Eric Roessler is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has been with PNC Investments Inc. since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and delegated investment implementation.

Timothy Hall is a CFP® professional at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He has previously worked at firms including Lincoln Financial Advisors, Carson Wealth, and Penn Mutual Life Insurance. Outside of his advisory role, he operates a spirituality retail service called Days of Zen, where he engages in photography and non-financial blogging. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

David Enos is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2023. Outside of finance, he has been involved with Yards Brewing Company since 2017 and previously worked with the Schulson Collective. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Zane Byramji is a financial advisor at Janney Montgomery Scott with nine years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott continuously 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Michael Pivovarnick is a Series 66-licensed advisor with 11 years of industry experience. He currently works at PNC Wealth Management and previously spent 12 years at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and executes investments via approved strategies with mutual funds and ETFs.

Brayden Sauerbier is a financial advisor with Hightower Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hightower Securities, State Street, and Ameriprise Financial Services. Outside of advisory work, he manages Fairways and Dreams, an indoor golf simulator facility in Conshohocken, PA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles.

Mark Anthony Gibson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory role, Gibson is involved in Liberty Resources Home Choices, a provider of home care services in Philadelphia, where he serves as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation alongside affiliated and third-party sub-managers to construct portfolios.

Jeffrey Reed is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

James Conner is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes long tenures at First Command Financial Services and First Command Advisory Services. Outside of his investment career, he founded and coaches the Marlton Volleyball Club, organizing and training youth teams that compete regionally. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through advisor-led and firm-managed models, supported by an in-house Investment Management & Research team and access to third-party managers.

Brian Attard is a financial advisor with TD Private Client Wealth LLC, holding the CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab, and Scottrade. Outside of his advisory work, he is a part owner and on-air talent for The Sports Box, a social media-based sports talk podcast. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investments.

Stuart Leibowitz is a financial advisor with SPC, holding a Series 66 designation and 23 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and BIRE Financial since 2005. In addition to his financial advisory work, he maintains an active law license in Pennsylvania, serves on arbitration panels in Montgomery County, and is an elected board member of his residential condo association. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, model portfolios, and collaboration with third-party managers.

Kevin Mcgarry is a financial advisor with Hightower Advisors holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Valley Financial Group, and H. Beck, Inc. Outside of his advisory work, he volunteers as a basketball coach for St. Anthony's. Hightower Advisors serves a diverse clientele including individual and institutional investors, offering investment advisory, financial planning, and retirement consulting. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, along with a range of investment vehicles and portfolio management services.

Paul Keller is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, Amazon, and Bank of America. Outside of his advisory role, he works part-time as a waiter and host at an Italian restaurant on weekends. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory and brokerage services. The firm offers both discretionary and non-discretionary investment management, focusing on equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Kristin Marinis is a CFP® and holds a Series 66 license, working with Oppenheimer since 2012. She has 14 years of industry experience. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services including equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Wade Hartz is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include five years at Morgan Stanley Smith Barney LLC and nine years at Delaware Valley Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Steven Auerfeld is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, including high net worth clients, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and provides services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Marie Turino is a CFP® and ChFC® with 24 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF and Agia. Outside of her advisory role, she is an agent involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ying Liang Stickel is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Citizens Securities since 2002. 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 advisory approach includes a digital advisory platform and managed accounts, operating as a full-service broker-dealer and insurance agency.

Bruce Fenster is a CFP® with 28 years of industry experience. He is currently with Clearstead and Clearstead Advisory Solutions, having joined in 2026. His prior roles include positions at MyCIO WEALTH PARTNERS, Ernst & Young Investment Advisers LLP, and PricewaterhouseCoopers Investment Advisers LLC. Clearstead serves affluent private clients and institutional clients, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and applies institutional disciplines and specialized platforms across its client solutions.

Jennifer Karaczun is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Her prior experience includes roles at Agia since 2022 and Next Financial Group, Inc. from 2004 to 2018. She is the owner of Bountiful Plan LLC, an author and publisher, serves as an instructor for the Academy for Real Estate Careers, and holds board positions with the MCVTS Finance Academy and the Battleground Historical Society. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services using discretionary unified managed accounts and centralized technology across a large network of advisors.