Haesoo Cheon is a CFP® professional with nine years of industry experience currently affiliated with Private Advisor Group, LLC. Prior to joining the firm, Cheon worked at KeyBanc Capital Markets Inc., Laurel Road, Guggenheim Securities, LLC, and Morgan Stanley Smith Barney LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions, employing both proprietary platforms and third-party strategists.

John Delvecchio is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 35 years at Commonwealth Equity Services, Inc. He is also involved in insurance sales and co-owns Benefit Planning Services, Inc., a private entity related to securities and advisory business. 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 operational support, including discretionary model portfolios and customized investment solutions.

Joshua Lutton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also involved in fixed insurance sales, dedicating a portion of his business hours to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Timothy Caso is a financial advisor at SPC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including National Life Group, Massmutual, and Concorde Investment Services. He is currently affiliated with SPC, Sigma Financial Corporation, and Parkland Securities. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through various account programs, with custody and execution services provided by Fidelity/NFS.

Kelly Albert is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Kelly worked at Andesa Financial Management, Inc. and BSI Corporate Benefits, LLC. Kelly also has experience from working at Syracuse University. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and specialized portfolios, alongside a range of financial, tax, retirement, and estate planning services.

Brian Lee is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 44 years of industry experience. He has been with Janney Montgomery Scott since 1980. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Zachary Muhr is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Truist Advisory Services and its affiliated firms since 2016, including roles at BB&T Securities and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jared Tuller is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory work, he serves as head coach for True Philly Green 2028 Lacrosse and as an assistant lacrosse coach at CB South High School. 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 back-office support, including investment management, compliance, and technology services, allowing advisors discretion to build client portfolios from diverse securities and insurance products.

Dennis Ballow Jr. is a financial advisor with Eagle Strategies (NY Life) based in Harleysville, PA, holding Series 63 and Series 66 licenses and over 11 years of industry experience. He has been with Eagle Strategies since 2018 and also operates under the Calafati Financial Group name, providing insurance brokering services for non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a significant focus on institutional retirement investors and integrated insurance advisory solutions.

Christopher Hackley is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. He has worked at Commonwealth since 2023 and previously spent over three decades with Securian Financial Services, Inc. and Minnesota Life. Hackley is also the owner of MCKC, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Hendricks is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2022. Prior to joining Savant, he worked at SFG Investment Advisors, Inc. and T.H. Properties. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and integrated legal and accounting services.

John Iannantuono is a financial advisor with Osaic Advisory Services, LLC, holding ChFC® and Series 63 credentials and bringing 49 years of industry experience. His career includes tenures at Triad Advisors, Inc., Ifg/Russell Advisors, Inc., and American Financial Management Group. Outside of advisory roles, he has served as a township supervisor and provides consulting for complex estate settlements through Employee Benefits Consultants, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and nonprofit entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and access to various third-party platforms and managers.

Jonathan Carter is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at City National Rochdale, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory role, he serves as Treasurer and Finance Chair on the board of trustees for Partners in Prevention, a nonprofit organization. RBC Rochdale serves a diverse client base, including high net worth individuals, investment companies, corporations, and charitable organizations. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management along with various sub-advisory and management services.

Anthony Capristo is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Centaurus Financial since 2017. In addition to his advisory work, Capristo provides tax consulting and prepares tax returns through his non-investment business activities. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management through its CLASSIC Plus platform, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

George Hlavac is a Series 66 licensed financial advisor with two years of industry experience, currently affiliated with Truist Advisory Services in Allentown, PA. His prior roles include positions at Truist Investment Services and a brief tenure at H&H Law. 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 and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration across its affiliated entities.

James Reitzel Jr. is a financial advisor with Centaurus Financial, Inc. in Doylestown, PA, holding a Series 63 designation and 49 years of industry experience. He has been with Centaurus Financial since 1999. Outside his advisory work, he owns J. Richard Reitzel and Associates, a non-investment-related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.

Sean Lyons is a CFP® with 27 years of industry experience, currently serving at Integrity Alliance, LLC. His prior roles include positions at Deep Draft Consulting, M Holdings Securities, Cornerstone Advisors Asset Management, and YCS Asset Management. Outside of his advisory work, Lyons owns WBT Strategy, LLC, a life insurance sales business. Integrity Alliance is a large advisor network with over 300 independent investment adviser representatives managing approximately $5.4 billion in client assets. The firm provides services to individual investors, corporations, and retirement plans through a combination of discretionary accounts, model portfolios, and third-party managers, supporting a range of investment approaches and client needs.

Richard Lord Jr. is a financial advisor at Truist Advisory Services with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Truist Advisory Services since 2021. Prior to joining Truist, he worked at Bbtis and North Star Construction. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through a combination of discretionary and non-discretionary strategies.

Anna Robinson is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has prior experience at Foundations Financial Partners, Securian Financial Services, and Minnesota Life Insurance Company. Outside of her advisory role, she was involved with Owowcow Creamery from 2019 to 2021. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers.

Michael Schwentner is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 13 years of experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. Schwentner serves as a board member and trustee for Live Learn and Play, a community and educational center assisting families with autistic children in locating support services. 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 range of custody, execution, and brokerage capabilities alongside investment advice.