William Brooks Sr. is a financial advisor with CL Wealth Management LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Wilbanks Securities Advisory and Wilbanks Securities, Inc. Brooks also owns Cuprosper, where he provides minor tax work and consulting services to credit unions. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Michael Garofalo is a financial advisor at Lifemark Securities Corp. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 2011. In addition to his advisory role, he sells and services life, health, fixed annuities, disability, long-term care, Medicare supplemental, and property and casualty insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various programs including Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach that incorporates risk assessments and periodic client reviews.

Sara Lawson is a financial advisor at Bryn Mawr Trust Advisors, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Malvern Federal Savings Bank and Bell Rock Capital, LLC. Bryn Mawr Trust Advisors provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, endowments, foundations, corporations, and other business entities. The firm offers customized investment policies and diversified portfolios through Independent Managers, mutual funds, ETFs, proprietary accounts, and third-party private fund platforms, including ESG strategies, and serves as a sub-adviser to WSFS Bank’s Wealth division and other trust companies.

Christopher Owens is a CFP® professional with 18 years of experience in the financial advisory industry. He currently serves at AlphaCore Capital LLC and has held roles at firms including Wealthspire Advisors, Morgan Stanley, and Wells Fargo Clearing. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, entity, and institutional clients. The firm offers comprehensive wealth planning and investment management, emphasizing alternative investing alongside traditional asset classes to pursue diversification and resilience.

Michael Rogers is a financial advisor with Transamerica Retirement Advisors, LLC who holds Series 63, 65, and 66 licenses and has 30 years of industry experience. His prior work includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Pruco Securities LLC, The Prudential Insurance Company of America, and several other firms. Outside of his advisory career, he is a musician who plays bass, guitar, and sings. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with a focus on non-discretionary assets and does not target high-net-worth or corporate clients in its core programs.

Gia Raines is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. She has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and invests primarily in mutual funds and ETFs.

William Poff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Janney Montgomery Scott since 2013. 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 high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of services such as brokerage, financial planning, and advisory programs.

Joseph Bataille is a financial advisor at Principal Financial Services with a Series 66 designation and three years of industry experience. His prior experience includes roles at Bankers Life and World Relief Corporation. Outside of his advisory work, he serves as an insurance agent providing a range of Medicare and health insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

James Chernokal is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004. He holds the Series 63 and Series 65 securities licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only employee pilot using algorithmic risk assessment and third-party strategists to manage diversified portfolios via mutual funds and ETFs.

Daniel Crocker is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2014. He previously worked with LPL Financial LLC (formerly Linsco/Private Ledger Corp.) for over three decades. Crocker provides investment advisory services through Sage Financial LLC, an independent registered investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes a fiduciary-based advisory model and utilizes various investment strategies and technology platforms to support client goals.

David Ryan is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at LPL Financial LLC, Compass Investment Advisors, and Philadelphia Gas Works. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm utilizes a fiduciary-based advisory model and a range of investment strategies, often implementing advice through third-party managers and technology platforms.

Jeriene Reed is a financial advisor with PNC Wealth Management who holds Series 63 and Series 66 licenses and has 32 years of industry experience. Prior to joining PNC Wealth Management in 2026, she worked at Edward Jones, Charles Schwab & Co., Inc., and TD Ameritrade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees with PNC Bank online-banking credentials. The firm uses approved model strategies managed by PNC or third-party strategists and emphasizes algorithmic risk assessment and third-party portfolio implementation.

Richard Solloway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has operated Solloway Investment Group LLC since 2012. Outside of his advisory work, he owns Solloway Tax Services LLC, providing tax preparation and advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports various advisory programs, including specialized offerings for municipal clients and employer retirement plans.

Mark Mensack is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, SSN Advisory, FSC Securities, and Morgan Stanley. Outside of his advisory role, he serves as Chief Ethics Officer at Prudent Champion, Inc., providing fiduciary consulting and education to foundations, endowments, and retirement plans. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple third-party money managers and investment platforms.

Erin Winner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked at Element Wealth Planning and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of financial planning and investment management options, including third-party asset management and institutional platforms.

Regina Chavez is a Series 66-credentialed financial professional with three years of industry experience, currently affiliated with Cetera. Her prior work includes roles at Infinity Welding, FOODMATE, and Mountaire Farms. Chavez is involved with CFS Retirement Solutions and Comprehensive Financial Solutions, both financial services businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Gildea III is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he manages an advisory business through MNC Management Group LLC. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Anthony Unger is a Series 65-credentialed financial advisor with LPL Financial and Integrity Financial Group, beginning his advisory career in 2025. Prior to entering the financial sector, he spent over 35 years in orthopedic-related roles, including positions at Washington Orthopedics and aligned orthopedic partners. He also held a role at the Washington Orthopedic Research Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research, operational tools, and a broad range of advisory and non-advisory financial services.

Philip Zimmerman is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2005. He brings over 30 years of experience in working with C-Suite executives, entrepreneurs, professionals, and retirement plan sponsors. Phil focuses on developing and implementing personalized financial strategies that address areas such as retirement planning, tax-efficient inter-generational wealth transfer, managing stock options and restricted shares, and maximizing tax deferral. Additionally, he assists retirement plan sponsors in optimizing plan design, offering fiduciary support, and promoting financial wellness and retirement readiness for participants. Phil holds a Bachelor of Science degree in Finance from New York University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional responsibilities, Phil has contributed to the community as a platelet donor for the American Red Cross and has volunteered with Bunker Labs as a former City Community Leader. He has also served on the board of the Delaware County Estate Planning Council. Phil enjoys cooking, golfing, music, reading, and spending time with his family.

George Athas Jr. is a financial advisor with Stifel in Ocean Pines, MD, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.