Luke Hoffman is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023, with prior roles at Beyond Hello and Kimberton Whole Foods. 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, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Dominic Oteri is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and also maintains a longstanding affiliation with LPL Financial. Oteri operates under the hybrid DBA FPA Wealth Management within Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and retirement-plan consulting, utilizing multiple custodians and model strategists, including Fidelity and BlackRock, to deliver tailored advisory solutions.

Andrew Hess is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He currently works at Creative Planning and previously held positions at Daniels + Tansey, LLP, Merrill, and Bank of America. Outside of finance, he is the CFO of Tri-State Underground, an underground construction company, where he oversees financial activities and provides strategic advice. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeanne Oneill is a financial advisor at Brown Advisory with 17 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Brown Advisory for 15 years. Outside of her advisory role, she serves as a power of attorney for a family member. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management, strategic advisory, and family office services. The firm uses a bottom-up fundamental research approach across equity and fixed-income strategies and incorporates sustainable investing and alternative assets through both active and passive methods.

Colin Burke is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Janney in 2019, he worked at Bank of America and Merrill from 2014 to 2019. 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, and advisory programs supported by in-house and third-party asset management.

Todd Buonocore is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Janney in 2025. 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 individuals, families, trusts, corporate and retirement plan sponsors, and other clients, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Rachel Roach is a CFP® and Series 65-registered financial advisor with Mercer Global Advisors Inc., bringing one year of industry experience. Her prior experience includes four years at Mallard Advisors, LLC and four years at the University of Delaware. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies, while also providing specialized advisory and educational offerings.

Tor Hotham is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2012. He has worked in the financial services industry since 1997, including a long tenure with LPL Financial, LLC. In addition to his advisory role, Hotham is an independent insurance agent specializing in fixed insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through discretionary and non-discretionary services.

Charles Kedra is a financial advisor with LPL Financial based in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Private Advisor Group, CRC Holdings LLP, and Minnesota Life Insurance Company. He also operates a tax preparation and accounting practice as a CPA. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Matthew Biffen is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth and operates Biffen Wealth Management since 2010. Outside of his advisory work, he serves as a firefighter and paramedic with the Rocky Run Fire Company. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers platform support in operations, trading, technology, and compliance, while its Investment Management and Research team manages discretionary PPS Select model portfolios.

Brenna Makin is a financial advisor at Citigroup Global Markets with 12 years of industry experience and holds a Series 66 designation. She has been with Citigroup and its affiliates since 2014, currently serving clients out of Wilmington, DE. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including activities as a swap dealer and futures commission merchant.

James Lefever II is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Bank and Citizens Securities, among others. 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, participant advice, and a manager-selection program, implementing its services through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Michael Connor is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Bankers Life and its related entities since 2015. In addition to his advisory role, Connor recruits and trains insurance agents and is appointed to write business in Medicare Supplement, annuities, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a range of securities with periodic rebalancing and reviews.

Joshua Misso is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His prior work includes roles at First Command Advisory Services, Inc., First Command Insurance Services, Inc., and First Command Financial Planning, Inc. In addition to his advisory work, he operates an independent insurance agency that sells fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice through various program structures, including wrap programs and third-party money manager access.

David Woodward is a financial advisor at PNC Wealth Management with 27 years of industry experience. He has worked at PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online account offering managed by PNC or third-party strategists with an algorithmic risk assessment and no direct individual security trading.

Douglas Batten is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2011. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and complex market roles.

Shane Mccormick is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Private Advisor Group, LLC since 2014 and has also worked at LPL Financial since 2002. Mccormick operates through multiple divisions focused on personal financial planning, asset management, and business solutions for employee benefits and retirement plans. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs with a range of investment strategies and platforms.

Michael Leslie is a CFP® professional with 15 years of industry experience, currently serving at Voya Financial Advisors, Inc. He has held prior roles at Guardian Life, Galvanized Financial LLC, and Bank of New York Mellon. Leslie is also the president of Galvanized Financial, where he presents and teaches financial concepts to K-8 students in the Philadelphia area. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, and institutional clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through recommendation-based, non-discretionary arrangements.

Sean Heidig is a CFP® at Mercer Global Advisors Inc. with four years of industry experience. He previously worked at Mallard Financial Partners and Merrill Lynch, Pierce, Fenner and Smith, Inc. Outside of his advisory role, he is a co-owner of an online store selling customized products on Etsy. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, emphasizing globally diversified, risk-appropriate portfolios and utilizing a variety of implementation options including ETFs and separate accounts.

Christopher Daniels is a CFA® charterholder with 14 years of industry experience. He currently works at Creative Planning and previously spent seven years at Daniels + Tansey, LLP. Daniels is based in Greenville, DE. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.