Craig Boyer is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is president of Boyer Holdings LLC and Coastal Fig Company, involved in agricultural ventures including growing and selling figs. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models and maintaining a large advisor base.

Lindsey Menezes is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds a Series 66 designation and has previously worked with Ameriprise Financial Services, Minnesota Life Insurance Company, Securian Financial Services, and Foundations Financial Partners. Menezes also spent time in academia with Grove City College’s Mathematics Department. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and their clients nationwide. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

R Gaillard is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Janney Montgomery Scott since 2017. 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 broad client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Gary Begnaud is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill for 42 years, Bank of America for 9 years, and has been with Janney Montgomery Scott since 2020. 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 a range of brokerage, planning, consulting, and advisory services.

Roger Walton is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Kestra Advisory since 2016 and has longstanding affiliations with Kestra Investment Services, Equity Services, Inc., and Premier Financial Group. Outside of his advisory work, he owns an insurance business and operates a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Kristian Lehner is a financial advisor with Kestra Advisory who holds the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience, including roles at Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2004. Outside of his advisory work, Lehner serves as the treasurer for Immanuel Presbyterian Church, handling bookkeeping and banking functions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Thomas Dawson is a Series 66 licensed advisor with PNC Wealth Management in Bensalem, PA, and has 22 years of industry experience. He has worked at PNC Investments LLC since 2013. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, employee pilot that uses algorithmic risk assessments and manages portfolios with approved model strategies implemented via mutual funds and ETFs.

Nicholas Chiarolanzio is a financial advisor at Rockefeller Financial LLC with one year of industry experience and holds a Series 66 designation. His work history includes roles at Rockefeller Capital Management and Bank of America Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Martin Byrne is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial, Rockefeller & Co LLC, and Rockefeller Capital Management since 2018, following four years at Lincoln Financial Network. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to provide discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including placement and investment banking.

Andrew Stahl is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2019 to 2024 and Springs Window Fashions LLC from 2016 to 2019. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Philip Morgan Jr. is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 34 years of industry experience. He has worked at Kestra Advisory since 2016 and has been involved with Kestra Investment Services and Principal Life Insurance Co. since 2004. Morgan is also the owner of Drake, Lehner & Morgan, LLC, through which he engages in registered representative activities and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and offers multiple management platforms and third-party solutions.

Thomas Beeby is a financial advisor with Commonwealth Financial Network in Doylestown, PA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Simon Quick Advisors, Magnetar Capital, and Foundations Financial Partners. Outside of advising, he spends part of his time involved in 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 managing roughly $212.7 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Daniel Drabkin is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and bringing 24 years of industry experience. He has been with VALIC Financial Advisors since 2004 and also works with Agia. Outside of his advisory role, he is an investor in franchise businesses that teach coding to children and serves as treasurer and board member for Congregation Sons of Israel, where he leads the finance committee. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Kathleen Zelenka is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, previously spending six years at Stifel Nicolaus & Co Inc. Outside of her advisory role, she serves as a board member for the Cedar Hollow Condominium Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Keif Samuel is a Series 66-credentialed financial advisor with 14 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with broker-dealer services, offering a consolidated investment platform and a Private Advisor model that includes access to third-party managers, wrap-fee programs, and alternative investments.

Damon Campbell is a financial advisor at Steward Partners Investment Advisory, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Steward Partners in 2026, Damon worked nearly a decade at Lincoln Financial Advisors and has experience at OSAIC, BPV Capital Management, and Skyview Investment Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through Personalized, Guided, and Discretionary Portfolios, as well as third-party money managers and model portfolios.

Dawn Wyatt is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill Lynch. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Robert Van Pelt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been with Integrity Alliance since 2015 and previously owned VAN Consulting Inc, where he also provided personal financial tax planning services. In addition to his advisory work, he has been involved in fixed insurance and annuities sales since 2015. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services, employing various portfolio management approaches and supporting both discretionary and non-discretionary investment strategies.

Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide 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 diverse clients including large institutional investors and sovereign wealth funds.

Brian Dunn is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.