Brandt Beck is a Series 65 licensed advisor at Kingsview Wealth Management, LLC with one year of industry experience. Prior to joining Kingsview, he was employed at Regeneron for six years. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies, third-party managers, and alternative investments.

Simon Filip is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and concurrently maintains a role as a limited partner in KRS CPAs LLC, an accounting and auditing firm. Filip also is involved in life insurance brokerage as a selling registered assistant, handling sales and servicing of insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, brokerage capabilities, and investment advice through a network of advisers and third-party asset managers.

Mathew Parsons is a financial advisor at Private Advisor Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Advisor Group and LPL Financial since 2018, as well as Citizens Securities, Inc. and Citizens Bank from 2016 to 2018. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that combines client goal assessment with manager selection and uses a range of investment strategies and technology platforms.

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.

Brian Cressman is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at KeyBank and Mariner Finance Company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs with portfolio management and model-based advisory products delivered through a network of financial professionals.

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 the Series 63 and Series 65 credentials and has worked at firms including Prudential Insurance Company of America and United Financial Services. In addition to his advisory role, he serves as an associate director involved in recruiting, training, and retaining representatives for the Transamerica Agency Network and sells life insurance and fixed indexed annuities. Transamerica Financial Advisors serves a diverse client base ranging from individual and high-net-worth investors to pension plans, trusts, and corporations. The firm offers a mix of advisory and broker-dealer services, including proprietary and third-party investment models and both discretionary and non-discretionary program options.

Brad Brisan is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC and Herbein Wealth Management, L.L.C. since 2010. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, offering wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside private funds and third-party managers.

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.

Evan Hand III is a financial advisor at Truist Advisory Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Truist and its predecessor firms since 2016. 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, plan sponsor fiduciary support, participant advice, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research tools.

Colton Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Outside of advisory duties, Schafer is also involved in multi-line insurance brokerage and handles event planning and compliance coordination for his team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and FINRA broker-dealer services, offering clients tailored investment strategies supported by a network of third-party asset managers.

Michael Bucklin is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Truist Advisory Services and has previously held roles at BB&T, Santander, and PNC. Bucklin serves on the boards of several nonprofit organizations, including The Heritage Resident Benefit Fund, Dayspring Homes, Inc., and the Oley Valley Community Education Foundation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enabled equity research and inter-affiliate resources.

Michael Heiser is a CFP® with 17 years of industry experience currently serving at Focus Partners Wealth, LLC. His prior roles include positions at Buckingham Strategic Wealth, GWFS Equities, and J.P. Morgan Institutional Investments. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside alternative tools such as trend-following and options overlay strategies.

Jeffrey Bingham is a CFP® certificant with over 33 years of industry experience. He has been with Guardian Life since 2015 and also has a long tenure with First Financial Group dating back to 2009. He participates in community organizations including the West Reading-Wyomissing Rotary and The Friday LEADS Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual and institutional clients through a combination of brokerage services, financial planning, and advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a variety of model portfolios and digital solutions.

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 at Truist Advisory Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Truist and its affiliated entities since 2016. Outside of his advisory role, he serves as treasurer for United Evangelical in Denver, Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with third-party platforms and AI-enhanced research to support investment decision-making and fiduciary oversight.

Joshua Weaknecht is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and BB&T, among others. He serves as a board member of the Historic Bethlehem Museums & Sites. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm integrates discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools to support its investment process.

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 33 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2013, and previously at Wells Fargo Clearing from 2010 to 2013. Fertel also operates under the DBA Red Oak Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and a range of investment methods.