life Advisors, LLC in Denver, PA. He holds the Series 66 credential and has one year of industry experience. Prior to his financial advisory role, he worked at United Parcel Service and has held various positions at the University of Pittsburgh and Bobby Rahal Toyota. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers through a combination of direct management and model portfolios.

Stephen Virkler is a financial advisor at Geneos Wealth Management, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and affiliated firms since 2016. Outside of his advisory role, he serves as a Ministry Coordinator for Life Institute Seminars. Geneos Wealth Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of investment strategies and monitoring techniques, providing both discretionary management and customizable portfolios.

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.

Brad Schneider is a financial advisor with Good Life Advisors, LLC, holding a Series 66 designation and 21 years of industry experience. He has been with Good Life Advisors since 2014 and has also worked at LPL Financial since 2012. Schneider is involved in selling Medicare supplement and Part D Prescription policies as part of his business activities. Good Life Advisors is a large registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, comprehensive financial planning, retirement plan consulting, and access to third-party asset managers. Their investment approach combines fundamental, technical, and cyclical analysis tailored to each client’s objectives and risk tolerance, utilizing a mix of direct management, model portfolios, and sponsored advisory programs.

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.

Darryl Bull Sr. is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Portfolio Medics and First Down Financial since 2022 and previously spent six years with Allstate Insurance Company. In addition to his advisory roles, Mr. Bull is an independent insurance agent through First Down Financial Group and Bull Financial Group, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for about 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services using a mix of strategic and tactical approaches across various model portfolios and strategies.

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.

Arthur Vignoli is a financial advisor at Lifemark Securities Corp. with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Coastal Equities, Inc., LPL Financial, and Invest Financial Corp. Outside of advisory work, Vignoli is involved in business brokering, assisting small business owners with sales. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored, suitability-driven advice with programs including Unified Managed Accounts and Separately Managed Accounts, managing client assets on both discretionary and non-discretionary bases.

Angela Alexander is a financial advisor at Commonwealth Financial Network with a Series 65 designation and over 20 years of industry experience. She has held roles at both Commonwealth Financial Network and Spring Ridge Financial Group LLC since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while maintaining a substantial clearing and custody relationship with National Financial Services LLC.

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.

Duane Cabrera is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2016. Prior to joining Oppenheimer, he has been involved with Seniors Health Insurance Network since 1996, where he owns a Medicare insurance brokerage primarily in an administrative capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs various investment approaches tailored to client needs, managing approximately $36.7 billion in assets as of the end of 2025.

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.