Jason Kobilka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. He has been with PNC Investments Inc. since 2010. Outside of his advisory role, he owns the Uncommon Life project, an unrelated venture. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

Dixon Sanchez is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of finance, he owns an audio production company that creates music and audio sequences for online sales. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm operates as both a broker-dealer and an advisory, including a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Thomas Furey Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. He is also associated with Summit Partners, Inc., a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management and financial planning services. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, offering proprietary and third-party managed account solutions.

Brendan Kelly is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His work history includes roles at Triad Advisors, Alera Investment Advisors, LPL Financial, and IFP Securities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Christopher Blakely is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018. Prior to that, he was with McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the West Chester Business Improvement District and 4D-iQ, LLC, a SaaS integration and automation software company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, tax management, and a range of implementation options.

Steven Minner Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with designations including Series 63 and Series 65. He has two years of industry experience and previously worked at Fidelity Investments, Lincoln Financial Advisor Corporation, Brown Advisory, and Glenmede. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm combines SEC-registered advisory and broker-dealer capabilities, managing billions in assets and utilizing third-party asset manager relationships to tailor investment strategies.

Michael Koppenhaver is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is a silent partner in several investment-related ventures, including a hospitality company and a brewery, and serves as managing partner overseeing a commercial property development. Janney Montgomery Scott 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 with brokerage, financial planning, consulting, and various advisory programs, utilizing both in-house and third-party portfolio management.

Adam Landau is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Permit Capital Advisors, LLC for eleven years. Outside of his advisory role, Landau serves on multiple nonprofit boards focused on child welfare, food insecurity, and support for economically disadvantaged populations, including chairing the board of A Meaningful Purpose. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

June Hee Woo is a CFA® charterholder with 12 years of industry experience and is currently an advisor at Citizens Securities, Inc. She has prior experience with E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Edward Jones. 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 alongside brokerage and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

David Berdow is a CFP® with 30 years of industry experience, currently serving as a financial planner at Kestra Advisory. He has been with Kestra Advisory since 2016 and is also the owner of Berdow Planning Group, LLC. Berdow serves on the board of the Ocean City Yacht Club, overseeing facility infrastructure. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors.

Brian Jacobs is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Corient and its affiliated entities where he has worked since 2016, including Radnor Financial Advisors and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Jon Bartholomew is a financial advisor with GWN Securities Inc. holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2020 and also operates J.M. Bartholomew & Co., a CPA firm providing accounting and tax services to small businesses and individuals. Jon’s background includes multiple roles at Avantax and other financial service firms. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, with a notable use of market-timing and momentum-based strategies in certain legacy programs.

Charles Pires is a financial advisor with Principal Financial Services based in Berwyn, PA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior experience includes roles at One Digital LLC, Trinity Benefit Advisors, and Benefit Development Financial Group. Outside of financial advising, he is involved in selling compliant products on Amazon through Avalon Automation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Michael Johnson is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2019, following prior roles at Bank of America and Merrill. 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 client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Christopher Daniels is a financial advisor at Creative Planning with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2023, he spent 16 years at Daniels + Tansey, LLP. Outside of his advisory role, Daniels serves as Vice President of an insurance brokerage and is the Board President of a homeowners association in Wilmington, DE. Creative Planning offers 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 centered on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches and a broad range of affiliated non-investment businesses.

Marina Smalanskas is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. She holds Series 63 and Series 65 designations. Her work history includes roles at LPL Financial, First Citizens Community Bank, INVEST Financial Corporation, and Members 1st Federal Credit Union. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Joseph Frederick is a financial advisor at Sequoia Financial Group, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Zeke Capital Advisors, Tiedemann, and The Vanguard Group. 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 institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Daniel Kiefer is a financial advisor with TD Private Client Wealth LLC, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His work history includes roles at TD Bank N.A., Cetera Advisor Networks LLC, UPS, Summit Financial Group, Inc., and Summit Brokerage Services. 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 customers. The firm utilizes a blend of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, delivering portfolio management, financial planning, and custody services through established technology and custodian platforms.

John Grego is a CFP®-certified financial advisor with 16 years of industry experience. He has worked at Mariner since 2023 and previously spent 13 years with THE Vanguard Group, Inc. Mariner serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines discretionary, customized portfolios overseen by an Investment Committee with integrated tax and accounting capabilities, including administrative CFO services and a Financial Wellness Platform for employer clients.

Koby Degenhardt is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he attended Northeastern University and worked at The Haverford School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory and broker-dealer services to provide custody, execution, and brokerage capabilities alongside investment advice.