Austin Hoggan is a CFP® with 15 years of industry experience and currently serves as an advisor at Corient. He has worked at several firms, including Radnor Financial Advisors and MyCIO WEALTH PARTNERS, before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and applies risk management tools to align portfolios with client objectives.

Jacob Peck is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

John Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Principal Life Insurance Company, Financial Advisors of Delaware Valley, and Principal Securities Inc. He serves as president of the Bryn Mawr Rotary Club, a community organization focused on service and membership growth. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Bryan Blades is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Corient in Wayne, PA, where he has worked since 2022. Prior to joining Corient, he spent nine years at Radnor Financial Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Corey Hernandez is a CFP® professional with three years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent, he worked at Keystone Financial Group and Wealth Enhancement Group. Outside of his advisory role, he is involved in insurance brokerage activities, assisting with life and disability insurance sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Gregory Holman is a financial advisor with GWN Securities Inc. in Reading, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Kades Margolis and GWN Securities since 2012. Outside of his advisory role, he is involved with the Financial Independence Group, where he sells life insurance–based products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs and strategies.

Peter Lanza is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Lanza Financial Strategies and Nylife Securities LLC, as well as NYL Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Michael Orfe is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 10 years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2023 and was previously with Zeke Capital Advisors from 2016 to 2023. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management strategies, employing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers, with research driven by fundamental, technical, and cyclical analysis.

Timothy Dwyer is a CFP® with 41 years of experience at Principal Financial Services, where he has worked since 1984 through affiliated entities Principal Securities Inc. and Principal Life Insurance Co. He serves as Vice President of the Our Mother of Consolation Alumni Association in Philadelphia. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Selden Staples is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors 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 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 multiple wrap/advisory programs.

Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Adam Marcellus is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Loomis, Sayles & Company for 10 years. Outside of his advisory role, he is involved in youth soccer instruction and operates a soccer coaching business. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and a range of model and wrap-fee options.

Norborne Smith III is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sequoia Financial Advisors since 2023 and Zeke Capital Advisors since 2013. Outside of his advisory work, he is a director at Premier Outdoor Media, a billboard company, and a partner at Wolbers BBQ restaurant. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Monroe is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Brinker Capital Securities and TD Ameritrade. Outside of finance, he has experience managing a ranch. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions across three delivery platforms and managing approximately $64.8 billion in assets.

Benjamin Echegoyen is a CFP® with 23 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. He previously worked at The Vanguard Group, Inc. for 18 years. T. Rowe Price Advisory Services offers a retirement-focused program combining nondiscretionary financial planning and discretionary investment management, primarily using proprietary mutual funds and ETFs, supported by online tools and regular reviews for individual investors and households.

John Kugel is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Trinity Solar, Arrow Investment Advisors, and Quasar Distributors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and manager-supported investment recommendations.

Scott Walsh is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors, Fisher Investments, and Empower Advisory Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jeffrey Miller Jr. is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has seven years of industry experience. Miller also serves as a sales manager and registered representative at Kades-Margolis, where he recruits, trains, and develops new advisors. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including traditional and active strategies.

Christopher Higgins is a CFP® professional with over 31 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2009. Outside of his advisory role, he is a partner in a local real estate venture focused on purchasing, renovating, and selling properties. Private Advisor Group, LLC manages more than $41 billion for over 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services across multiple custodians.

Kurt Hayn is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2005, currently serving as a Unit Sales Supervisor involved in recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and the use of multiple analytical approaches for security selection and portfolio management.