Jean Schneider is a financial advisor at William Blair with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for eight years before joining William Blair in 2024. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Lucas Dittenhofer is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Kimberly Wenger is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. She holds the ChFC® designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Wenger is involved in community activities as a high school lacrosse head coach and serves on the board of the Pennsylvania Girls’ Lacrosse Association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options alongside third-party asset management.

Joel Davis is a CFP® professional with 11 years of industry experience currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, and Wells Fargo entities. Additionally, he works as an insurance agent selling life and annuity products and supports tax planning and preparation through a separate tax advising firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management, multi-manager solutions, and the use of both affiliated and third-party managers.

Valerie Visconti is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Her career includes roles at Capital Analysts and Valic Investment Services Company, where she worked for over two decades. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, advisor-managed and firm-managed model portfolios, as well as broker-dealer and insurance services.

Andrew Hipple is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Purshe Kaplan Sterling Investments for six years and has been involved with Lane & Associates LLC since 2013. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by a centralized investment department and maintains a diverse client base that includes uncommon institutional relationships such as sovereign wealth funds and chartered trust services.

Michael Clatterbuck is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Levy Wealth Management Group, LLC and LPL Financial. Outside of his advisory role, he is involved with LWMG Holdings, LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by quantitative and fundamental research.

Chelsea Gordon is a CFP® professional at Lincoln Investment with 10 years of industry experience. She has been with Lincoln Investment since 2013. Outside of her role at Lincoln, she operates under the DBA Encompass Wealth & Legacy Planning LLC, providing clients with retirement, investment, and education planning services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a range of strategic and tactical investment approaches, managing both discretionary and non-discretionary programs with approximately $22.9 billion in advisory assets as of the end of 2025.

Gary Begnaud is a financial advisor at Janney Montgomery Scott with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill for 42 years, Bank of America for 9 years, and has been with Janney Montgomery Scott since 2020. 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 a range of brokerage, planning, consulting, and advisory services.

Scott Mulvaney is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 65 and Series 63 licenses and possessing 16 years of industry experience. His prior roles include positions at CapTrust and Girard Investment Services. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Stephen Schultz is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Capital Analysts, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, utilizing both strategic and dynamic approaches through an internal Investment Management & Research team.

Roger Walton is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Kestra Advisory since 2016 and has been affiliated with related firms including Kestra Investment Services and Premier Financial Group since the late 1990s. He also owns a consulting business and maintains an insurance sales practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with a platform that supports diverse and complex investment solutions.

Frank Rosala is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2022. He previously worked at The Prudential Insurance Company of America and Prudential Annuities Distributors, Inc. from 2015 to 2021. Lincoln Investment serves individuals, high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

David Zimmerman is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Wells Fargo Clearing and Ameriprise. TD Private Client Wealth LLC provides discretionary wrap-fee managed accounts and brokerage services to institutional and high-net-worth clients, utilizing strategic and tactical asset allocation with both affiliated and third-party sub-managers.

Marianne McGovern is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 63 designation and 30 years of industry experience. She has been with Janney Montgomery Scott since 1979. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers brokerage services, financial planning, and advisory programs.

Melanie Dematto is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Jason Kobilka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. He has been with PNC Investments Inc. since 2010. Outside of his advisory role, he owns the Uncommon Life project, an unrelated venture. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

Dixon Sanchez is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of finance, he owns an audio production company that creates music and audio sequences for online sales. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm operates as both a broker-dealer and an advisory, including a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Phong Le is a financial advisor with Transamerica Financial Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has also been involved in solar and home improvement sales through his roles with Kinetic Innovations LLC and Sunbright Solar LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pensions, trusts, and charitable organizations, offering a range of advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing various managed and non-discretionary program options.

Steven Minner Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with designations including Series 63 and Series 65. He has two years of industry experience and previously worked at Fidelity Investments, Lincoln Financial Advisor Corporation, Brown Advisory, and Glenmede. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm combines SEC-registered advisory and broker-dealer capabilities, managing billions in assets and utilizing third-party asset manager relationships to tailor investment strategies.