Brian Dunn is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Eric Dean is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at LPL Financial, Woodbury Financial Services, and Guardian Life. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model combining technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with United Planners since 2005 and is also a partner at Backal Pomerantz Wealth Management since 2014 and RBCHA since 2013. His professional activities include serving as a trustee for family trusts. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and uses a combination of custodians and third-party platforms, managing approximately $12.77 billion in assets, predominantly on a non-discretionary basis.

David Pensyl is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at Lincoln Investment since 2019 and previously held positions at Citizens Securities, Citizens Bank, Robert Morris University, and Capstone Logistics. Pensyl also assists senior financial advisor Cynthia Egan in client service and portfolio management. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed portfolios, combining strategic and tactical investment approaches supported by an Investment Management & Research team.

Graham Parsons is a financial advisor at Cerity Partners LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2016 to 2025. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Paul Koenig Jr. is a CFP® and ChFC® with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and also maintains an affiliation with LPL Financial over the same period. His prior experience includes roles at Osaic FA, Inc. and Ameriprise. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, building customized portfolios with a long-term approach using mutual funds, ETFs, equities, and fixed income.

Michael Niroda Jr is a financial advisor with TD Private Client Wealth LLC based in Marlton, NJ. He holds Series 63 and Series 66 credentials and has 10 years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Citizens Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning support, and custody services, employing a combination of affiliated and third-party sub-managers within its strategic and tactical asset allocation frameworks.

Jean Bloom is a Series 63 licensed financial advisor with 43 years of industry experience. She has been with Janney Montgomery Scott since 1989. Janney Montgomery Scott LLC is a 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 brokerage services, financial planning, consulting, and various advisory programs.

Cameron Aglow is a financial advisor at Private Advisor Group, LLC with a Series 65 credential and one year of industry experience. His prior work history includes roles at Risler Financial Management and LPL Financial. 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 and managed account solutions. The firm employs a fiduciary-based advisory model utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers.

Nicholas Towey is a CFP® and holds a Series 66 designation with 11 years of industry experience. He has been with Lincoln Investment since 2014. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and offers a range of financial planning and advisory services, including both discretionary and non-discretionary programs.

Keith Glushek is a financial advisor at Lincoln Investment in Fort Washington, PA, holding a Series 66 designation with 28 years of industry experience. He has been with Lincoln Investment Planning since 2012. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisor-managed and firm-managed investment programs that utilize both strategic and dynamic approaches.

Victor Levy is a CFP® with 31 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously led Levy Wealth Management Group, LLC for 12 years and spent over two decades at LPL Financial, LLC. In addition to his advisory work, he is the author of "The Kitchen Table Financial Plan" and serves as president of Leon L Levy & Associates, a firm that sells fixed insurance products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Jonathon Leise Jr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2008. 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, charitable organizations, and municipalities, offering a range of brokerage, financial planning, consulting, and advisory programs.

Julie Maxwell is a Series 66-licensed financial advisor at Janney Montgomery Scott with 10 years of industry experience. She has been with Janney Montgomery Scott since 2013. 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 plans, and offers a range of brokerage, financial planning, and advisory services.

Anthony Stanziano Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked previously at FIRST REPUBLIC Securities Company, LLC, Peapack-Gladstone Bank, and PGB Securities LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms as well as managed accounts, and operates as a broker-dealer and insurance agency.

Denise Camerieri is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at KeyBank and Key Investment Services LLC since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through diverse advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategy selection supported by professional recommendations and conducts thorough due diligence on third-party advisory products.

Mark Duffy is a financial advisor at Janney Montgomery Scott with 41 years of industry experience and holds a Series 63 designation. He has been with Janney Montgomery Scott since 2009. Duffy serves as a board member of the Haddon Heights Shade Tree Commission, where he is involved in planning and caring for trees in Haddon Heights, NJ. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of brokerage services, financial planning, consulting, and advisory programs.

Peter Hoffmann is a Series 63-registered financial advisor with 33 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Stephen Krajnak is a financial advisor with PNC Wealth Management based in Philadelphia, PA. He holds the Series 66 designation and has 19 years of industry experience, including over a decade with PNC Investments starting in 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account for employees with PNC Bank online-banking credentials. The firm utilizes approved model strategies managed by PNC or third parties and focuses on mutual funds and ETFs with annual rebalancing.

Lingpeng Xiao is a CFP® and CFA® registered with Rockefeller Financial LLC, with four years of industry experience. Prior to joining Rockefeller, Xiao worked at UBS Financial Services Inc and Global Time Investment Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and broker-dealer services within an integrated Private Advisor model and a consolidated investment platform.