Patrick Velekei is a CFP® professional with 26 years of industry experience, currently serving at ValMark Advisers, Inc. since 2010. He is involved in insurance sales through Velekei Giles Financial Advisors and serves as the Investment Committee Chairperson for the United Way of Berks County. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party platforms and services.

Monica Dougherty is a Series 66-licensed financial advisor with New Edge Wealth, based in Allentown, PA, and has five years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of finance, she is involved as a studio experience team member at CorePower Yoga in Philadelphia. New Edge Wealth serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients, providing comprehensive advisory services with an emphasis on asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human review in its portfolio management approach.

Eric Dorman is a CFP® with 34 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and has prior experience at Stonex Advisors Inc. and Purshe Kaplan Sterling Investments. He serves on the board of Bloom for Women, a faith-based nonprofit charity supporting survivors of abuse. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Brandt Beck is a financial advisor at Kingsview Wealth Management, LLC in Wyomissing, PA. He holds a Series 65 designation and has recently transitioned from a six-year tenure at Regeneron. Beck has been with Kingsview Wealth Management since 2026. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio group. The firm employs proprietary model portfolios, ETF product management, and partnerships for tax and estate review to support its client services.

Mathew Parsons is a financial advisor with Private Advisor Group, LLC in Allentown, PA, holding Series 63 and Series 65 credentials and having nine years of industry experience. He previously worked at Citizens Securities, Inc. and Citizens Bank from 2016 to 2018. Parsons provides investment advisory services through Private Advisor Group, an independent firm, since 2018. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of strategies and third-party asset managers to align with client objectives.

Duane Peoples is a financial advisor with Commonwealth Financial Network based in Allentown, PA. He holds the CFP® designation and has 15 years of industry experience. Prior to joining Commonwealth and founding Peoples & Co Private Wealth Stewardship, he spent eight years with Morgan Stanley and Morgan Stanley Private Bank. Peoples has been involved with Cedar Crest College since 2013. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, technology, investment management, and compliance while offering various discretionary and non-discretionary investment solutions.

Angela Alexander is a financial advisor with Commonwealth Financial Network in Wyomissing, PA. She holds a Series 65 designation and has 1 year of industry experience. Her work history includes multiple roles at both Commonwealth Financial Network and Spring Ridge Financial Group LLC dating back to 2001. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving around 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm manages approximately $212.7 billion in client assets and provides adviser support through a range of managed-account programs, third-party asset managers, retirement consulting, and custody services.

Grace Pasquale is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Peoples & Co. Private Wealth Stewardship and Altitude Marketing. She holds an educational background from Temple University and Allentown Central Catholic High School. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

Brian Schiavo is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2022, following prior roles at United Financial Services and The Prudential Insurance Company of America. In addition to his advisory work, he serves as an Associate Director with Transamerica Agency Network, involved in sales and training related to life insurance and fixed index annuities. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

Brad Brisan is a CFP® and holds a Series 66 designation with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC, where he has worked since 2024, following an eight-year tenure at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves a diverse client base that includes individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a broad range of wealth management, fiduciary, and advisory services.

Tara Garcia is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Commonwealth Financial Network during two separate periods, from 2011 to 2018 and again since 2024, and was previously with Merrill from 2018 to 2024. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and operates as a platform provider with substantial clearing and custody relationships.

Julianna Devonshire is a financial advisor with \u0026Partners, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing, where she spent a combined 14 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

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.

Deborah Field is a financial advisor with Janney Montgomery Scott in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves in leadership and administrative positions with hunting dog organizations focused on ethical hunting practices and conservation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, providing investment advice through in-house management and third-party managers across multiple wrap programs and unified managed accounts.

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.