Daniel Hendel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2016 and has a longstanding involvement with Whitemarsh Valley Golf Club outside of his advisory work. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and offers various wrap programs with integration across KeyCorp affiliates.

H. Kerr IV is a Series 66–registered financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he contributes to the CPA Continuing Education Society of Pennsylvania by managing their website and supporting CPE events for the local CPA community. Janney Montgomery Scott 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, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Dixon Speaker is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at LPL Financial and The Vanguard Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Kathryn Riesberg is a Series 65-licensed financial advisor with Corient, based in Wayne, PA, and has four years of industry experience. Her prior roles include positions at Radnor Financial Advisors and MassMutual Greater Philadelphia, as well as work at Temple University’s Office of Institutional Research & Assessment and Fox School of Business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation. The firm offers specialized services through affiliates, including family office, tax, and corporate trustee services, and maintains active portfolio monitoring with risk management and alternative investment options.

Matthew Cunningham is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a licensed insurance agent advising clients on life insurance and annuities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a blend of affiliated and unaffiliated sub-advisers and incorporates tactical, market-timing strategies alongside traditional portfolio approaches.

Nita Amin is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and a managed account program, and is wholly owned by Citizens Bank, N.A.

James Marconis is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer & Co since 2006 and holds Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. 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 a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Robert Filipone is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Chester Valley Golf Club and Kennett Square Golf and Country Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

Kyle Hahn is a financial advisor with Orion Portfolio Solutions, LLC, holding the PFS™ designation and Series 65 license. He has six years of experience with Orion Advisor Technology and Orion Portfolio Solutions, and three years with SEI Investments. Prior to his industry career, he spent four years at Shippensburg University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Lawrence Kelly is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior positions at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, utilizing a range of portfolio management platforms and third-party asset managers.

Stephanie McCullough is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her career includes long-term roles at American Financial Management Group, Triad Advisors, and IFG/Russell Advisors. Outside of investment advising, she creates online courses and workshops focused on wealth management for women and co-hosts "Take Back Retirement," a podcast offering retirement advice for women. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both in-house and third-party managers and technology platforms to deliver a range of investment strategies.

Lyla Mc Curdy is a ChFC® credentialed financial advisor with 10 years of industry experience, currently affiliated with Eagle Strategies and New York Life in Horsham, PA. She has worked at Eagle Strategies LLC since 2023 and at New York Life and NYLIFE Securities LLC since 2016. Mc Curdy serves as a director for NAIFA Greater Philadelphia, a nonprofit organization focused on regulatory advocacy and professional education for insurance and financial advisors. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored advice and delivers solutions through multiple program types, with the majority of its assets managed on a non-discretionary basis.

Valerie Widhson is a Series 66-licensed financial advisor with Lincoln Investment, based in Fort Washington, PA. She has 10 years of industry experience, including four years at Lockwood Advisors Inc and Pershing LLC prior to joining Lincoln Investment in 2018. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base that includes individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, consulting, portfolio management through advisor- and firm-managed model portfolios, and employs an in-house Investment Management & Research team to develop strategic portfolios and Adaptive Intelligence Model strategies.

Kelly Ochotny is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2000 and has been affiliated with Temple University since 1999. Lincoln Investment Planning, LLC is an enterprise-level advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Robert Orbin Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Cetera, Mauch Chunk Trust Company, and Allstate Financial Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios alongside commission-based brokerage and other non-discretionary services.

Tracy Schurter is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds the Series 63 and Series 65 designations 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Sean Menickella is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Kestra, he worked with Beacon Financial Services, Inc. and LPL Financial, LLC, and he has held roles involving wealth management and retirement plan services, including overseeing sales and service teams. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a broad range of clients including large institutional investors and sovereign wealth funds.