Charles Steege is a CFP® with 29 years of industry experience. He has been with Savant Wealth Management since 2022, previously working for SFG Investment Advisors, Inc. for 26 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Casey Giraud is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network and SteelPillars Financial since 2019. Outside of advisory work, he is involved in fixed insurance sales. 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 support services, enabling affiliated advisors to provide customized portfolio management and wealth planning solutions.

Thomas Beeby is a financial advisor with Commonwealth Financial Network in Doylestown, PA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Simon Quick Advisors, Magnetar Capital, and Foundations Financial Partners. Outside of advising, he spends part of his time 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 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Ralph Capristo is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2019. He previously worked at Umpqua Bank from 2015 to 2019. Outside of his advisory role, Capristo serves on the advisory council of Misericordia University’s Business Department and is a board member of the Kutztown Rotary Foundation. 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 a range of financial planning and portfolio management solutions incorporating both discretionary and non-discretionary arrangements, utilizing fundamental, technical, bottom-up, and top-down investment analyses.

Shawn Hines is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012, with prior experience at New England Securities. 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 advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with portfolio management or manager selection, utilizing proprietary technology platforms and third-party strategists.

Andrew Maron is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including roles at Client 1st Financial, OSAIC, and Paragon Strategic Wealth, a private entity he owns for securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of around 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a wide range of managed account programs, access to third-party asset managers, and comprehensive support services including trading, reporting, and custody.

Clinton Osmun is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as prior experience at Citizens Bank and Citizens Securities dating back to 2015. He is also a registered notary public in Pennsylvania. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary manager relationships supported by third-party platforms and AI-enabled research tools.

Susan Lobello is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

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 previously worked at Integrity Wealth Management LLC and LPL Financial. Outside of his advisory role, he is a partner in GMI Digital LLC, an art curation business. Private Advisor Group serves a broad range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs, employing a fiduciary-based model with technology-driven investment solutions and partnerships with major strategists.

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.

Timothy Mack is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses, and has five years of industry experience. His prior roles include positions at Bank of America and Wells Fargo, covering both clearing and banking services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches along with AI-enabled research tools.

Matthew Tuley is a financial advisor at Private Advisor Group, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Fox Hollow Golf Club. In addition to his advisory role, he provides financial planning and consulting services through Capital Planning Wealth Management, an independent registered investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement various investment strategies.

Peter Stratton is a financial advisor at TIAA-CREF with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2012. Outside of his advisory work, he is a drummer and percussionist in the Hypnotic Eye band. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans. The firm distinguishes its planning services from ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Pouran Esrafily is a financial advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. She holds a Series 65 designation and has prior work experience at Ethan Allen. In addition to her advisory role, she is also an insurance agent specializing in Medicare supplements, nursing home care coverage, life insurance, and fixed annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm emphasizes individual client service and integrates investment advisory with affiliated broker-dealer and insurance entities.

R. Nicholas Volpe is a CFP® with 17 years of industry experience, currently with PNC Wealth Management. He has held previous roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Ameriprise. Outside of his advisory work, he has experience as a dance teacher and serves as a co-trustee of an irrevocable trust. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.

Kevin Neiley is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including roles at Foundations Financial Partners and Securain Financial Services Inc. Outside of advisory work, he has been involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custodial services.

Michael Edwards is a financial advisor with Carson Wealth holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Cetera, LPL Financial, and Merrill. He also holds a role as an insurance agent focusing on life, disability, annuities, and long-term care insurance. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to develop and monitor model portfolios and providing tailored investment solutions and ongoing portfolio oversight.

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.

Christopher Held is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with both firms since 2014. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services alongside access to proprietary and third-party investment solutions.

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.