Jeffrey Boyanoski is a CFP® professional with 26 years of industry experience currently affiliated with Vicus Capital, Inc. He has worked at Grant Williams, LP, Cetera Wealth Services, LLC, and Vertice Financial. Boyanoski is also the owner of Vertice Financial, where he provides financial services. Vicus Capital serves a diverse client base, including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Roland Greco is a financial advisor at Impact Partnership Wealth, LLC with 27 years of industry experience. He holds a Series 66 designation and has held roles at firms including Madison Avenue Securities and J.W. Cole Financial. Outside of investment advising, he consults with families on college planning through College Planning Advisors. Impact Partnership Wealth provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a range of investment strategies and a broad affiliated-entity ecosystem.

Alan Puklin is a financial advisor with Capital Analysts holding Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Ameriprise, Oppenheimer, and Morse Asset Management, as well as consulting engagements. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Alexander Pucilowski is a financial advisor with Janney Montgomery Scott in Moosic, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at CNL Securities Corp. and AXA Distributors, LLC, as well as service in the Florida Army National Guard. 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 through a combination of in-house portfolio management, third-party managers, and multiple advisory programs, and offers brokerage, financial planning, and consulting services.

Sean Mcandrew is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2012 and is also co-owner of I&M Wealth Advisors, a private entity engaged in securities, advisory, and insurance 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 back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Alex Howe is a financial advisor at PNC Wealth Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, NBT Bank, and Honesdale National Bank. Outside of his advisory work, he is a co-owner of Stepping Stones Preschool and Childcare Center. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessments and approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management and annual rebalancing.

Richard Kearney is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 1991. Janney Montgomery Scott LLC is a large 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, financial planning, consulting, and advisory services.

Megan Alpert is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Megan also works as a success and fulfillment coach outside of her financial advisory practice. 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. The firm offers a broad range of managed-account programs, third-party asset manager access, and back-office services including trading and reporting.

Tyler Mulligan is a financial advisor at Empower Advisory Group with a Series 66 designation. He has been in the industry since 2022, previously working at Bank of America and Merrill. Prior to his financial services career, he spent several years at Joyce Outdoor Advertising. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and participants, as well as selected retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long‑term portfolio returns and annual rebalancing.

Patrick Hannon is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Joshua Espinoza is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Edward Jones. Outside of finance, he is involved in operating a fireworks display business. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm offers integrated services that combine financial plans with managed account solutions, emphasizing long-term portfolio returns and savings rates.

Cory Sohns is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Empower Financial Services, Audacy Inc., and Knight Strategic Wealth. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Thomas Thurber is a financial advisor at Janney Montgomery Scott with Series 66 credentials. He joined the firm in 2025 and has prior experience in education and landscape services. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party managed programs.

David Trapper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Prudential, Voya Financial, OneAmerica Securities, and Armanino. He also serves as a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Greg Piechota is a financial advisor with PNC Wealth Management holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Shoprite Pharmacy, BASF, and Moravian College. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist digital offering available by invitation to employees. This program uses algorithmic risk assessment to implement approved model strategies with mutual funds and ETFs, featuring annual rebalancing and delegated portfolio management.

Lawrence Joseph Jr. is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for PNC employees that uses algorithm-driven risk assessments to select investment models implemented via mutual funds and ETFs.

Donald Wall Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott 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 and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Christopher Scalese is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with Fortune Financial Group since 2000, where he serves as president and is involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to serve its clients, managing approximately $49.8 billion across over 127,000 accounts.

Alyssa North Mozda is a Series 66-licensed financial advisor with four years of industry experience. She is currently with PNC Wealth Management and has previously worked at LPL Financial and Private Advisor Group, among other firms. Her background also includes roles outside of finance, such as involvement with Marywood University Friends of the Poor. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment models executed via mutual funds and ETFs. The firm’s approach involves delegated portfolio implementation and limited direct client contact with strategists.

Kyle Macrina is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including LPL Financial, JP Morgan Chase & Co., and Lincoln Financial Advisors Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary managed account solutions, third-party strategies, and alternative investments.