Janet Barrett is a financial advisor with CWM, LLC who holds the ChFC® designation and has 20 years of industry experience. Her career includes roles at Carson Wealth, Cetera Wealth Services, Strategic Wealth Partners, and Waddell & Reed. Outside of her advisory work, she is involved in fixed insurance sales, offering life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios and combines fundamental and technical analysis along with third-party sub-advisors and customization tools.

Jonathan Harvey is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott for a combined total of 24 years since 2002. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party managers.

Lawrence Yerkees is a financial advisor at Oppenheimer with 42 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 1992. Outside of his advisory work, he serves as a trustee for a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory approaches.

Alexander Pimental is a CFP® professional with two years of industry experience, currently serving at Creative Planning. His prior roles include four years at Marshall Financial Group and military service from 2016 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

Elizabeth O'Malley is a CFP® professional with two years of industry experience. She is currently with Creative Planning, LLC, having joined the firm in 2025, and previously worked at The Marshall Financial Group, Inc. and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Jonathan Haab is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently accessible by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments through approved strategies managed by PNC or third-party strategists.

Richard Weinstein is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Penn Mutual Life Insurance Company and ownership of Weinstein & Company, PC, a CPA and accounting services firm. He is also a partner in Wine Spruce LLC and has served as treasurer and president of the Doylestown Business Networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets while offering a range of account options and third-party asset manager relationships.

Casey Smith is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets and providing various advisory programs.

Michael Shaub is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His career includes roles at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and various managed account solutions through both proprietary and third-party platforms.

Kenneth Liddy is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Oppenheimer since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Francis Giamboy Jr. is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citizens Securities since 2017. Prior to that, he spent five years with Waddell & Reed Inc. and various insurance carriers through W&R Insurance Agencies. Outside of his advisory role, he hosts a weekly radio talk show, WDEL Saturday HOTSPOT. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory, brokerage, and insurance services. The firm offers digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Laura Wassell is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 license and 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2011 to 2021. Outside of her advisory role, Wassell also assists with accounting and office administration at Automation Distribution Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts.

Joseph Frederick Jr. is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at Capital Planning Wealth Management and LPL Financial, among others. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model, offering both discretionary and non-discretionary services and utilizing proprietary and third-party investment platforms.

Nicholas Pileggi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Marshall Financial Group and The Fairman Group, LLC. Outside of his advisory role, he is a part owner of Pileggi Property Group, LLC, which involves managing tenant correspondence for rental properties. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Michael Stevens is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firm since 1994. Janney Montgomery Scott LLC is a large dual-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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Shawn Burger is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 21 years of industry experience. His career includes roles at Morgan Stanley Private Bank and KeyBank prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program that uses a combination of discretionary and non-discretionary solutions supported by third-party platforms and AI-enabled research tools.

Donald Connors is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been associated with Guardian Life since 2011 and Park Avenue Securities since 2022. Outside of his advisory role, Connors is the owner of LifePoint Financial LLC, which manages residual commissions for life and disability insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services with a blend of proprietary and third-party investment models.

Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Rebecca Berger is a CFP® professional with 12 years of experience in the financial services industry. She is affiliated with Private Advisor Group, LLC and has also worked with LPL Financial, Kemp Harvest Financial Group, and National Planning Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, leveraging technology platforms and third-party managers to implement diversified investment strategies.

Caitlin Strunk is a CFP® with 10 years of industry experience, currently serving with Private Advisor Group, LLC since 2018. Her career includes roles at LPL Financial and National Planning Corporation. Outside of her advisory work, she is involved with Comprehensive Financial Holdings, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.