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.

David Pensyl is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Citizens Securities, Citizens Bank, and Robert Morris University. He also assists senior financial advisor Cynthia Egan at Lincoln Investment with client communications, portfolio building, and account reviews. Lincoln Investment is a large 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 advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Cameron Aglow is a financial advisor at Private Advisor Group, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at Risler Financial Management and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers.

Nicholas Towey is a CFP® professional with 11 years of industry experience. He has been with Lincoln Investment since 2014. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

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.

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.

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.

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.

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.

Donald Szewczyk is a Certified Financial Planner (CFP®) with 21 years of experience in the financial services industry. He has worked at Lincoln Investment Planning, Inc. since 2005. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, 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.

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 with Commonwealth Financial Network, holding the ChFC® designation and Series 66 license. He has eight years of industry experience, including roles at Foundations Financial Partners and Securain Financial Services Inc. Outside of advisory work, he has been involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custodial services.

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.