Dennis Springer is a CFP® with one year of experience currently serving at Truist Advisory Services. He previously worked at Merrill for seven years and Wells Fargo for twelve years. His credentials include Series 66 registration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Edward Ramolt is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds a Series 66 designation and has been with Janney in various roles since 2006. Outside of his advisory work, he provides independent consulting on portfolio accounting systems and wealth management solutions through AlphaSights. 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 charitable organizations, offering a range of brokerage, financial planning, and advisory services.

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 with 23 years of experience in the financial services industry. He is currently with Hornor, Townsend & Kent, LLC and has held roles at firms including Lincoln Financial Advisors and Carson Wealth. Outside of his advisory work, Hall owns a retail spirituality business where he is a photographer and non-financial blogger. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement consulting. The firm operates a dual-registered platform offering both advisory and broker-dealer services, supporting clients with tailored investment strategies through a network of advisers and third-party asset 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. Prior to joining Hightower Advisors in 2021, he worked at State Street and Ameriprise Financial Services. Outside of his advisory role, he is involved with Fairways and Dreams, an indoor golf simulator business in Conshohocken, PA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach centers on multi-manager solutions, manager selection, and the use of proprietary research, offering a broad range of portfolio management and financial planning services.

Mark Anthony Gibson is a financial advisor with TD Private Client Wealth LLC based in Philadelphia, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory work, he is involved with Liberty Resources Home Choices, a provider of home care services, where he contributes as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.

Sean Macartney is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has been working in the financial industry since 2022. Prior to joining Citizens Securities, he worked at Power Home Remodeling and Police and Fire Federal Credit Union. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Collin Deysher is a Series 66 licensed advisor with Kestra Advisory, bringing six years of industry experience. His prior roles include positions at The Vanguard Group and several financial services firms. He provides investment advisory and retirement plan services through Kestra Advisory Services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, including large institutional investors and sovereign wealth funds. The firm provides fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

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.

Paul Keller is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Amazon, and Bank of America. Outside of finance, he works as a waiter and host on weekends at The Olive Garden Italian Restaurant. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary solutions tailored to client objectives.

Kevin Smith is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at The Vanguard Group and Facet Wealth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation, active and passive management, and research-driven factor premiums, supported by an internal Investment Committee and various specialized programs.

Kristin Marinis is a CFP® and Series 66-registered financial advisor with Oppenheimer in Haddon Township, NJ, where she has worked for 14 years. Her entire industry experience has been with Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, offering strategic and tactical asset allocation across multiple asset classes, and manages approximately $36.7 billion in assets as of the end of 2025.

Wade Hartz is a financial advisor with Rockefeller Capital Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Delaware Valley Advisors. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering wealth management services.

Steven Auerfeld is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment strategies.

Ying Liang Stickel is a financial advisor with Citizens Securities, Inc. in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios managed with proprietary algorithms, as well as a Managed Account program, and operates as a broker-dealer and insurance agency.

Bruce Fenster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions since 2026. He previously worked for 14 years at MyCIO Wealth Partners, LLC. Fenster holds Series 63 and 65 licenses and is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across various account types, combining traditional and alternative strategies, proprietary optimization software, and ongoing portfolio oversight.

Timothy Holland is a CFA® charterholder with 13 years of industry experience. He currently works at Orion Portfolio Solutions, LLC and has held prior roles at Brinker Capital Investments and Pictet Asset Management. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, as well as retirement plans, charitable organizations, and corporate sponsors. The firm focuses on model-driven and managed-account solutions and manages approximately $64.8 billion in assets across multiple delivery platforms.