Benjamin Zajac is a financial advisor with Commonwealth Financial Network based in Exton, PA. He holds the CFP® designation and has 17 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Lincoln Investment, Capital Analysts, and Simone Financial Services. Outside of his advisory work, he co-owns bobr, LLC, a business involved in athletic gear sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Marc Menickella is a Series 66-credentialed financial advisor with one year of industry experience. He currently works at Kestra Advisory and previously held roles at LPL Financial and Beacon Financial Services. His background also includes marketing and advisor assistant responsibilities in the financial services sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors including sovereign wealth funds.

Stephen Conk is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Principal Securities Inc. since 2013. Outside of his advisory role, he is involved in health, life, disability, and supplemental insurance brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jason Korff is a Series 66-registered advisor with PNC Wealth Management, where he has worked since 2004. He has 24 years of industry experience and is based in Berwyn, PA. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered on an invitation-only basis to employees. The firm uses algorithm-driven portfolio strategies managed by PNC or third-party strategists and executed via mutual funds and ETFs.

David Hallam is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. His prior roles include positions at Wipfli Financial Advisors and The Vanguard Group. Outside of finance, he works as a bartender at Kennett Brewing Company in Pennsylvania. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by an array of advisory and fiduciary services.

Corinne Vanderipe is a CFP® professional with three years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Zeke Capital and spent twelve years at Tiedemann Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Steven Earhart is a financial advisor at Guardian Life with over 45 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and Karr Barth Financial Planning. Outside of his advisory role, he serves as Chair of the Board for the Perkiomen Valley Chamber of Commerce and is an associate editor for The Society of Financial Services Professional Journal. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products and alternative investments through its connection with Guardian Life.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Benyamin Levy is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior roles include positions at The Leaders Group, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent LLC, Prudential Insurance Company of America, and Merrill, among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm offers investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and operates both through independent advisors and direct-to-consumer digital platforms.

Eric Ferguson is a CFP® with five years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at High Point Financial, LLC and Legacy Planning Partners. Outside of finance, he has experience working in the food service industry, including Carmine's Pizzeria and Domino's. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors. The firm provides a comprehensive platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

Derrick Goodenow is a CFP® professional with six years of experience in financial advisory. He currently works at Corient and has held positions at Radnor Financial Advisors and PepsiCo among others. Corient provides investment advisory and financial planning services to individuals, 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 manager solutions and customized asset allocation, continuously monitoring portfolios with risk management tools and stress testing.

Amos Paul is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Bank and its affiliates since 2014. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning support, and custody services through a combination of strategic asset allocation and investments from affiliated and third-party sub-managers.

James Rogers is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 1988 and has worked with Penn Mutual Life Insurance since 1975. Outside of his advisory role, he owns an insurance brokerage engaged in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a combination of custody, execution, brokerage, and investment advisory services.

Dustin Willing is a financial advisor with Kestra Advisory, holding a Series 66 designation and five years of industry experience. He has worked at firms including The Vanguard Group and Wealth CMT before joining Kestra Advisory Services in 2023. Willing provides investment advice to participants of 401(k) plans as part of his role. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse group of institutional and individual clients. The firm provides a range of services including fiduciary consulting, plan-level investment advice, employee education, and access to multiple management platforms and third-party managed solutions.

Jerrold Beck is a financial advisor at GWN Securities Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2005. In addition to his advisory role, he works as an insurance agent offering fixed annuities, life insurance, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies.

Edmund John Jr. is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and Series 63 and 66 licenses. He has 24 years of industry experience and has worked at Bankers Life and related entities since 2009. Outside of advisory work, he operates an LLC to manage his 1099 business activities related to insurance and securities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Thomas Schubert is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Truist Investment Services, SunTrust Advisory Services, BB&T Securities, and Janney Montgomery Scott. Schubert serves as a trustee for family property and grandchildren’s trusts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools in its investment process.

Lauren Byrne is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) holding Series 65 and Series 66 licenses. She has recent experience at multiple firms including National Life Group, Fairfax Global Investment Management LLC, and Valley Forge Capital Strategies. Prior to entering the financial industry, Byrne worked in real estate and automotive sales. 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 using both discretionary and non-discretionary strategies, often incorporating third-party asset managers and model portfolios.

Timothy Seeger is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has previously worked at UBS Financial Services and Wells Fargo Clearing. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Catherine Gormley is a financial advisor with MAI Capital Management, LLC and holds a Series 65 credential. She has worked in the financial services industry since 2021, including four years at UBS Financial Services prior to joining MAI. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies through both in-house and third-party management, alongside financial planning, tax, and trust administrative services.