Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Lawrence Yerkees is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Oppenheimer since 1992. He serves as a trustee for a trust, overseeing investment monitoring and income payments to beneficiaries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Jordan Little is a financial advisor at Lincoln Investment with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes military service and roles in transportation and retail prior to joining Lincoln Investment. Outside of his advisory role, he is also an agent selling fixed and indexed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an internal Investment Management & Research team.

Robert Quittner Jr. is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2019. Prior to this, he worked for Lincoln Financial Advisors Corp from 2009 to 2019. Outside of his advisory role, he is co-owner and agent at Brooks-Quittner Employee Benefits & Planning Group, offering various insurance products including accident, health, disability, and traditional life insurance. 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, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and various managed account strategies.

Bonnie Ovnicek is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Located in Fort Washington, PA, her background is focused on serving clients through this firm. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs, managing a blend of in-house and third-party strategies supported by an Investment Management & Research team that employs both strategic and dynamic approaches.

Alexander Pimental is a CFP® professional with two years of industry experience, currently serving at Creative Planning. His prior roles include four years at Marshall Financial Group and military service from 2016 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

Emily Mc Guire is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and three years of industry experience. She has previously worked at Northwestern Mutual and The Vanguard Group, Inc. In addition to her advisory roles, she has worked with Azie Media, indicating experience outside the financial sector. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches supported by proprietary research and technology.

David Reif is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Eagle Strategies since 2009 and previously at Tactical Financial Group. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored recommendations and primarily non-discretionary asset management.

Elizabeth O'Malley is a CFP® professional with two years of industry experience. She is currently with Creative Planning, LLC, having joined the firm in 2025, and previously worked at The Marshall Financial Group, Inc. and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Joseph Cosden is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 35 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a background in flight operations with US Airways and Eastern Air Lines spanning several decades. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs, utilizing both strategic and tactical approaches managed by an Investment Management & Research team.

Jonathan Haab is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently accessible by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments through approved strategies managed by PNC or third-party strategists.

Richard Weinstein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has worked concurrently at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, and his own firm, Weinstein & Company, PC, since 2014. Outside of his advisory work, he owns an accounting and tax preparation firm, serves in leadership roles in a local business networking group, and is a partner in a service industry venture. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing most client assets on a non-discretionary basis.

Brian Atkinson is a financial advisor with PNC Wealth Management in Ambler, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 17 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and relies on approved model strategies managed by PNC or third-party strategists.

Casey Smith is a CFP® with 17 years of industry experience and has been with Oppenheimer & Co Inc since 2012. Based in Warrington, PA, he holds Series 63 and Series 65 licenses. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

Kevin Gibson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior affiliations include Kestra Advisory and Kestra Investment Services, where he worked for over two decades. He also has involvement in non-variable insurance activities outside of his advisory role. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with around 366 advisors serving more than 24,000 clients. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting, utilizing an open-architecture approach that integrates multiple platforms and third-party managers.

Richard Robinson Jr. is a ChFC® credentialed financial advisor with Janney Montgomery Scott, where he has worked since 1984, accumulating 42 years of industry experience. He operates the River of Life Martial Arts and Wellness Center outside of his advisory role. 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 with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Trevon Kanavy is a financial advisor at Integrity Alliance, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brokers International Financial Services since 2009. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products and owns TL Capital, Inc., a separate business entity. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Michael Shaub is a financial advisor with Private Advisor Group, LLC in Lansdale, PA, holding Series 65 and Series 63 credentials and four years of industry experience. His previous roles include positions at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves a diverse client base, offering portfolio management, financial planning, and retirement-plan consulting through discretionary and non-discretionary programs. The firm provides access to third-party asset managers and proprietary model portfolios supported by strategists such as Fidelity, BlackRock, and Goldman Sachs.

Nicholas Romano is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase & Co. and operating Romano & Romano Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.