Virgil Kahl is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Commonwealth Financial Network, where he has worked since 2017, and is also co-owner of Spring Ridge Financial Group, which he has been affiliated with since 2002. Kahl serves as a board member of AAA of Reading Berks. 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 broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

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 12 years of industry experience. She holds a Series 65 designation and has worked at Savant Wealth Management since 2023, following six years at Domani Wealth, LLC (formerly Pbwm Holdings). Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and retirement plan consulting to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by integrated accounting, legal, and trust services.

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.

Thomas Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Savant Wealth Management in 2023, he worked at Pbwm Holdings from 2015 to 2023. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Martin Braam is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Cetera. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program that utilizes a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Matthew Spezialetti is a CFP®, CFA®, and Series 65-registered advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Outside of advising, he works seasonally as a cameraman and game-day stringer for the Reading Fightin Phils baseball team and as a seasonal stringer for the Reading Eagle media company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Robert Firely Jr. is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He has held positions at The Colony Group, LLC and Buckingham Asset Management, LLC, and has worked at Herbein and Company, Inc. since 1997. Outside of advising, he is a partner in a commercial rental property leased to Herbein Wealth Management and Herbein & Company. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Michael Rowley is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He previously worked at The Colony Group, LLC and Buckingham Asset Management, LLC. He has also been affiliated with Herbein and Company, Inc. since 1978. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joshua Southwick is a financial advisor at &Partners with a Series 66 credential and four years of industry experience. He has worked previously at Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, and JP Morgan Private Bank. &Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm provides investment management, financial and tax planning, ERISA consulting, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Michael Dinan is a CFP® and holds a Series 65 license with 15 years of experience in financial advising. He has worked at Savant Wealth Management since 2023 and previously held positions at Domani Wealth, LLC and PBWM Holdings. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated accounting, legal, and trust services.

Trevor Leverington is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked at both Commonwealth Financial Network and Adams & Associates. Prior to his financial advisory roles, he has held various positions including at Kutztown University and several local organizations. 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 offers a broad support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services, utilizing both internally managed model portfolios and third-party execution platforms.

Chad Stauffer is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at RKL Private Wealth, Ambassador Advisors LLC/Faithward Capital, and Senior Wellness Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through various low-cost and specialized investment vehicles.

Frank Sabatucci is a financial advisor at Private Advisor Group, LLC with 43 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2012 and previously was with Waddell & Reed from 2004 to 2010. Outside of his advisory role, Sabatucci is involved in real estate development as president and owner of North Temple Builders, Inc., and he is a real estate associate broker with RE/MAX. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm uses a fiduciary-based approach and combines technology platforms with a range of strategies, often implementing advice through third-party managers and TAMPs.

Timothy Curry is a financial advisor at VOYA Financial Advisors, Inc. He holds the ChFC® designation and has 33 years of industry experience. Since 2014, he has been with VOYA Financial Advisors and also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services. The firm combines in-house and external strategies with technology-enabled tools to manage primarily non-discretionary client relationships through its network of investment adviser representatives.

David Mease is a financial advisor with PNC Wealth Management in Ephrata, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including over a decade with PNC. He has been affiliated with PNC Wealth Management since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering designed for employees with existing PNC Bank online credentials. The program uses approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kelsea Rowan is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Raymond James Associates. Outside of her advisory work, she has experience working in food delivery services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary investment guidance and education. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to inform its advice and oversees approximately 212,700 clients through a large advisor team.