William Curran is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds a Series 65 designation and has previously worked at Permit Capital Advisors, LLC and Hirtle Callaghan & Co. Mr. Curran is a managing member or authorized principal of several unregistered investment funds and maintains profit interests in these entities. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Matt Heintz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs through approved model strategies.

Brandon Adamson is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Investments, The Vanguard Group, and the Pennsylvania Farm Bureau. Outside of finance, he has worked as a bar back at Shenanigans. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research tools, with client authorization required for trades.

Kenneth Mintz is a financial advisor with Janney Montgomery Scott who holds a Series 63 designation and has 42 years of industry experience. He previously worked for Wells Fargo Clearing for 10 years before joining Janney in 2026. Outside of his advisory role, he serves as a trustee for a trust-related entity in Broomall, Pennsylvania. 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, offering brokerage, financial planning, consulting, and multiple advisory programs that combine in-house portfolio management with third-party managers.

Katherine Hickey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at JPMorgan Chase & Co. and its affiliates. She has been with Beacon Pointe Advisors and its predecessor entities since 2018. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across both active and passive strategies and offers customized reporting and plan-level analytics.

Herbert Huffman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty since 2010, focusing on insurance and annuity sales, including equity-indexed annuities and Medicare supplements. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, periodic rebalancing, and tax efficiency. The firm typically manages accounts on a discretionary basis and integrates portfolio management with affiliated broker-dealer and insurance services.

Kevin Paul is a financial advisor at Creative Planning with 10 years of industry experience. He holds the Series 65 designation and has worked at Creative Planning since 2022. He is also a partner at Wipfli LLP, where he provides tax compliance, consulting, and planning services. Additionally, he serves as treasurer for the Domestic Abuse Project of Delaware County. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Matthew Lempa Jr. is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with Equity Services, Inc. since 2000. He is also licensed as an insurance agent, selling life, health, disability, and long-term care insurance through his involvement with Evolution Financial Group and AZenith Financial Group. Equity Services, Inc. operates as a dual-registered broker-dealer and SEC-registered investment adviser, providing financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Frank Violini is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has been with Truist and its affiliated entities since 2016, with prior experience at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Hoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Commonwealth since 2019 and previously held roles at SEI Investments Company and Distribution Company. Outside of his advisory work, he is involved in tax preparation through the Andrew Hoff Agency. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while also offering managed model portfolios and distinct program structures.

Regina Mccann Hess is a CFP® professional with 29 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial. Her prior experience includes roles at Wells Fargo Clearing and Merrill. She is also the author of "Superwoman Wealth: How to Become Your Own Superhero" and is involved in divorce services through Dynamic Divorce Solutions. Private Advisor Group serves a diverse client base including individuals, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and managed account solutions. The firm employs a fiduciary-based advisory model that utilizes technology platforms and a range of investment strategies, often implementing advice via third-party managers and TAMPs.

Parth Patel is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co LLC and FS Investments, among other roles. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as a registered broker-dealer that also provides placement and investment banking services.

Hinesh Modi is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63, 65, and 66 designations and possessing 27 years of industry experience. He has been with Citizens Securities for 24 years. Modi also serves as trustee of his own revocable trust. 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 digital and managed account advisory programs and functions as a broker-dealer and insurance agency.

Heidi Zirnkilton is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and two years of industry experience. Her prior roles include positions at Zeke Capital Advisors and Northwestern Mutual, as well as academic involvement at the University of Miami. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Xuping Fan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also serves as president of Management Group of Dragon Inc, a company managing her family's business-related transactions and expenses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

Joseph Persichetti is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Investors Bank, and HSBC Bank USA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program.

Kyle Maylish is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and SEI Investments. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both discretionary and non-discretionary solutions, including a digital advisory platform developed with SigFig.

Steven Williams is a financial advisor at Citizens Securities, Inc. with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Bret Michael Destefano is a financial professional at GWN Securities Inc. with four years of industry experience. He holds the Series 66 designation and has previously been associated with Kades-Margolis. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs a blend of discretionary portfolio management, model portfolios, and a mix of affiliated and unaffiliated sub-advisers, utilizing both strategic asset allocation and tactical, momentum-based strategies.

Jeremiah Riethmiller is a financial advisor with Hightower Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Hightower Securities since 2015. Outside of his advisory role, he serves on the Business Economics Advisory Board for Penn State Erie, providing curriculum input and supporting the business program through occasional consultations. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.