Rodman Azar is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Jacobi Capital Management and affiliated with LPL Financial since 2011. Jacobi Capital Management serves individuals, including high-net-worth clients, as well as institutional and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm employs a proprietary “fusion analysis” investment approach and provides clients with individualized investment playbooks and periodic reviews.

Richard Clark Jr. is a financial advisor with Jacobi Capital Management, LLC, holding CFP® and ChFC® designations and over 21 years of industry experience. His prior experience includes roles at Pillar Wealth Advisors, LPL Financial LLC, Hornor Townsend & Kent Inc, and Principal Financial Services. Outside of his advisory work, he serves as part-time CFO for Starr Tours. Jacobi Capital Management advises individual, institutional, and retirement plan clients, offering discretionary portfolio management, financial planning, and access to third-party wrap and model programs. The firm combines fundamental security analysis with a proprietary “fusion analysis” framework to create individualized investment plans, integrating tactical and opportunistic portfolio strategies alongside algorithm-driven model allocations.

Eric Kumar is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds a Series 66 license and previously served in the United States Army from 2018 to 2022. Outside of advising, he also recruits and trains insurance agents and provides retirement planning services to clients approaching retirement. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary investment consulting and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Erica Harrison is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, she worked at The Assurance Group and previously managed operations at DePalmas Italian Cafe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Peter Butera is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Janney Montgomery Scott since 2021, following tenures at Bank of America and Merrill Lynch spanning over three decades. Outside of his advisory role, he serves on the finance and budget committee at the Westmoreland Club and is involved in several mentoring and board positions with local educational institutions and community organizations. 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 diverse client base, offering brokerage services, financial planning, consulting, and various wrap/advisory programs, utilizing both in-house and third-party portfolio management.

Steven Gimont is a financial advisor with Transamerica Financial Advisors in Kingston, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Transamerica, he worked at World Financial Group and Comcast Xfinity. Gimont is also a tax preparer at Gimont & Associates, where he prepares tax returns and provides tax-related advice. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with both proprietary and third-party investment programs.

Tracy Smithnosky is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Janney since 2021, following six years at Merrill. 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 wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Nicholas Panagiotakis is a CFP® professional with 23 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His work history includes roles at Guardian Life Insurance and International Planning Alliance. He maintains involvement in providing insurance products beyond his primary firm activities. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party investment programs and provides both discretionary and non-discretionary advisory relationships.

Patrick Golden is a financial advisor at Farther with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at STIFEL, Private Client Services, LLC, and operated Golden Wealth Management. He is also an insurance agent. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach implemented with proprietary model portfolios, algorithmic rebalancing, and a range of asset types, including ETFs, mutual funds, equities, and fixed income.

Corey Golden is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Farther since 2026. He previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years and was president and chief compliance officer of Golden Wealth Management, an independent registered investment advisor. Outside of financial advising, he co-owns and operates a small business that produces and sells ketchup. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, fixed income, and AI-assisted advisor judgment.

John Cyprich is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has nine years of industry experience, previously working at Bankers Life Securities, Inc. and Bankers Life and Casualty. He is also a partner in Keystone Legacy Financial LLC, where he manages an insurance marketing agency and writes insurance policies. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing various portfolio management approaches across multiple custodial platforms.

Scott Skammer is a financial advisor with GWN Securities Inc. in Forty Fort, PA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with GWN Securities since 2015 and also has a background with McCarthy Tire Service Co. Outside of his advisory role, Skammer serves as an adjunct professor teaching undergraduate finance and is treasurer of a nonprofit organization providing meals to local nursing home residents. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm employs a range of investment strategies, including legacy market-timing and momentum-based approaches, and manages approximately $3.65 billion across over 37,000 client accounts.

Desmond Scott is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has held roles at multiple firms, including Grober Imbey Agency, Inc., Netlaw, and World Financial Group, Inc. In addition to advisory work, he supports small businesses with accounting and planning needs through his own firm, D. Scott and Associates, LLC. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with access to proprietary and third-party investment models, managing over $2 billion in client assets across discretionary and non-discretionary accounts.

Bernard Martin Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2002 and joined Private Advisor Group in 2016. Outside of his advisory role, he manages The Barn at Glistening Pond LLC, a venue for weddings in Falls, PA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions, including proprietary and third-party platforms.

Barry King is a financial advisor with Transamerica Financial Advisors in Kingston, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has been affiliated with World Financial Group since 2001. King is also a representative for WealthWave, involved in marketing activities. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party investment models with discretionary and non-discretionary program options.

Malo Carpenter is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with firms including World Financial Group and WealthWave and currently holds a role at Netlaw focused on estate planning. Carpenter is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a broad client base, including individual investors, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms, delivering services through a large network of advisors and managing approximately $1.7 billion in regulatory assets under management.

Lisa Probanski Bonito is a financial advisor at &Partners with a Series 66 designation and two years of industry experience. Prior to joining &Partners, she worked at Wells Fargo Clearing, Maximus, and Navient. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and various advisory services using a combination of fundamental, technical, and quantitative analysis, with accounts managed by in-house advisors or third-party managers.

Carla Jagodzinski is a financial advisor with Eagle Strategies (New York Life) holding Series 63 and Series 65 licenses and has 21 years of industry experience. She has been with Eagle Strategies since 2023 and operates her own practice, Jagodzinski Financial Boutique, which sells New York Life products and brokers non-registered insurance products. Outside of her advisory work, she serves as a committee member and authorized founder of the Luzerne Foundation’s David J Miller Scholarship Fund, which supports local scholarship recipients. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional clients, and plan sponsors. The firm emphasizes tailored advice through multiple program types, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Derek Thompson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at JP Morgan securities and Chase Bank, as well as driver and business owner roles with companies such as Uber, Lyft, and Apex Business LLC. He is also involved with Netlaw, a firm that provides estate planning services including wills and trusts. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

David Tarantini is a financial advisor at &PARTNERS with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and various advisory services through a combination of proprietary and third-party strategies.