Lisa Parisi is a financial advisor at PNC Wealth Management with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with PNC since 2015, including roles at PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only online, discretionary model account available to select employees. The program uses algorithmic risk assessment and approved model strategies executed via mutual funds and ETFs, with portfolio management delegated to third parties.

Keith Bermeo is a financial advisor with GWN Securities Inc. holding the CFP® and ChFC® designations, along with Series 65 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. Outside of his advisory work, he is involved in life insurance sales through a separate financial services business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice primarily through managed-account programs on the Fidelity-supported FMAX platform.

Collin Turner is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and just beginning his career in the industry. His prior work history includes roles at Mclean Advisory Group, Planning Alliance, and experience in education at various institutions. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and retirement plans, using model portfolios and an approach that combines fundamental, technical, and cyclical analysis.

Louis Esposito is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Inc., Trans World Assurance, and Woodbury Financial Services. In addition to advisory work, he operates as an insurance agent specializing in non-variable insurance and serves as managing partner of Mendham Wealth Management, a marketing entity. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing non-discretionary assets.

Evan Ha is a financial advisor at Bankers Life Advisory Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked within various divisions of Bankers Life since 2007. In addition to his advisory role, he is appointed as an insurance agent with Bankers Life and Casualty, writing business related to Medicare Supplement, annuities, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analyses to create customized asset allocations and portfolio management strategies tailored to clients’ goals and risk tolerances.

Erik Escobar is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with Integrity Alliance since 2010. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm serves a broad client base including individuals, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Matthew Golizio is a financial advisor with Valic Financial Advisors who holds a Series 66 credential and has 24 years of industry experience. His prior firms include Merrill and Ascensus. Outside of his advisory career, he operates Jersey Shore Photo Booths, providing photography and photo booth services for events such as weddings and sweet 16s. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and emphasizes centralized technology and model solutions in its service delivery.

Heather Barone is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked at EPA Financial Services since 1991, where she is also president and part owner, and has held positions at Ameriprise Financial Advisors and Cambridge Investment Research. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and practice-management support, enabling advisors to construct customized portfolios and access discretionary model portfolios managed by its Investment Management and Research team.

Leroy Rachlin is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and over 40 years of industry experience. He has worked at Janney Montgomery Scott since 2015. 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 wide range of clients including individuals, families, trusts, corporations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Angelo Ciacco is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with PNC Investments since 2011. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online Portfolio Solutions Strategist Digital Offering available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio execution to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Gary Brown is a CFP® professional affiliated with GWN Securities Inc. He has 16 years of industry experience, including roles at HD Vest Insurance Agency and Lincoln Heritage Life. His background includes sales and servicing of life, health, and annuity insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, with a distinctive legacy use of market-timing and momentum strategies within its program suite.

Kevin Lynch is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at firms including Nationwide Investment Services Corp, Massmutual Financial Group, and Transamerica Investors Securities Corporation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses proprietary portfolio construction technology from Morningstar Investment Management and manages a large client base focused on asset allocation and retirement guidance.

Todd Schaefer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with PNC Investments since 2006. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account that uses algorithmic questionnaires to recommend investment risk bands and employs mutual funds and ETFs with annual rebalancing.

Evan Fleischman is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, DoorDash, and Equitable Financial Life Insurance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements investment strategies with mutual funds and ETFs.

Mary O'hern is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with Bankers Life and its affiliates since 2015, including her current role at Bankers Life Advisory Services, Inc. since 2026. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on client goals, risk tolerances, and time horizons.

Michael Soriero is a CFP® with 39 years of industry experience. He is currently with SPC and has been with the firm since 2008. He also has ongoing roles at SIGMA Financial Corporation and Senior Planning Associates, where he has worked since 1989. He is involved in the sale of various insurance products through multiple insurance companies. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice delivered at the individual advisor level.

Chad White is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes 18 years at LPL Financial prior to joining Commonwealth and Safe Harbor Wealth Management Inc. He also owns Ocean Tax Pros, LLC, which provides tax preparation services. 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 $212 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Christopher Giberson is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has been with Merrill since 2017. Prior to this, he was involved with Neptune Ale House LLC for one year. Outside of his advisory role, he serves as the executor of his parents’ Will. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eugene Sninski II is a financial advisor at LPL Financial with 18 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. He holds Series 63 and Series 65 designations. Outside of advising, Eugene serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisors and advisory tools.

Michael Hrehovcik is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. In addition to advisory services, he receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.