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 in Bethlehem, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1994. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, employing both strategic and dynamic investment approaches across discretionary and non-discretionary programs.

Michael Sliney is a financial advisor with Lincoln Investment in Bethlehem, PA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. Prior to joining Lincoln Investment in 2018, he spent 13 years with Franklin/Templeton Distributors, Inc. He is co-owner of TS Advisors, LLC, an employee management business focusing on payroll and benefits. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, including model portfolios and both discretionary and non-discretionary programs, supported by quantitative and adaptive investment strategies.

Phyllis Williams is a financial advisor with Guardian Life who holds Series 65 and Series 66 credentials and has 27 years of industry experience. She has worked with Guardian Life Insurance Company since 2024 and has been affiliated with Park Avenue Securities for 10 years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

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.

Mark Hemphill is a financial advisor at Lincoln Investment with 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1995 and holds a Series 63 designation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

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 financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Fidelity Investments, The Prudential Insurance Company of America, and Sanofi Pasteur. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs that include model portfolios and digital advisory solutions.

William Weber is a financial advisor with Lincoln Investment based in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Lincoln Investment Planning since 2011. Outside of his advisory role, he is involved with She Said Sunday, a business he has operated since 2007. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a range of investment portfolios using strategic and tactical approaches supported by an Investment Management & Research team.

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 in Bethlehem, PA. He holds a Series 66 designation and has six years of industry experience, including seven years at LPL Financial and current roles at Lehigh Valley Investment Group and Commonwealth Financial Network. Hartman is also co-owner of LVIG Partners, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Jonathan Sliney is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Capital Analysts and State Street Global Advisors, where he worked from 2004 to 2021. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm provides a range of financial planning and investment management services, employing both strategic and tactical approaches through an in-house Investment Management & Research team.

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. He holds a Series 66 designation and has worked in the financial and related fields since 2022, including roles at Baker Tilly and owning Frey & Co. CPA's. Outside of finance, his background includes positions in education and sports organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering clients various account options and a collaborative investment management approach.

Stephen Gironta is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Oppenheimer since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies to meet client objectives.

Jacob Ruggles is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network since 2022. He also owns KMJ Financial Group, LLC and has prior experience with American Portfolios Financial Services, Inc. Outside of his advisory work, Ruggles is co-owner of Pinnacle Tax Associates, LLC, and serves as President and Managing Director of the Easton Soccer Alumni Club, as well as Treasurer and Board Member of the Foundation for Easton Public Schools. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers a variety of investment program structures and delivers operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Anna Jacoby is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Agia and Valic Financial Advisors. Outside of her advisory role, Jacoby is involved as a fundraising coordinator for a youth football and cheerleading nonprofit organization. Lincoln Investment serves individual and institutional clients, including high-net-worth individuals, charitable organizations, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches through an in-house Investment Management & Research team.