Brian Menickella is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Beacon Financial Services, Inc., and TFS Securities, Inc. Menickella is the owner and managing partner of Beacon Financial Services and a silent partner in The Beacon Group of Companies. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions, serving large institutional investors and complex client needs.

Christian Correa is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Northern Lights Distributors, Toews Corporation, and Marsh & McLennan Companies. Outside of advising, he has worked with Community Action of Delaware County’s VITA IRS program and taught at Eastern University and Temple University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term returns and annual rebalancing, delivered at scale through close affiliation with Empower’s recordkeeping and administrative platforms.

Nicholas Lombardo is a CFA® charterholder affiliated with Commonwealth Financial Network in Chadds Ford, PA. He has one year of industry experience, including prior roles at Independence Wealth Services and the State of Delaware, as well as a lengthy tenure at DuPont Capital Management. Commonwealth Financial Network is a dual-registered broker-dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, providing both discretionary and nondiscretionary investment solutions.

Waseem Khan is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2022, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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 investors, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Yale Joseph is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. 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 sponsors, offering a range of brokerage services, financial planning, and advisory programs through both in-house and third-party managers.

Kyle Fitzpatrick is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 13 years of industry experience. He has worked across various Truist entities, including Truist Investment Services and BB&T Securities. Fitzpatrick serves as a Lieutenant Commander in the United States Navy in a national security role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools, and integrates closely with affiliated broker-dealer and banking services.

Joseph Tabella is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Principal Securities Inc. since 2006 and Principal Life Insurance Company since 2005. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brian Sanford is a CFP® with 11 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Union Street Financial. Previously, he spent nine years at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Amy Keller is a financial advisor at Wealth Enhancement Advisory Services, LLC with over 27 years of experience in the industry. She holds the Series 65 designation and previously worked at Hoover Financial Advisors for 24 years before joining Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Gail Kelly Brown is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2006. 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, financial planning, consulting, and multiple advisory programs.

Charles Creighton is a financial advisor with Equity Services, Inc., holding the ChFC® designation and a Series 63 license. He has 42 years of industry experience, with his career spanning from Shevlin Gladden Associates and Equity Services, Inc., where he has worked since 1982 and 1984 respectively. He also serves as a volunteer member of the West Goshen Township Pension Committee. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a variety of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines multiple advisory platforms with a mix of long-term strategies and shorter-term trading options, utilizing both discretionary and non-discretionary management approaches.

Tara Cylcewski is a financial advisor with Creative Planning, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at APW Capital, Kistler-Tiffany Advisors, and AXA Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Patricia Picardi is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and 41 years of industry experience. She has worked with Guardian Life and Park Avenue Securities since 2002. Outside of her advisory role, she is involved in insurance services beyond Guardian and manages a family revocable trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

Robert Barton Jr. is a financial advisor with GWN Securities Inc. in Bloomsburg, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with GWN Securities since 2004. Outside of advisory work, he occasionally quotes and places life insurance for clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment approaches including legacy market-timing and momentum strategies.

Gregory Kupiec is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2003. Kupiec is also involved in insurance sales, including fixed annuities, term and whole life insurance, and health and accident insurance. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

Howard Siegal is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Equity Services, Inc. since 2014 and also has professional experience with National Life of Vermont and Sd Associates P.C., CPAs. Outside of his advisory role, he is involved in various investment-related partnerships. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and an SEC-registered investment adviser, offering multiple advisory platforms that use third-party asset managers and model portfolios, combining long-term strategies with opportunities for shorter-term trading.

Shawn Anderson is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2010. Outside of his advisory role, he also provides life insurance and long-term care services to existing clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Timothy Joseph is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at Wisdom Planning, LLC, Andrew Garrett, Inc., and Cordasco Financial Network, LLC. In addition to his advisory role, he provides professional tax preparation services on a seasonal basis. Mercer Global Advisors offers investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Scott West is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018, with prior roles at Ameriprise Financial Services, Inc., Foreside Fund Services, LLC, and Acess Distribution Partners, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing proprietary software and oversight from Morningstar Investment Management to guide asset allocation and retirement planning.

Danine Mueller is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Commonwealth since 2014 and also operates Sims Financial Services, LLC. Additionally, she is the sole member and owner of Certified Divorce Specialists, LLC, a firm focused on divorce planning. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers extensive operational and investment support, including discretionary model portfolios and customizable program structures.