Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Thomas Seger is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020 and spent 16 years with Raymond James & Associates prior to that. Seger holds Series 63 and Series 66 licenses and is based in Yardley, PA. 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 a range of brokerage, financial planning, and advisory services.

Melanie Schott is a financial advisor with Commonwealth Financial Network in Langhorne, PA, holding a Series 66 designation and seven years of industry experience. She has worked at CURO Wealth Management and Private Advisor Group, LLC, and previously spent twelve years at Conair Corporation. In addition to her advisory role, she is involved in fixed insurance sales as an agent. 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 back-office support including operations, trading, technology, compliance, and practice management. The firm offers various investment program structures and discretionary model portfolios managed through a due-diligence process.

Caitlin Strunk is a CFP® with 10 years of experience in financial advisory, currently with Private Advisor Group, LLC since 2018. She previously worked at LPL Financial and NATIONAL PLANNING CORPORATION, and is also involved with Comprehensive Financial Professionals, Inc. outside of her primary advisory roles. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Ryan Morgan is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 designations. He has one year of industry experience, including prior roles at LPL Financial and Hartford Funds Distributors. Outside of his advisory work, he has been involved with the Union League National Golf Club and the Huntingdon Valley Country Club. 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 wrap and non-wrap programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program supported by a network of investment adviser representatives.

Percy Mason III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. 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 offers integrated services through affiliated trust and insurance entities and access to alternative and private investments, operating under the Rockefeller Global Family Office platform.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, he worked in the restaurant industry and continues to be involved as a cook at North Park Lounge. 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 employs a range of investment strategies managed by an internal Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

Joshua Holin is a financial advisor with Independent Financial Partners, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages substantial assets and supports a decentralized advisory model that allows individual advisors to set investment strategies while offering access to centralized asset management and third-party managers.

Hee Park is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at FSC Securities Corporation for 23 years and has been affiliated with JSO Partners, Mariner Independent, and LPL Financial LLC. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through multiple advisory programs and access to third-party asset managers and managed account platforms.

Scott Wetherbee is a financial advisor with CWM, LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Carson Wealth, Independent Financial Group, and Dejesus & Wetherbee LLC. Outside of advisory work, he serves as treasurer for the nonprofit Facing Addiction Ministries and is involved in several business ventures, including a bookkeeping and accounting firm and an RV rental company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

John Maughan is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of advising, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans.

Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. Prior to joining Lincoln Investment, he worked for Northrop Grumman for 13 years and is currently employed as a mechanical engineer and project manager at Advent Design Corp. 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 various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

John Marotta is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 65 designation and previously worked at Summit Investment Advisory Group LLC and Summit Financial Group, Inc. He also held a position at Amazon prior to his advisory career. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 42 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and leadership of his own firm, AJ Pettola & Associates, which he has operated since 1990. Outside of advisory work, he is a licensed independent insurance agent and a partner in Xpress Healthcare, a business involved in marketing non-insurance discount health programs. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning through a range of discretionary and non-discretionary strategies, supported by affiliated advisers and model portfolios.

Robert Fink III is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with several firms including LPL Financial, Comprehensive Advisors, LLC, and Comprehensive Financial Professionals, Inc. He operates primarily out of Lansdale, PA. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary advisory programs. The firm leverages various third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Keith Graham III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Megan Wursta is a CFP® with five years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior work includes roles at LPL Financial, Wursta Corporation, and Willy Joe's Restaurant. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports multiple custodians and third-party asset management programs.

David Moskovitz is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2012 and operates One Resource Group, an insurance managing general agency that provides access to non-Guardian insurance products. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Michael Hanahan is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies executed via approved models, employing mutual funds and ETFs with annual rebalancing.

Ronald Talley is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, and Santander Bank, NA. Talley has been with Truist since 2014, including his current role at Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform.