Susan Hall is a financial advisor at ValMark Advisers, Inc. with 48 years of industry experience. She holds the ChFC® and Series 66 designations and has been with ValMark since 2014. Outside of her advisory role, she serves as a Judge of Elections in Maidencreek Township, Berks County, Pennsylvania. 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 advisors. The firm emphasizes diversified, goal-based model portfolios utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Stanley Stanek is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 credentials and having 10 years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Center Street Securities, Lincoln Financial Advisors, and several other firms. He is also the sole proprietor of Stanek & Associates, where he sells and services accident and health insurance, disability, fixed annuities, and property and casualty insurance. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a multi-team network of advisors, employing a structured risk framework and diversified manager strategies.

Terry Morris is a financial advisor with Dakota Wealth, LLC and holds five years of industry experience. Prior to joining Dakota Wealth, he worked at Lindenwold Advisors Inc., Truist Financial Corp, and Branch Banking and Trust Company. He is dually registered with both Dakota Wealth and Lindenwold Advisors on a temporary basis. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and retirement plans, offering services such as wealth management, investment management, financial planning, and retirement plan advisory. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and maintains active roles in private funds and ETF sub-advisory.

Ian Imbody is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including SEI Investments and Velekei Giles Financial Advisors. His background also includes positions outside the financial sector, such as roles at Dick's Sporting Goods and Valvoline Inc. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios primarily implemented through mutual funds, ETFs, and separate-account managers, and offers access to proprietary platforms and third-party manager programs.

Dianne Lutz is a financial advisor at Sowell Management with 38 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked previously at LaBrunerie Financial, Concert Wealth Management, and the Institute for Wealth Management. Outside of her advisory role, she is co-owner of Pappy G’s, a fine dining establishment, and serves as a member of the Council of Trustees at Kutztown State University of Pennsylvania. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management and financial planning services. The firm employs various management styles and offers model portfolios and third-party manager solutions through an independent-contractor model with over 100 investment adviser representatives.

Christopher Needs is a CFA® charterholder with 10 years of industry experience. He has worked at LPL Financial, LLC, Good Life Advisors, LLC, Park Avenue Securities, Guardian Life Insurance, and Cuna Brokerage Services. Needs is based in Reading, PA. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management, serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers, utilizing a tailored investment process that combines fundamental, technical, and cyclical analysis with continuous monitoring and rebalancing.

James King is an investment advisor representative at Dakota Wealth, LLC with six years of industry experience. He previously worked at BB&T Institutional Advisers and Lindenwold Advisors, Inc., where he maintains a dual registration during a transitional period. Mr. King serves as treasurer and chair of finance for the charitable organization Historic Highfield Hall and Gardens. Dakota Wealth, LLC provides wealth management and investment advisory services to individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm constructs customized, primarily long-term portfolios using a range of investment vehicles and is noted for its active management role in private funds and registered ETFs.

Jaden Bookser is a financial advisor at The Partners Wealth Management with a Series 66 designation and one year of industry experience. Prior to joining The Partners Wealth Management, he worked at Osaic Wealth, Inc. and CoActive Wealth Strategies. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing comprehensive investment management, financial planning, consulting, and retirement-plan advisory services through a multi-team advisor structure. The firm uses customized portfolio strategies and various model approaches, typically implementing mutual funds, ETFs, individual equities, and fixed-income securities.

Amanda Laubscher is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Jenene Thomas Communications, LLC for 11 years. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing a variety of investment approaches and third-party platforms.

Benjamin Haas is a CFP® professional with 19 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has held roles at LPL Financial, LLC and US Financial Advisors, LLC. Haas also engages in insurance brokerage activities and operates Haas Financial Group as a business entity for tax and investment purposes. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and planning services, utilizing a combination of in-house strategies and third-party managers across various platforms.

Matthew Mongon is a CFP® professional with 15 years of experience in the financial services industry. He is currently with NewEdge Wealth and has prior experience at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Before entering finance, he worked at Lehigh University. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm provides comprehensive advisory services and manages approximately $12 billion in regulatory assets, utilizing a diversified investment approach that includes proprietary solutions and third-party managers across multiple asset classes.

Adam Werner is a CFP® professional with 18 years of industry experience currently with Great Valley Advisor Group, LLC. He has prior experience at U.S. Financial Advisors, LLC and has maintained an affiliation with LPL Financial, LLC since 2015. Werner provides administrative support for Great Valley Advisor Group, an independent investment advisory firm. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.

Brad Small is a financial advisor with ThePARTNERS Wealth Management in Sinking Spring, PA, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior roles include positions at OSAIC Wealth, Inc. and American Portfolios Financial Services, Inc. Outside of advising, he is a board member of the Boy Scouts of America Hawk Mountain Council and founder of the Small Steps Scholarship Fund, which supports outstanding high school students pursuing higher education. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing comprehensive investment management, financial planning, and consulting through a multi-team advisor structure. The firm employs customized portfolio strategies using internal and third-party models and typically holds discretionary authority to implement these strategies on behalf of clients.

Kevin Rhodes is a CFP® professional with 37 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and PKS Investments, having previously worked at StoneX Securities Inc. and StoneX Advisors Inc. since 2016. Rhodes holds Series 63 and Series 66 licenses. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting, utilizing both advisor-managed and model-based platforms along with additional services such as outsourced CIO and CCO support.

Omar Parker Jr. is a CFP® with one year of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC. His prior experience includes roles at Charles Schwab and Delaware State University, as well as six years in Baltimore County Public Schools. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, and financial planning. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and distinguishes itself by integrating investment management with in-house accounting, tax services, and business coaching.

Paul Emrick is a financial advisor at New Edge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes more than a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutions, offering wealth strategy, portfolio management, and consulting services. The firm emphasizes asset allocation and investor behavior, combining independent managers and proprietary solutions with AI-assisted analytics to tailor portfolios.

Regina Rinehimer is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. Her career includes roles at Kingsview Partners since 2021 and prior positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. She serves as a power of attorney for family members in investment-related matters. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.

Connor Quesenberry is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Velekei Giles Financial Advisors and Vanguard-related entities. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Edwin Baldrige III is a CFP® with 31 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2023. Prior to joining Modera, he was with Baldrige Asset Management for 24 years and Commodity Exchange Inc for 37 years. He serves as board treasurer for Hawk Mountain Sanctuary and Sustainable Food Alliance, where he is involved in financial oversight and grant approvals. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with options for independent managers, private placements, and ESG integration.

Joseph Hudock is a financial advisor with OneAscent Financial Services LLC, holding CFP® and Series 66 designations and bringing nine years of industry experience. He previously worked for StoneX Advisors Inc and StoneX Securities Inc for ten years. Outside of his advisory role, he assists seniors with Medicare Supplement, Medicare Advantage, and Prescription Drug Plan selections through his position as office manager and health insurance specialist at Affiliated Financial Planners, LLC. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and utilizing overlay managers and automated platforms.