Joseph Pietrafitta is a CFP® and CFA® with 10 years of experience, currently affiliated with TD Private Client Wealth LLC in Philadelphia, PA. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. 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 TDIS clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

James Marconis is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer & Co since 2006 and holds Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Keith Herman is a Series 66-registered financial advisor with 20 years of industry experience. He has been with United Planners' Financial Services of America since 2017 and previously worked at Summit Brokerage Services. Outside of his advisory role, he is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Barbara Headley is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and Series 65 licenses, with 39 years of industry experience. She has worked at Commonwealth Financial Network since 2024 and previously worked for Cetera Advisors LLC for eight years. Outside of her advisory role, she serves as secretary and site manager for the Willow Ridge Office Park Condo Association in Marlton, NJ. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs and access to third-party asset managers, providing comprehensive trading, reporting, and custody services.

Jerry Glasser is a financial advisor with Lincoln Investment in Elkins Park, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and Capital Analysts. Glasser is also the owner of Guardian Path Wealth Management LLC, a marketing venture related to his Lincoln business. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs model portfolios and oversees third-party managers.

Lyla Mc Curdy is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Eagle Strategies and New York Life in Horsham, PA. She has worked at Eagle Strategies LLC since 2023 and at New York Life and NYLIFE Securities LLC since 2016. Mc Curdy serves as a director for NAIFA Greater Philadelphia, a nonprofit organization focused on regulatory advocacy and professional education for insurance and financial advisors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored advice and delivers solutions through multiple program types, with the majority of its assets managed on a non-discretionary basis.

Valerie Widhson is a Series 66-licensed financial advisor with Lincoln Investment, based in Fort Washington, PA. She has 10 years of industry experience, including four years at Lockwood Advisors Inc and Pershing LLC prior to joining Lincoln Investment in 2018. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base that includes individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, consulting, portfolio management through advisor- and firm-managed model portfolios, and employs an in-house Investment Management & Research team to develop strategic portfolios and Adaptive Intelligence Model strategies.

Thomas Lane Jr. is a CFP® and ChFC® with 23 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has operated Lane & Associates, LLC doing business as Lane Hipple Wealth Management Group since 2015. Lane is also a licensed insurance agent, dedicating part of his time to insurance sales and account servicing. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and family office services. The firm employs a Partner-led team structure with a centralized Investments Department and an open-architecture approach to asset allocation and manager due diligence.

Kevin Shamy is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships through TIAA. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Aziza El Harre Bey is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Her prior work includes roles at Santander Securities, Santander Bank, and Fidelity Brokerage Services. Lincoln Investment Planning, LLC serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, and utilizes an in-house Investment Management & Research team alongside third-party managers.

Michael Sharp is a financial advisor with Private Advisor Group, LLC in Mt. Laurel, NJ, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. He has been with Private Advisor Group and affiliated LPL Financial since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions, using a fiduciary advisory model that incorporates third-party managers and advanced technology platforms.

Kelly Ochotny is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2000 and has been affiliated with Temple University since 1999. Lincoln Investment Planning, LLC is an enterprise-level advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

John Torrence is a financial advisor at Farther with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Masso Torrence Wealth Management Inc. and Commonwealth Financial Network. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs Modern Portfolio Theory in its investment approach, using proprietary model portfolios with algorithmic rebalancing and a mix of ETFs, mutual funds, equities, fixed income, and independent managers.

Andrew Condon is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan and Barclays. He served in the Pennsylvania Army National Guard from 2021 to 2022. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party management.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Garrett Mayhart is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and technology-driven model solutions.

Keith Thibodeau is a financial advisor with First Command Advisory Services holding a Series 66 designation and eight years of industry experience. His background includes five years of service in the U.S. Army and continuous roles within the First Command organizations since 2018. Outside of his advisory work, he is the owner of Owl Family Finance LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs that utilize model portfolios and third-party managers chosen by a centralized Investment Management Team.

Warren Leeds IV is a financial advisor with Lincoln Investment in Marlton, NJ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Lincoln Investment, he worked at Bayada and Tristate Financial Advisors. Leeds also supports financial professionals as a sales assistant at Natale & Harriett Wealth Management. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using model portfolios and third-party managers, and serves a significant number of educators and participants in 403(b) and 457(b) programs.

Tracy Schurter is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.