J Corle is a CFP®-designated financial advisor with Kestra Advisory Services, bringing 30 years of industry experience. He has worked with Kestra Advisory since 2016 and has longstanding ties to Kestra Investment Services, LLC and Tycor Benefit Administrators, Inc. Outside of his advisory role, Corle is the owner of Tycor Financial Group, which provides consulting and business oversight services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary services, plan design, investment due diligence, and access to multiple management platforms and third-party solutions, serving approximately $79.8 billion in assets, including large institutional investors such as sovereign wealth funds.

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.

Daniel Flamma is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including roles at Wells Fargo Clearing, PNC Wealth Management, and Lincoln Financial Distributors. Outside of his advisory work, he serves as a treasurer for the Shadowbrook Home Owners Association and has been involved as a board member and boys field coordinator for a lacrosse league. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently incorporating third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

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.

David Small is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameritas in various capacities since 2003 and was previously associated with The Advisors Group, Inc. Outside of his advisory role, he is a licensed independent insurance agent and jointly owns a vacation rental property in the Dominican Republic with his wife. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

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.

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.

Shane Martin is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at firms including Thrivent Financial and Transamerica Financial Advisors. Outside of his advisory work, Martin has worked as a runner for production teams at Rock Lititz, a venue supporting musicians and stage construction. Empower Advisory Group provides financial planning and investment management services primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third‑party planning methodologies with recordkeeping and administrative platforms, focusing on long‑term portfolio returns and annual rebalancing within plan‑sponsor chosen investment lineups.

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.

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.

Thomas Kinslow is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also co-owner of Delian Capital, LLC, a private entity involved in securities, advisory, and insurance 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 over $210 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing 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.

Bryan Mcnamara is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at WSFS Wealth Investments, Commonwealth Financial Network, and Valic Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

John Kernicky is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to that, he was with Merrill and Bank of America, N.A. from 2011 to 2018. 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, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

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.

Kevin Logan is a CFP® professional with 21 years of industry experience, currently serving at PNC Wealth Management. His career includes roles at Hartford Funds, Financial Engines, Stone Harbor Capital Management, and HSBC Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and model strategies managed by PNC or third-party strategists.