Selden Staples is a CFP® professional with 42 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2005 in multiple roles, including his current tenure beginning in 2020. His prior experience includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Louis Butera is a CFP® professional with 38 years of industry experience. He currently serves as an advisor at Private Advisor Group, LLC, where he has worked since 2018, and previously worked at LPL Financial from 2012. He also founded Butera Wealth Management LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and third-party managers.

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 the Series 63 and Series 66 designations. His prior work includes a decade at Loomis, Sayles & Company and two years at Merrill. Outside of his advisory role, Marcellus is involved in youth soccer as an instructor with the Phoenixville Area Soccer Club and operates a soccer coaching business, Elite Next Level Training. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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, employing customized portfolios with a primarily long-term investment approach.

Tor Hotham is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations and over 30 years of industry experience. He has worked at LPL Financial, LLC since 1997 and has been with Private Advisor Group since 2012. Outside of advisory work, he is an independent insurance agent specializing in fixed insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a variety of investment strategies through both proprietary and third-party platforms.

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 previously worked at Zeke Capital Advisors for ten years. Outside of his advisory role, he serves as a director for Premier Outdoor Media and is a partner in Wolbers BBQ, a restaurant. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a mix of model and custom portfolios, employing various investment vehicles and research approaches, supported by an Investment Policy Committee.

Jacob Miller is a CFP® professional with four years of industry experience. He has worked at EP Wealth Advisors since 2023 and prior to that was at Lighthouse Planning Consultants from 2021 to 2023. His background includes several years in full-time education before entering the financial advisory field. EP Wealth Advisors is a registered investment adviser serving individuals—including high-net-worth clients—corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. Its investment approach includes customized model portfolios with ongoing monitoring and rebalancing, utilizing fundamental, technical, and cyclical analysis along with alternative strategies when appropriate.

Christopher Monroe is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Brinker Capital Securities and TD Ameritrade. Monroe’s background also includes a period managing a 2-Cow Ranch. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports over 185,000 client relationships with approximately $64.8 billion in assets under administration.

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.

Tony Logan is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at The Vanguard Group, Casey Securities, and Siemens Corporation. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs both discretionary and non-discretionary management approaches and integrates a variety of internal and external strategies supported by technology-driven tools.

Scott Walsh is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors, Fisher Investments, and Empower Advisory Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Charles Kedra is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at LPL Financial, CRC Holdings LLP, and Minnesota Life Insurance Company. In addition to his advisory work, he maintains a CPA practice focused on tax preparation and accounting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and managed account solutions. The firm employs a fiduciary-based model using a variety of investment strategies and technology platforms, often implementing advice through third-party managers and wrap programs.

Jeffrey Miller Jr. is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has seven years of industry experience. Miller also serves as a sales manager and registered representative at Kades-Margolis, where he recruits, trains, and develops new advisors. 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 and offers a range of managed-account programs, including traditional and active strategies.

Christopher Higgins is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Private Advisor Group, LLC since 2013, LPL Financial since 2009, and Merrill from 1999 to 2009. Higgins is also involved in a local real estate partnership focused on purchasing and renovating properties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both discretionary and non-discretionary strategies, utilizing technology platforms and third-party managers to implement client investment solutions.

Matthew Biffen is a financial advisor with Commonwealth Financial Network in West Chester, PA, holding a Series 66 designation and 22 years of industry experience. He has been with Commonwealth and operates Biffen Wealth Management since 2010. Outside of his advisory role, Biffen serves as a firefighter and paramedic with the Rocky Run Fire Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Kurt Hayn is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 27 years of industry experience. He has worked with Bankers Life and its affiliated entities since 2005 and previously held roles at Wells Fargo Clearing, Prudential Equity Group, LLC, and Merrill. In addition to advising, he supervises and trains insurance agents in life and health insurance sales. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management along with retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios across various securities, operating within the broader CNO Financial Group network.

Nicholas Stumpo is a financial advisor with Hightower Advisors, holding the CFP® and Series 63 credentials and bringing 14 years of industry experience. Prior to joining Hightower in 2023, he spent nine years at THE Vanguard Group, Inc. He is also active as a performer and artist outside of his advisory role. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a broad range of investment options.

Matthew Horan is a financial advisor at Corient with one year of industry experience. He holds a Series 65 designation and has previously held roles at Temple University, My CIO Wealth Partners, and Aronimink Golf Club. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Sean Murphy is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and two years of industry experience. Prior to joining GWN Securities in 2023, he worked at Kades-Margolis Corporation and has experience in life and health insurance sales. 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 accounts and offers a range of investment programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Nickelle Leist is a financial advisor at Guardian Life with nine years of industry experience. She holds the Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2017, as well as with Pinney Insurance from 2010 to 2017. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including discretionary management, model-based strategies, and access to insurance products and alternative investments.