Zachary Embry

Patrick Scherer is a CFP® and ChFC® with five years of industry experience. He is currently with Compound Planning, Inc., where he has worked since 2025. His prior experience includes roles at CW Advisors, LLC, Pinnacle Advisory Group, Inc., and Wilmington Trust. Compound Planning serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers both discretionary and non-discretionary portfolio management with customization options and ongoing client oversight.

Jason Domer is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments since 2020, following prior roles at Citizens Bank and Waddell & Reed. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Valerie Lyle is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals and institutional entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Francis Geary is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has been affiliated with various Fidelity entities since 2000, including Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Fiore is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience and has been with MassMutual Investors Services and MassMutual Life Insurance Co since 2015. Outside of his advisory role, he is a partner in a business managing payroll for administrative staff. MassMutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Braeden Marburger is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Prior to joining RBC, he was affiliated with the University of Pittsburgh and has work experience outside finance in the service industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and offers a variety of in-house and third-party investment options.