Garrett Dollard is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. His prior roles include positions at Morningstar Investment Management LLC and Sports Made Personal. Outside of his advisory work, he coaches youth lacrosse programs for both boys and girls. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Ryan Goldschmitt is a financial advisor at NewEdge Advisors with 19 years of industry experience. He has held roles at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities over an 11-year period prior to joining NewEdge Advisors in 2023. Goldschmitt is also involved as a referrer with First Element Planners, an insurance agency. 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 advisers. The firm offers a broad range of portfolio management, financial planning, retirement plan consulting, and advisory program services that combine in-house and third-party manager strategies supported by centralized due diligence and technology tools.

Kevin Bostory is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. His career includes roles at firms such as TD Ameritrade, Scottrade, Merrill, Charles Schwab, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services closely with Empower’s recordkeeping and administrative platforms.

Scott Karpiak is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Janney Montgomery Scott since 2015. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Scott Cooper is a CFP® with 36 years of industry experience. He has been with Commonwealth Financial Network since 2011 and is a part owner of Economic Concepts, Inc., a firm involved in securities, advisory, and fixed insurance business. 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 base of individual and institutional clients. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gregory Kuhn is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes ten years at Bank of America and Merrill. Outside of finance, he is involved with Body Dynamics Fitness Center. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Mark Strange is a financial advisor at Janney Montgomery Scott with Series 65 and Series 63 licenses and three years of industry experience. He has worked in various roles including positions at McAdam Financial, Equitable Advisors, and Empower Financial Services. 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 with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Bradley Adams is a financial advisor with Janney Montgomery Scott in New Hope, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2011. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Jonathan Bath is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Brokers International Financial Services, Packerland Brokerage Services, and Stark Financial Group. He serves as treasurer and board member of the Nazareth Blue Eagle Education Foundation, where he provides financial oversight. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm supports over 300 independent advisers managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and a range of investment programs through both advisor-managed accounts and third-party managers.

Henry Scalzo is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. His prior work history includes roles at Elevate Wealth Planning, Johnson & Wales University, and various other companies. 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 managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Christopher Tarnowski is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2019. In addition to his advisory role, Tarnowski is the proprietor of WT Music & Son LLC, a company that rents, sells, and repairs brass, woodwind, and stringed instruments. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines investment advice with brokerage and custody services, managing a large asset base through a mix of discretionary and non-discretionary account options.

Emeline Singh is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, The Prudential Insurance Company of America, and Pruco Securities LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Kenneth Orenstein is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bedrock Investment Advisors and operates Brokerage Consulting, where he advises business owners and federal employees on group health, Medicare benefits, and employee retirement plans. 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 programs. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Robert Willever is a CFP® with 40 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1996. He also owns and operates an insurance brokerage focused on life insurance sales and services. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight with a range of advisory and consulting offerings.

Leonard Brodsky is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Commonwealth since 2007 and also operates Leonard Brodsky and Associates Inc., a securities business where he serves as president and sole owner. Additionally, he acts as a trustee for his firm’s defined benefit plan and provides assistance with medical insurance claims for a fee. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including custom portfolio solutions, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Francis Giamboy Jr. is a financial advisor with Citizens Securities, Inc. in Springfield, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Citizens Securities in 2017, he worked with various insurance carriers and Waddell & Reed Inc. from 2012 to 2017. Outside of his advisory role, he hosts the WDEL Saturday HOTSPOT talk show on WDEL Radio. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and managed accounts, supported by its affiliation with Citizens Bank, N.A.

Drew Patenaude is a financial advisor at J. W. Cole Advisors, Inc. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining J.W. Cole Advisors, he worked at Voom Medical Devices, Orthofix, Novastep, and DNE LLC. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a combination of fundamental and technical analysis, model or manager-based strategies, and digital advice platforms to implement client solutions.

Andrew Stitt is a financial advisor at Private Advisor Group, LLC with three years of industry experience. He holds a Series 66 designation and has previously been associated with LPL Financial for over eleven years. Outside of his advisory role, Stitt serves as the head lacrosse coach at Moravian Academy High School in Bethlehem, PA. Private Advisor Group, LLC 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.

Zoe Torres Lyle is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has eight years of industry experience, including roles at Janney Montgomery Scott and prior work in student affairs at Rutgers University. 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 and provides a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Michael Stevens is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firm since 1994. Janney Montgomery Scott LLC is a large dual-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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.