Bryan Benner is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. Prior to joining Commonwealth in 2017, he worked at firms including American General Life, Tegler Machenry, Legancy Planning Partners, Securian Financial Services, and Vanguard Advisers. Benner is also the sole owner of an operating company that manages his marketing and entertainment business expenses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm manages roughly $212.7 billion in assets and offers a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

David Najim is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and its affiliated entities since 2010. Najim has also worked with Park Avenue Securities since 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to both proprietary and third-party platforms.

Thomas Polito is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Cetera, LPL Financial, and Capital One Financial Advisors, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Kevin Mcknight is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Prior to his finance career, he held positions outside the industry, including at Hollywood Casino and Franco's Lawn Care. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and managed accounts, operating as both a broker-dealer and an insurance agency.

Michael Conk is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 22 years of industry experience. He has worked with Principal Securities Inc since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2013. Outside of his advisory role, he has assisted with ski race event operations for Vail Resorts at Mount Snow. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jennifer Hiss is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments from 2018 to 2024 and Lehigh Valley Investment Group in 2017. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Gregory Sarian is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2013 and previously spent 16 years at Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection and multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment strategies.

Michael Mattise is a CFP® with 34 years of industry experience, currently serving at Corient. His prior experience includes roles at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He is a member of the RIA Advisory Committee for Brookfield Oaktree and serves on the board and finance and investment committees of The Foundation for Delaware County. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and utilizes risk management tools, alternative investments, and private fund capabilities.

Zachary Halvonik is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and Premier Planning Group. Prior to his advisory roles, he spent several years in golf club management. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, offering asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of program platforms and investment options.

Gregory Dexter is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has prior experience with Nylife Securities LLC and New York Life Insurance Company and has been involved with Saint Joseph's University since 2014. Outside of advisory work, he serves as a Confirmation Catechist and Sacristan at Immaculate Heart of Mary Parish and performs as a freelance jazz percussionist. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sean Jago is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and seven years of industry experience. Prior to joining Citizens Securities in 2023, he worked at Edward Jones for five years and was involved in the oil industry at Moab Oil for two years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Jeffrey Reichner is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked at Vanguard, Investors Capital Corp., and IGN Entertainment. Outside of financial advising, he owns and operates Beaker Life LLC, a digital marketing and web development company serving law firms. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Joanna Craney is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Joanna has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. She serves as a board member for a preschool nonprofit organization, Caring Branches Early Care and Education Center. Hornor, Townsend & Kent provides advisory programs, financial planning, and retirement plan consulting to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer capabilities and manages substantial assets under management through various third-party asset manager relationships.

Francis Masse II is a financial advisor with Hightower Advisors, holding a Series 66 designation and 27 years of industry experience. He has been with Hightower Advisors and its affiliated entity, HighTower Securities, LLC, since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to mutual funds, ETFs, alternative investments, and customized indexing strategies.

Daniel Otto is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. He also works with Kades Margolis Corp. Outside of his advisory role, he occasionally provides clients with insurance recommendations tailored to their financial situations. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment strategies, including legacy market-timing and momentum-based approaches.

Christopher Eble is a CFP® professional affiliated with Citizens Securities, Inc. in Conshohocken, PA, with 25 years of industry experience. His career includes roles at notable firms such as CITIGROUP, Wells Fargo Clearing, and Pruco Securities. Citizens Securities serves a diverse retail clientele, including individual and high-net-worth investors, providing both advisory and brokerage services. The firm offers a digital advisory program employing algorithm-driven ETF portfolios and a Managed Account program, alongside commission-based brokerage and insurance services.

John Mazzarella is a financial advisor with Empower Advisory Group in Trappe, PA, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Empower in 2026, he worked at The Vanguard Group for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.

Charles Locher is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has worked at GWN Securities since 2011 and maintains concurrent roles with Legacy Planning Partners and Minnesota Life Insurance Co. Outside of investment advisory, he is involved in selling group health insurance and life insurance products as part of comprehensive financial planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of portfolio management approaches, including both traditional asset allocation and legacy market-timing strategies.

Andrew Reder is a financial advisor at Creative Planning with 37 years of industry experience. He holds a Series 63 designation and has previously worked at APW Capital, Inc. and Kistler-Tiffany Advisors. Outside of advisory services, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers additional strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Macallan Bibeau is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, Macallan worked at Aesop's Neck Partners, LLC and England Securities, LLC. 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, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.