Jonathan Dolin is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Royal Alliance Associates, SII, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, Dolin is involved with Atlas Advisors, LLC, where he participates in sales and marketing of securities and investment advisory services as well as insurance brokerage. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that incorporate fundamental and technical analysis, model portfolios, and digital advice platforms.

Thomas Roberts is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Jackson National Life Distributors LLC, and Zen Payroll Inc. He also provides administrative support to Private Advisor Group through a related business activity. Private Advisor Group 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 portfolio management, financial planning, and access to third-party asset management programs.

John Strasburger is a CFP® with four years of industry experience. He is affiliated with Private Advisor Group, LLC and also has experience with Capital Planning Wealth Management and LPL Financial. Prior to his financial advisory roles, he worked at Teva Pharmaceuticals for six years. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing a range of analytical approaches and access to various third-party asset managers and turnkey asset management platforms.

Aaron Wolfe is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wells Fargo Clearing Services and Fidelity Investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory models and combines proprietary and third-party strategies to meet client needs.

Kevin Janus is a CFP® professional with 16 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Park Avenue Securities, Guardian Life Insurance, Ameritas, Mass Mutual, and Metlife Securities. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Carl Endy is a CFP® with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. His prior experience includes over a decade at Sivel Capital Management and operating as a Certified Public Accountant. Endy holds Series 63 and Series 65 registrations in addition to his CPA credential. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm combines in-house research with third-party managers and provides coordinated tax and administrative family office services alongside a broad range of portfolio strategies.

Andrew Mill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Truist Advisory Services and affiliated firms since 2016, including Bb&T Securities and TRUIST INVESTMENT SERVICES, INC. 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 third-party platforms and AI-enabled equity research tools.

Kevin Mccornac is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 63 designations and bringing 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles at Ameritas Investment Corp and KRM Financial Services Group dating back to 1995. In addition to his advisory work, he is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on plan sponsors and participants.

Craig Muschko is a financial advisor at J. W. Cole Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Royal Alliance Associates, Metlife Securities, and Mass Mutual Investors Services. Outside of his advisory role, he owns a business that offers pitching lessons. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

Jonathan Carpenter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has been associated with Private Advisor Group, Capital Planning Wealth Management, and LPL Financial since 2013 and 2014. Carpenter serves as a board member of two local nonprofits, Fellowship International Mission and Faith Evangelical Church. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, leveraging third-party asset managers, model portfolios, and various analytical and trading approaches.

J Gilbert is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Flagship Harbor Advisors, LLC, LPL Financial, and National Life. He is also involved in fixed insurance sales through his activities with Gilbert Financial Services and The Vermont Agency. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often employing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Cameron Witherow is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation. He has been active in the financial services industry since 2024, with prior experience at Northwestern Mutual and American Heritage Credit Union. Outside of advisory roles, he provides administrative support to both Private Advisor Group and Capital Planning Wealth Management. Private Advisor Group, LLC is an SEC-registered 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Haesoo Cheon is a CFP® professional affiliated with Private Advisor Group, LLC and has nine years of industry experience. Prior to joining Private Advisor Group and LPL Financial in 2025, Cheon worked at KeyBanc Capital Markets, Laurel Road, Guggenheim Securities, and Morgan Stanley Smith Barney. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through both wrap and non-wrap programs. The firm offers access to third-party asset managers and proprietary model portfolios supported by major strategists such as Fidelity and BlackRock.

Jeffrey Garrison is a financial advisor with Truist Advisory Services in Allentown, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Citizens Bank, Citizens Securities, Inc., and Wells Fargo. Outside of advising, he serves as a Notary Public. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, utilizing both discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Timothy Caso is a financial advisor with SPC in Allentown, PA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Sigma Financial Corporation, National Life Group, and MassMutual. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large advisory network and offers specialized account programs such as the SIGMA Managed Account.

Alfred Richter is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Bank of America, Merrill, Citizens Securities, Investors Bank, Cetera, and Essa Bank & Trust. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio construction approaches and custodial platforms.

Matthew Ostomy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Park Avenue Securities, LLC since 2020 and has prior experience with Guardian Life Insurance Co of America, H. Beck, Inc., and FolioFn Investments, Inc. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Zachary Muhr is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Truist Advisory Services and its affiliated firms since 2016, including roles at BB&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Andrew Snyder is a financial advisor at Private Advisor Group, LLC with Series 66 registration and one year of industry experience. Prior to joining Private Advisor Group, he worked at LPL Financial for one year and spent 25 years at IQE, Inc. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm’s investment adviser representatives tailor solutions using multiple custodians, model strategists, and program vehicles to meet client objectives.

Ryan Brahm is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 16 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account available to employees. The firm uses algorithm-driven risk assessments to guide investment in approved model strategies managed by PNC or third-party strategists.