Robert Gover is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at \u0026Partners, LLC since 2024 and previously spent 15 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Michael Gibson is a CFP® professional with 22 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and previously worked at Merrill and Morgan Stanley Dw Inc. Gibson is also the owner of Media Publishing Group, where he self-publishes books, and Gibson Financial Services, which provides tax preparation, mortgage referrals, and property-casualty insurance services. Money Concepts Capital Corp is an enterprise-scale adviser with several hundred advisors managing approximately $4.07 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, and corporations, using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Cory Sohns is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Empower Financial Services, Audacy Inc., and Knight Strategic Wealth. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Thomas Thurber is a financial advisor at Janney Montgomery Scott with Series 66 credentials. He joined the firm in 2025 and has prior experience in education and landscape services. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party managed programs.

David Trapper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Prudential, Voya Financial, OneAmerica Securities, and Armanino. He also serves as a bank officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Lawrence Joseph Jr. is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for PNC employees that uses algorithm-driven risk assessments to select investment models implemented via mutual funds and ETFs.

Jerome Lama is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 designations and 13 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and previously held roles at PNC Investments and CCO Investment Services. Lama is also licensed as an Independent Insurance Agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a comprehensive investment committee and third-party partners.

Donald Wall Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2002. 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 organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Justen Yatko is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at GWFS Equities, Inc. since 2012. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through platforms closely tied to Empower’s recordkeeping and administrative systems.

Christopher Scalese is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with Fortune Financial Group since 2000, where he serves as president and is involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to serve its clients, managing approximately $49.8 billion across over 127,000 accounts.

Alyssa North Mozda is a Series 66-licensed financial advisor with four years of industry experience. She is currently with PNC Wealth Management and has previously worked at LPL Financial and Private Advisor Group, among other firms. Her background also includes roles outside of finance, such as involvement with Marywood University Friends of the Poor. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment models executed via mutual funds and ETFs. The firm’s approach involves delegated portfolio implementation and limited direct client contact with strategists.

Kyle Macrina is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including LPL Financial, JP Morgan Chase & Co., and Lincoln Financial Advisors Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary managed account solutions, third-party strategies, and alternative investments.

Christian Stoltz is a Series 63 licensed advisor with Centaurus Financial, Inc., where he has worked since 2007. He has 32 years of industry experience. Outside of his advisory role, Stoltz is the owner of Stoltz Financial, a business engaged in sales of fixed insurance and fixed annuities. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches and model overlay programs.

Eric Miller is a financial advisor with PNC Wealth Management who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with PNC Investments LLC since 2015. Miller is also the owner of Backyard Ale House, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithmic risk assessments to guide investment strategies implemented via mutual funds and ETFs.

Louis Ingargiola is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He is co-owner of I & M Wealth Advisors, a private entity involved in securities, advisory, and insurance services. In addition to his advisory work, Ingargiola has served as an expert witness in court cases unrelated to investment matters. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

Rebecka Waller is a financial advisor at &PARTNERS with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and the Airborne and Special Operations Test Directorate. &PARTNERS serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, employing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary services.

Patrick Watson is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Empower Advisory Group, he worked at Fidelity Investments, Prudential Investment Management Services, CUNA Mutual Group, and several other firms. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, offering both point-in-time planning and managed account solutions.

Jason Berry is a financial advisor with PNC Wealth Management in Scranton, PA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 21 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account for employees that uses algorithm-driven risk assessments to guide investment strategy.

Mark Santaniello is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has prior work experience in the medical technology and pharmaceutical sectors. Janney Montgomery Scott LLC is a large 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 plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Julie Jurchak is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements portfolios with mutual funds and ETFs. The firm’s approach involves third-party management and discretionary portfolio execution with annual rebalancing.