Eric Dean is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Private Advisor Group, LLC and Woodbury Financial Services Inc. Dean is involved in insurance consulting and operates a financial management business as well as a real estate rental activity. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Graham Parsons is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS Financial Services for eight years and has experience at WePark. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, alongside offering affiliated pension consulting, insurance, venture, and private-market investment services.

Cameron Aglow is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and beginning his industry career in 2025. His prior experience includes roles at LPL Financial and Risler Financial Management. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm utilizes multiple analytical approaches and provides access to third-party asset managers and proprietary managed account programs.

Peter Lanza is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Lanza Financial Strategies and Nylife Securities LLC, as well as NYL Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Michael Orfe is a CFA® charterholder with nine years of industry experience. He has been with Sequoia Financial Group, L.L.C. since 2023 and previously worked seven years at Zeke Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

Anthony Stanziano Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Securities Company, LLC and Peapack-Gladstone Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Peter Hoffmann is a Series 63-registered financial advisor with 33 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Timothy Dwyer is a CFP® with 41 years of experience at Principal Financial Services, where he has worked since 1984 through affiliated entities Principal Securities Inc. and Principal Life Insurance Co. He serves as Vice President of the Our Mother of Consolation Alumni Association in Philadelphia. 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 solutions under various advisory and promoter arrangements.

Lingpeng Xiao is a CFP® and CFA® with three years of industry experience. He currently works at Rockefeller Financial LLC and Rockefeller Capital Management, having previously been employed at UBS Financial Services Inc and Global Time Investment Inc. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services under the Rockefeller Global Family Office platform and offers access to alternative and private investments.

Michael Germano IV is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Steward Partners Investment Advisory, LLC since 2017 and previously held roles at Citigroup Global Markets and Raymond James Financial Services. Germano serves as a board member for Accountable Equity, a hospitality business, and is an advisor on the RocketHub Advisory Committee. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management with a range of proprietary and third-party solutions.

Dawei Yan is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He previously worked at Merrill for six years and has entrepreneurial experience as an officer of Creative Yan Studios, providing wedding and portrait photography services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating within a larger enterprise owned by Citizens Bank, N.A.

Alexandre Quantin is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member of the French International School of Philadelphia and operates several consulting and service businesses. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets under management.

Selden Staples is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Zane Michalski is a financial advisor with Citizens Securities, Inc. in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Adam Marcellus is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Loomis, Sayles & Company for 10 years. Outside of his advisory role, he is involved in youth soccer instruction and operates a soccer coaching business. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and a range of model and wrap-fee options.

Norborne Smith III is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sequoia Financial Advisors since 2023 and Zeke Capital Advisors since 2013. Outside of his advisory work, he is a director at Premier Outdoor Media, a billboard company, and a partner at Wolbers BBQ restaurant. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Monroe is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Brinker Capital Securities and TD Ameritrade. Outside of finance, he has experience managing a ranch. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions across three delivery platforms and managing approximately $64.8 billion in assets.

Benjamin Echegoyen is a CFP® with 23 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. He previously worked at The Vanguard Group, Inc. for 18 years. T. Rowe Price Advisory Services offers a retirement-focused program combining nondiscretionary financial planning and discretionary investment management, primarily using proprietary mutual funds and ETFs, supported by online tools and regular reviews for individual investors and households.

John Kugel is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Trinity Solar, Arrow Investment Advisors, and Quasar Distributors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and manager-supported investment recommendations.