Scott Gola is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior experience includes roles at Bb&T Securities and Truist Investment Services. He also serves as treasurer for United Evangelical, contributing approximately 15 hours per week. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, employing a mix of discretionary and non-discretionary approaches supported by third-party platforms and in-house research.

Steven Miller is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cadaret, Grant & Co., Inc., and Mid Atlantic Retirement Planning Specialists. Miller is also involved with multiple business activities related to employee benefits and retirement plan services through various entities, including his own sole proprietorship. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, vendor benchmarking, and access to multiple management platforms, serving a broad range of clients including large institutional investors.

Joshua Weaknecht is a financial advisor with Truist Advisory Services who holds Series 66 and Series 63 licenses and has 19 years of industry experience. His career includes roles at Wells Fargo Advisors, Wachovia Bank, and multiple Truist-related entities since 2017. He serves on the Board of Trustees for the Historic Bethlehem Museums & Sites. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program supported by AI-enabled research and inter-affiliate resources.

Jonathan Moyer is a financial advisor with Principal Financial Services in Wyomissing, PA, holding the CFP® and ChFC® designations and the Series 63 license. He has 37 years of industry experience, including roles at Principal Securities since 2016 and ownership of Moyer Insurance and Financial Solutions since 2010. Outside of his advisory work, he is involved in insurance sales and owns MIFS, LLC, which handles insurance commissions and related office expenses. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Alan Fertel is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 32 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2013. Fertel also operates under the Red Oak Wealth Management name as part of his advisory activities. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting services.

Angelo Laventura is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Adams & Associates for over two decades before joining LaVentura & Associates and Commonwealth Financial Network. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety 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.

Brian Fisher is a financial advisor with Commonwealth Financial Network, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Commonwealth since 2018 and previously was affiliated with Wells Fargo Advisors Financial Network LLC from 2010 to 2018 while also operating Fisher Financial Associates since 2010. 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 provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Gregory Frank is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently affiliated with Commonwealth Financial Network and is also a co-owner of Spring Ridge Financial Group LLC. Prior to his advisory roles, he worked at KPMG LLP for nine years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting services.

Kimberly Oswald is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. She has 16 years of industry experience and has worked with both Private Advisor Group since 2014 and LPL Financial since 2010. 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, retirement plan consulting, and access to third-party asset management programs.

Sean Mcginn is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Buckingham Strategic Wealth, LLC, Raymond James Financial Services, Inc., and Rockwood Wealth Management, among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm offers investment management, financial counseling, family office services, and various fiduciary and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach with a broad array of strategies and affiliated service companies.

Zachary Werner is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Cadaret, Grant & Co., Inc. for eight years before joining Commonwealth and Adams & Associates in 2024. Werner is also involved in fixed insurance sales in Lehighton, PA, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, and custody and clearing services.

Gary Dietrich is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has been affiliated with Adams & Associates in two separate periods. Dietrich is also involved in fixed insurance sales as a secondary business activity. 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, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, compliance, and practice management services.

Brian Guenard is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at Riversource Fund Distributors, Inc., Banc Of America Capital Management LLC, and Columbia Funds Distributor, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Virgil Kahl is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2017. He has also been co-owner of Spring Ridge Financial Group, LLC since 2002 and previously worked at National Planning Corporation from 2002 to 2017. Kahl serves as a board member of AAA of Reading Berks. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs, investment management, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jose Arevalo is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience at Spring Ridge Financial Group, LLC, Data Prep U LLC, Teaching Strategies LLC, KPMG LLP, Deloitte LLP, and Pinnacle Advisory Group, Inc. 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 hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robin Pysher is a financial advisor with Commonwealth Financial Network in Wyomissing, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Commonwealth Financial Network since 2017, with prior experience at National Planning Corporation and Springridge Financial. 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 services, including discretionary model portfolios and customized investment solutions, while supporting affiliated advisors with operations, technology, compliance, and practice management.

Amanda Faith is a financial advisor at Savant Wealth Management with 11 years of industry experience. She holds a Series 65 credential and has worked at Savant Wealth Management since 2023, following six years at Domani Wealth, LLC and two years at PBWM Holdings. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, offering wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a range of affiliated services such as accounting, legal, and trust operations.

James Adams is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 42 years of industry experience. His prior work history includes over two decades at Cadaret, Grant & Co., Inc., and his own firm, Adams & Associates. Adams also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, with investment solutions spanning mutual funds, ETFs, individual securities, and personalized indexing.

Benjamin Echegoyen is a CFP® with 23 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. He previously worked at The Vanguard Group, Inc. for 18 years. T. Rowe Price Advisory Services offers a retirement-focused program combining nondiscretionary financial planning and discretionary investment management, primarily using proprietary mutual funds and ETFs, supported by online tools and regular reviews for individual investors and households.

David Rathgeb is a CFP® certificant with 24 years of experience in financial advisory services. He has worked at Kestra Advisory Services LLC since 2017 and previously spent eight years at Cadaret, Grant & Co., Inc. Rathgeb is involved in community organizations, serving as Vice President and Treasurer of LeTip of Greater Reading and as a Director of the Amity Township Lions Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.