Ralph Capristo is a financial advisor with Centaurus Financial, Inc. in Allentown, PA, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 12 years of industry experience, including four years at Umpqua Bank prior to joining Centaurus Financial in 2019. Capristo serves as an advisory council member at Misericordia University and is a board member of the Kutztown Rotary Foundation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services under both discretionary and non-discretionary arrangements.

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 at Truist Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple affiliated entities including Citizens Bank and Citizens Securities, Inc. Since 2015, he has also been a registered notary public in Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and manager‑selection programs, leveraging third‑party platforms and AI‑enabled research tools as part of its investment approach.

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.

James Adams is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 42 years of industry experience. His prior work history includes over two decades at Cadaret, Grant & Co., Inc., and his own firm, Adams & Associates. Adams also spends a portion of his time involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $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 services, with investment solutions spanning mutual funds, ETFs, individual securities, and personalized indexing.

Pouran Esrafily is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. She holds a Series 65 designation and has prior work experience at Ethan Allen. In addition to her advisory role, she is also an insurance agent specializing in Medicare supplements, nursing home care coverage, life insurance, and fixed annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance entities.

Justin Schmoyer is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Mass Mutual Investors Services and Metlife Securities. He is also the owner of Schmoyer Financial Associates, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support while advisors retain discretion over client portfolios.

Thomas Williams is a financial advisor at Savant Wealth Management with 23 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Savant Wealth Management in 2023, he worked at Pbwm Holdings from 2015 to 2023. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Martin Braam is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, and Cetera. 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, fiduciary support, participant advice, and a manager-selection program that utilizes a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Matthew Spezialetti is a CFP®, CFA®, and Series 65-registered advisor with 11 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Outside of advising, he works seasonally as a cameraman and game-day stringer for the Reading Fightin Phils baseball team and as a seasonal stringer for the Reading Eagle media company. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Christopher Held is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with both Park Avenue Securities and Guardian Life Insurance Company since 2014. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory services, including financial planning and retirement plan consulting, and provides access to proprietary and third-party investment programs.

Michael Rothrock is a Certified Financial Planner® with 27 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2014 and also works with Penn Mutual Life Insurance Company. Rothrock operates a life insurance brokerage under the name Rock Capital Group, offering insurance sales and financial planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with substantial assets under management and maintains various third-party asset manager relationships.

Sarah Rodriguez is a financial advisor at Bankers Life Advisory Services, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. In addition to her advisory role, she is a licensed insurance agent appointed to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach emphasizes customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Sean Linder is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with NewEdge Advisors and previously worked at Prepared Retirement Institute LLC, Purshe Kaplan Sterling Investments, Corbenic Partners, LLC, and MFP Strategies. Outside of his advisory role, he is a co-owner of SJL Rentals LLC, managing over 200 apartment units. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and retirement consulting services, utilizing multiple program structures that combine in-house manager selection with third-party strategies and technological tools for ongoing due diligence and client support.

Seth Maulfair is a financial advisor with Commonwealth Financial Network in Allentown, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been involved with CJM Custom Carpentry since 2017. 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 comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services.

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.

Robert Seiler is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Asc Financial Group since 2013. His other business activities include involvement with life health annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.