Daniel Lesneski is a CFP® with 16 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling, having previously worked at UBS Financial Services and Morgan Stanley. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Brandon Hina is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Cornerstone Private Wealth and Affiliated Distributors, as well as an internship at UBS Financial Services. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and may include individual securities and alternative investments, supported by a network of approximately 286 advisors.

Joseph Barrett Jr. is a CFP® with six years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. He previously worked for eight years at Ford Scott & Associates, LLC. Barrett is based in Northfield, NJ. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and consulting services, with a range of investment strategies monitored by an Investment Strategy Committee.

Anthony Libero is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he held roles at This Cigna Group and The Deauville Inn, and he has a background that includes work at Penn State University and The Home Depot. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management consulting through a variety of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Dennis Pelaez Robles is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Wells Fargo Clearing. Outside of his advisory role, he has worked as a server at Tomatoe's and as a rideshare driver for Uber and Lyft. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, employing a mix of strategic and tactical asset allocation through both affiliated and third-party managers.

Michael Lynch Jr. is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and over 21 years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked for GWN Securities Inc. for 15 years and had a brief period with Timeshare Legal, LLC. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts.

Christopher Clayton is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend And Kent, Inc. since 2000 and is the proprietor of Clayton/Montgomery Group, LLC, a life insurance brokerage active since 1998. Outside of advisory work, he also oversees operations for Margate Dairy Bar through Claymont Holdings, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, supporting a network of advisers with discretionary and non-discretionary account options and a focus on third-party asset manager relationships.

Steven Michalkowski is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at UBS Financial Services and Bank of America. He serves as Treasurer for the Board of Trustees at Lacey United Methodist Church, overseeing funds from an upcoming property sale intended for capital improvements. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and managed portfolios, supported by an internal trading desk and an Investment Strategy Committee that reviews and rebalances portfolios regularly.

Virginia Shirtsa is a financial advisor at PNC Wealth Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been affiliated with PNC Bank since 2014. Her current role at PNC Investments LLC began in 2025, following a prior four-year tenure with the firm. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for PNC Bank employees. The firm uses algorithm-driven risk assessments to guide investment strategies implemented via approved models managed by PNC or third-party strategists.

Claire Kuhar is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 26 years of industry experience. Her career includes 18 years at Next Financial Group, Inc. and over 40 years as a Certified Public Accountant. Kuhar serves on the Board of Directors and as Treasurer for the Stockton University Scholarship Foundation and works as an accountant and financial administrator for a nonprofit affordable housing provider. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options alongside custody, execution, and brokerage services.

Brian Lodato is a financial advisor with Empower Advisory Group, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Advised Assets Groups, LLC, and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio returns and integration with Empower’s administrative platforms in the delivery of its services.

Pamela Tracey is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. She has worked with Kestra Investment Services and Kestra Advisory since 2019 and previously spent eight years at Saxony Capital Management and Saxony Securities. In addition to her advisory work, she is president and owner of Tracey & Tracey CPAs LLC, overseeing tax and accounting operations. She also serves as treasurer for James Fudge & Salt Water Taffy Company, a seasonal retail business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves notable clients including sovereign wealth funds.

Linda Straubmuller is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds the Series 66 designation and has been with Janney since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 wrap/advisory programs.

Michael Brown is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Janney in various capacities since 2010. 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 plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Richard Micliz is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® certification and securities licenses Series 63 and Series 65. He has 24 years of industry experience, including 14 years with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent. Outside of his advisory role, he is involved in insurance sales and comprehensive financial planning through related business activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform offering both advisory and broker-dealer services with a range of account options and third-party asset manager relationships.

Chiara Renninger is a CFP® with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Herbein Wealth Management, L.L.C. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Joseph Di Marco Jr. is a ChFC® credentialed financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He has held previous roles at WCG Wealth Advisors, LLC and Treloar & Heisel, Inc., and has been associated with Penn Mutual Life Insurance Company for ten years. Outside of his advisory work, he is involved in insurance brokerage, focusing on sales and service of Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisor network. The firm offers financial planning, advisory programs, and retirement plan consulting, combining broker-dealer services with investment advice and employing third-party asset managers within its advisory platform.

James Burton is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Janney Montgomery Scott since 2007 in various roles. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Jodie Booth is a financial advisor with Kestra Advisory who holds a Series 66 credential and has 23 years of industry experience. Her career includes roles at MML Investors Services Inc and MassMutual from 2003 to 2021, followed by positions at LPL Financial, LLC and Private Advisor Group, LLC before joining Kestra in 2023. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors such as sovereign wealth funds.

Garrett Hynson is a Series 66-credentialed financial advisor with 11 years of industry experience. He has worked at Commonwealth Financial Network since 2020 and previously spent five years with Axa Advisors, LLC. Hynson is also a member and part-owner of True North Financial Planning, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.