Brett Hyman is a financial advisor at Oppenheimer with four years of industry experience. He holds a Series 66 credential and has previous work experience at Merrill Lynch and several hospitality companies. Outside of his advisory role, he is the owner of a music content business that distributes streaming content on platforms such as Spotify and Apple Music. Oppenheimer serves a broad client base including individuals, corporations, and charitable organizations, offering a range of advisory programs and consulting services with a mix of discretionary and non-discretionary portfolio management. The firm also maintains custody of client assets and operates both advisory and broker-dealer businesses.

James Cuorato III is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with CWM, LLC and Carson Wealth, having previously worked at Stonecrop Wealth Advisors, LaSalle Street Investment Advisors, and as a retirement planning specialist. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, managing accounts on a discretionary basis using model portfolios guided by an internal Investment Committee.

Luke Hebert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He has been with Commonwealth since 2020 and is also involved with EBA Consulting. Prior to his current roles, Hebert held various positions including multiple terms at High Point University. 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 provides a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, managing roughly $212.7 billion in client assets.

Jonathan Turner is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Valic Financial Advisors, AGIA, The Vanguard Group, and LPL Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs—such as a digital advisory platform partnered with SigFig—and brokerage and insurance services, and is wholly owned by Citizens Bank, N.A.

Binnie Footer is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding a Series 63 designation and 45 years of industry experience. He has been with Janney Montgomery Scott since 1989. Outside of his advisory role, he serves as president of The Footer Family Foundation, a charitable organization that makes donations to public charities. 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 range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Brown is a CFP®-certified financial advisor with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at Vanguard, Morgan Stanley, and Putnam Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients comprehensive financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and utilizes Schwab’s proprietary research tools and asset allocation models.

Carson Rau is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His background includes roles at Charles Schwab, TD Ameritrade, Spring EQ, and NewDay Financial LLC. Outside of his advisory work, Rau previously worked with the Atlantic City Beach Patrol. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, delivering recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions and providing annual account reviews.

Kelley O Brien is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Grant Thornton LLP and PricewaterhouseCoopers LLP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies and offers proprietary private funds and an interval fund alongside comprehensive reporting and education services.

Robert Smee is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His career includes roles at LPL Financial and Ameriprise Advisor Services, Inc. Beyond advisory work, he is involved in photography through R&D Photography. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and offers managed account solutions utilizing both proprietary and third-party platforms.

Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Delana Romenesko is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Thrivent Financial For Lutherans and Thrivent Investment Management Inc. for 24 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion dollar advisory platform with a range of investment and custody services.

Lisa Newsham is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 1999. In addition to her advisory role, she has worked with the School District of Philadelphia since 1997. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b)/457(b) participants. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Brittany Webb is a financial advisor at Cerity Partners LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Cerity Partners, she worked at Goldman Sachs from 2021 to 2024 and has held roles at MML Investor Services, MASSMUTUAL, and AXA Advisors. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens in its investment approach.

Jong Oh is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at FSC Securities Corporation, LPL Financial, and Mariner Independent Advisor Network. Outside of his advisory roles, he is involved with Professional Insurance and Financial Services, a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model using various investment strategies and technology platforms, often implementing advice through third-party managers and wrap programs.

Fred Shocket is a CFP® with 32 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Cetera Wealth Services, VOYA Financial Advisors, and Financial Independence Planning, where he provides advisory services. He is also an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, with a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customized solutions.

John Campbell is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked in various roles including positions at Corporate Glass and North West Bank. Outside of finance, he has been involved in the restaurant industry, with experience at multiple establishments such as Bay House Oyster Bar and Restaurant. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive investment strategies.

David Haman is a CFP® professional with 26 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2016. His prior firms include Concourse Financial Group Securities, Woodbury Financial Services, and Eagle Strategies (NY Life). Outside of advisory work, he is an adjunct professor teaching Financial Services courses at Widener University and serves as the elected Treasurer of Upper Darby Township, PA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through a variety of managed and indexed strategies, complemented by educational programming and integrated affiliated services.

Matthew Shaw is a CFP® professional with 15 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2014. He is also involved with Veritas Strategies, where he has worked since 2010. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various approaches including discretionary and non-discretionary management.

Bryce Mondorff is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at firms including Cetera Wealth Services and Northwestern Mutual. Prior to his advisory roles, he was involved with Delone Catholic High School and Ballyhoo Sports Academy. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven model selection and delegated portfolio management using mutual funds and ETFs.

David Brown is a Series 66-licensed advisor with Kestra Advisory, where he has worked since 2016. He has 24 years of industry experience, including a long tenure at Kestra Investment Services. Outside of his advisory work, he is the owner of Blue Line Sports Management LLC and serves as Board President of the Central Bucks East Ice Hockey Club, a youth hockey program. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad 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.