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 designations and bringing 45 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked with Bb&T Securities and Bbtis. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a structured supervisory framework.

Matthew Spezialetti is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He currently works at The Colony Group, LLC and has previously been with Buckingham Strategic Wealth, LLC. Outside of his financial advisory career, he has worked as a cameraman and game day stringer for the Reading Fightin Phils baseball team and as a seasonal sports reporter for the Reading Eagle. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutions, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with a broad platform of investment options and affiliated service companies.

Robert Firely Jr. is a financial advisor with Focus Partners Wealth, LLC, holding 20 years of industry experience. His prior roles include positions at The Colony Group, LLC and Buckingham Asset Management, LLC, and he has been affiliated with Herbein and Company, Inc. since 1997. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, alongside a wide network of affiliated service companies and specialty product offerings.

Michael Rowley 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 a long-standing association with Herbein and Company, Inc. Outside of advisory work, he is a partner in 2763 Century Blvd., LLC, a commercial rental property company. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporations, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a wide range of wealth management and advisory services.

Joshua Southwick is a financial advisor at &PARTNERS with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Wells Fargo Clearing, and JP Morgan Private Bank. &PARTNERS serves a diverse client base including individual and institutional investors, offering a range of investment advisory and brokerage services. The firm utilizes proprietary and third-party investment models through platforms such as Envestnet and is notable for its combined roles as a broker-dealer, registered investment adviser, and municipal advisor.

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 three years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and previously worked at RKL Private Wealth and Ambassador Advisors LLC/Faithward Capital. Prior to entering the financial advisory field, he was involved with Senior Wellness Services LLC for six years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options alongside financial planning and retirement consulting services.

Frank Sabatucci is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 42 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Outside of his advisory work, Sabatucci is an associate broker with RE/MAX and president of North Temple Builders, Inc., a real estate development company. 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 a range of portfolio management and financial planning services with access to multiple third-party asset management programs.

Timothy Curry is a ChFC® credentialed financial advisor with 32 years of industry experience. He has been with VOYA Financial Advisors, Inc. since 2014. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance product sales. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers investment advisory, brokerage, financial planning, and retirement plan services through a variety of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model.

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.

George Saltzman is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2019, following a three-year tenure at ProEquities, Inc. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs both discretionary and non-discretionary portfolio management strategies and offers financial planning, retirement-plan consulting, and specialized advisory services through its CLASSIC Plus platform.

Donald Haverstick is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2018 and previously held positions at Fisher Financial Associates, Wells Fargo Advisors, and M&T Bank. Outside of advising, he is a part owner of Haverstick, Inc., a private entity managing a family-owned business property. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios managed by its Investment Management and Research team.

Andrew Urban is a CFP® with five years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Buckingham Strategic Wealth, LLC, DeLoittle LLP, and RKL Wealth Management LLC. Focus Partners Wealth serves a diverse client base including individuals, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis, third-party managers, and a variety of investment strategies across public and alternative assets.

Melissa Whalen is a financial advisor at Wells Fargo Investment Institute, Inc. with three years of industry experience. She holds a Series 65 designation and has been with Wells Fargo Investment Institute since 2021, following a 13-year tenure at Wells Fargo. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo wealth and fiduciary businesses, as well as select external clients. The firm focuses on delivering research and model guidance without exercising investment discretion or holding custody of client assets.

Pamela Sutliff is a financial advisor with Commonwealth Financial Network in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at National Planning Corporation and Spring Ridge Financial Group, where she has worked for extended periods. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and investment management. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Scott Worley is a CFP® with 19 years of experience in the financial services industry. He currently works at Focus Partners Wealth, LLC and previously spent eight years at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse clientele including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers, while also offering a broad range of wealth management and advisory services.

Lori Brennan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Commonwealth since 2017 and previously at National Planning Corporation from 2014 to 2017. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Brett Cloak is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Private Advisor Group since 2014 and has also been associated with LPL Financial since 2011. Private Advisor Group is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, leveraging multiple platforms and third-party managers to tailor investment solutions.