Thomas Beeby is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Simon Quick Advisors and Magnetar Capital, and he has a background involving University of Delaware and lacrosse-related activities. He also spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a broad range of investment solutions and supports its advisors with operations, technology, compliance, and practice management services.

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.

Robert Van Pelt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been with Integrity Alliance since 2015 and also owns VAN Consulting Inc, where he provides personal financial tax planning services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.

Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse clients including large institutional investors and sovereign wealth funds.

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.

Russell Weiss is a CFP® with 24 years of industry experience, currently advising at Creative Planning since 2025. He previously worked for The Marshall Financial Group, Inc. from 2004 to 2025. Outside of his advisory role, he is the owner of SniffSpot, a service that allows users to bring their pets to his property as a dog park. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

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.

R. Nicholas Volpe is a CFP® with 17 years of industry experience, currently with PNC Wealth Management. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. Outside of his financial advisory role, he has worked as a dance teacher and serves as co-trustee of an irrevocable trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and uses mutual funds and ETFs for portfolio implementation.

Kevin Neiley is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. His prior roles include positions at Foundations Financial Partners, Securain Financial Services Inc, and Minnesota Life Insurance Co. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and back-office support. The firm offers various investment and wealth management solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Christopher Higgins is a CFP® professional with over 31 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2009. Outside of his advisory role, he is a partner in a local real estate venture focused on purchasing, renovating, and selling properties. Private Advisor Group, LLC manages more than $41 billion for over 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services across multiple custodians.

Michael Edwards is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at LPL Financial LLC and Cetera Advisor Networks. Edwards is also an insurance agent specializing in life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of partner offices and advisors. The firm employs a discretionary management approach using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

Dylan Mills is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior work experience at Prudential and Foundations Financial Partners. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting, with portfolio implementation available through internal models or external subadvisers.

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.

Scott Shaw is a financial advisor with J. W. Cole Advisors, Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.W. Cole Advisors since 2015. Outside of his advisory role, Shaw serves as chairperson of the Financial Advisory Council at Calvary Chapel Central Bucks Church, where he provides guidance on charitable giving strategies. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches including discretionary and non-discretionary management, model portfolios, and digital advice platforms.

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.

Brett Hyman is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Merrill Lynch for five years. Outside of his advisory role, he owns a music content business that produces streaming material available on platforms such as Spotify, Apple Music, and YouTube. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs various investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 2025.

James Cuorato III is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with CWM, LLC and Carson Wealth, having previously worked at Stonecrop Wealth Advisors, LaSalle Street Investment Advisors, and as a retirement planning specialist. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, managing accounts on a discretionary basis using model portfolios guided by an internal Investment Committee.

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.

Matthew Shaw is a CFP® professional with 15 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2014. He is also involved with Veritas Strategies, where he has worked since 2010. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various approaches including discretionary and non-discretionary management.