Donald Scholz is a CFP® with 32 years of experience in the financial industry. He is currently with Creative Planning and previously worked for The Marshall Financial Group, Inc. for over 30 years. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Patrick Sweet is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is currently with Rockefeller Capital Management and has previously worked at Merrill and Starbucks Corporation. Rockefeller Capital Management is an enterprise firm serving a broad client base with a comprehensive investment approach.

William Bernhardt is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC and Renaissance Benefit Advisors, Inc. since the early 2000s. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.

Cameron Zubey is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Tussey Mountain. Outside of finance, he has experience at FourPaws Doggie Daycare and involvement with educational and parish organizations. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated entities and emphasizes access to alternative and private investments alongside traditional asset management.

Stephanie Zysk is a financial advisor at Oppenheimer with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as co-administrator of the estate of Robert E. Yost. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and provides both discretionary and non-discretionary investment solutions.

Elena Colibraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. She has been with Key Investment Services since 2016 and previously worked at Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection supported by ongoing product due diligence and supervisory oversight.

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 at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney since 2017, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage, financial planning, consulting services, and multiple advisory programs, utilizing a combination of in-house and third-party portfolio management.

William Sullivan is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Royal Alliance Associates, Inc., LPL Financial, SII, and PNC Investments LLC. Sullivan provides administrative support within his firm in addition to his advisory duties. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a range of analytical approaches and access to multiple third-party asset managers and platforms.

Steven Moyer is a financial advisor at Mariner with 15 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Mariner Wealth Advisors, Sfg Investment Advisors, Everence Trust Company, and ProEquities, Inc. He is a board member of Grantd Equity Inc., an advisory role unrelated to investment activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm combines internal research with external managers to offer customized portfolios and integrates tax, accounting, and administrative CFO services uncommon among firms of its size.

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.

William Harvey is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney since 2002 and holds the Series 63 designation. Janney Montgomery Scott LLC is a large 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, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services through multiple platforms.

Heather Holt is a Series 66-licensed advisor with Citizens Securities, Inc. in Souderton, PA. She has been with Citizens Securities and Citizens Bank since 2011, with experience spanning various roles within the institutions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform based on ETF portfolios and discretionary managed accounts, while also operating as a broker-dealer and insurance agency.

Charles Steege is a CFP® with 29 years of industry experience. He has been with Savant Wealth Management since 2022, previously working for SFG Investment Advisors, Inc. for 26 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

John O'hara Jr. is a CFP® with 10 years of industry experience, currently affiliated with LPL Financial in Lansdale, PA. He has worked with LPL Financial since 2017 and previously with National Planning Corporation and Private Advisor Group, LLC. Outside of his advisory work, he is involved with Comprehensive Financial Holdings, LLC, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Thomas Beeby is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Simon Quick Advisors and Magnetar Capital, and he has a background involving University of Delaware and lacrosse-related activities. He also spends part of his time engaged in fixed insurance sales. Commonwealth Financial Network serves a national network of advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a broad range of investment solutions and supports its advisors with operations, technology, compliance, and practice management services.

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.

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 and has previously worked at Lincoln Financial Advisors Corporation and Skyview Investment Advisors LLC. He is based in Yardley, PA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

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 has previously worked at Bank of America and Merrill Lynch. Before entering the financial sector, she spent two years at Reliefband Technologies. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery 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 also owns VAN Consulting Inc, where he provides personal financial tax planning services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, employing various portfolio strategies and utilizing multiple custodial platforms and program sponsors.