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.

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.

Benjamin Echegoyen is a CFP® with 23 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. He previously worked at The Vanguard Group, Inc. for 18 years. T. Rowe Price Advisory Services offers a retirement-focused program combining nondiscretionary financial planning and discretionary investment management, primarily using proprietary mutual funds and ETFs, supported by online tools and regular reviews for individual investors and households.

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.

Jeffrey Wolf is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra Advisory Services and Kestra Investment Services in 2025. Outside of his advisory role, he has a minority ownership interest in an online restaurant ordering business, though it is currently inactive. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, serving large institutional clients and maintaining extensive affiliate and third-party relationships.

Christopher Nowell is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Avantax Investment Services, and Cetera Wealth Services. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by both internal research and third-party managers, with an emphasis on integrated tax and accounting services uncommon in large advisory enterprises.

Melissa Shade is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Truist and its affiliated entities since 2017, including prior roles at CITIZENS Bank and CCO Investment Services. Outside of her advisory work, she is involved with the Pennsylvania Association of Notaries, providing document notarization services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and fiduciary support.

Chad Stauffer is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at RKL Private Wealth, Ambassador Advisors LLC/Faithward Capital, and Senior Wellness Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through various low-cost and specialized investment vehicles.

Edward Kamradt is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Lincoln Investment and has previously worked at LPL Financial, Citizens Securities, The Vanguard Group, and Fidelity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

Timothy Curry is a financial advisor at VOYA Financial Advisors, Inc. He holds the ChFC® designation and has 33 years of industry experience. Since 2014, he has been with VOYA Financial Advisors and also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services. The firm combines in-house and external strategies with technology-enabled tools to manage primarily non-discretionary client relationships through its network of investment adviser representatives.

David Mease is a financial advisor with PNC Wealth Management in Ephrata, PA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including over a decade with PNC. He has been affiliated with PNC Wealth Management since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering designed for employees with existing PNC Bank online credentials. The program uses approved model strategies managed by PNC or third parties, focusing on mutual funds and ETFs with annual rebalancing.

Kelsea Rowan is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Raymond James Associates. Outside of her advisory work, she has experience working in food delivery services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary investment guidance and education. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to inform its advice and oversees approximately 212,700 clients through a large advisor team.

Samuel Varano is a CFP® with 16 years of industry experience, currently advising at Private Advisor Group, LLC. His prior roles include positions at Diversified Lifelong Advisors, Rosenzweig & Associates, Areté Partners, Pitcairn Trust Company, and other firms. He operates under the business name Cypress Wealth Partners, LLC for providing investment advice through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering access to discretionary and non-discretionary management, proprietary and third-party investment solutions, and utilizes various strategies implemented through technology platforms and external managers.

John Bratton III is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and multiple positions within Independent Financial Partners and its related entities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients with a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Edward Dirugeris is a CFP® and CFA® at Private Advisor Group, LLC with one year of experience at the firm. He previously worked at Pitcairn from 2015 to 2024. He provides investment advice under the business name Cypress Wealth Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with portfolio management and third-party strategists.

Michael Barone is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has previously worked at StratGen Wealth Partners, Seide Financial Group, LPL Financial LLC, and Mass Mutual Investors Services. Barone has business activities that include fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Lance Roetling is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including roles at RK Financial and TD Bank N.A. Outside of his advisory work, he volunteers as a cook providing meals to people in need through Revivals Outreach in Perkasie, PA. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider platform and emphasizes non-discretionary model portfolios supported by KeyCorp affiliates.

Tyler Cotten is a financial advisor at Kestra Advisory with a Series 66 designation and several years of experience that include roles in both educational institutions and advisory services. His background spans positions at Saint Peters University, Paul D. Camp Community College, George Mason University, the University of North Carolina at Charlotte, and Grafton High School before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Robert McClure is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory work, he serves as a school bus trip driver for athletic teams. Equitable Advisors offers financial planning, retirement consulting, and asset management services to individuals, institutions, and organizations, utilizing a range of proprietary and third-party programs delivered by a large network of investment representatives.

Robert Martinelli Jr. is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Edward Jones in Exton, PA, having joined the firm in 2026. His prior roles include positions at StoneX Advisors Inc, Lion Street Financial, and The Financial Group of Philadelphia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.