Michael Reeves is a financial advisor at Mariner with a Series 65 credential. He has been with Mariner since 2023, following his studies at the University of Delaware and prior work at Bishop Shanahan High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing services such as investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting capabilities as well as financial wellness tools for employer clients.

John Ferullo is a financial advisor with GWN Securities Inc. in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include long tenures at Nationwide Advisory Services, Nationwide Securities, and Nationwide Insurance. Outside of advising, he is the principal of Ferullo Insurance Agencies LLC and is involved in forming an LLC for future investments in real estate or startups; he is also a member of the Union League of Philadelphia’s investment club. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a wide range of investment programs, including legacy market-timing and momentum strategies, and operates through a large network of approximately 423 advisors managing over $3.6 billion.

Kevin Gaines is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has previously worked with Triad Advisors, Inc. and American Financial Group, Ltd. Outside of his advisory roles, Mr. Gaines co-hosts the podcast "Take Back Retirement," which provides retirement advice targeted toward women. Private Advisor Group, LLC is an SEC-registered advisory firm managing more than $41 billion across over 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Roy Blumberg is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at Private Advisor Group since 2012 and LPL Financial since 2009. He operates under the DBA Horatio Street Wealth Management as part of his advisory services. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, providing access to multiple asset managers and investment platforms to tailor solutions to client objectives.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current position since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 designations. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that includes strategic and tactical asset allocation, manager selection, and various equity and fixed-income strategies.

Brett Cole is a CFP® with 34 years of experience in financial planning and investment advisory services. He is currently affiliated with Kestra Advisory and has held roles at Kestra Investment Services, Tycor Benefit Administrators, and Tycor Asset Management since 2007. He operates out of Wayne, PA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design and compliance testing, plan-level investment advice, and manages various third-party platforms and pooled plan solutions.

George Reilly is a CFP® professional with 12 years of experience in financial advisory. He currently works at Kestra Advisory Services, LLC and has held prior roles at Dunlap Bennett & Ludwig, PLLC, Safe Harbor Tax Services, LLC, Zeiders Enterprises, Reilly Law, PLC, and Safe Harbor Financial Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a range of management platforms and third-party solutions.

Michael Hassell, Jr is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes multiple periods as a student prior to beginning his advisory role at Janney. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

James Nesbitt is a financial advisor with Commonwealth Financial Network in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes prior roles at Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance Company, and Kistler, Tiffany, Sterling Benefits. Nesbitt is also the owner of JKN Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Vesnaann Tucker is a CFP® professional with six years of experience in the financial services industry. She is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, LLC. Outside of her advisory role, she is involved in creating commissionable links for lifestyle and clothing products through Rewardstyle and serves as a minority inspector of election for the Township of Ridley. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Dennis Wallace is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Private Advisor Group since 2012 and also has a long tenure with LPL Financial dating back to 2006. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

John O'Brien is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC since 2018 and previously worked at Ortner, O'Brien & Ortner Advisory Group, Inc. for 18 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research that incorporates quantitative and fundamental analysis.

John Conaboy is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 47 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. 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 and municipal clients, offering brokerage, financial planning, and advisory programs.

Richard Zajac is a financial advisor with Commonwealth Financial Network, holding CFP® and PFS™ designations and possessing 28 years of industry experience. His prior experience includes roles at Lincoln Investment and Capital Analysts, Incorporated. Outside of advisory work, he is involved in tax preparation services through Zajac Tax, LLC and has a role in writing articles via Daniel Zajac, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios managed by its Investment Management and Research team.

Danielle Fava is a financial advisor at CWM, LLC with three years of industry experience and holds a Series 65 credential. Her prior work includes roles at Carson Group, Envestnet Embedded Advisory, Inc., Envestnet, Inc., Staten Island CYO, and TD Ameritrade. Outside of advising, she serves as an investor and board member for Language Consulting Worldwide and holds positions with several early-stage companies in the fintech and marketing technology sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages primarily discretionary accounts using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized solutions, emphasizing fiduciary oversight and a range of retirement plan services.

Dharshan Premaratne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked with TD Private Client Wealth LLC and TD Bank since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning, and custody services, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Atique Yazdani is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials. He has been with PNC in various roles since 2017, including positions at PNC Bank and PNC Investments. Prior to joining PNC, he worked at The Source (Bell Canada) from 2011 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and implements investments via approved model strategies.

Scott Tapper is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group since 2014 and has been associated with LPL Financial since 2002. Tapper is involved in managing group benefits and qualified retirement plans through a related insurance business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Ian Murphy is a Series 66-licensed financial advisor at Equity Services, Inc. with two years of industry experience. Prior to joining Equity Services, he has held roles at National Life Group and ATC Healthcare, where he also manages administrative responsibilities for a family business. In addition to his advisory work, Mr. Murphy is licensed to sell life, health, annuity, disability, and long-term care insurance through his own agency, Evolution Financial Group. 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 and combines long-term investment strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Ryan De Haven is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company, he worked in education and retail, including roles at West Chester University, Giant Food Stores, Pennridge High School, and Central Middle School. Outside of financial services, he is involved with Brain and Barrel. 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.