Alexis Farabaugh is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked with various entities within the First Command family since 2021. Prior to her financial services career, Alexis held positions outside the industry including roles at Target and Olympus. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a curated selection of mutual funds, ETFs, and third-party managers.

Harry Keller is a CFP® and ChFC® with 44 years of industry experience. He is currently an investment advisory representative at CWM, LLC dba Carson Group Partners and has held prior roles at firms including Cetera and VOYA Financial Advisors. Keller also owns Financial Independence Planning, LLC, which provides advisory and financial planning services, and is an independent insurance agent. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and incorporating tailored solutions such as Orion Custom Indexing and alternative investments.

Christopher Siaplay is a financial advisor with Eagle Strategies (NY Life) in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Eagle Strategies since 2022 and affiliated with New York Life Insurance Company and Nylife Securities LLC since 2016. Siaplay serves as a board member of the Crescent Foundation, a nonprofit focused on supporting the community healthcare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm delivers tailored advice through various programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Zaknich Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 40 years of industry experience. He has been with Hornor, Townsend & Kent since 1995 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he owns and operates a life insurance brokerage focusing on life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated platform offering both advisory and broker-dealer services with approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Patrick Mcfadden is a CFP® with 45 years of industry experience, currently affiliated with Oppenheimer since 2012. He holds Series 63 and Series 65 licenses and serves as trustee of an irrevocable family trust used for estate planning. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs across equity, balanced, and fixed-income portfolios, providing both discretionary and non-discretionary services.

Michael Murray is a financial advisor at TD Private Client Wealth LLC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Horace Mann Companies, Merrill, and Foresters Financial. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients, providing ongoing portfolio management, financial planning support, and custody services through a combination of affiliated and third-party investment managers.

Christopher Gagnier is a CFA® charterholder and registered representative with 14 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021. His prior experience includes roles at Van Eck Securities Corporation and ProShares LLC. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides a range of services, including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Jason Yarnall is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Coventry First and Independence Blue Cross. He is also active as a licensed insurance agent, involved in the sale of insurance products and financial planning services through his brokerage activities under 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement consulting, operating both as an SEC-registered adviser and a FINRA-member broker-dealer.

Joseph Ozag Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds the Series 66, Series 65, and Series 63 credentials. Prior to joining Hornor, Townsend & Kent in 2022, Joseph was employed at FINRA from 2000 to 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing roughly $8.37 billion in discretionary assets under management as of the end of 2025.

Dylan Hansen is a CFP® professional with nine years of industry experience, currently serving at Kestra Advisory. His prior work includes positions at OSAIC, FSC Securities Corporation, Bank of America, Merrill, and Onwentsia Golf Club. He also serves as a non-public arbitrator for FINRA and operates as an independent insurance agent through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions.

Stephen Smith is a financial advisor with Equity Services, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Equity Services Inc. and National Life Group since 2018 and previously at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of his advisory role, he is involved in insurance sales under the DBA Evolution Financial Group and owns a social media lead generation business targeting the automotive industry. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that incorporate third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading and specialized instruments.

Jerome Gregory is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior work includes roles at Agia and Allstate Financial Services. Outside of financial advising, he provides customer support for an IT services provider serving small and medium-sized businesses. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services. The firm utilizes discretionary unified managed accounts via Envestnet’s platform and employs a centralized technology model to support a large client base managed by over 1,200 advisors.

Andrea Smith is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her career has been exclusively with Janney Montgomery Scott and its affiliates since 2008. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

Tyler Weisgarber is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 65 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities. Outside of finance, he assists part-time in his family’s trucking and mulch sales business. Janney Montgomery Scott 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 with brokerage services, financial planning, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Robert Geiger is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include a long tenure at The Vanguard Group and positions at Kestra Advisory and Wealth Advisory Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment account available by invitation to employees with PNC Bank online credentials. The program uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Michael Fitzpatrick Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Citizens Securities, Citizens Bank, Drexel University, JP & SN Enterprises, and managing Fitzpatrick Funeral Home for ten years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a separate Managed Account program, with additional brokerage and non-discretionary activities.

Edward Swan II is a financial advisor with TD Private Client Wealth LLC and TD Bank, N.A., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with TD since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.

Ron Koren is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Aegis Wealth Management and Equitable Advisors. Outside of finance, he is involved as a DJ, providing music selection services for events. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm operates under a fiduciary standard and provides both point-in-time planning and ongoing portfolio management using model and customized portfolios.

George Harris is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at BNY Mellon Advisors, BNY Mellon Securities Corporation, Pershing LLC, Lockwood Advisors Inc., and Morgan Stanley. 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 and retirement plan sponsors, and municipal clients—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

Joseph Waterloo is a CFP® professional with 29 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2022. Prior to this, he spent 24 years at The Vanguard Group, Inc. and has been self-employed since 2016. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.