J Corle is a CFP® with 30 years of experience in the financial services industry. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC, Tycor Asset Management, Inc., and Tycor Benefit Administrators, Inc. since the early 1990s. Corle holds ownership in Tycor Financial Group and serves in senior roles within affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bryan Benner is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to joining Commonwealth in 2017, he worked at several firms including American General Life, Tegler Machenry, Legancy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co. Outside of his advisory role, he owns an operating company that manages his marketing, entertainment, and other personal business expenses. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services along with back-office support, trading, technology, compliance, and practice-management resources to affiliated advisors.

Daniel Flamma is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Equity Services since 2017 and previously held roles at National Life Group and Wells Fargo Advisors. Outside of his advisory work, he serves as treasurer for the Shadowbrook Home Owners Association and is a board member and boys' field coordinator for a local lacrosse league. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

Ronald Parker Jr. is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation. Prior to joining Janney, he worked at JPMorgan Chase and Orth & Kowalick, P.A., and spent five years employed by Chick-fil-A. 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, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Patrick Brough is a financial advisor with Eagle Strategies (NY Life) based in Havertown, PA, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has been affiliated with Nylife Securities Inc. since 1989. Outside of his advisory role, Brough is involved in insurance brokering and serves as a wholesale general agent of employee benefits. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Nathan Neville is a financial advisor at Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience at Henderson Brothers, Inc., as well as work related to West Virginia University and golf club operations. Outside of finance, he has worked at Pikewood National Golf Club and Chick-Fil-A. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm uses centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Small is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2003. Outside of his advisory role, he is licensed as an independent insurance agent and is a joint owner of a vacation rental property in the Dominican Republic. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients on both discretionary and non-discretionary bases.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Thomas Polito is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera, LPL Financial, and New York Community Bank. Polito has been with Citizens Securities since 2022. 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 alongside brokerage and insurance services, featuring a digital advisory platform and a Managed Account program.

Kevin Mcknight is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. prior to joining Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm utilizes both a digital advisory platform and managed account programs, while also operating as a broker-dealer and insurance agency.

John Hanhauser is a financial advisor at Oppenheimer with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation along with manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.

Michael Conk is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has worked with Principal Securities Inc since 2016. Outside of his advisory work, he has been involved in event support for ski race programs at Vail Resorts' Mount Snow. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Salvatore Lauri is a financial advisor with Integrity Alliance, LLC in Springfield, PA, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include seven years at Western & Southern Life and W&S Brokerage Services, and shorter tenures at Edward Jones and Mass Mutual. He is also a full-time staff manager at Western & Southern Life. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network offering portfolio management, financial planning, and a range of investment programs through advisor-managed accounts, model portfolios, and third-party sub-advisers.

Jennifer Hiss is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments for five years. 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 provides portfolio management, financial planning, and consulting services, operating under a Private Advisor model and offering a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Gregory Sarian is a financial advisor with Hightower Advisors in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2013. Outside of his advisory work, he is a member of Aberdeen Holdings, LLC, a rental real estate venture. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, offering a variety of portfolio management and financial planning services.

Michael Mattise is a CFP® with 34 years of industry experience, currently serving at Corient. His prior experience includes roles at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He is a member of the RIA Advisory Committee for Brookfield Oaktree and serves on the board and finance and investment committees of The Foundation for Delaware County. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and utilizes risk management tools, alternative investments, and private fund capabilities.

Mitchell Benedon is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Bank of America and Merrill from 2019 to 2025, and has earlier experience at Amazon.com and Global Furniture Group. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of sub-advisors and third-party model platforms to implement its strategies.

Gregory Dexter is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been associated with Eagle Strategies since 2020 and has additional roles with Nylife Securities LLC and New York Life Insurance Company dating back to 2016 and 2017 respectively. Outside of his advisory work, he serves as a Confirmation Catechist and Sacristan at Immaculate Heart of Mary Parish and performs as a freelance jazz percussionist. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the vast majority of assets managed on a non-discretionary basis.

Sean Jago is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He has previously worked at Edward Jones and Moab Oil. Jago holds a Series 66 designation. 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 provides a digital advisory program managed with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Deanda Wilson is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF, Wilson worked at Businessolver and Pitcairn Trust Company, as well as the U.S. Department of Housing and Urban Development. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and brokerage services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory offerings include both point-in-time financial planning and ongoing discretionary management with model and customized portfolios.