David Woodward is a financial advisor at PNC Wealth Management with 27 years of industry experience. He has worked at PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online account offering managed by PNC or third-party strategists with an algorithmic risk assessment and no direct individual security trading.

Douglas Batten is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Shane Mccormick is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Private Advisor Group, LLC since 2014 and has also worked at LPL Financial since 2002. Mccormick operates through multiple divisions focused on personal financial planning, asset management, and business solutions for employee benefits and retirement plans. 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 with a range of investment strategies and platforms.

Bruce Fenster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions since 2026. He previously worked for 14 years at MyCIO Wealth Partners, LLC. Fenster holds Series 63 and 65 licenses and is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across various account types, combining traditional and alternative strategies, proprietary optimization software, and ongoing portfolio oversight.

Kathryn Clearwater is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has worked in both staffing and retail prior to joining Janney. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Sean Heidig is a CFP® at Mercer Global Advisors Inc. with four years of industry experience. He previously worked at Mallard Financial Partners and Merrill Lynch, Pierce, Fenner and Smith, Inc. Outside of his advisory role, he is a co-owner of an online store selling customized products on Etsy. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, emphasizing globally diversified, risk-appropriate portfolios and utilizing a variety of implementation options including ETFs and separate accounts.

Noam Zilberstein is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has previously worked at Willis Towers Watson and Hays Companies (now Brown & Brown). Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Christopher Daniels is a CFA® charterholder with 14 years of industry experience. He currently works at Creative Planning and previously spent seven years at Daniels + Tansey, LLP. Daniels is based in Greenville, DE. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jackson Davey is a Series 65 registered advisor with Clearstead Advisory Solutions in Philadelphia, PA, and has eight years of industry experience. He previously worked at MyCIO Wealth Partners, LLC for nine years and spent one year with Northwestern Mutual. Clearstead serves affluent private clients and institutional clients, providing services including investment management, financial planning, tax planning, family office administration, and institutional consulting. The firm manages approximately $33.9 billion in assets and employs an investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various investment vehicles.

Timothy Hague is a financial advisor with Centaurus Financial, Inc., holding the CFP® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Centaurus Financial, Spivak Financial Group, and U.S. Allianz Securities Inc. Outside of his advisory work, Hague is involved in charitable fundraising for Phoenix Children's Hospital and owns several business entities related to insurance sales and real estate development. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, and institutions. The firm offers financial planning, portfolio management, and specialized retirement-plan consulting, employing a range of investment analysis techniques and both discretionary and non-discretionary management approaches.

Michael Hennessy is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has five years of industry experience, including roles at Cumby, Spencer & Associates Financial Group and Nylife Securities LLC. Outside of advisory work, he operated under the DBA Cumby, Spencer & Associates Financial Group to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Finelli is a financial advisor at Clearstead with 24 years of industry experience. He holds a Series 65 designation and previously worked for MyCIO WEALTH PARTNERS, LLC for 19 years before joining Clearstead. He is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, providing investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm employs an institutional investment approach, utilizing portfolio analytics, manager research, and strategic asset allocation, and manages approximately $33.9 billion in assets.

Kyle Robostello is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott and its affiliated entities since 2016. 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 broad client base including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Tyler Ciemniecki is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding Series 63 and Series 66 licenses with two years of industry experience. He has worked at Eagle Strategies since 2024 and is also associated with Barilotti Wealth Strategies and Insurance Solutions LLC and New York Life Insurance Company. Prior to his advising career, Tyler held roles at Johnson & Johnson Consumer Products and Rutgers University. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of advisory programs tailored to client objectives and Plan Sponsor criteria, with a significant portion of assets managed on a non-discretionary basis.

Andrew Brown is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Vanguard, Morgan Stanley, and Putnam Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients comprehensive financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and utilizes Schwab’s proprietary research tools and asset allocation models.

Kelley O Brien is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Grant Thornton LLP and PricewaterhouseCoopers LLP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies and offers proprietary private funds and an interval fund alongside comprehensive reporting and education services.

Albert Pierce is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2011. 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, consulting, and various advisory programs.

Melanie Allen is a financial advisor at Principal Financial Services with 16 years of industry experience. She holds Series 66, Series 63, and Series 65 credentials. Prior to joining Principal, she spent ten years as a homemaker and currently writes outside insurance policies including life, health, disability, long-term care, medical, dental, and annuities through Allen Insurance Group. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Luke Cantwell is a financial advisor at TD Private Client Wealth LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm offers portfolio management, access to mutual funds and ETFs, financial planning, and uses a combination of affiliated and third-party sub-managers in its investment approach.

Evan Ratnow is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional infrastructure, including in-house research and derivatives services.