Julianna Devonshire is a financial advisor at &Partners with 17 years of industry experience. She holds a Series 66 designation and has worked at &Partners since 2023, following seven years each at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides investment advisory and brokerage services, financial planning, ERISA consulting, retirement plan participant management, and investment banking, utilizing a combination of proprietary models and third-party manager solutions on the Envestnet platform.

Mary Di Nolti is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Intuit and The Vanguard Group. 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 select retail brokerage account holders, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Evan Hand III is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked at several related Truist entities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches and integrates third-party platforms and AI-enabled research tools in its investment processes.

Michael Bucklin is a Series 66 licensed financial advisor at Truist Advisory Services with 14 years of industry experience. His career includes roles at Truist Investment Services, SunTrust Investment Services, BB&T, Santander Securities, and PNC Investments. He serves on the boards of several nonprofit organizations focused on community education, residential care, and support services for aging individuals. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation analysis, fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Michael Heiser is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, GWFS Equities, Inc., and J.P. Morgan Institutional Investments and Retirement Plan Services. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and retirement plan clients, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers, and offers a broad range of wealth management and advisory services.

Jeffrey Bingham is a financial advisor with Primerica Advisors in Wyomissing, PA, holding CFP® certification and Series 63 and 65 licenses. He has 32 years of industry experience and has worked with Guardian Life, Primerica Advisors, and First Financial Group. Outside of his advisory role, he is active in the West Reading-Wyomissing Rotary and The Friday LEADS Group. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers proprietary and third-party investment programs and supports a range of account types with discretionary and non-discretionary management options.

Robert Theisen Jr. is a financial advisor with Eagle Strategies (NY Life) in Gilbertsville, PA, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities LLC since 2013 and has been affiliated with Eagle Strategies since 2024. Outside of his advisory role, he is active in community service, serving as an officer for the United Way of Boyertown, a board member of the Boyertown Area Historical Society, and a volunteer supporting Perkiomen School and the Salvation Army of Boyertown. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis, with a focus on tailoring solutions to client objectives and plan sponsor criteria.

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.

Charles Wisner III is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alden Investment Group and Wells Fargo Advisors. 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 range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

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.

Reece Maurer is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Royersford, PA, and has four years of industry experience. Prior to joining Janney, he worked at Temple University and has been the owner of Maurer Fitness LLC since 2020, providing online fitness and nutrition training programs. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Nidhi Kapoor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Citizens Bank and Citizens Securities since 2012. Outside of her advisory work, she is involved as a partner in Riyan Properties LLC and serves as a notary public for Aartik Properties LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.