Jeffrey Garrison is a financial advisor with Truist Advisory Services in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Citizens Bank, Citizens Securities, Inc., and Wells Fargo. Outside of advising, he serves as a Notary Public. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, utilizing both discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Matthew Ostomy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses. He has 21 years of industry experience, including prior roles at FolioFN Investments, H. Beck, Inc., and Financial West Group. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and investment management through proprietary and third-party platforms, combining advisor-led discretionary management with model-based strategies.

Ryan Brahm is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm uses algorithm-driven risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.

Robert Brown is a financial advisor with Commonwealth Financial Network and Lehigh Valley Investment Group, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including 22 years at LPL Financial. Outside of advisory roles, he serves as Secretary and Treasurer of the Apple Wood Condominium Association. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including portfolio management, trading, compliance, and practice support, with discretionary model portfolios managed by its Investment Management and Research team.

Brenda Somers is a financial advisor at Janney Montgomery Scott with 16 years of industry experience and holds the Series 66 designation. She worked at Stifel from 2009 to 2019 before joining Janney Montgomery Scott in 2019. Outside of her advisory role, she serves as a consistory member at St. Peter's UCC in Northampton, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.

Matthew Bowman is a financial advisor with Truist Advisory Services in Bethlehem, PA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with various Truist entities since 2016. Outside of his advisory role, he owns and rents out a residential property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary manager arrangements supported by advanced research and inter-affiliate integration.

Casey Giraud is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network and SteelPillars Financial since 2019. Outside of advisory work, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, enabling affiliated advisors to provide customized portfolio management and wealth planning solutions.

William Trembler is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. for 32 years. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers services such as financial planning, portfolio management using both advisor- and firm-managed model portfolios, and access to third-party managers, with investment strategies developed by an in-house Investment Management & Research team.

Phyllis Williams is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. She has 27 years of industry experience and has worked at Park Avenue Securities since 2016, as well as earlier roles with Cornerstone Advisors Asset Management and Cornerstone Institutional Investors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, including proprietary wrap programs and third-party advisory platforms.

Chad Erceg is a financial advisor with Commonwealth Financial Network in Bethlehem, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience, including 17 years at LPL Financial before joining Commonwealth and Lehigh Valley Investment Group in 2025. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, technology, compliance, and practice-management services.

Justin Walter is a financial advisor with Janney Montgomery Scott in Bethlehem, PA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory work, Walter is actively involved in youth sports coaching, serving as a basketball and baseball coach for multiple local youth organizations and participating as a board member in Lehigh Little League. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base ranging from individuals and families to municipal clients, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Jeremy Gloth is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Fidelity Investments, The Prudential Insurance Company of America, and Pruco Securities LLC. Prior to his financial services career, he spent over a decade at Sanofi Pasteur. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a combination of discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

William Perrelli is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC since 2005. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering for employees. The firm's approach uses algorithm-driven risk assessment and implements investment strategies via mutual funds and ETFs, with portfolio management delegated to third parties.

Eric Angle is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 designation and has been with Janney Montgomery Scott since 2000. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Justin Hartman is a financial advisor with Commonwealth Financial Network based in Bethlehem, PA. He holds a Series 66 designation and has seven years of industry experience, including prior roles at LPL Financial and Lehigh Valley Investment Group. Hartman is a co-owner of LVIG Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform, providing access to various managed-account programs, third-party asset managers, and retirement consulting services.

Jonathan Sliney is a financial advisor with Lincoln Investment in Bethlehem, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Lincoln Investment, he worked at State Street Bank & Trust and related affiliates from 2004 to 2021. He also serves as Managing Director at T & S Advisors, where he is involved in employee payroll management. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house investment research team and employs a layered delivery model with both advisor-led and firm-managed strategies.

Mark Borda is a CFA® charterholder with five years of industry experience. He is currently with Mariner Wealth Advisors and has previously worked at Corbenic Partners, Citrin Cooperman, CFGI, and Manulife Asset Management. Outside of his advisory role, he is involved in real estate investment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses customized discretionary portfolios supported by in-house research and third-party managers, with a range of strategies including equity, fixed income, alternatives, and digital assets.

Joseph Frey is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has professional experience spanning several roles, including work at Baker Tilly and operating Frey & Co. CPA's. Outside of his advisory career, he has been involved in various positions related to golf clubs and sports organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion-dollar advisory platform with discretionary and non-discretionary account options.

Stephen Gironta is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Oppenheimer since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches tailored to clients' objectives.

Jacob Ruggles is a CFP® with 25 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held roles at KMJ Financial Group, LLC since 2010 and worked at firms including American Portfolios Financial Services and Wells Fargo Clearing. Outside of advisory work, he is co-owner of Pinnacle Tax Associates, LLC, and serves as Treasurer and Board Member of the Foundation for Easton Public Schools as well as President and Managing Director of the Easton Soccer Alumni Club. 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 offers a broad support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.