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.

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.

Melissa Borelli is a financial advisor at Lincoln Investment with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2004. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and dynamic AIM strategies.

Stephanie Zysk is a financial advisor with Oppenheimer & Co., Inc., holding a Series 66 credential and 21 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Morgan Stanley. She is also a co-administrator for the estate of Robert E. Yost. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis while maintaining custody of client assets.

Douglas Kish is a financial advisor with Kestra Advisory who holds the Series 66 designation and has 15 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. Outside of his advisory work, he owns and maintains a rental property in Corolla, North Carolina. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Elena Colibraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Key Investment Services LLC in various capacities since 2016 and previously worked at Key Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model that includes platform support from Envestnet and portfolio management by the Key Wealth Chief Investment Office and third-party managers.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has served in various roles at Ameritas and related entities since 2016 and also directs wealth management at Premier Planning Group, Inc., where he assists in the day-to-day advisory of client accounts. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory services using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

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.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC in Phoenixville, PA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. His prior work includes roles at Sei Investment Management Co. and Sei Investments. Outside of advising, he serves as Regional Director for Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Shaina Blasek is a financial advisor with Empower Advisory Group in Pottstown, PA, holding Series 63 and Series 66 designations and nine years of industry experience. She previously worked at The Vanguard Group for seven years and has also been self-employed since 2022. Outside of her advisory role, she creates content focused on advice for mothers regarding theology, philosophy, and child-rearing, and she also works as a contract driver for DoorDash. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, delivering services at scale with a large participant base relative to advisor count.

Frank Rosala is a Certified Financial Planner® with 19 years of industry experience. He is currently with Lincoln Investment, where he has worked since 2022. His prior experience includes roles at The Prudential Insurance Company of America, Prudential Annuities Distributors, Citizens Securities, and Merrill. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and access to third-party managers.

William Sullivan is a CFP® with 15 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having previously worked at Royal Alliance Associates, PNC Investments, Merrill, Morgan Stanley, and Sii. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model with a diverse range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Steven Moyer is a financial advisor at Mariner Wealth Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at SFG Investment Advisors, Everence Trust Company, ProEquities, and PRUCO Securities. Moyer serves as a board member of Grantd Equity Inc., an advisory role outside the investment industry. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional wealth management offerings.

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.

Vatsal Assar is a financial advisor with Commonwealth Financial Network and MPACT Financial Group, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at WFG Advisors, LP and Equitable Advisors. He is co-owner of Assay Wealth Partners, LLC, a private entity involved in securities, advisory, and insurance business operations. 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Andrew Kotulka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Heather Holt is an advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. She has worked at Citizens Bank and Fleetwood Bank in various roles since 2011. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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, operating as both a broker-dealer and insurance agency.

Scott Anderson is a financial advisor with First Command Advisory Services in Blue Bell, PA, holding a Series 66 credential and five years of industry experience. Prior to his advisory career, he served in the United States Coast Guard from 2015 to 2020. Anderson also serves as the Financial Secretary for Lighthouse Baptist Church, where he manages financial reporting and oversight duties. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects model portfolios and third-party managers within a discretionary investment framework.

William Schindler is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Semus Wealth Partners, MML Investors Services, and Mass Mutual. He is also involved as managing partner in Capital Legacy Partners, LLC, and leads Schindler Financial Associates, LLC, a non-investment-related entity. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of non-discretionary and discretionary asset management and both fee-based and commission-based options.

John O'Hara Jr. is a CFP® and holds the Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial, National Planning Corporation, and Comprehensive Financial Professionals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates proprietary managed account solutions, third-party TAMPs, and technology platforms while offering access to various investment strategies and third-party managers.