Theresa Sims is a ChFC® credentialed advisor with Eagle Strategies (NY Life) in Wayne, PA, bringing 41 years of industry experience. She has been affiliated with NYLife Securities LLC since 1985 and New York Life Insurance Company since 1984. Outside of her advisory role, she is involved as an owner of Sims, Giles & Associates and acts as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice and solutions through multiple program types, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement plan investors.

Nicole Kianka is a CFP® certificant with four years of experience in the financial industry. She is currently with Rockefeller Financial LLC and has previous experience at Wells Fargo Clearing Services, Wells Fargo Bank, and Wescott Financial Advisory Firm. Outside of finance, she holds a law license in Pennsylvania and works part-time as a bartender. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services through a private advisor model and a consolidated investment platform.

David Engel is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work history in mortgage and legal sectors, including positions at Guild Mortgage, Academy Mortgage, and McDermott Will & Emery. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jeremy Priar is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 10 years of industry experience with prior roles at Penn Mutual Life Insurance Company and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Real Men Wear Pike golf tournament, a charity fundraising event, and operates a goal planning workshop business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers access to third-party asset managers with both discretionary and non-discretionary account options.

Daniel Zajac is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and leading the Zajac Group since 2021. His prior experience includes roles at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory work, he is involved in tax preparation services through Zajac Tax, LLC, writes financial blog content, and co-owns Animate Wealth, a fintech application development company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform of advisory programs, technology, investment management, and practice-management support, allowing advisors discretion to construct portfolios and access model portfolios managed by Commonwealth’s Investment Management and Research team.

Michael Rothman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at various firms affiliated with Citizens Bank since 2010 and joined Truist Advisory Services in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside traditional analysis to support its investment approach.

Timothy Howell is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2014. Outside of his advisory role, he is a partner in a restaurant LLC, The Coop Sports Bar and iKitchen. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing methods.

Joshua Levitus is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at OSAIC and New Century Financial Group, among other firms. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs a combination of strategic asset allocation and multi-manager portfolios, offering both active and passive investment options through various platforms and third-party programs.

Christopher Schuch is a CFP® with 16 years of experience in financial advising. He is currently with Mariner, where he has worked since 2021, and previously spent nine years at CliftonLarsonAllen Wealth Advisors, LLC. Outside of his advisory role, Schuch serves as a board member for the Avon Grove Wildcats Girls Lacrosse club and coaches a youth lacrosse team through True Lacrosse, LLC. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal investment committee and integrates tax, accounting, and family office services alongside its portfolio management capabilities.

Nicholas Katherina is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as Vice President of the Hempfield Area School District PTO, where he participates in event planning and fundraising activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

Andrew Johnson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Charles Schwab since 2021 and has prior experience at firms including Infosys and The Vanguard Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Carl Nadwodny Jr. is a CFP® and CFA® credentialed financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Convergent Financial Strategies LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Borrowman is a Series 66-registered financial advisor with Hornor, Townsend & Kent, LLC, where he has worked since 2015. He has 21 years of industry experience and also maintains a role with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

David Dougherty is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds Series 65 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, PNC Investments, PNC Wealth Management, and Wells Fargo Clearing. Outside of advising, he works as an Uber livery driver. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory platform using ETF-based portfolios and commission-based brokerage services, operating as a wholly owned subsidiary of Citizens Bank, N.A.

Ian Mac Kinnon is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at WealthBridge Financial and Edmund Optics, Inc. In addition to his advisory role, he owns AtTrainable Real Estate IQ, LLC, a real estate business focused on buying, renovating, and selling or leasing investment properties. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Guido Gaeffke is a financial advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. Outside of advisory work, he is involved in insurance brokerage through his role with 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a platform that includes third-party asset managers and dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

David Kovach is a financial advisor at Creative Planning with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including APW Capital, Inc. and Kistler Tiffany Advisors. He serves as president of the KTA Funding Hope Foundation, a charitable organization based in Berwyn, PA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various tactical approaches and comprehensive retirement plan services.

Vincent Grasso is a financial advisor at GWN Securities Inc. in Wayne, PA with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Kades-Margolis, MML Investors Services, and MassMutual. Before entering finance, he held roles outside the industry including positions at Tango Restaurant and Tony Cappelli and Sons. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in some legacy programs.

Michael Gregor is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked with Lincoln Financial Securities Corporation and Penn Mutual Life Insurance. Gregor also owns and operates several insurance brokerage and consulting businesses, including Sterling Benefits, LLC, and Sovereign Insurance Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of discretionary and non-discretionary account options.

Jeffrey Miller is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with GWN Securities since 2005 and also serves as a sales manager at Kades Margolis, where he recruits, trains, and develops new advisors. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based strategies in certain legacy programs.