Daniel Hogan is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior roles include working at Equitable Advisors and involvement with Soccer Shots and SoFive. Hogan also has a background connected to Temple University and the USSF Soccer Federation. 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 with a range of services including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Paul Szkotak is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Integrated Wealth Strategies and has been associated with various New York Life entities since 2020. Outside of advising, he serves as Vice Chair of Onboarding, Retention & Reactivation on the board of NAIFA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types, focusing on tailoring recommendations to client objectives, and primarily manages assets on a non-discretionary basis.

Donald Szewczyk is a Certified Financial Planner (CFP®) with 21 years of industry experience, all spent at Lincoln Investment Planning, Inc. since 2005. He is based in Fort Washington, PA and holds the Series 66 designation. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a longstanding emphasis on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and investment management solutions, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

R. Nicholas Volpe is a CFP® with 17 years of industry experience, currently with PNC Wealth Management. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. Outside of his financial advisory role, he has worked as a dance teacher and serves as co-trustee of an irrevocable trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and uses mutual funds and ETFs for portfolio implementation.

Kevin Neiley is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. His prior roles include positions at Foundations Financial Partners, Securain Financial Services Inc, and Minnesota Life Insurance Co. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and back-office support. The firm offers various investment and wealth management solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Michael Edwards is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at LPL Financial LLC and Cetera Advisor Networks. Edwards is also an insurance agent specializing in life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of partner offices and advisors. The firm employs a discretionary management approach using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

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.

Bryan Kee is a financial advisor with Lincoln Investment in Fort Washington, PA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Capital Analysts and Registered Representative positions since 2022, as well as employment at UPS and Drexel University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement solutions, utilizing both strategic and tactical investment approaches, and manages approximately $22.9 billion in advisory assets.

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.

Kevin Kulak is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior experience includes roles at Brinker Capital, Sanford C. Bernstein & Co., and The Vanguard Group. Outside of his advisory work, he is involved in the sale of insurance products not offered through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement consulting. The firm offers a range of proprietary and third-party investment advisory programs, including discretionary and non-discretionary management, and a hybrid digital advisory solution.

Michael Calafati is a financial advisor with Eagle Strategies (New York Life) in Harleysville, PA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Calafati Financial Group, which sells New York Life products and brokers non-registered insurance products. He is also a passive investor in BLOCS Scholarship LLC. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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.

Daniel Levin is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2009. Levin serves on the Board of Governors and Admissions Committee of the Philadelphia Cricket Club and is a board member of the Bucks County Chapter of the Fox Chase Cancer Center. 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, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Amanda Salyer is a CFP® professional with 19 years of industry experience, currently with Prime Capital Financial since 2026. She previously worked at Financial Engines Advisors L.L.C. and Fidelity in various advisory roles spanning over eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary alongside its family office practice.

Eric Hershman is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 43 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a long-term association with Capital Analysts Incorporated since 2001. Outside his advisory roles, he owns Hershman & Associates, a business focused on the sales and service of insurance-related products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services utilizing both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Sean Macartney is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has been working in the financial industry since 2022. Prior to joining Citizens Securities, he worked at Power Home Remodeling and Police and Fire Federal Credit Union. 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, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Shirley Antonini is a financial advisor with Key Investment Services LLC who holds Series 63 and Series 66 licenses and has 17 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Bank, and she has been involved with the Schuylkill Racquet Club for over 18 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Victoria Mcdonald is a CFP® professional with 40 years of experience at Lincoln Investment Planning, Inc., and holds Series 63 and Series 65 licenses. She has been a partial owner of Budding IP Properties, a real estate rental LLC, since 2009. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services supported by strategic and dynamic investment management approaches.

Brett Hyman is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. Prior to joining Oppenheimer in 2026, he worked at Merrill Lynch for five years. Outside of his advisory role, he owns a music content business that produces streaming material available on platforms such as Spotify, Apple Music, and YouTube. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs various investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of December 2025.

James Cuorato III is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with CWM, LLC and Carson Wealth, having previously worked at Stonecrop Wealth Advisors, LaSalle Street Investment Advisors, and as a retirement planning specialist. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, managing accounts on a discretionary basis using model portfolios guided by an internal Investment Committee.