Thomas Corcimiglia is a CFP® professional with 28 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a high school golf coach at Delaware County Christian School. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms, often implementing advice through third-party managers and tactical asset management programs.

Paulette Callas is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has seven years of industry experience, including prior roles at Merrill and Wells Fargo Bank. She is currently based in King of Prussia, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

George Dallas is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked at Centaurus Financial since 2020, following prior roles at Mid-Atlantic Wealth Advisory Group and Cetera Advisor Networks. He is also the owner and president of Aegis Risk Advisors, a firm involved in selling insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and specialized services, employing a mix of discretionary and non-discretionary arrangements alongside various analytical approaches.

Kathleen Lynn is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at 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 brokerage services, financial planning, consulting, and various advisory programs.

Olivier Sureau is a Series 66 credentialed financial advisor with Guardian Life and Park Avenue Securities, bringing eight years of industry experience and two years with his current firms. His prior experience includes eight years at Fiducial Jade Inc. Outside of his advisory role, he is involved in multiple business activities, including leadership positions in companies across Miami and international markets. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services supported by proprietary programs and third-party platforms, combining advisor-led discretionary management with model-based strategies.

John Bratton III is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Triad Advisors and LPL Financial. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with over $12 billion in assets under management and provides both decentralized investment strategies and formal retirement-plan advisory and pension consulting services.

Jennifer Burkhardt is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist-affiliated firms since 2016, including Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside AI-enabled research tools and inter-affiliate integration.

Edward Dirugeris is a CFP® and CFA® at Private Advisor Group, LLC with one year of experience at the firm. He previously worked at Pitcairn from 2015 to 2024. He provides investment advice under the business name Cypress Wealth Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with portfolio management and third-party strategists.

Tammy Bowman is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She has been with Janney Montgomery Scott since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns multiple rental properties in Florida. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Duane Pinnock is a financial advisor at Private Advisor Group, LLC with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including LPL Financial, Kestra Advisory, and The Vanguard Group. Pinnock has previously been employed by True Light Fellowship Church for multiple years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model utilizing technology platforms and diverse investment strategies, often implementing advice through third-party managers and programs.

James Cox is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work includes positions at Equitable Advisors and Financial West Group. Outside of his advisory role, he participates in the Arts Community of Easton as Treasurer, volunteers with Animal Defenders of Greater Lehigh Valley, and co-manages a personal art sale website with his daughter. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, and nonprofit organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment solutions.

Rocco Mazzei is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. His background includes roles at Park Avenue Securities and National Financial Network, as well as academic work at Salve Regina University and Bentley University. Outside of finance, he has experience with Beanie Bounce Party Rentals, a family entertainment business. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Andrew Hoff is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Commonwealth since 2003 and also operates the Andrew Hoff Agency, which he founded in 1989. Outside of advising, he is involved in tax preparation and serves as a trustee for his agency’s retirement and cash balance plans. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been affiliated with Ameritas and its related firms since 2006 and leads Premier Planning Group, an independent insurance agency specializing in fixed insurance products. He is also a partner at Premier Planning Partners, LLC, a marketing organization that collaborates on strategic direction within the partnership. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Dominick Di Nofa is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His career includes roles at Lincoln Financial Group and multiple related positions at New York Life entities. Di Nofa is also involved in business networking through the BNI Langhorne Chapter. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

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.

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.

Kyle Fitzpatrick is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 13 years of industry experience. He has worked across various Truist entities, including Truist Investment Services and BB&T Securities. Fitzpatrick serves as a Lieutenant Commander in the United States Navy in a national security role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools, and integrates closely with affiliated broker-dealer and banking services.

Lance Roetling is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RK Financial and TD Bank N.A. Outside of his advisory role, he volunteers as a cook for Revivals Outreach Perkasie, where he helps prepare meals for people in need and leads kitchen volunteers. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm offers multiple wrap programs and integrates services from affiliated entities such as KeyBank and KeyBanc Capital Markets.

Zachary Capaldo is a financial advisor with Empower Advisory Group in Collegeville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at GWFS Equities, MML Distributors, MassMutual, NFP Retirement, Lincoln Benefits Group, and Kestra Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.