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.

Mary Francesca Miller is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, UBS Financial Services, and Charles Schwab. She previously spent over a decade in full-time education before entering the financial industry. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on asset allocation models and internal research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts handled by third-party or affiliated money managers.

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.

James Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2008 and 2003, respectively. Outside of his advisory role, he serves as president of the Committee to Benefit the Children, a charitable organization focused on fundraising and administration, and he is a board member of The Springhaven Club. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, and various institutions. The firm emphasizes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under distinct advisory and promoter arrangements.

Patrick Bello is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Merrill and Mutual of Omaha Investor Services. He is also associated with Kades-Margolis Corporation as a DBA. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with 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 through a network of about 423 advisors.

Thomas Macaluso is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at HighTower Advisors since 2020 and previously held positions at The Vanguard Group, Link Industrial Properties, and True Value Hardware. Outside of his advisory role, he is a limited partner at The Classic Swing Golf Lounge, where he contributes to bookkeeping review and operational analysis. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

James Lefever II is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Bank and Citizens Securities, among others. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing its services through a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Meghan Kelly is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Northwestern Mutual. Kelly serves on the boards of two nonprofit organizations, Friends of Delaware County Women and Pennsylvania Resources Council. Citizens Securities serves individual and high-net-worth investors with a range of brokerage, advisory, and insurance services. Its offerings include a digital advisory program and managed accounts, supported by the firm’s affiliation with Citizens Bank, N.A.

Justin Hales is a financial advisor with PNC Wealth Management in Phoenixville, PA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Equitable Advisors and a long tenure at The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven model selection and delegated portfolio implementation.

David Courlang is a financial advisor at Principal Financial Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Principal Securities, NYLIFE Securities, and Primerica Advisors. In addition to his advisory role, he writes life, annuity, disability, long-term care, group, and individual insurance policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Craig Charlton is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Union Financial Inc and Pruco Securities, LLC. Outside of his advisory role, he serves as Treasurer and board member of the Windy Hill Homeowners Association. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through a variety of advisory and promoter arrangements.

Nicole Pizzi is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2010 and 2012, respectively. In addition to her advisory work, she is employed as a caregiver at Accessible Home Health Care of The Main Line. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the vast majority of its assets under non-discretionary arrangements within an integrated New York Life affiliate structure.

Michael Hoover is a financial advisor at Principal Financial Services with a Series 66 credential and one year of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, and Enterprise Mobility, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Crippen is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to his current role at Hornor, Townsend & Kent, he worked with Penn Mutual Life Insurance Company and Keystone Financial Group, where he also assists with multi-line insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering discretionary and non-discretionary account options supported by third-party asset manager relationships.

Eric Roessler is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has been with PNC Investments Inc. since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and delegated investment implementation.

David Fedorka is a CFP® with 17 years of industry experience. He is currently with Empower Advisory Group and has prior experience at The Vanguard Group, Inc. from 2013 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a point-in-time financial planning service and optional managed account solutions.

Michael Pivovarnick is a Series 66-licensed advisor with 11 years of industry experience. He currently works at PNC Wealth Management and previously spent 12 years at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and executes investments via approved strategies with mutual funds and ETFs.