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.

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.

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.

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.

Edward Kamradt is a CFP® professional with 13 years of experience in financial advisory. He is currently with Lincoln Investment and has previously worked at LPL Financial LLC, Citizens Securities, The Vanguard Group, and Fidelity, among others. His background includes a legal education at the University of Connecticut School of Law. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and various retirement plans, with a notable history in educator retirement programs. The firm offers financial planning, portfolio management, and access to third-party managers, utilizing an in-house Investment Management & Research team to support advisor-led and model-driven investment strategies.

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.

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.

Samuel Varano is a CFP® with 16 years of industry experience, currently advising at Private Advisor Group, LLC. His prior roles include positions at Diversified Lifelong Advisors, Rosenzweig & Associates, Areté Partners, Pitcairn Trust Company, and other firms. He operates under the business name Cypress Wealth Partners, LLC for providing investment advice through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering access to discretionary and non-discretionary management, proprietary and third-party investment solutions, and utilizes various strategies implemented through technology platforms and external managers.

Edward Dirugeris is a CFP® and CFA® at Private Advisor Group, LLC with one year of experience at the firm. He previously worked at Pitcairn from 2015 to 2024. He provides investment advice under the business name Cypress Wealth Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with portfolio management and third-party strategists.

Andrew Urban is a CFP® and holds a Series 65 license, with five years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and DeLoittle LLP. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized techniques such as trend-following and options overlay strategies.

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 industry experience. He is currently with Focus Partners Wealth, LLC, having joined in 2024. Prior to that, he spent eight years at Buckingham Strategic Wealth, LLC and nine years at Herbein Wealth Management, L.L.C. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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.