Stephanie McCullough is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes long-term roles at American Financial Management Group, Triad Advisors, and IFG/Russell Advisors. Outside of investment advising, she creates online courses and workshops focused on wealth management for women and co-hosts "Take Back Retirement," a podcast offering retirement advice for women. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both in-house and third-party managers and technology platforms to deliver a range of investment strategies.

Barry Phillips is a financial advisor at Equity Services, Inc. with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with firms including National Life Group and Knights of Columbus Asset Advisors. Phillips is also involved in insurance-related business activities, including serving as an agent for alternative insurance products. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and utilizes a network of third-party asset managers.

Sean Menickella is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Kestra, he worked with Beacon Financial Services, Inc. and LPL Financial, LLC, and he has held roles involving wealth management and retirement plan services, including overseeing sales and service teams. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad range of clients including large institutional investors and sovereign wealth funds.

Willem Hotham is a financial advisor at Private Advisor Group, LLC with two years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and offers a range of managed account solutions, utilizing both proprietary technology platforms and third-party managers.

Cara Archer is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations. She has five years of industry experience and has been with Eagle Strategies for one year. Prior to this, she held roles at NYLIFE Securities LLC and New York Life Insurance Co, and she has experience managing a pet care business. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and operates primarily on a non-discretionary asset management basis within an integrated New York Life affiliate structure.

Christopher Nowell is a financial advisor at Mariner with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Prudential and Avantax, prior to joining Mariner. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations, offering customized investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and financial wellness services alongside traditional portfolio management.

Betsy Costanza is a financial professional with GWN Securities Inc. in Bloomsburg, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with GWN Securities since 2020 and also works as an insurance agent, offering life insurance and annuity products. Additionally, she has a longstanding role with Barton Varsity (Kades-Margolis) since 2013. 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 manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Gregg Holgate is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior firms include Lincoln Financial Advisors and VOYA Financial Advisors. He has also been involved with the Philadelphia Union Foundation. 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 portfolio construction and oversight powered by Morningstar Investment Management and operates at scale with more than 300 advisors and over 200,000 clients.

William Holmes is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 1998 and also operates an insurance brokerage under the Holmes Group. Holmes participates in a professional networking group with fellow partners to exchange ideas beneficial to clients. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities, offering a range of investment options and third-party asset manager relationships under a supervisory framework.

Kayla Fusaro is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, she held positions at Equitable Advisors and worked in the hospitality sector, including roles at Bar Avalon and Homegrown Hospitality Group. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Gregory Jamgochian is a CFP® with 42 years of experience in the financial industry and has been with Janney Montgomery Scott since 2009. He holds Series 63 and Series 66 licenses and is based in Media, Pennsylvania. Janney Montgomery Scott LLC is a large 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 sponsors, offering a range of brokerage services, financial planning, and advisory programs.

Michael Fancher is a CFA® charterholder with 32 years of industry experience. He is currently with Creative Planning, LLC and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Brian Villanueva is an advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2020. Prior to his financial services career, he spent eight years at Valley Forge Casino Resort. In addition to his advisory role, Villanueva assists seniors with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance as a licensed agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ objectives and risk profiles.

James Hower Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 35 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has held various roles at affiliated Ameritas companies since 2006. Additionally, he is president of H & M Financial Group Inc. and an agent with Premier Planning Group, both firms he has been involved with since 1998. Outside of his advisory and insurance roles, he serves as vice president of BNI Networkers, a business networking group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

John Kirstien is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include seven years each at Morgan Stanley Private Bank and Prudential Annuities Distributors. Janney Montgomery Scott LLC is a 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 high-net-worth individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Jordan Battee is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has experience working at Truist Investment Services since 2024 and previously at Bank of America Private Bank from 2020 to 2024. Prior to his advisory roles, he held positions at the University of Delaware and Delaware Technical Community College. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate operations.

Edward Kamradt is a CFP® professional with 13 years of experience in financial advisory. He is currently with Lincoln Investment and has previously worked at LPL Financial LLC, Citizens Securities, The Vanguard Group, and Fidelity, among others. His background includes a legal education at the University of Connecticut School of Law. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and various retirement plans, with a notable history in educator retirement programs. The firm offers financial planning, portfolio management, and access to third-party managers, utilizing an in-house Investment Management & Research team to support advisor-led and model-driven investment strategies.

Ernest Sims is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. He is also co-owner of Sims Financial LLC, a private entity involved in securities, advisory, and insurance services, which he has operated since 2002. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2006. Hennessey is also a partner in Premier Planning Group, where he manages staff and sells fixed insurance products, and participates in other business ventures including a marketing organization established in 2023. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment products and program platforms, combining firm-developed and third-party model portfolios to build customized client portfolios.

Orit Sapir Alon is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Outside of her advisory work, she is a joint owner of an online business selling beauty products imported from Israel. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.