Robert Van Pelt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been with Integrity Alliance since 2015 and previously owned VAN Consulting Inc, where he also provided personal financial tax planning services. In addition to his advisory work, he has been involved in fixed insurance and annuities sales since 2015. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services, employing various portfolio management approaches and supporting both discretionary and non-discretionary investment strategies.

Stephen Manzo is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Manzo has worked at Lincoln Investment since 2016 and also maintains ongoing roles at Valdes & Moreno, Inc. and Dautrich Seiler Financial Services, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through various model portfolios, and advisor-led consulting, supported by an internal Investment Management & Research team.

Liam Mc Guire is a financial advisor at Lincoln Investment with three years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2023. Prior to his advisory career, he was involved with Azie Media and worked at Cardinal O'Hara High School. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of in-house model portfolios and third-party managers, operating with both wrap and non-wrap platforms.

Norman Mielziner is a financial advisor at Janney Montgomery Scott with 56 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1969 and holds a Series 63 designation. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

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.

Scott Parry is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked at Integrity Wealth Management LLC and LPL Financial. Outside of his advisory role, he is a partner in GMI Digital LLC, an art curation business. Private Advisor Group serves a broad range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various advisory programs, employing a fiduciary-based model with technology-driven investment solutions and partnerships with major strategists.

Thomas Pope is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment since 2017. Outside of his advisory work, he serves as the Chairman of the Investment Committee for Christ First United Methodist Church, overseeing the church endowment. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team that designs model portfolios and adaptive strategies, while supporting advisor-led, tailored client relationships and acting as a fiduciary for ERISA-related advice.

Eric Dean is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at LPL Financial, Woodbury Financial Services, and Guardian Life. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model combining technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Jake West is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lincoln Investment. He previously worked at The Vanguard Group and TIAA-CREF. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house model portfolio management and third-party strategies, maintaining a fiduciary role in ERISA and retirement advice.

Cameron Aglow is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Risler Financial Management and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a variety of investment strategies through both proprietary and third-party platforms.

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 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services LLC since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates with KeyCorp affiliates for additional financial services.

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.

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.

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.

Daniel Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and three years of industry experience. Prior to joining Janney Montgomery Scott in 2025, he worked at Equitable Advisors for two years. Outside of his advisory role, he has been involved with Soccer Shots and the USSF Soccer Federation. 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, estates, corporations, retirement plans, charities, and municipalities, offering brokerage, financial planning, consulting, and various advisory programs.

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.

R. Nicholas Volpe is a CFP® with 17 years of industry experience, currently with PNC Wealth Management. He has held previous roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Ameriprise. Outside of his advisory work, he has experience as a dance teacher and serves as a co-trustee of an irrevocable trust. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and invests primarily in mutual funds and ETFs with annual rebalancing.