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.

Angelo Laventura is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Adams & Associates for over two decades before joining LaVentura & Associates and Commonwealth Financial Network. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Gregory Frank is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Commonwealth Financial Network and is co-owner of Spring Ridge Financial Group, a firm facilitating securities, advisory, and insurance services. Prior to his financial advisory roles, he worked at KPMG LLP for nine years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and institutional and individual clients. The firm offers managed-account programs, access to third-party asset managers, and custody services while providing a broad platform for portfolio implementation and administration.

Kelly Albert is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Kelly worked at Andesa Financial Management, Inc. and BSI Corporate Benefits, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and uses globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and direct indexing, among other strategies.

Brian Lee is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 44 years of industry experience. He has been with Janney Montgomery Scott since 1980. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Kimberly Oswald is a financial advisor with Private Advisor Group, LLC and has 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2010 and at Private Advisor Group since 2014. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through both discretionary and non-discretionary approaches. The firm utilizes a fiduciary-based advisory model and a range of investment strategies, often implementing advice via third-party managers and technology platforms.

Sean Mcginn is a financial advisor with Focus Partners Wealth, LLC in Wyomissing, PA, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, LLC, Raymond James Financial Services, and Rockwood Wealth Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach combining active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Zachary Werner is a CFP® professional with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Cadaret, Grant & Co., Inc. for eight years before joining Commonwealth and Adams & Associates in 2024. Werner is also involved in fixed insurance sales in Lehighton, PA, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, and custody and clearing services.

John Iannantuono is a financial advisor at Osaic Advisory Services, LLC with over 50 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Triad Advisors, Inc. and IFG/Russell Advisors, Inc. In addition to his advisory role, he serves as a consultant for Employee Benefits Consultants, LLC, assisting beneficiaries and executors with complex estate settlements, and has held a local government position as a township supervisor. Osaic Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing fundamental and technical analysis, tactical trading, direct indexing, and alternative investments, supported by platform partnerships and affiliated managers.

Sean Lyons is a CFP® with 27 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Deep Draft Consulting, M Holdings Securities, Cornerstone Advisors Asset Management, and YCS Asset Management. Outside of his advisory work, Lyons owns WBT Strategy, LLC, a life insurance sales business. Integrity Alliance is a large advisor network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides services to individual investors, corporations, and retirement plans through a combination of discretionary accounts, model portfolios, and third-party managers, supporting a range of investment approaches and client needs.

Patricia Peoples is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Peoples & Co Private Wealth Stewardship. She previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of her financial advisory work, she is also a fitness instructor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Gary Dietrich is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has been affiliated with Adams & Associates in two separate periods. Dietrich is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, compliance, and practice management services.

Brian Guenard is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work history includes roles at Riversource Fund Distributors, Inc., Banc Of America Capital Management LLC, and Columbia Funds Distributor, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and a broad client base nationwide. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

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.

Andrew Maron is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including roles at Client 1st Financial, OSAIC, and Paragon Strategic Wealth, a private entity he owns for securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive support services including trading, reporting, and custody.

Clinton Osmun is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as prior experience at Citizens Bank and Citizens Securities dating back to 2015. He is also a registered notary public in Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Susan Lobello is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.