Brian Goodman is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He has operated his own CPA practice, Brian C Goodman CPA & Associates, since 2004. In addition to his advisory role, he manages a CPA practice and is involved in property management through his real estate business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, brokerage services, and access to third-party asset managers.

Deborah Harris is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2023, with prior experience at Citizens Securities, CCO Investment Services, and Citizens Bank. Outside of her advisory work, she serves as a caregiver for individuals with Down Syndrome and is a commissioned notary. 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 combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a distinctive approach involving inter-affiliate integration and related operational requirements.

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.

Thomas Martorana Jr. is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is involved with Walnut Hill Investments, LLC. 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 charitable organizations, offering brokerage services, financial planning, and various advisory programs.

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.

Antoinette Gega is a financial advisor with Kestra Advisory, holding the ChFC® designation and a Series 66 license. She has 22 years of industry experience and has worked previously at Commonwealth Financial Network, Arkhitekton Financial Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Gega is also involved in fixed insurance sales outside of her advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

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®-credentialed financial advisor with 13 years of industry experience. He is currently with Lincoln Investment and has previously worked at LPL Financial, Citizens Securities, The Vanguard Group, and Fidelity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

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.

Keith Holmes is a financial advisor with Key Investment Services LLC in Emmaus, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Key Investment Services LLC and Key Bank since 2016. 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 through a network of financial professionals. The firm offers multiple wrap programs through a multi-provider platform, combining discretionary implementation with non-discretionary model selection and integrates services with KeyCorp affiliates for a range of investment and advisory capabilities.

Paul Valerio is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BB&T Investment Services and BB&T Securities. Outside of his advisory role, he officiates high school and collegiate ice hockey and youth lacrosse games and serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) Pennsylvania chapter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager partnerships.

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.

Minesh Patel is a financial advisor with First Command Advisory Services and holds the ChFC® designation along with Series 63, 65, and 66 licenses. He has 25 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select and monitor model portfolios and third-party managers.

George Dallas is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked at Centaurus Financial since 2020, following prior roles at Mid-Atlantic Wealth Advisory Group and Cetera Advisor Networks. He is also the owner and president of Aegis Risk Advisors, a firm involved in selling insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and specialized services, employing a mix of discretionary and non-discretionary arrangements alongside various analytical approaches.

Kathleen Lynn is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 1999. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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.

Tammy Bowman is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She has been with Janney Montgomery Scott since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns multiple rental properties in Florida. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.