William Sullivan is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Royal Alliance Associates, Inc., LPL Financial, SII, and PNC Investments LLC. Sullivan provides administrative support within his firm in addition to his advisory duties. 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 a network of investment adviser representatives using a range of analytical approaches and access to multiple third-party asset managers and platforms.

Steven Moyer is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mariner Wealth Advisors, Sfg Investment Advisors, Everence Trust Company, and ProEquities, Inc. He is a board member of Grantd Equity Inc., an advisory role unrelated to investment activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with external managers to offer customized portfolios and integrates tax, accounting, and administrative CFO services uncommon among firms of its size.

Vatsal Assar is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth and MPACT Financial Group since 2016 and previously worked at WFG Investments, Inc. from 2012 to 2016. Assar is a co-owner of Assay Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios with access to various securities and insurance products.

Heather Holt is a Series 66-licensed advisor with Citizens Securities, Inc. in Souderton, PA. She has been with Citizens Securities and Citizens Bank since 2011, with experience spanning various roles within the institutions. 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 approach includes a digital advisory platform based on ETF portfolios and discretionary managed accounts, while also operating as a broker-dealer and insurance agency.

John O'hara Jr. is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Lansdale, PA. He has worked with LPL Financial since 2017 and previously with National Planning Corporation and Private Advisor Group, LLC. Outside of his advisory work, he is involved with Comprehensive Financial Holdings, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jacelyn Gofus is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 1999. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, delivering investment advice through a combination of in-house and third-party portfolio management.

Scott Parry is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been associated with Private Advisor Group since 2011 and also works with Integrity Wealth Management LLC and LPL Financial. Outside of his advisory roles, he is a partner in GMI Digital LLC, a business focused on art curation. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a proprietary separately managed account program, delivered through a large network of investment adviser representatives.

Selden Staples is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Matthew Tuley is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial for three years. Outside of his advisory role, he provides financial planning and consulting services through Capital Planning Wealth Management, an independent registered investment advisor. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various programs and third-party asset managers. The firm utilizes multiple analytical approaches and supports client-specific restrictions, delivering services through a large network of investment adviser representatives.

Peter Stratton is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Outside of his advisory work, he is a drummer and percussionist in the Hypnotic Eye band. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm distinguishes its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

David Little is a CFP®-credentialed financial advisor with 28 years of industry experience, currently affiliated with RBC Rochdale, LLC. He has been with CNR Securities, LLC since 2016. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and governmental entities, offering discretionary and non-discretionary portfolio management alongside sub-advisory and model delivery services. The firm employs a multi-strategy investment process integrating quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Michael Calafati is a financial advisor with Eagle Strategies (New York Life) in Harleysville, PA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Calafati Financial Group, which sells New York Life products and brokers non-registered insurance products. He is also a passive investor in BLOCS Scholarship LLC. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Joseph Sivel is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously managed Sivel Capital Management for 21 years before joining Mariner in 2021. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services uncommon among large advisory firms.

Shirley Antonini is a financial advisor with Key Investment Services LLC who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Bank, and she has been involved with the Schuylkill Racquet Club for over 18 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Garrett Dollard is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. His prior roles include positions at Morningstar Investment Management LLC and Sports Made Personal. Outside of his advisory work, he coaches youth lacrosse programs for both boys and girls. 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 process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Deborah Harris is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2023, with prior experience at Citizens Securities, CCO Investment Services, and Citizens Bank. Outside of her advisory work, she serves as a caregiver for individuals with Down Syndrome and is a commissioned notary. 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 and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a distinctive approach involving inter-affiliate integration and related operational requirements.

Timothy Waite is a CFP® with 33 years of industry experience. He is affiliated with Comprehensive Advisors, LLC and has held roles at Private Advisor Group, LPL Financial, Integrity Investment Advisors, and National Planning Corporation. Outside of financial advising, he is a co-owner of Rapunzel Day Spa & Salon in Lansdale, PA. Comprehensive Advisors, LLC provides financial planning and consulting services to individual and high-net-worth clients, focusing on one-time financial plans rather than ongoing asset management. The firm implements advice through client Investment Policy Statements and offers a range of investment recommendations without discretionary trading or custody of client assets.

David Ward is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Robert Seiler is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Asc Financial Group since 2013. His other business activities include involvement with life health annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking or thrift institutions.

Paul Siock is a financial advisor with GWN Securities Inc. in Lansdale, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at GWN Securities since 2016 and has been associated with Prudential Insurance Company of America and Pruco Securities LLC since 2012. Outside of his advisory role, he provides life insurance and fixed annuity services and assists New Jersey public school employees with retirement planning through The SWR Group. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a distinctive legacy use of market-timing and technical-momentum strategies.