Brian Donofry is a financial advisor with Kestra Advisory, holding a Series 63 designation and 29 years of industry experience. He has worked at Kestra Advisory since 2016 and also holds roles with Renaissance Benefit Advisors and Kestra Investment Services. Donofry serves as Senior Vice President of Operations at NFP Executive Benefits, overseeing daily firm operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide 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 diverse clients including large institutional investors and sovereign wealth funds.

Thomas Pope is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln since 2017. Prior to that, he was associated with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he serves as the Investment Committee Chairman for Christ First United Methodist Church. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and co-advisers.

Jean Bloom is a Series 63 licensed financial advisor with 43 years of industry experience. She has been with Janney Montgomery Scott since 1989. Janney Montgomery Scott LLC is a 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Keith Glushek is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds a Series 66 designation and has worked with Lincoln Investment Planning since 2012, following ten years at Securities America Advisors, Inc. Lincoln Investment Planning, LLC serves a diverse client base including individual and 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 develops strategic model portfolios and employs third-party managers as needed.

Russell Weiss is a CFP® with 24 years of industry experience, currently advising at Creative Planning since 2025. He previously worked for The Marshall Financial Group, Inc. from 2004 to 2025. Outside of his advisory role, he is the owner of SniffSpot, a service that allows users to bring their pets to his property as a dog park. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Denise Camerieri is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at KeyBank and Key Investment Services LLC since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through diverse advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by professional recommendations and conducts thorough due diligence on third-party advisory products.

William O'Brien is a financial professional with 22 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is a licensed insurance agent involved in life, disability, long-term care, property, and casualty insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes both affiliated and unaffiliated sub-advisers and employs asset allocation strategies grounded in Modern Portfolio Theory, with a notable use of market-timing and momentum-based trading approaches in select programs.

Evan Potash is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TIAA-CREF since 2017. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio options within a vertically integrated advisory model.

Roger Lopez is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors for 11 years before joining Empower Financial Services in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kyle Plotkin is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at Brookstone since 2014 and at Franklin Retirement Solutions since 2012. Outside of his advisory work, he referees hockey games on a fee-per-game basis. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through model portfolios, managed accounts, and various specialized strategies.

Andrew Vitek Jr. is a financial advisor with Janney Montgomery Scott who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Janney since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns and operates online car sales businesses and serves on the boards of the World Optometry Foundation and Liguori Academy. 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 and offers brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Juliana Bell is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds the Series 66 designation and has previously worked at Foundations Financial Partners, Beaudee Lash Bar, James M Bell III, CFP, Janssen Pharmaceuticals, and Temple University Fox School of Business. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

John Myers is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His career includes roles at Woodwell Asset Management and J.W. Cole Advisors, Inc., where he has worked since 2005. Outside of his advisory work, he is president and owner of Advisor Audit, LLC, an insurance sales business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

E Steinberg is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, he participates in a non-investment professional networking group that meets regularly in the Philadelphia area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation, manager selection, and tailored consulting engagements.

Tracey Huegler is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has worked at both JRB Wealth Management and Commonwealth Financial Network since 2019. Huegler also spends a portion of her time 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 hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Michael Weckenman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He participates as a member of the Investment Advisory Committee for the Sisters of St. Basil the Great, assisting with their investment decisions. Janney Montgomery Scott 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, and institutions, offering a range of brokerage, financial planning, and advisory services supported by 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.

Shannon Burke is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and based in Princeton, NJ. Burke has been with TD Private Client Wealth LLC since 2026 and has prior work experience spanning roles at TD Bank N.A., Katrina Dimiele LLC, and Target, with no years of industry experience listed. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

George Schwartz Jr. is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013, following over two decades at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

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.