William Harvey is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott since 2002. Harvey holds the 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 client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Lia Cavallo is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Navy Federal Credit Union and affiliated financial services firms. She also serves as an Associate Advisor at 7:12 Financial LLC, supporting client service activities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on educator-related programs and a model portfolio-driven investment approach.

Brian Grant is an investment advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including long-term roles at Kestra Investment Services and Equity Services, Inc. Outside of his advisory work, he serves as a part-time pastor and is involved as a church treasurer in local community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to 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 large institutional investors, including sovereign wealth funds.

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previous work experience at JIH Limited Enterprises and MRC Recruitment. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and retirement services delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios.

Kainen Kampe is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked with Florida Financial Advisors DBA Tristate Financial Advisors and holds a degree from Bloomsburg University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing with a focus on clients’ savings rates.

Joseph Hayes is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America, Prudential Investment Management Services LLC, KeyBank, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns, serving a large participant base with a higher client-to-advisor ratio than many peers.

Jacquelyn Gage is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working at Prudential Financial from 2021 to 2024 before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial, retirement, tax, and estate planning services.

Mary Tibolet is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 29 years of industry experience. She has worked with Lincoln Investment Planning since 1993 and has also been associated with Joaquin C Lopez Inc and Barbara Muza since 2011. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and a large network of independent advisors.

David Ward is a financial advisor at PNC Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments since 2009, following seven years at TD Wealth Management Services Inc. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs. Its offerings include a discretionary online model account, currently available as an invitation-only employee pilot, which employs approved model strategies managed internally or by third parties and relies on algorithmic risk assessment for enrollment and model selection.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch. He serves as an advisory board member for nonprofits focused on Batten disease support and research. 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 operates under a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placement.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial LLC and Rockefeller Capital Management in 2025, he worked at Bank of America, N.A. for eight years and Merrill for 19 years. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Robert Fisch is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Lincoln Investment since 2026 and previously held roles at United Planners' Financial Services of America and Citizens Securities, Inc. He is also engaged in fixed and annuity sales as an agent. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, 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 that develops strategic model portfolios and adaptive strategies.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked previously at LPL Financial for 11 years before joining Commonwealth in 2014. Goldenberg is also co-owner of CURO Wealth Management LLC and is involved in Medicare product referrals. 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 provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Prabjyot Kaur is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at HSBC Securities and HSBC Bank USA, as well as PNC Bank. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients, including individuals, 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 that constructs strategic model portfolios and adaptive strategies.

Frank Pizzichillo V is a CFP®-credentialed financial advisor with three years of industry experience. He has worked at Hightower Advisors since 2026 and previously held roles at Valley Financial Group and Brinker Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Kevin Oleszewski is a financial advisor with CWM, LLC, holding CFP® and Series 66 designations and nine years of industry experience. His prior work includes roles at Carson Wealth, Wealth Enhancement Group, PNC Bank, and Wells Fargo Advisors. He serves as an adjunct professor teaching accounting and finance courses at multiple institutions including Immaculata University and Atlantic Cape Community College. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Antoinette Cimino is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 1998. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Daniel Hendel is a financial advisor at Key Investment Services LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Key Investment Services since 2016. Outside of his advisory role, Hendel has been involved with Whitemarsh Valley Golf Club for over 20 years. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider platform model and integrates services from KeyCorp affiliates.

James Marconis is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer & Co since 2006 and holds Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Lawrence Kelly is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior positions at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, utilizing a range of portfolio management platforms and third-party asset managers.