German Rodriguez is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life entities since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Dylan Mills is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior work experience at Prudential and Foundations Financial Partners. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting, with portfolio implementation available through internal models or external subadvisers.

Matthew Mccloskey is a CFA® charterholder and Series 63 licensee with one year of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities. Prior to that, he worked at Prosperian Wealth Management and Valuation Research Corporation. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary programs, and third-party advisory platforms.

Kevin Kulak is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Brinker Capital, Sanford C. Bernstein & Co., and The Vanguard Group. Kulak also engages in the sale of insurance products outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Dipanwita Das is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, Merrill, Wells Fargo, HSBC, Equitable Advisors, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform partnerships and uses AI-enabled tools to support investment research and manager oversight.

Scott Shaw is a financial advisor with J. W. Cole Advisors, Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.W. Cole Advisors since 2015. Outside of his advisory role, Shaw serves as chairperson of the Financial Advisory Council at Calvary Chapel Central Bucks Church, where he provides guidance on charitable giving strategies. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches including discretionary and non-discretionary management, model portfolios, and digital advice platforms.

Louis Cammisa II is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 license, and has 28 years of industry experience. He has been with Commonwealth Financial Network and operates Cammisa Financial Services, LLC since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios managed by its Investment Management and Research team.

Richard Carrier is a financial advisor at Rockefeller Financial LLC with 35 years of industry experience. He holds a Series 63 designation and has worked with several firms, including Axiom Capital Management, Inc., and multiple entities within the Summit Financial group, before joining Rockefeller Financial in 2020. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Sean Macartney is a financial advisor with Citizens Securities, Inc. in Southampton, PA, holding a Series 66 designation. He has been in the financial industry since 2022, previously working at Power Home Remodeling and Police and Fire Federal Credit Union. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Paul Keller is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, Amazon, and Bank of America. Outside of his advisory role, he works part-time as a waiter and host at an Italian restaurant on weekends. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory and brokerage services. The firm offers both discretionary and non-discretionary investment management, focusing on equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

Brett Hyman is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 credential and has previous work experience at Merrill Lynch and several hospitality companies. Outside of his advisory role, he is the owner of a music content business that distributes streaming content on platforms such as Spotify and Apple Music. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering a range of advisory programs and consulting services with a mix of discretionary and non-discretionary portfolio management. The firm also maintains custody of client assets and operates both advisory and broker-dealer businesses.

James Cuorato III is a financial advisor with Carson Wealth holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Stonecrop Wealth Advisors, LaSalle St Investment Advisors, and as a Retirement Planning Specialist. He is based in Doylestown, PA. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through more than 650 advisors across a network of partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing access to customized investment solutions and third-party sub-advisors.

Luke Hebert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and is also involved with EBA Consulting. Prior to his current roles, Hebert held various positions including multiple terms at High Point University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Robert Smee is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His career includes roles at LPL Financial and Ameriprise Advisor Services, Inc. Beyond advisory work, he is involved in photography through R&D Photography. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and offers managed account solutions utilizing both proprietary and third-party platforms.

Lisa Newsham is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 1999. In addition to her advisory role, she has worked with the School District of Philadelphia since 1997. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b)/457(b) participants. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Vincent Selip is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC, where he has worked since 2022, following eight years at Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

John Campbell is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked in various roles including positions at Corporate Glass and North West Bank. Outside of finance, he has been involved in the restaurant industry, with experience at multiple establishments such as Bay House Oyster Bar and Restaurant. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive investment strategies.

Matthew Shaw is a CFP® professional with 15 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2014. He is also involved with Veritas Strategies, where he has worked since 2010. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various approaches including discretionary and non-discretionary management.

Kevin Bostory is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. His career includes roles at firms such as TD Ameritrade, Scottrade, Merrill, Charles Schwab, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services closely with Empower’s recordkeeping and administrative platforms.

David Brown is a Series 66-licensed advisor with Kestra Advisory, where he has worked since 2016. He has 24 years of industry experience, including a long tenure at Kestra Investment Services. Outside of his advisory work, he is the owner of Blue Line Sports Management LLC and serves as Board President of the Central Bucks East Ice Hockey Club, a youth hockey program. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.