Manuel Zavala is a financial advisor with Empower Advisory Group in West Grove, PA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm offers point-in-time financial plans and optional managed account solutions, operating through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Kayla Fusaro is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, she held positions at Equitable Advisors and worked in the hospitality sector, including roles at Bar Avalon and Homegrown Hospitality Group. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jan Cummins is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding CFP®, Series 63, and Series 65 credentials and bringing 45 years of industry experience. She has been with Janney Montgomery Scott since 2003. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Gregory Jamgochian is a CFP® with 42 years of experience in the financial industry and has been with Janney Montgomery Scott since 2009. He holds Series 63 and Series 66 licenses and is based in Media, Pennsylvania. Janney Montgomery Scott LLC is a large 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, estates, and institutional sponsors, offering a range of brokerage services, financial planning, and advisory programs.

Michael Fancher is a CFA® charterholder with 32 years of industry experience. He is currently with Creative Planning, LLC and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Brian Villanueva is an advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2020. Prior to his financial services career, he spent eight years at Valley Forge Casino Resort. In addition to his advisory role, Villanueva assists seniors with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance as a licensed agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ objectives and risk profiles.

Brian Fee is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Citizens Securities, TD Ameritrade, Scottrade, LPL Financial, and PNC Wealth Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, offering portfolio management, access to various investment products, and financial planning support through its TD Managed and Guided Portfolio solutions.

James Hower Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 35 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has held various roles at affiliated Ameritas companies since 2006. Additionally, he is president of H & M Financial Group Inc. and an agent with Premier Planning Group, both firms he has been involved with since 1998. Outside of his advisory and insurance roles, he serves as vice president of BNI Networkers, a business networking group. 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 services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Andrew Carnevale is a financial advisor with Janney Montgomery Scott, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Aberdeen Asset Management Inc. and Poplar Forest Capital LLC. Carnevale is based in Radnor, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Jeffrey Milonas is a financial advisor at PNC Wealth Management with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Farmers Insurance, Allstate Insurance, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Vincent Bona is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018, following three years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio strategies.

Daniel Gannon is a CFP® with 30 years of industry experience, currently affiliated with Commonwealth Financial Network and Union Street Financial LLC since 2010. He operates Mushroom Capital, LLC, an entity that owns and sublets office space at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

John Kirstien is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include seven years each at Morgan Stanley Private Bank and Prudential Annuities Distributors. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including high-net-worth individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Jordan Battee is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has experience working at Truist Investment Services since 2024 and previously at Bank of America Private Bank from 2020 to 2024. Prior to his advisory roles, he held positions at the University of Delaware and Delaware Technical Community College. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate operations.

Ernest Sims is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. He is also co-owner of Sims Financial LLC, a private entity involved in securities, advisory, and insurance services, which he has operated since 2002. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Michen Sirleaf is a CFP® with 18 years of industry experience currently with Schwab Wealth Advisory in Radnor, PA. He has held roles at several firms including CliftonLarsonAllen Wealth Advisors, TD Ameritrade, PNC Bank, Wells Fargo Clearing, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain clients referred by Charles Schwab & Co. The firm uses proprietary asset allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Sabrina Reeves is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Transcend FMC. Outside of her advisory role, Reeves is employed at BJ's Wholesale Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and uses a range of investment strategies often implemented through third-party managers and technology platforms.

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has long-standing affiliations with Ameritas Life Insurance Corp and Ameritas Investment Corp dating back to 2006. Hennessey is also a partner in Premier Planning Group, where he manages staff and sells fixed insurance products, and participates in other business ventures including a marketing organization established in 2023. Ameritas Advisory Services 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 utilizes a variety of investment products and program platforms, combining firm-developed and third-party model portfolios to build customized client portfolios.

David Webb is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1993. Webb holds Series 63 and Series 65 licenses. 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, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Orit Sapir Alon is a financial advisor at Equity Services, Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Outside of her advisory work, she is a joint owner of an online business selling beauty products imported from Israel. Equity Services, Inc., operating 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 and uses third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.