Raegan Saylor is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Commonwealth in 2016, Raegan worked at Equitable Advisors from 2006 to 2012 and has been involved with Mpact since 2012. Outside of advisory work, Raegan owns Assay Private Client, a firm providing estate planning services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Patricia Peoples is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Peoples & Co Private Wealth Stewardship. She previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of her financial advisory work, she is also a fitness instructor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Douglas Kish is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, he owns and maintains a rental property in Corolla, North Carolina. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Shaina Blasek is a financial advisor with Empower Advisory Group in Pottstown, PA, holding Series 63 and Series 66 designations and nine years of industry experience. She previously worked at The Vanguard Group for seven years and has also been self-employed since 2022. Outside of her advisory role, she creates content focused on advice for mothers regarding theology, philosophy, and child-rearing, and she also works as a contract driver for DoorDash. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, delivering services at scale with a large participant base relative to advisor count.

William Sullivan is a CFP® with 15 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having previously worked at Royal Alliance Associates, PNC Investments, Merrill, Morgan Stanley, and Sii. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model with a diverse range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Phillip Macherenje is a financial advisor at Key Investment Services LLC with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at KeyBank, The Vanguard Group, and Randstad. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers portfolio management and model-based advisory products with a multi-provider platform and integration with KeyCorp affiliates.

Steven Moyer is a financial advisor at Mariner Wealth Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at SFG Investment Advisors, Everence Trust Company, ProEquities, and PRUCO Securities. Moyer serves as a board member of Grantd Equity Inc., an advisory role outside the investment industry. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional wealth management offerings.

Vatsal Assar is a financial advisor with Commonwealth Financial Network and MPACT Financial Group, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at WFG Advisors, LP and Equitable Advisors. He is co-owner of Assay Wealth Partners, LLC, a private entity involved in securities, advisory, and insurance business operations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Heather Holt is an advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. She has worked at Citizens Bank and Fleetwood Bank in various roles since 2011. Citizens Securities serves a broad 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 offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

John O'Hara Jr. is a CFP® and holds the Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial, National Planning Corporation, and Comprehensive Financial Professionals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates proprietary managed account solutions, third-party TAMPs, and technology platforms while offering access to various investment strategies and third-party managers.

Jacelyn Gofus is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Janney Montgomery Scott since 1999. 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 a range of brokerage, financial planning, consulting, and advisory services.

Joshua Mc Kelvey is a financial advisor at Key Investment Services LLC with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at KeyBank and positions in the hospitality and brewing sectors. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory services to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates to deliver a range of wrap programs and ancillary insurance products.

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 previously worked at Integrity Wealth Management LLC and LPL Financial. Outside of his advisory role, he is a partner in GMI Digital LLC, an art curation business. Private Advisor Group serves a broad range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs, employing a fiduciary-based model with technology-driven investment solutions and partnerships with major strategists.

Selden Staples is a CFP® professional with 42 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2005 in multiple roles, including his current tenure beginning in 2020. His prior experience includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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, consulting, and advisory services.

Matthew Tuley is a financial advisor at Private Advisor Group, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Fox Hollow Golf Club. In addition to his advisory role, he provides financial planning and consulting services through Capital Planning Wealth Management, an independent registered investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement various investment strategies.

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.

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 and holds Series 63 and Series 66 credentials. She has 17 years of industry experience, including prior roles at Wells Fargo and KeyBank. Outside of her advisory work, she has a long-standing association with the Schuylkill Racquet Club. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and leverages a multi-provider model combining internal and third-party portfolio management, with a significant portion of assets managed on a non-discretionary basis.

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.