Paulette Callas is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has seven years of industry experience, including prior roles at Merrill and Wells Fargo Bank. She is currently based in King of Prussia, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Ramona Plant is a financial advisor with Bankers Life Advisory Services, Inc., holding the Series 66 designation and beginning her advisory career in 2026. Her background includes nearly two decades at GlaxoSmithKline and ongoing roles at Capone's and the Borough of Phoenixville. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, retirement plan consulting, and a combination of fundamental, technical, and cyclical analysis to tailor asset allocations. The firm operates under CNO Financial Group and integrates services across affiliated broker-dealer and insurance businesses.

Ronald Wenrich Jr. is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at GWN Securities since 2008 and has also been affiliated with Mass Mutual Financial Group since 2004. Outside of his primary advisory role, he is involved in activities related to life insurance needs assessment and pension option evaluations. 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 over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Dean Brewington is a financial advisor with PNC Wealth Management in Exton, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with PNC Investments since 2016, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an employee-only digital discretionary model account that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Michael Hassell is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 31 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and extensive tenure within Janney Montgomery Scott. 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, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management strategies and centralized client support.

Randall Hartzel is a financial professional with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is involved in the sale of long-term care insurance and fixed annuities. 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 offers a range of managed-account programs and employs both traditional asset-allocation and legacy market-timing and momentum-based strategies.

Olivier Sureau is a Series 66-registered financial advisor with Guardian Life, based in King of Prussia, PA. He has a combined eight years of industry experience, including roles at Fiducial Jade Inc and Park Avenue Securities. Outside of his advisory work, he is involved in various business ventures primarily connected to international holdings and consulting. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

Gregory Laudadio is a CFP® professional with eight years of experience in the financial services industry. He is currently with Principal Financial Services and leads Laudadio Wealth Management Group. His prior experience includes roles at Financial Advisors of Delaware Valley and Rubin Fortunato & Harbison. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and various business entities, offering financial planning, retirement plan consulting, and access to third-party money manager solutions.

Anthony Gambone is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. Gambone is also licensed to sell life, health, annuity, long-term care, and disability insurance through Evolution Financial Group. 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, frequently utilizing third-party asset managers and model portfolios, and manages both discretionary and non-discretionary client programs.

Lauren Mueller is a financial advisor with Commonwealth Financial Network in Wayne, PA. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Sims Financial Services LLC and has a background that includes four years at Clark Construction Group. 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 managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.

John Bratton III is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Triad Advisors and LPL Financial. His prior roles include multiple tenures with Independent Financial Partners and IFP Securities. 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 individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and centralized asset management options.

Jennie Wilber is a CFP® professional with three years of industry experience, currently affiliated with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC and Hotaling Investment Management. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate, retirement plan, and institutional investors. The firm offers investment management and comprehensive wealth services through a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis combined with third-party managers and a variety of investment strategies.

Jennifer Burkhardt is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 15 years of industry experience. She has worked with various Truist entities including Truist Investment Services and BB&T Securities since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program implemented through a mix of discretionary and non-discretionary arrangements.

Mark Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at The Vanguard Group, Inc. Outside of his advisory role, he is an independent freelance musician who occasionally performs professionally. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Jason O’Meara is a CFP® professional with 11 years of experience in financial advising. He is currently with Mercer Global Advisors Inc., where he has worked since 2020. His prior experience includes roles at SFG Wealth Planning, Prudential Financial Planning Services, and The American College of Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Anthony Lanzone is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2019. Prior to joining Janney, he held positions at the University of Pittsburgh and the Philadelphia Country Club. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Aida Gonzalez is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2014. Outside of her advisory role, she serves as Vice President of The National Drifters Incorporated, a social organization that hosts annual fundraising events for academic scholarships. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals and various entities, often those connected through TIAA-administered retirement plans. The firm’s advisory model combines point-in-time planning with ongoing portfolio management, offering both model-based and customized investment solutions.

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.

Karis Sherbert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth, Karis worked at Sims Financial Services and Health Insurance Solutions, and earlier in a non-financial role at Starbucks. Outside of advising, Karis has worked as a driver for DoorDash. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by a comprehensive back-office platform.

Deborah Yurchak is a financial advisor at Kestra Advisory Services with 26 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial, Beacon Financial Services, and Minnesota Life Insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan design, and investment solutions supported by due diligence, serving approximately $79.8 billion in assets under management.