Garrett Dollard is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. His prior roles include positions at Morningstar Investment Management LLC and Sports Made Personal. Outside of his advisory work, he coaches youth lacrosse programs for both boys and girls. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Matthew Shaw is a CFP® professional with 15 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2014. He is also involved with Veritas Strategies, where he has worked since 2010. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various approaches including discretionary and non-discretionary management.

David Brown is a Series 66-licensed advisor with Kestra Advisory, where he has worked since 2016. He has 24 years of industry experience, including a long tenure at Kestra Investment Services. Outside of his advisory work, he is the owner of Blue Line Sports Management LLC and serves as Board President of the Central Bucks East Ice Hockey Club, a youth hockey program. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Adam Reinert is a CFP®, CFA®, and Series 63 credentialed advisor with 15 years of industry experience. He is currently with Creative Planning and previously worked at The Marshall Financial Group, Inc. for a combined 14 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing and selective private market exposure.

Susan Pajer is a financial advisor at Oppenheimer with 15 years of industry experience. She has been with Oppenheimer & Co. Inc. since 2013 and previously worked at Wells Fargo Clearing from 2011 to 2013. Pajer holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including strategic and tactical asset allocation, manager selection, and retirement consulting on both discretionary and non-discretionary bases.

Yale Saltzman is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with Oppenheimer and has worked at Fahnestock & Co. throughout his career since 2002. Outside of his advisory role, Saltzman is a part-owner of a children’s summer camp through a family partnership. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Scott Karpiak is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Janney Montgomery Scott since 2015. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

William Harvey is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott since 2002. Harvey holds the Series 63 designation. 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 municipal clients, offering brokerage services, financial planning, and advisory programs.

Timothy Waite is a Certified Financial Planner® with 34 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has prior experience with Integrity Investment Advisors, LLC and National Planning Corporation. Outside of his advisory work, he is a co-owner of a day spa and hair salon in Lansdale, Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services and utilizes technology platforms and third-party managers.

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previous work experience at JIH Limited Enterprises and MRC Recruitment. 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 broad range of investment and retirement services delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios.

Kainen Kampe is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked with Florida Financial Advisors DBA Tristate Financial Advisors and holds a degree from Bloomsburg University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing with a focus on clients’ savings rates.

Joseph Hayes is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America, Prudential Investment Management Services LLC, KeyBank, and Edward Jones. 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 select retail brokerage clients. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns, serving a large participant base with a higher client-to-advisor ratio than many peers.

David Ward is a financial advisor at PNC Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments since 2009, following seven years at TD Wealth Management Services Inc. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs. Its offerings include a discretionary online model account, currently available as an invitation-only employee pilot, which employs approved model strategies managed internally or by third parties and relies on algorithmic risk assessment for enrollment and model selection.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked previously at LPL Financial for 11 years before joining Commonwealth in 2014. Goldenberg is also co-owner of CURO Wealth Management LLC and is involved in Medicare product referrals. 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 provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Kevin Oleszewski is a financial advisor with CWM, LLC, holding CFP® and Series 66 designations and nine years of industry experience. His prior work includes roles at Carson Wealth, Wealth Enhancement Group, PNC Bank, and Wells Fargo Advisors. He serves as an adjunct professor teaching accounting and finance courses at multiple institutions including Immaculata University and Atlantic Cape Community College. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Antoinette Cimino is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 1998. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Paul Siock is a financial advisor with GWN Securities Inc. in Lansdale, PA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at GWN Securities since 2016 and was previously affiliated with Prudential Insurance Company of America and Pruco Securities LLC. His activities include providing life insurance and fixed annuity services, as well as retirement planning focused on New Jersey public school employees. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Daniel Hendel is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Key Investment Services since 2016. Outside of his advisory role, Hendel has been involved with Whitemarsh Valley Golf Club for over 20 years. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider platform model and integrates services from KeyCorp affiliates.

Lawrence Kelly is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior positions at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, utilizing a range of portfolio management platforms and third-party asset managers.

Vasilis Kambouris is a financial advisor at Oppenheimer with five years of industry experience. He holds a Series 66 designation and previously worked at Firstrust Savings Bank as well as at George's Restaurant. 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 range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary management.