Shane Ennis is a financial advisor at Janney Montgomery Scott with 18 years of industry experience and holds a Series 66 designation. He has worked at Janney Montgomery Scott since 2012. 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.

Bruce Glider is a ChFC® credentialed financial advisor with 27 years of industry experience, currently with Bankers Life Advisory Services, Inc. He has been associated with Bankers Life and its affiliates since 2009. Outside of his advisory work, he teaches courses for The American College unrelated to securities. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients’ goals and risk tolerances.

Bret Berg is a CFP® with eight years of industry experience, currently serving at Commonwealth Financial Network since 2023. He has also worked at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advising, he spends a portion of his time selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal models or external platforms.

John Mazzarella is a financial advisor with Empower Advisory Group in Trappe, PA, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Empower in 2026, he worked at The Vanguard Group for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Faith Smith is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Oppenheimer since 2014. Outside of her advisory role, she assists with bookkeeping and marketing for a family-owned custom welding and metal fabrication business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services with a combination of discretionary and non-discretionary strategies, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Jonathan Moyer is a Certified Financial Planner® affiliated with Carson Wealth, with 23 years of experience in the financial industry. He has previously worked at Cetera Advisor Networks, PNC Wealth Management, and LPL Financial, among other firms. Moyer is also an insurance agent selling life, disability, annuities, and long-term care products. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion across more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and customized investment solutions.

Nicholas Hamner is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brookstone since 2022 and also has experience with Franklin Retirement Solutions. Outside of his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Meghan Houck is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She has been with Principal Securities Inc. since 2016 and also has work history at Principal Life Insurance Company and Financial Advisors of Delaware Valley. Outside of advisory work, she co-owns an LLP with a partner for administrative purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Christopher Forst is a financial advisor at Lincoln Investment in Horsham, PA, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience at firms including Advyzon and Davis Financial Planning. His background also includes roles in education and financial services beginning in 2016. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

David Drake is a financial advisor with Kestra Advisory in Doylestown, PA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Kestra Advisory since 2016 and maintains longstanding roles with Kestra Investment Services, Drake, Lehner & Morgan LLC, and The Drake Company LLC. Outside of his advisory duties, he serves as an elder in his local community. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Joseph Hagan Jr. is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fahnestock & Co., Inc. for over three decades. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services that include discretionary and non-discretionary management, strategic and tactical asset allocation, and tailored consulting and retirement services.

Kerrick Vesper is a financial advisor at Lincoln Investment with a Series 66 designation and no prior industry experience before joining. His work history includes roles at Lincoln Investment, N2H Wealth Partners LLC, the Montgomery County Commissioner's Office, and the University of Tampa. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

Sean Easton is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He is also a partner and owner of D'Angelo & Easton, PC, where he provides tax preparation and accounting services. Additionally, he is a member of Atlas Management & Consulting Company, which offers bookkeeping and general business consulting. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, combining custody, execution, and investment advice.

Matthew Witter is a CFP®, ChFC®, and Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2022, following prior roles at SFG Investment Advisors, Sharp Financial Services, The Sharp Financial Group, and H.D. Vest Advisory Services. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated legal, accounting, and trust services.

Craig Mcgovern is a CFP®-designated financial advisor with 17 years of industry experience, currently with Janney Montgomery Scott since 2016. His prior experience includes roles at Bank of America and Merrill from 2009 to 2016. Mcgovern serves on the Investment Committee at The Hun School of Princeton, overseeing the school's endowment. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, and institutions. The firm offers a range of advisory services and combines in-house portfolio management with third-party managers across multiple wrap programs and unified managed accounts.

Thomas McGraw is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Marshall Financial Group, GB Logistics, and The Vanguard Group. Outside of his advisory work, he is also a resident DJ at restaurants and clubs in Philadelphia. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Paul Burian Jr. is a CFP® and Series 65 credentialed advisor at Savant Wealth Management with two years of industry experience. Prior to joining Savant, he worked at Analysis Prime and BNY Mellon. Outside of his advisory role, he holds a real estate agent license with Compass. Savant Wealth Management serves high-net-worth individuals, families, and institutions with comprehensive wealth management, financial planning, retirement consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by in-house accounting, legal, and trust services.

Philip Marchese is a CFP® and CFA® with 23 years of experience in the financial industry. He currently serves as a representative at Kestra Advisory and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he is the COO of Automation Distribution Inc and MDCI Automation, overseeing operations and finance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors as well as individual clients.

Luis Celso Rosa is a financial advisor with TLG Advisors, Inc. in New Hope, PA, holding a Series 66 designation and 25 years of industry experience. He previously worked at AXA Advisors, LLC for 15 years before joining The Leaders Group, Inc. in 2020. Outside of his advisory role, he is also an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Thomas Licwinko is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Vanguard Group, Sterling Advisors, TD Ameritrade, and Scottrade. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning-led investment process with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.