Michael Schwentner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 13 years of experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Schwentner serves as a board member and trustee for Live Learn and Play, a community and educational center assisting families with autistic children in locating support services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Cory Thatcher is a financial advisor with Hornor, Townsend & Kent, LLC in Allentown, PA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2013 and has operated Thatcher Benefit Planning, Inc. since 2003, focusing on life, health, and disability insurance brokerage. Thatcher is involved in multiple insurance-related business ventures, including ownership and agent roles in several life insurance brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement consulting. The firm operates a dual-registered advisory and broker-dealer platform with a significant asset base, offering tailored investment strategies and relationships with third-party asset managers.

Patricia Peoples is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Peoples & Co Private Wealth Stewardship. She previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of her financial advisory work, she is also a fitness instructor. 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 discretionary model portfolios and customized investment solutions.

Jon Maitz is a financial advisor at Hornor, Townsend & Kent, LLC with 17 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Maitz has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, he operates a multi-line insurance brokerage and is involved in financial planning services and property management activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary investment options and maintains a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

David Mitchell is a CFP® and ChFC® with 22 years of experience in the financial industry. He has been with Centaurus Financial, Inc. since 2012. Outside of his advisory role, he is involved in tax consulting and the sale of fixed, non-indexed insurance products through related businesses. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, and institutional clients. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements and a combination of fundamental and technical analysis.

Ralph Capristo is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2019. He previously worked at Umpqua Bank from 2015 to 2019. Outside of his advisory role, Capristo serves on the advisory council of Misericordia University’s Business Department and is a board member of the Kutztown Rotary Foundation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions incorporating both discretionary and non-discretionary arrangements, utilizing fundamental, technical, bottom-up, and top-down investment analyses.

Shawn Hines is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012, with prior experience at New England Securities. 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 advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and third-party strategists.

Andrew Maron is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including roles at Client 1st Financial, OSAIC, and Paragon Strategic Wealth, a private entity he owns for securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive support services including trading, reporting, and custody.

Clinton Osmun is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple affiliated entities including Citizens Bank and Citizens Securities, Inc. Since 2015, he has also been a registered notary public in Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, leveraging third‑party platforms and AI‑enabled research tools as part of its investment approach.

Susan Lobello is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Pouran Esrafily is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. She holds a Series 65 designation and has prior work experience at Ethan Allen. In addition to her advisory role, she is also an insurance agent specializing in Medicare supplements, nursing home care coverage, life insurance, and fixed annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance entities.

Justin Schmoyer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. He is also the owner of Schmoyer Financial Associates, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while advisors retain discretion over client portfolios.

Christopher Held is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with both firms since 2014. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services alongside access to proprietary and third-party investment solutions.

Michael Rothrock is a Certified Financial Planner® with 27 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2014 and also works with Penn Mutual Life Insurance Company. Rothrock operates a life insurance brokerage under the name Rock Capital Group, offering insurance sales and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with substantial assets under management and maintains various third-party asset manager relationships.

Sarah Rodriguez is a financial advisor at Bankers Life Advisory Services, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wachovia Bank, N.A. She is also a licensed agent for Bankers Life and Casualty Company, selling Medicare Supplement, annuities, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored investment strategies and offers both wrap and non-wrap programs using Pershing as custodian and Bankers Life Securities, Inc. as the introducing broker-dealer.

Sean Linder is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with NewEdge Advisors and previously worked at Prepared Retirement Institute LLC, Purshe Kaplan Sterling Investments, Corbenic Partners, LLC, and MFP Strategies. Outside of his advisory role, he is a co-owner of SJL Rentals LLC, managing over 200 apartment units. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies and technological tools for ongoing due diligence and client support.

Seth Maulfair is a financial advisor with Commonwealth Financial Network in Allentown, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been involved with CJM Custom Carpentry since 2017. 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 around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services.

Robert Seiler is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Asc Financial Group since 2013. His other business activities include involvement with life health annuities. Brookstone Capital Management is an SEC-registered adviser that provides 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 or thrift institutions.

Brenton Haupt is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding a Series 66 designation and six years of industry experience. Before joining Janney in 2020, he worked at Pennsylvania Lumbermens Mutual Insurance Company for three years and attended La Salle University. He serves on the boards of Berks Encore, a senior services organization, and Mary’s Shelter, a homeless shelter in Berks County, and volunteers annually at a financial literacy event for high school students. 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 clientele, including individuals, families, trusts, and institutions, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Joseph Frey is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 66 designation. He has professional experience spanning several roles, including work at Baker Tilly and operating Frey & Co. CPA's. Outside of his advisory career, he has been involved in various positions related to golf clubs and sports organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion-dollar advisory platform with discretionary and non-discretionary account options.