Andrew Reder is a financial advisor at Creative Planning with 37 years of industry experience. He holds a Series 63 designation and has previously worked at APW Capital, Inc. and Kistler-Tiffany Advisors. Outside of advisory services, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers additional strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Jacob Lusby Jr. is a financial advisor with PNC Wealth Management in Media, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Citizens Securities, Inc., and Fulton Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only discretionary digital offering that uses algorithm-driven risk assessment to guide portfolio construction with mutual funds and ETFs.

Zhiqiang Liu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and concurrently at Wfg since 2001. Liu is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program choices, and a range of insurance and brokerage products.

Michael Boyle is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2018 and previously held roles at Financial Advisors of Delaware Valley, Princor Financial Services Corporation, and Principal Life Insurance Company. Boyle is also president and owner of Independence Advisory Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering model portfolios and customizable investment programs.

Denise Parker is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior roles include positions at Global Atlantic Financial Group and LPL Enterprise. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a variety of clients, including sovereign wealth funds.

Scott Spangenberg is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Logan Circle Partners/MetLife Investment Securities, MML Investors Services, and MassMutual Life Insurance. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party asset management.

Gregory Field is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with GWN Securities since 2006. In addition to his advisory role, he works as an insurance producer focusing on life insurance, long-term care insurance, and fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager introductions. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches in legacy programs.

Scott Crossin is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes positions at KeyBank, NYLife Securities LLC, and New York Life Insurance Company. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform with discretionary and non-discretionary model selection and integrates services from KeyCorp affiliates.

Peter Scilovati is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hoover Financial Advisors, P.C. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Robert Boswell is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and has 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equity Services Inc. and National Life Group since 2002. Outside of his advisory role, Boswell is involved as an insurance agent with Evolution Financial Group and a partner and insurance agent at Azenith Financial Group. 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 and combines long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Christopher Reed is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Infinex Institutions, Mid Penn Bank, CUSO Financial Services, and Northwestern Mutual. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, using a hybrid adviser/broker-dealer structure with a combination of discretionary and non-discretionary account management.

Yu Tao is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, Yu worked at CICC US Securities Inc. for four years and has also been involved with Ambassadors For Christ, Inc. from 2016 to 2020. He holds Series 63 and Series 65 licenses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services using proprietary and third-party model portfolios, with client relationships reviewed annually.

Max Elfenbein is a financial advisor at Corient with four years of industry experience. He holds the Series 65 designation and has held prior roles at Radnor Financial Advisors and The Springhaven Club. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation.

Rizwan Khokhar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at KeyBank and New York Life Insurance Company. Outside of his advisory work, he owns Grizzly Meals LLC, a healthy meal prep company, and works as a food delivery driver. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs through a mix of discretionary and non‑discretionary approaches.

Anthony Corio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with both firms since 2011. Outside of his advisory work, Corio serves on the executive board for the Coaches vs. Cancer Basketball Gala benefiting the American Cancer Society and provides debt counseling services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

David Sandstead is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1997. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Robert Kedra is a CFP® professional with eight years of experience currently serving at Private Advisor Group, LLC. He has also worked with LPL Financial and FPA Wealth Management since 2018. Outside of his advisory work, he is involved with Main Line Fashion Week and is the founder of a clothing brand company. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

David Shoup is a CFP® professional with over 30 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2003. Outside of his advisory role, he is involved in multiple insurance brokerages and participates in a client advocacy networking group that meets regularly to exchange ideas to support client services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines investment advice with brokerage and custody services through its dual SEC-registered adviser and FINRA-member broker-dealer structure.

Johan Scholdstrom is a financial advisor with Commonwealth Financial Network based in Malvern, PA, holding a Series 63 designation and totaling 35 years of industry experience. He has worked at Commonwealth Financial Network and Insurance & Investment Strategies since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering various investment program structures and discretionary model portfolios.

Scott Jefferys is a financial advisor at Hornor, Townsend & Kent, LLC with one year of experience at the firm and over 30 years running his own CPA practice, Jefferys & Associates, P.C. He holds a Series 63 designation and is involved in insurance brokerage through affiliated entities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement consulting. The firm combines advisory services with broker-dealer capabilities and manages a multi-billion dollar asset base through a network of advisors and third-party asset manager relationships.