Bruce Glider is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Bankers Life Securities, Inc. since 2015 and Bankers Life and Casualty Co. since 2009. Outside of his advisory work, he teaches courses for the American College. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Kenneth Kovalik is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has served in various roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, Kovalik provides management consulting services and is involved in community and nonprofit leadership, including serving as an elder at Grace Point Church and as a board member for Transformed by Grace and World Team Missions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.

Bret Berg is a CFP® with eight years of industry experience, currently serving at Commonwealth Financial Network since 2023. He has also worked at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advising, he spends a portion of his time selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal models or external platforms.

Michael Rabbitt is a financial advisor at TIAA-CREF in Princeton, NJ, holding a Series 66 designation with 14 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers a range of advisory services, including model-based and customized portfolios, operating within a vertically integrated structure that includes affiliated funds.

Mitchell Adler is a financial advisor at SPC with 41 years of industry experience. He has been with SPC and Sigma Financial Corporation since 2005. Adler holds a Series 63 designation and is also involved in insurance sales through his own business, Mitchell Adler, LLC. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through over 460 investment adviser representatives managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary arrangements tailored to client needs.

Jonathan Moyer is a CFP®-credentialed advisor with 23 years of industry experience, currently affiliated with CWM, LLC. He previously worked at CETERA Advisor Networks LLC for six years and has been with CWM, LLC and Strategic Wealth Partners for ten years. In addition to his advisory work, he is also an insurance agent selling life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis, utilizing model portfolios overseen by an in-house Investment Committee and employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

John Walker III is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wisdom Planning, LLC, Andrew Garrett Inc, Cordasco Financial Network, Inc., Cco Investment Services, and Citizens Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and tax-management strategies.

Ian Pontell Schaefer is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He has been with Empower Advisory Group since 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm combines its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kevin Sweeney is an advisor at TD Private Client Wealth LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at TD Bank NA from 2021 to 2026 and several positions in the retail and service sectors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Prakash Shetty is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup and HSBC in various roles. 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 offerings include a digital advisory program and a Managed Account program, with a business model encompassing both discretionary and non-discretionary services.

Jamie Direnzo is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2010 and is also involved with EBA Consulting. Outside of his advisory work, he is engaged in fixed insurance products including life, disability, and annuities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and access discretionary model portfolios.

Robert Weckenman is a CFP® with 44 years of experience in the financial services industry. He has been with Janney Montgomery Scott since 1979. He volunteers as a fundraising cabinet member for the Central Association of the Miraculous Medal Fund in Philadelphia. 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 advisory programs.

Michael Petrone is a CFP®-certified financial advisor with 18 years of experience, currently with Primerica Advisors and affiliated with Park Avenue Securities and Guardian Life Insurance since 2013. He is a part owner of Petrone Brokerage LLC, an entity created for Guardian business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

David Drake is a financial advisor with Kestra Advisory in Doylestown, PA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Kestra Advisory since 2016 and maintains longstanding roles with Kestra Investment Services, Drake, Lehner & Morgan LLC, and The Drake Company LLC. Outside of his advisory duties, he serves as an elder in his local community. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Philip Rothman is a CFP® professional with 39 years of industry experience, currently serving as an advisor at Oppenheimer since 2010. He holds Series 63 and Series 65 licenses and is based in East Brunswick, NJ. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies to meet client objectives.

James Laurenzi is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has been with Janney since 2023. Laurenzi attended Temple University and has previous experience working at Saint Albert the Great School. 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 charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

John Noto is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at TD Bank N.A., PRUCO Securities LLC, The Prudential Insurance Company of America, Noto Insurance Advisors LLC, and Allstate Insurance Company. Outside of his advisory role, he is the owner of a non-investment-related business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Courtney Bonacci is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC since 2019. Prior to joining Sanctuary, she spent 17 years at UBS Financial Services. She volunteers as a FINRA arbitrator and serves on the board of the Financial Planning Association of the Philadelphia Tri-State Area. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a variety of account types and utilizes multiple sub-advisors and third-party model platforms to implement strategies.

Philip Sacco is a financial advisor at PNC Wealth Management with 21 years of industry experience. He has been with PNC since 2009 and holds the Series 66 designation. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account pilot. The firm uses algorithmic tools to recommend investment strategies managed and executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

John Boscarelli is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and JRB Wealth Management, which he owns. In addition to his advisory work, he is involved in tax preparation and accounting through his CPA firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.