Gregg Holgate is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior firms include Lincoln Financial Advisors and VOYA Financial Advisors. He has also been involved with the Philadelphia Union Foundation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses portfolio construction and oversight powered by Morningstar Investment Management and operates at scale with more than 300 advisors and over 200,000 clients.

Edward Kamradt is a CFP® professional with 13 years of experience in financial advisory. He is currently with Lincoln Investment and has previously worked at LPL Financial LLC, Citizens Securities, The Vanguard Group, and Fidelity, among others. His background includes a legal education at the University of Connecticut School of Law. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and various retirement plans, with a notable history in educator retirement programs. The firm offers financial planning, portfolio management, and access to third-party managers, utilizing an in-house Investment Management & Research team to support advisor-led and model-driven investment strategies.

John Demichael IV is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and LPL Financial, LLC. 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 wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.

Timothy Curry is a financial advisor at VOYA Financial Advisors, Inc. He holds the ChFC® designation and has 33 years of industry experience. Since 2014, he has been with VOYA Financial Advisors and also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services. The firm combines in-house and external strategies with technology-enabled tools to manage primarily non-discretionary client relationships through its network of investment adviser representatives.

Viral Patel is a financial advisor at TD Private Client Wealth LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Bank of America, and Merrill. 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 clients. The firm combines strategic and tactical asset allocation using both affiliated and third-party managers and offers portfolio management, financial planning support, and custody services.

Peter Hoover is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and his own firm, Hoover Financial Advisors, PC. 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 program offerings.

Ashlyn Smith is a financial advisor at MAI Capital Management, LLC based in West Chester, PA, with three years of industry experience. She holds a Series 65 designation and has previously worked at Liberty Private Client, JP Morgan and Chase, The Vanguard Group, and Evolve IP. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages multiple asset strategies and offers services through affiliated entities such as MAI Trust Company, LLC and MAI Insurance.

Samuel Varano is a CFP® with 16 years of industry experience, currently advising at Private Advisor Group, LLC. His prior roles include positions at Diversified Lifelong Advisors, Rosenzweig & Associates, Areté Partners, Pitcairn Trust Company, and other firms. He operates under the business name Cypress Wealth Partners, LLC for providing investment advice through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering access to discretionary and non-discretionary management, proprietary and third-party investment solutions, and utilizes various strategies implemented through technology platforms and external managers.

Connor Smith is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently a financial advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he was with Hoover Financial Advisors and Scottrade. Outside of advising, Smith has a part-time role as a production assistant at an industrial manufacturing company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Lauren Mc Grath is a financial advisor at Private Advisor Group, LLC with six years of industry experience. She holds the Series 66 designation and has previously worked at Lidl US. Mc Grath is also associated with Financial Planning Associates, LLC and LPL Financial 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 offers both discretionary and non-discretionary advisory services and utilizes a fiduciary-based model with access to proprietary and third-party investment strategies and technology platforms.

Michael Bertotti is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a selective digital platform that utilizes algorithmic risk assessment and delegates portfolio management to approved strategists and third parties.

Kevin Mcgarvey is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining TD Private Client Wealth LLC, he worked at Bank of America for 13 years. 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 clients. The firm offers a range of portfolio management options utilizing both affiliated and third-party sub-managers, with a focus on strategic and tactical asset allocation.

George Dallas is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked at Centaurus Financial since 2020, following prior roles at Mid-Atlantic Wealth Advisory Group and Cetera Advisor Networks. He is also the owner and president of Aegis Risk Advisors, a firm involved in selling insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and specialized services, employing a mix of discretionary and non-discretionary arrangements alongside various analytical approaches.

Kathleen Lynn is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 1999. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Dean Brewington is a financial advisor with PNC Wealth Management in Exton, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with PNC Investments since 2016, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an employee-only digital discretionary model account that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

John Bratton III is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and multiple positions within Independent Financial Partners and its related entities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients with a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Edward Dirugeris is a CFP® and CFA® at Private Advisor Group, LLC with one year of experience at the firm. He previously worked at Pitcairn from 2015 to 2024. He provides investment advice under the business name Cypress Wealth Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with portfolio management and third-party strategists.

Tammy Bowman is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She has been with Janney Montgomery Scott since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns multiple rental properties in Florida. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Michael Barone is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has previously worked at StratGen Wealth Partners, Seide Financial Group, LPL Financial LLC, and Mass Mutual Investors Services. Barone has business activities that include 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 hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

John Ferullo is a financial advisor with GWN Securities Inc. in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include long tenures at Nationwide Advisory Services, Nationwide Securities, and Nationwide Insurance. Outside of advising, he is the principal of Ferullo Insurance Agencies LLC and is involved in forming an LLC for future investments in real estate or startups; he is also a member of the Union League of Philadelphia’s investment club. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a wide range of investment programs, including legacy market-timing and momentum strategies, and operates through a large network of approximately 423 advisors managing over $3.6 billion.