Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Delana Romenesko is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Hornor, Townsend & Kent in 2026, she spent 24 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. 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 both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Lisa Newsham is a financial advisor at Lincoln Investment with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and also works with the School District of Philadelphia. Lisa holds a Series 66 designation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and retirement plan advice, utilizing a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Matthew Arnold is a CFA® charterholder with 10 years of industry experience. He is currently a financial advisor at Creative Planning and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Arnold is also a licensed independent life and health insurance agent. 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 approach with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.

Michael Creighton is a financial advisor with Equity Services, Inc. in Media, PA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Equity Services, he worked at Valley Forge Financial and M Holdings Securities, Inc. from 2019 to 2024, and at GMH Ventures from 2011 to 2019. Outside of his advisory role, he is a partner in CM Advisors LLC and involved with several other financial and insurance-related businesses. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary portfolio management.

Brittany Webb is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Cerity Partners, she worked at Goldman Sachs from 2021 to 2024 and has held roles at MML Investor Services, MASSMUTUAL, and AXA Advisors. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens in its investment approach.

Nicholas Sarlo is a financial advisor at TD Private Client Wealth LLC with five years of industry experience. He holds Series 63 and Series 65 designations and has been with TD Private Client Wealth since 2020, also working concurrently at TD Bank since 2014. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional clients, high‑net‑worth individuals, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related products, employing both affiliated and third-party sub-managers alongside financial planning support and third-party custody.

Jong Oh is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His previous roles include positions at LPL Financial and FSC Securities Corporation. Outside the advisory business, he is involved with his own entity, Professional Insurance and Financial Services. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and turnkey asset management platforms.

Belinda Wiafe is a Series 66-licensed financial advisor with one year of experience, currently with PNC Wealth Management in Cherry Hill, NJ. She previously worked at Personal Wealth Strategies and spent six years at Stanbic Investment Management Services, Limited. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and discretionary management of mutual fund and ETF investments.

Joshua Miller is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses with six years of industry experience. He has been associated with Kades-Margolis since 2016 and worked previously at Cobra Puma Golf from 2016 to 2019. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Fred Shocket is a CFP® with 32 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Cetera Wealth Services, VOYA Financial Advisors, and Financial Independence Planning, where he provides advisory services. He is also an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, with a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customized solutions.

John Campbell is a financial advisor with Lincoln Investment in Fort Washington, PA. He holds a Series 66 designation and has been with Lincoln Investment since 2026. Prior to his role in financial advising, he held positions in corporate glass and banking, and he has experience working in various restaurant and hospitality settings. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches through its Investment Management & Research team.

David Haman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2016. Outside of his advisory role, he is an adjunct professor at Widener University School of Business, teaching Financial Services courses, and serves as the elected Treasurer for Upper Darby Township, Pennsylvania. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options.

Daniel Marsan is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Carrington Mortgage, Freedom Mortgage, and The Federal Savings Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Joshua Dupre is a CFP® professional with five years of industry experience, currently advising clients at Janney Montgomery Scott. His prior experience includes roles at Morgan Stanley, Goldman Sachs, and PNC Capital Advisors. 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, corporate and retirement plans, and municipal entities, offering a range of brokerage, financial planning, and advisory services.

Tyler Kimball is a financial advisor with GWN Securities Inc. in Greensburg, PA, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he is also involved in the sale of life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and strategies, including legacy market-timing and momentum-based approaches.

Bryce Mondorff is a financial advisor with PNC Wealth Management holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera Wealth Services, Northwestern Mutual, and PNC Investments. He has also worked in educational settings, including Delone Catholic High School and Misericordia University. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs. The firm’s approach involves delegation of portfolio execution and proxy voting to third parties and features a pilot structure limited to employees with PNC Bank online-banking credentials.

Jessica Hartman is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. Hartman serves on the Leadership Council of the Wistar Institute, a philanthropic and advocacy organization. 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 offers a range of services, including brokerage, financial planning, and advisory programs that utilize both in-house and third-party portfolio management.

Andrew Smith is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, alongside a concurrent role at Zeke Capital Advisors since 2015. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Conner is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Creative Planning since 2023 and previously spent significant time at APW Capital, Inc. and Kistler-Tiffany Advisors. He retains an inactive interest in Kistler-Tiffany Companies, LLC, which is resolving legacy matters following Creative Planning’s acquisition of its assets. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active and passive strategies, and manages assets across a nationwide enterprise with integrated law, accounting, and trust services.