Richard Kearney is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 1991. 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 plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

John Begley is a CFP® with 25 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has a long tenure with New York Life and its related entities, including Eagle Strategies since 2011. Outside of his advisory role, he serves as a basketball official for a local youth league. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a wide range of individual and institutional clients. The firm emphasizes tailored advice delivered through multiple program types, with a majority of assets managed on a non-discretionary basis.

Derek Thompson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at JP Morgan securities and Chase Bank, as well as driver and business owner roles with companies such as Uber, Lyft, and Apex Business LLC. He is also involved with Netlaw, a firm that provides estate planning services including wills and trusts. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Megan Alpert is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Megan also works as a success and fulfillment coach outside of her financial advisory practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, third-party asset manager access, and back-office services including trading and reporting.

Tyler Mulligan is a financial advisor at Empower Advisory Group with a Series 66 designation. He has been in the industry since 2022, previously working at Bank of America and Merrill. Prior to his financial services career, he spent several years at Joyce Outdoor Advertising. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and participants, as well as selected retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long‑term portfolio returns and annual rebalancing.

David Tarantini is a financial advisor at &PARTNERS with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for a total of ten years. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Salvatore Schiavone is a Series 66-licensed financial advisor with PNC Wealth Management, based in Peckville, PA. He has 22 years of industry experience, including roles at Merrill from 2004 to 2006 before joining PNC Investments in 2006. Schiavone has spent the majority of his career with PNC. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessments and implements portfolios via approved strategies with mutual funds and ETFs.

Patrick Hannon is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Robert Gover is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with &Partners, LLC, having joined the firm in 2024 after eight years at Wells Fargo Clearing and a brief tenure at Merrill. Gover holds the Series 66 license. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, supported by a mix of fundamental, technical, and quantitative analysis.

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.

Claude Hicks is a financial advisor with Transamerica Financial Advisors, holding a Series 65 designation and currently based in Kingston, PA. He has experience with several firms since 2024 and has been involved with Highstreet IT Solutions, LLC since 2011. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Ryan Mcgee is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on personal retirement planning, portfolio management services, and retirement income solutions tailored to clients' individual goals. Ryan holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Susquehanna University. He emphasizes connecting all aspects of a client's financial life to help prioritize and pursue meaningful objectives. Outside of his professional work, Ryan enjoys biking, fishing, football, hiking, traveling, and spending time with his family.

Cory Sohns is a financial advisor with Empower Advisory Group in Scranton, PA, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Empower Financial Services, Audacy Inc., OnePoint Business Solutions, 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’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Thomas Thurber is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside the financial industry and periods of full-time education. 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, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory 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.

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.

Scott Mizenko is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has two years of experience operating as a sole proprietor and has worked with Local Union 1456/1556, NY Dock for 28 years. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs various analytical approaches and utilizes model portfolios, third-party sub-advisers, and custodians to tailor investment strategies.

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