Anna Jacoby is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Lincoln Investment, she worked at Agia and Valic Financial Advisors. Outside of her advisory role, Jacoby serves as a fundraising coordinator for the Souderton Braves Youth Football and Cheerleading Association. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management and research team.

Paul Walter Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 43 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. Outside of his advisory role, he is involved in a business owning and managing garages in Bethlehem, PA. 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 broad clientele including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage and advisory services with both in-house and third-party portfolio management.

Joseph Kendy is a financial advisor with J.W. Cole Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining J.W. Cole Advisors in 2025, he worked at Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of his advisory role, he is the owner of Joseph M. Kendy, LLC, a payroll tax savings business. J.W. Cole Advisors is a national SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Lisa Somers is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Stifel for 10 years before joining Janney in 2019. Somers serves as a board member of the VIA Foundation, participating in meetings related to investment assets, donations, and fundraising. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house and third-party portfolio management, and provides custody and trustee services through its subsidiary trust company.

Margaret Mc Guire is a financial advisor at J.W. Cole Advisors, Inc. She holds a Series 66 designation and has been working in the industry since 2025. Prior to joining J.W. Cole Advisors, she was affiliated with Royal Alliance and OSAIC, and she also spent three years working at Shippensburg University. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a range of discretionary and non-discretionary investment strategies and maintains affiliations with multiple custodial platforms and third-party advisers.

Gary Frey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Hornor, Townsend & Kent since 2015 and also operates Frey & Co., a CPA and accounting services firm. Outside of advising, Frey serves as treasurer and board member for charitable organizations including the Judith Adele Agentis foundation and the Pennsylvania Music Preservation Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of discretionary and non-discretionary investment management options supported by third-party asset manager relationships.

Madison Dill is a financial advisor at Mariner with four years of industry experience. She holds a Series 65 designation and previously worked at Corbenic Partners, LLC and Bloomsburg University. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized, discretionary portfolio strategies supported by an internal management team and third-party managers, and provides integrated tax and administrative services uncommon for enterprises of its size.

Michael Mcguire is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Metlife Securities, Mass Mutual Investors Services, Sii, and OSAIC Wealth. Outside of his advisory work, he serves as president of Atlas Advisors, LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Louis Lamoreaux is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016, previously working at LPL Financial. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model with platform and discretionary implementation by Envestnet, supported by internally designed strategist portfolios and third-party managers, and is integrated with KeyCorp affiliates for various advisory and banking services.

Robert Bem is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with Truist Advisory Services since 2021, following prior roles at BB&T Securities and BBTIS. He is based in Bethlehem, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that utilizes both discretionary and non-discretionary strategies supported by third-party platform arrangements.

Shaun O'boyle is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MSI Financial Services, Inc. and Steel Pillars LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, offering a range of investment options including mutual funds, ETFs, and personalized indexing.

Michael Klein is a financial advisor with Lincoln Investment in Bethlehem, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1990. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Joseph Garvey III is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he creates and sells original art and prints through his personal venture, Joseph David Garvey III Fine Art. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate clients, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments.

Jared Brown is a CFP® professional with three years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at Hartford Funds Distributors, LLC, Pacer Financial, Inc., and KMJ Financial Group, LLC. Before entering the financial industry, he worked in catering and engineering and attended Temple University. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a comprehensive platform with operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Brett Biggs is a Series 66 credentialed financial advisor with Janney Montgomery Scott, where he has worked since 2003. He has 23 years of industry experience. Outside of his advisory role, Biggs serves on several boards, including The Goodfellows Club of Bethlehem and Vicinity, DeWeather Cares, The Sun Inn Preservation Association, Lehigh Valley Rugby Football Club, and BGB Charities, and he is involved in a restaurant and micro-distillery business. 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 with a range of brokerage and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Kristen Skowronek is a financial advisor with Guardian Life in Danielsville, PA, holding a ChFC® designation along with Series 65 and Series 63 licenses. She has eight years of industry experience, including prior roles at Ernst & Young and The Prudential Insurance Company of America. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

John Paul Debard is a financial advisor with PNC Wealth Management in Bethlehem, PA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with PNC Investments since 2011. Outside of his advisory role, he is the owner of Soul Shaker Records, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investment strategies via mutual funds and ETFs with annual rebalancing.

Gregory Russo is a financial advisor at Truist Advisory Services with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Truist, Russo worked at BB&T Securities and BB&T Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and third-party platforms to deliver its investment solutions.

Daniel Fratantoro is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network since 2022. His prior roles include positions at KMJ Financial Group, American Portfolios Financial Services, Mutual of Omaha, and StrengthsBase, Inc. Outside of advisory work, he is co-owner of Pinnacle Tax Associates, LLC, where he provides tax preparation services, and operates an accounting and bookkeeping sole proprietorship as a CPA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, compliance, technology, and investment management support, enabling advisors to deliver customized portfolio solutions under Commonwealth’s supervision.

Mark Strunk Jr is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 14 years of industry experience. His career includes multiple roles within PNC Investments and PNC Bank, along with brief periods at Fidelity Deposit and Discount Bank and LPL Financial. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment to implement portfolios with mutual funds and ETFs.