Daniel Zajac is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and leading the Zajac Group since 2021. His prior experience includes roles at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory work, he is involved in tax preparation services through Zajac Tax, LLC, writes financial blog content, and co-owns Animate Wealth, a fintech application development company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform of advisory programs, technology, investment management, and practice-management support, allowing advisors discretion to construct portfolios and access model portfolios managed by Commonwealth’s Investment Management and Research team.

Joshua Levitus is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including OSAIC and New Century Financial Group. Prior to his financial advisory roles, he worked at Lehigh University and in other capacities. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers investment advisory programs and retirement plan services, utilizing both in-house and third-party model portfolios across various platforms and investment profiles.

Brian Fisher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Hoover Financial Advisors, Inc., Villanova Financial Services, Inc., and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as a board member for YCS in Hackensack, NJ, and coaches a grade school basketball team in Audubon, PA. 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 offers a range of financial planning, asset management, and specialized retirement consulting services.

Waseem Khan is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2022, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 investors, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Lance Roetling is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RK Financial and TD Bank N.A. Outside of his advisory role, he volunteers as a cook providing meals for people in need through Revivals Outreach Perkaise. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence of third-party advisory products.

Amy Keller is a financial advisor at Wealth Enhancement Advisory Services, LLC with over 27 years of experience in the industry. She holds the Series 65 designation and previously worked at Hoover Financial Advisors for 24 years before joining Wealth Enhancement Advisory Services. 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 offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Gail Kelly Brown is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2006. 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, financial planning, consulting, and multiple advisory programs.

Scott West is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018, with prior roles at Ameriprise Financial Services, Inc., Foreside Fund Services, LLC, and Acess Distribution Partners, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing proprietary software and oversight from Morningstar Investment Management to guide asset allocation and retirement planning.

Conor Staples is a financial advisor at Janney Montgomery Scott with a Series 66 credential and three years of industry experience. He is also a board member and secretary of the Spring-Ford Chamber of Commerce in Limerick, PA. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, and advisory programs.

Scott Rakowski is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has been the owner and president of Rakowski & Company, PC, a CPA firm specializing in tax preparation and accounting, since 1999. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a blend of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus and FlexUMA.

Gerald Fahey is a CFP® and holds a Series 66 license with 25 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously at Hoover Financial Advisors from 2013 to 2021 and Purshe Kaplan Sterling Investments from 2013 to 2017. He serves as a board member and treasurer of The Phelps School, where he oversees investment accounts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Tyler Cotten is a financial advisor at Kestra Advisory with a Series 66 designation and several years of experience that include roles in both educational institutions and advisory services. His background spans positions at Saint Peters University, Paul D. Camp Community College, George Mason University, the University of North Carolina at Charlotte, and Grafton High School before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Collin Hess is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning his industry career in 2026. His previous experience includes roles at LPL Financial LLC and positions at the University of Notre Dame. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Walter Tuttle is a Series 66 credentialed advisor with 15 years of industry experience, all with The Vanguard Group, Inc. He is based in Malvern, PA. Outside of his primary role, he serves as a fiduciary agent managing investment accounts for immediate family members. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, primarily investing in Vanguard funds and ETFs, and offers a range of customization options.

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors in Malvern, PA, holding a Series 66 designation and one year of industry experience. His prior work includes four years at United States Liability Insurance and four years at the University of Scranton. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Stephen Kollias is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior roles include positions at Hartford Investment Financial Services and Hartford Life Distributors. He is a minority interest owner in CUEME, a phone app venture based in Marlton, NJ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, supported by tax-aware features and customization options.

Louis Lanzalotto is a financial advisor with Ameriprise in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lanzalotto serves on the Board of Directors for the Malvern Borough Park & Rec Board. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement-income recommendations through a centralized consulting team.

Jessica McBride is a CFP®-certified financial advisor with 20 years of experience, currently serving at Vanguard Advisers since 2005. She is based in Malvern, PA. Outside of her advisory role, she has ownership of a real estate business focusing on rental properties. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily through digital delivery and a team servicing model.

Andrew Graser is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at TruMark FCU, Entoro Investments, LLC, Entoro Capital, LLC, Rothschild & Co. Asset Management US Inc., and Foreside Fund Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services delivered through a national network of investment adviser representatives.

Jessica Wilson is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Vanguard entities since 2018. Her experience also includes roles at the International Business Institute, Clark Associates, and Messiah College. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, focusing on personalized asset allocations using Vanguard funds and ETFs, supported by a large advisory team and digital delivery platform.