Matthew Shafer is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, SMA, and UMA offerings. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Benjamin Ludwig is a financial advisor at RBC Rochdale, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rim Securities LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Michael Mazzarella is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2016. He is also involved with Physicians Consulting Group, where he sells disability and life insurance. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Raegan Saylor is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. She has worked at Commonwealth since 2016 and previously at WFG Investments, Inc. from 2012 to 2016. She is co-owner of Assay Wealth Partners, LLC, and owns Assay Private Client, which provides estate planning services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized investment solutions.

Douglas Kish is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, he owns and maintains a rental property in Corolla, North Carolina. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the Director of Wealth Management at Premier Planning Group, Inc., where he has been involved in financial guidance and advisory services since 2016. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary retirement plan consulting through a combination of model portfolios, third-party sub-advisers, and custom strategies.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His career includes roles at Foreside Financial Services, LLC, Sei Investment Management Co., and Sei Investments. Boylan also serves as a Regional Director at Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, fixed-income sub-advisory, and 3(38) retirement plan management. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios while combining enterprise scale with a high client and asset load per advisor.

Shaina Blasek is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has nine years of industry experience. She previously worked at The Vanguard Group for seven years and has been self-employed in content creation focused on advice for mothers on theology, philosophy, and child-rearing. She is also contracted as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Vatsal Assar is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth and MPACT Financial Group since 2016 and previously worked at WFG Investments, Inc. from 2012 to 2016. Assar is a co-owner of Assay Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios with access to various securities and insurance products.

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.

William Schindler is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Semus Wealth Partners, MML Investors Services, and Mass Mutual. He is also involved as managing partner in Capital Legacy Partners, LLC, and leads Schindler Financial Associates, LLC, a non-investment-related entity. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of non-discretionary and discretionary asset management and both fee-based and commission-based options.

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.

Jacelyn Gofus is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with 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 a range of brokerage, financial planning, consulting, and advisory 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.

Selden Staples is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 multiple wrap/advisory programs.

Adam Marcellus is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Loomis, Sayles & Company for 10 years. Outside of his advisory role, he is involved in youth soccer instruction and operates a soccer coaching business. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and a range of model and wrap-fee options.

Benjamin Echegoyen is a CFP® with 23 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. He previously worked at The Vanguard Group, Inc. for 18 years. T. Rowe Price Advisory Services offers a retirement-focused program combining nondiscretionary financial planning and discretionary investment management, primarily using proprietary mutual funds and ETFs, supported by online tools and regular reviews for individual investors and households.

Christopher Higgins is a CFP® professional with over 31 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2009. Outside of his advisory role, he is a partner in a local real estate venture focused on purchasing, renovating, and selling properties. Private Advisor Group, LLC manages more than $41 billion for over 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services across multiple custodians.