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Emeline S
Series 63, Series 66
Easton, PA
Empower Advisory Group
Emeline Singh is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, The Prudential Insurance Company of America, and Pruco Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.
Taylor M
Series 65
Bartonsville, PA
Brookstone Capital Management LLC
Taylor Munoz is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Abundant Streams Capital Group, Pocono Township, and the Senate of Pennsylvania. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.
Robert W
CFP®, Series 63
Bethlehem, PA
Hornor, Townsend & kent, LLC
Robert Willever is a CFP® with 40 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1996. He also owns and operates an insurance brokerage focused on life insurance sales and services. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight with a range of advisory and consulting offerings.
Jorge D
Series 66
Wind Gap, PA
Truist Advisory Services
Jorge De La Cruz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. His work history includes roles at Truist Investment Services, Inc. and Truist Bank, as well as prior employment at Starbucks. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its services.
Drew P
Series 65
Bethlehem, PA
J. W. Cole Advisors, Inc.
Drew Patenaude is a financial advisor at J. W. Cole Advisors, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining J.W. Cole Advisors, he worked at Voom Medical Devices, Orthofix, Novastep, and DNE LLC. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms to implement client solutions.
Andrew S
Series 66
Easton, PA
Private Advisor Group, LLC
Andrew Stitt is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously been associated with LPL Financial for over eleven years. Outside of his advisory role, Stitt serves as the head lacrosse coach at Moravian Academy High School in Bethlehem, PA. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.
Heather O
Series 65
Bartonsville, PA
Brookstone Capital Management LLC
Heather Otto is a Series 65-licensed financial advisor at Brookstone Capital Management LLC with one year of industry experience. She has been involved with Abundant Streams Capital Group since 2018 and FPGA since 2012. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.
George F
Series 63, Series 65
East Stroudsburg, PA
Ameritas Advisory Services, LLC
George Fahy III is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Ameritas, he spent 10 years at LPL Financial. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, employer-sponsored retirement plans, and other institutional clients. The firm offers a range of discretionary and non-discretionary programs using both in-house and third-party managers, with notable integration across Ameritas affiliates.
Ralph G
Series 65
Bartonsville, PA
Brookstone Capital Management LLC
Ralph Grauso is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at Brookstone Capital Management, Horter Investment Management, and Abundant Streams Capital Group since 2014 or earlier. Outside of investment advising, he owns and manages American Senior Coordinators, a business providing estate planning document services through an attorney. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.
Eric F
Series 63, Series 66
Nazareth, PA
Truist Advisory Services
Eric Fehr is a financial advisor at Truist Advisory Services with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Truist Advisory Services since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.
Shawn S
Series 63, Series 66
Easton, PA
PNC Wealth Management
Shawn Swartz is a financial advisor at PNC Wealth Management with 26 years of industry experience. His career includes roles at Merrill and Bank of America, where he worked for 14 years, followed by positions at Citizens Securities and Edward Jones. He holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk-based portfolios implemented with mutual funds and ETFs. The firm emphasizes a discretionary, model-driven approach with delegated portfolio management and limited direct client trading.
Lynn P
CFP®, Series 63
Bethlehem, PA
Commonwealth Financial Network
Lynn Price is a CFP® certificant with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and Great Scott Financial Services since 2023. Prior to these roles, Lynn worked at Rtd Financial Advisors, Inc. for 10 years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.
Peter G
Series 66, Series 63
Bangor, PA
Empower Advisory Group
Peter Gruppo is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has two years of industry experience and previously worked at Wells Fargo Bank, Santander Securities, and United Ground Express. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.
Patricia W
Series 66
Bethlehem, PA
Commonwealth Financial Network
Patricia Weir is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley Smith Barney LLC, and Raymond James & Associates, Inc. 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 wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.
Michael S
Series 63, Series 66
Forks Township, PA
J.P. Morgan Securities
Michael Stanley is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Uber and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary services through a select group of Wealth Advisors, offering asset-allocation advice, investment manager searches, and customized performance reporting.
Erin M
Series 66
Hackettstown, NJ
Edward Jones
Erin Madonna is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Under Armour for seven years and R2integrated for one year. She also substitutes as a yoga instructor at local studios. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, operating over 23,000 financial advisors and managing approximately $1.01 trillion in assets.
Davien M
Series 63, Series 65
Hackettstown, NJ
Primerica Advisors
Davien Medina Centeno is a financial advisor with Primerica Advisors in Hackettstown, NJ, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he participates as a study participant with Clinilabs, Inc. and is an investor on the Fundrise online real estate platform. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-based recommendations managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.
Sarah K
CFP®, Series 66
Hope, NJ
LPL Financial
Sarah Kayal is a CFP® with seven years of industry experience, currently affiliated with LPL Financial. She has previously worked at Raymond James Financial Services Advisors, Inc. and First Hope Bank, where she has been active since 2014. Kayal maintains a DBA for First Hope Wealth Management related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Michael S
Series 63
Andover, NJ
Cetera
Michael Sweeney is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Investment Services, Inc. He also owns John Sweeney Associates, a tax preparation and accounting business, and serves as treasurer for Freedom Christian Academy and Valley View Chapel. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through various program platforms, allowing advisors to implement model portfolios, third-party managers, or custom strategies.
Joseph D
Series 63, Series 65
High Bridge, NJ
LPL Financial
Joseph Dispenza is a financial advisor with LPL Financial in High Bridge, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial or its predecessor since 2001. In addition to his advisory work, he has authored a book on financial planning basics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
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