Cory Sohns is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Empower Financial Services, Audacy Inc., and Knight Strategic Wealth. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Thomas Thurber is a financial advisor at Janney Montgomery Scott with Series 66 credentials. He joined the firm in 2025 and has prior experience in education and landscape services. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party managed programs.

David Trapper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Prudential, Voya Financial, OneAmerica Securities, and Armanino. He also serves as a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Melissa Seitchek is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several financial institutions, including Santander Securities, Citizens Bank, and PNC Investments. Seitchek serves as a voting member of the Penn Lake Association board, where she helps plan community and children’s events. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized strategies managed under client-approved investment policies.

Carolyn Ruiz is a financial advisor with PNC Wealth Management who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She previously worked at M&T Securities, Inc. for over two decades and had shorter tenures at LPL Financial and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and delegated portfolio management using mutual funds and ETFs.

Tammy Hudacek is a financial advisor at Creative Planning with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Empower Advisory Group, GWFS Equities, and Prudential, where she spent 20 years in various roles. Outside of her advisory work, Hudacek serves on the boards of Valley Santa, a charitable organization providing holiday toys to children in need, and the F.M. Kirby Center for the Performing Arts. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Greg Piechota is a financial advisor with PNC Wealth Management holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Shoprite Pharmacy, BASF, and Moravian College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist digital offering available by invitation to employees. This program uses algorithmic risk assessment to implement approved model strategies with mutual funds and ETFs, featuring annual rebalancing and delegated portfolio management.

Lawrence Joseph Jr. is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for PNC employees that uses algorithm-driven risk assessments to select investment models implemented via mutual funds and ETFs.

Donald Wall Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2002. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Alyssa North Mozda is a Series 66-licensed financial advisor with four years of industry experience. She is currently with PNC Wealth Management and has previously worked at LPL Financial and Private Advisor Group, among other firms. Her background also includes roles outside of finance, such as involvement with Marywood University Friends of the Poor. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment models executed via mutual funds and ETFs. The firm’s approach involves delegated portfolio implementation and limited direct client contact with strategists.

Christian Stoltz is a Series 63 licensed advisor with Centaurus Financial, Inc., where he has worked since 2007. He has 32 years of industry experience. Outside of his advisory role, Stoltz is the owner of Stoltz Financial, a business engaged in sales of fixed insurance and fixed annuities. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches and model overlay programs.

Susan Whitesell is a financial advisor with Janney Montgomery Scott in Wilkes-Barre, PA, holding a Series 63 credential and 32 years of industry experience. She has been with Janney Montgomery Scott since 1997. Outside of her advisory role, she has been involved with the Wyoming Avenue Christian Church since 2015 and was affiliated with the Perfect Harmony Center for the Arts in 2017. Janney Montgomery Scott LLC is a large 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 advisory programs through a combination of in-house and third-party portfolio management.

Rebecka Waller is a financial advisor at &PARTNERS with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and the Airborne and Special Operations Test Directorate. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary services.

Jason Berry is a financial advisor with PNC Wealth Management in Scranton, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 21 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessments to guide investment strategy.

Jason Wood is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2015. Wood serves on the board of directors for the Marian Sutherland Kirby Library in Mountain Top, PA, participating in monthly meetings and fundraisers. 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, financial planning, consulting, and advisory services through a range of in-house and third-party managed portfolio programs.

Kevin Rest is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He also provides accounting and tax preparation services for small businesses on a part-time basis. His prior work includes roles at D&L Distributors, Gimont and Associates, Quick Courier Service, and Wfg. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in assets under management.

Mark Santaniello is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has prior work experience in the medical technology and pharmaceutical sectors. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Julie Jurchak is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs. The firm’s approach involves third-party management and discretionary portfolio execution with annual rebalancing.

Mandie Hendricks is a CFP® with 14 years of industry experience currently serving at Janney Montgomery Scott since 2021. Her prior experience includes roles at Bank of America and Merrill. She is active in her community as a volunteer board member for both the Freeland YMCA and the Luzerne County Community College Foundation. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Alycia Rodriguez is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Keystone Legacy Financial LLC, Bankers Life and Casualty Company, and Aveanna Healthcare. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, employing a range of investment approaches and maintaining dual registration as an SEC-registered adviser and broker-dealer.