James Brandau is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 designation. He has worked at William Blair since 2022 and spent the prior seven years at Brown Brothers Harriman. 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 investment approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Lorrie Riggs is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. She has been with Janney Montgomery Scott since 1988 and holds the Series 63 and Series 66 designations. 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 through a variety of brokerage, financial planning, and advisory programs.

Scott Karpiak is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Janney Montgomery Scott since 2015. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

William Harvey is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott since 2002. Harvey holds the Series 63 designation. 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 brokerage services, financial planning, and advisory programs.

Lia Cavallo is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Lincoln Investment since 2021. Prior to that, she held various roles at Navy Federal Credit Union and affiliated entities. Outside of Lincoln, she serves as an associate advisor for 7:12 Financial LLC, supporting another advisor by servicing existing clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of services including financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs utilizing strategic and tactical approaches.

Jerald Wozniak is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 designations and possessing 42 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1986 and has prior experience with FANS and Milico (Al Williams Co). Additionally, he has been involved with Fox Chapel Area Schools since 1974. 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 a range of financial planning and investment management services, employing both strategic and tactical approaches through an in-house Investment Management & Research team.

Timothy Waite is a CFP® with 33 years of industry experience. He is affiliated with Comprehensive Advisors, LLC and has held roles at Private Advisor Group, LPL Financial, Integrity Investment Advisors, and National Planning Corporation. Outside of financial advising, he is a co-owner of Rapunzel Day Spa & Salon in Lansdale, PA. Comprehensive Advisors, LLC provides financial planning and consulting services to individual and high-net-worth clients, focusing on one-time financial plans rather than ongoing asset management. The firm implements advice through client Investment Policy Statements and offers a range of investment recommendations without discretionary trading or custody of client assets.

Brian Grant is an investment advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including long-term roles at Kestra Investment Services and Equity Services, Inc. Outside of his advisory work, he serves as a part-time pastor and is involved as a church treasurer in local community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at JIH Limited Enterprises, MRC Recruitment, and CenExel HRI. Oppenheimer serves a wide range of clients including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a flexible investment approach tailored by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes.

Kainen Kampe is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. He previously worked with Florida Financial Advisors DBA Tristate Financial Advisors and joined Empower Advisory Group in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Joseph Hayes is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America, Prudential Investment Management Services LLC, KeyBank, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns, serving a large participant base with a higher client-to-advisor ratio than many peers.

Jason Freedman is a financial advisor with Citizens Securities, Inc. in State College, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Citizens Securities in 2020, he worked at First Commonwealth Bank, Edward Jones, and First National Bank. Outside of his advisory role, Freedman teaches Sunday school at Temple Beth Israel. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account programs and operates as a broker-dealer and insurance agency.

Mary Tibolet is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 29 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1993 and has also been affiliated with Joaquin C Lopez Inc and Barbara Muza since 2011. 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 financial planning, retirement plan advice, and a range of advisory programs utilizing both proprietary and third-party investment strategies overseen by an Investment Management & Research team.

Brian Pitell is a financial advisor with Lincoln Investment, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Capital Analysts, Cetera, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president of Safari Club International, a nonprofit board dedicated to hunting and conservation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services utilizing both in-house and third-party strategies overseen by an Investment Management & Research team employing strategic and tactical approaches.

Patrick Forst is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. 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, and both advisor-managed and firm-managed investment programs that incorporate strategic and tactical approaches supported by quantitative models and an Investment Management & Research team.

Zachary Carr is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, he spent time at Capital Analysts and has an educational background spanning from primary through college levels. 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 management services, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

David Ward is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, Ferrandino serves as an advisory board member for nonprofit organizations focused on Batten disease research and support. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, and institutions by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model and access to alternative investments.

Robert Fisch is a financial advisor at Lincoln Investment with 27 years of industry experience. He has previously worked at United Planners' Financial Services of America and Citizens Securities, Inc., and has operated his own advisory business since 2003. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specialized focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services, advisor- and firm-managed portfolios, and operates both as a broker-dealer and insurance agency in addition to its SEC-registered RIA activities.