Peter Hoffmann is a Series 63-registered financial advisor with 33 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Timothy Dwyer is a CFP® with 41 years of experience at Principal Financial Services, where he has worked since 1984 through affiliated entities Principal Securities Inc. and Principal Life Insurance Co. He serves as Vice President of the Our Mother of Consolation Alumni Association in Philadelphia. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Lingpeng Xiao is a CFP® and CFA® registered with Rockefeller Financial LLC, with four years of industry experience. Prior to joining Rockefeller, Xiao worked at UBS Financial Services Inc and Global Time Investment Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and broker-dealer services within an integrated Private Advisor model and a consolidated investment platform.

Michael Germano IV is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Steward Partners Investment Advisory, LLC since 2017 and previously held roles at Citigroup Global Markets and Raymond James Financial Services. Germano serves as a board member for Accountable Equity, a hospitality business, and is an advisor on the RocketHub Advisory Committee. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management with a range of proprietary and third-party solutions.

Ryan Flurer is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 65 designation and previously worked at Cordasco Financial Network, Inc. from 2014 to 2021 before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolios implemented through ETFs, index funds, separate account managers, and private fund platforms.

Dawei Yan is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He previously worked at Merrill for six years and has experience running a business providing international education consulting services. Yan also operates Creative Yan Studios, a photography and cinematography business specializing in wedding and portrait services outside of work hours. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary managed accounts and a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Sindu Gopalakrishnan is a financial advisor with PNC Wealth Management in Wayne, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at PNC Investments since 2019 and previously held positions at The Vanguard Group and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.

Alexandre Quantin is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience and has worked at Guardian Life and its affiliate, Park Avenue Securities, since 2012. Quantin serves on the board of the French International School of Philadelphia and operates two consulting and service businesses outside the investment industry. Park Avenue Securities LLC, part of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers tailored client relationships with discretionary and non-discretionary management, a range of advisory solutions, and access to insurance and alternative investment products.

Thomas Buckman is a CFP® with 12 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2024. His prior experience includes roles at The Vanguard Group and Uber. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Anthony Snaith is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 that includes individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Selden Staples is a CFP® professional with 42 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2005 in multiple roles, including his current tenure beginning in 2020. His prior experience includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Corey Garnier is a CFP® with 10 years of industry experience, currently affiliated with Schwab Wealth Advisory Inc. He has previously worked at Fidelity Investments, The Vanguard Group, Inc., and Creative Financial Group. Garnier holds a Series 66 license and is based in Radnor, PA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients. The firm employs Schwab’s asset-allocation models and research tools to guide investment selections, operating without discretionary trading authority and typically recommending separately managed accounts.

David Lojpersberger is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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, including high-net-worth individuals, families, trusts, and institutions, and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Zane Michalski is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. 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 operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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 municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Adam Marcellus is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes a decade at Loomis, Sayles & Company and two years at Merrill. Outside of his advisory role, Marcellus is involved in youth soccer as an instructor with the Phoenixville Area Soccer Club and operates a soccer coaching business, Elite Next Level Training. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term investment approach.

Norborne Smith III is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zeke Capital Advisors for ten years. Outside of his advisory role, he serves as a director for Premier Outdoor Media and is a partner in Wolbers BBQ, a restaurant. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a mix of model and custom portfolios, employing various investment vehicles and research approaches, supported by an Investment Policy Committee.

Christopher Monroe is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Brinker Capital Securities and TD Ameritrade. Monroe’s background also includes a period managing a 2-Cow Ranch. Orion Portfolio Solutions serves independent investment advisory firms and their clients, retirement plans, charitable organizations, and institutional sponsors. The firm focuses on model-driven and managed-account solutions and supports over 185,000 client relationships with approximately $64.8 billion in assets under administration.

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.