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 36 years of industry experience. She has worked at Commonwealth since 2014 and previously spent 11 years with Sims Financial Services, LLC. Outside of her advisory role, she is the sole member and owner of Certified Divorce Specialists, LLC, an entity focused on divorce planning. 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 around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kirk Stensrud is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Merrill. He is also involved with the finance committee at St. Luke Evangelist Church in Glenside, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base ranging from individuals to municipal clients and offers a combination of in-house and third-party managed investment programs alongside brokerage and financial planning services.

Christina Mcginn is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds the Series 63 designation and has worked at Janney Montgomery Scott since 2019, following a 13-year tenure at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm provides services to a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

Brian Sykes is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations with 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2003. Outside of advising, he is the founder of Founding Capital, LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and access to proprietary and third-party advisory solutions.

David Duncan is a financial advisor with Commonwealth Financial Network, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has 25 years of industry experience and has been with Commonwealth since 2008, also maintaining a role at Independence Wealth Advisors since 2005. Outside of advisory services, he is involved in selling fixed insurance products under the name Independence Wealth Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, compliance, and practice-management resources.

Anthony Cellucci Jr. is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, TFS Securities, and Beacon Benefits, where he remains a managing partner. His background includes employee benefits consulting and wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design and compliance, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

David Minarcik is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 17 years of industry experience. He previously worked at Legacy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co from 2009 to 2017. Minarcik is also the owner of DPMM Consulting, LLC, a private entity related to his securities, advisory, and insurance business. 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, managing around $212.7 billion in assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Jeffrey Pelesh is a financial advisor with Principal Financial Services in Springfield, PA, holding the PFS™ and Series 63 credentials and possessing 29 years of industry experience. He has been with Principal Securities since 2015 and has operated the CPA firm Gelman & Pelesh PC since 1991. He also served on the faculty at Villanova University from 1991 to 2020. Outside of his advisory role, he acts as an insurance agent offering fixed life, disability, long-term care, annuities, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jack Gartlan is a financial advisor at Corient with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Balasa Dinverno Foltz LLC and Triad Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions and employs risk management tools and alternative investments where appropriate.

Thomas Powell is a financial advisor with PNC Wealth Management in Wayne, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill over a combined span of about 17 years before joining PNC Investment LLC in 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements portfolios via approved model strategies with mutual funds and ETFs.

Ernest Magnus Sims is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rubicon and Street Diligence. Outside of his advisory work, he serves as the head coach for the Malvern Prep water polo team. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and a range of investment solutions.

Gerald Fahey is a CFP® and holds a Series 66 license with 25 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously at Hoover Financial Advisors from 2013 to 2021 and Purshe Kaplan Sterling Investments from 2013 to 2017. He serves as a board member and treasurer of The Phelps School, where he oversees investment accounts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Tyler Cotten is a financial advisor at Kestra Advisory with a Series 66 designation and several years of experience that include roles in both educational institutions and advisory services. His background spans positions at Saint Peters University, Paul D. Camp Community College, George Mason University, the University of North Carolina at Charlotte, and Grafton High School before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Bradley Vialpando is a financial advisor with Schwab Wealth Advisory holding a Series 65 license and beginning his advisory career in 2025. He previously worked at Vanguard, Certuity, and Abbot Downing - Wells Fargo, accumulating over a decade of industry experience. Outside of his advisory role, he is involved as a co-owner and consultant in a garment care business operating laundry facilities in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily for clients in the Schwab Wealth Advisory program and select referrals. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, offering customized recommendations without exercising discretionary trading authority.

Alexandra Byrne is a financial advisor at Commonwealth Financial Network with a Series 66 credential and three years of industry experience. She previously worked at Sims Financial Services for five years and held a role at Monumental Sports and Entertainment for four years. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Collin Hess is affiliated with Private Advisor Group, LLC and holds a Series 66 designation. He has been in the financial industry since 2026, with prior experience at LPL Financial LLC during the same period. Outside of finance, his background includes multiple roles related to education and seasonal lifeguard duties. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies, including proprietary managed account solutions and third-party managers.

Robert Nave is a financial advisor at Truist Advisory Services with two years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining Truist, Nave worked at Wells Fargo Bank for nine years and Wells Fargo Clearing for one year. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.