Shane Martin is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses, and has six years of industry experience. His prior work includes roles at Thrivent Financial, Transamerica Financial Advisors, and United Financial Service. Outside of advising, he works as an independent contractor runner for Rock Lititz, supporting production teams in a music tour stage construction facility. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, offering both point-in-time financial plans and optional managed account solutions.

Bryan Mcnamara is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at WSFS Wealth Investments, Commonwealth Financial Network, and Valic Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

Duane Cabrera is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2016. Prior to joining Oppenheimer, he has been involved with Seniors Health Insurance Network since 1996, where he owns a Medicare insurance brokerage primarily in an administrative capacity. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs various investment approaches tailored to client needs, managing approximately $36.7 billion in assets as of the end of 2025.

Mary Di Nolti is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Intuit and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Peter Scilovati is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hoover Financial Advisors, P.C. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Christopher Reed is a financial advisor with OSAIC Institutions, Inc. in Malvern, PA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Infinex Institutions, Mid Penn Bank, and Northwestern Mutual, among others. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, delivering customized financial planning, ERISA plan services, and access to alternative investments through platforms like CAIS. The firm’s advisory approach includes both discretionary and predominantly non-discretionary asset management, supported by a network of investment adviser representatives who utilize various analytical methods and third-party due diligence.

Yu Tao is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, Yu worked at CICC US Securities Inc. for four years and has also been involved with Ambassadors For Christ, Inc. from 2016 to 2020. He holds Series 63 and Series 65 licenses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services using proprietary and third-party model portfolios, with client relationships reviewed annually.

Rizwan Khokhar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at KeyBank and New York Life Insurance Company. Outside of his advisory work, he owns Grizzly Meals LLC, a healthy meal prep company, and works as a food delivery driver. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs through a mix of discretionary and non‑discretionary approaches.

Robert Kedra is a CFP® and Series 66-licensed advisor with Private Advisor Group, LLC. He has been with the firm since 2018 and has prior experience at LPL Financial, FPA Wealth Management, GAP Inc., Delaware Valley University, and Bloomsburg University. Outside of advising, he is involved with a clothing brand company and participates in organizing a local fashion week event. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves a broad client base including individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Johan Scholdstrom is a financial advisor with Commonwealth Financial Network based in Malvern, PA, holding a Series 63 designation and totaling 35 years of industry experience. He has worked at Commonwealth Financial Network and Insurance & Investment Strategies since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering various investment program structures and discretionary model portfolios.

Scott Jefferys is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 63 designation and has operated a CPA practice, Jefferys & Associates, P.C., since 1993. Outside of advisory work, he is involved in insurance brokerage activities through entities including 1847Financial Services, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight and manages a substantial portion of assets on a non-discretionary basis.

Denis Hill is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds the CFP® designation and several securities licenses (Series 66, Series 65, Series 63). His prior experience includes roles at Forethought Distributors, Global Atlantic Financial Group, Brinker Capital Securities, and Orion Portfolio Solutions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advice services, managing both in-house and third-party investment strategies through a combination of strategic and tactical approaches.

James Fahy is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. Prior to joining Independent Financial Group in 2022, he worked for AIG Sunamerica Capital Services, Inc. from 2004 to 2022. Fahy markets his financial services business under the DBA names Fahy Financial Planning Group, LLC and Arbor Wealth Partners. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party manager models, and operates as both a registered investment adviser and an active broker-dealer.

Trevor Conlon is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network and WSFS Investments. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations and proprietary algorithmic models with automatic rebalancing.

Philip Deangelis is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at State Farm’s Bob Witmer Agency before joining TD Bank N.A., where he has been since 2017. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a mix of strategic and tactical asset allocation through various TD-managed portfolios, utilizing both affiliated and third-party sub-managers.

Corey Cahill is a CFP® with 10 years of industry experience, currently practicing at Janney Montgomery Scott since 2022. Prior to joining Janney, he worked at Edward Jones and held roles in the restaurant and financial services sectors. He is a member of the Rotary Club of West Chester and the Greater West Chester Chamber of Commerce. 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, offering brokerage services, financial planning, consulting, and advisory programs through in-house and third-party portfolio management.

Charles Wisner III is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alden Investment Group and Wells Fargo Advisors. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Sean Allen is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the Strategy Committee Chair for the Germantown Cricket Club, overseeing planned improvements for the membership-only country club focused on racquet sports and dining facilities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Edward Braun is a CFP® with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. He previously worked with Purshe Kaplan Sterling Investments and Hoover Financial Advisors, PC from 2016 to 2021. Braun holds a Series 63 license and is based in Malvern, PA. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach integrating passive and active strategies, supported by an internal Investment Committee and a range of portfolio implementation services.

Amy Baird is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. Prior to joining TD Private Client Wealth LLC in 2025, she worked at LPL Financial for 11 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.