Cassandra Mcnulty is a CFP® with 11 years of industry experience, currently advising clients at Creative Planning since 2022. Her prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. Outside of financial advising, she has been a figure skating instructor for over 18 years. 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 and buy-and-hold strategies for long-term goals, while also offering access to private market investments and a range of retirement plan services.

Tina Seasock is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 14 years of industry experience, including roles at LPL Financial since 2012 and as owner of Seasock's Commercial Services, a cleaning company, since 2002. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides clients with a range of investment strategies using proprietary platforms and third-party managers.

Frank Moschella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including nine years with Wells Fargo Clearing and Wells Fargo Bank, and prior roles at Eagle Strategies and New York Life entities. Outside of advising, he is a Notary Public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and focuses on tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has served in various roles at Ameritas and related entities since 2016 and also directs wealth management at Premier Planning Group, Inc., where he assists in the day-to-day advisory of client accounts. 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 asset management and retirement plan advisory services using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Brian Manchester is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and several other firms in various roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees, using algorithmic selection and third-party portfolio management.

Alan Schapire is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and AdviceOverWeb. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Evan Bigler is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group, Fidelity Investments, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools with guidance tailored to each client's goals and risk tolerance.

Joseph Cucinotta Jr. is a financial advisor with Centaurus Financial, Inc. in Radnor, PA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Outside of advisory services, he prepares individual and small business tax returns as a proprietor. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC in Phoenixville, PA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. His prior work includes roles at Sei Investment Management Co. and Sei Investments. Outside of advising, he serves as Regional Director for Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Steven Manley is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves as a board member at Bishop Shanahan High School in Downingtown, PA, contributing to the school's strategic vision. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Sarah Smith is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith serves as Vice President of Programming for the Cornell Club of Philadelphia, an alumni organization. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Thomas Furey Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. He is also associated with Summit Partners, Inc., a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management and financial planning services. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, offering proprietary and third-party managed account solutions.

Brendan Kelly is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His work history includes roles at Triad Advisors, Alera Investment Advisors, LPL Financial, and IFP Securities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Christopher Blakely is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018. Prior to that, he was with McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the West Chester Business Improvement District and 4D-iQ, LLC, a SaaS integration and automation software company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, tax management, and a range of implementation options.

Brian Jacobs is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Corient and its affiliated entities where he has worked since 2016, including Radnor Financial Advisors and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Jon Bartholomew is a financial advisor with GWN Securities Inc. holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2020 and also operates J.M. Bartholomew & Co., a CPA firm providing accounting and tax services to small businesses and individuals. Jon’s background includes multiple roles at Avantax and other financial service firms. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, with a notable use of market-timing and momentum-based strategies in certain legacy programs.

Charles Pires is a financial advisor with Principal Financial Services based in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior experience includes roles at One Digital LLC, Trinity Benefit Advisors, and Benefit Development Financial Group. Outside of financial advising, he is involved in selling compliant products on Amazon through Avalon Automation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Joseph Frederick is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Zeke Capital Advisors, Tiedemann, and The Vanguard Group, Inc. He has been with Sequoia Financial Advisors since 2023. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, charitable organizations, and trusts. The firm combines model and custom portfolio management, utilizing a range of investment vehicles and a disciplined research process overseen by an Investment Policy Committee.

Nicholas Dalia is a financial advisor with PNC Wealth Management, holding a Series 66 designation and two years of industry experience. Prior to joining PNC Investments LLC in 2024, he worked at PNC Bank from 2021 to 2024 and has experience in the hospitality and service industries. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend risk bands and manages investments via approved model strategies executed with mutual funds and ETFs.

John Grego is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Mariner since 2023 and previously spent 13 years with THE Vanguard Group, Inc. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary, customized portfolios overseen by an Investment Committee with integrated tax and accounting capabilities, including administrative CFO services and a Financial Wellness Platform for employer clients.