James Fernberger is a financial advisor at William Blair with Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024. Fernberger serves as an advisory board member for Legacy Youth Tennis and Education and the Philadelphia Sports Congress, and he is an ambassador on the advisory board for The Barnes Foundation. William Blair’s Private Wealth Management division serves high-net-worth individuals, foundations, pensions, and corporate clients with active, research-driven investment management and financial planning. The firm offers proprietary model portfolios, access to private funds, and co-investment opportunities through various platform and sub-advisory arrangements.

Thomas Minger Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Putnam Retail Management. In addition to his advisory role, he owns a transport and hauling business and operates insurance brokerages under 1847 Financial and Tusk Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and works with third-party asset managers to provide both discretionary and non-discretionary investment solutions.

Corinne Vanderipe is a CFP® professional with three years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Zeke Capital and spent twelve years at Tiedemann Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth 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 ongoing research and oversight from an Investment Policy Committee.

Christopher Scarlata is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at The Vanguard Group, Prudential Insurance Company of America, and TIAA. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms for ETF-based portfolios and a Managed Account program.

Alisa Garnek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Janney Montgomery Scott and has been associated with various Beacon Pointe entities since 2018. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

Randall Marquez is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of finance, Marquez occasionally works as an actor in television, film, and theater productions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Steven Earhart is a financial advisor with Guardian Life and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked at firms including Park Avenue Securities and Equitable Advisors. Earhart serves as the Associate Editor of The Society of Financial Services Professional Journal and is Chair of the Perkiomen Valley Chamber of Commerce Board. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and 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, tailoring relationships to meet client needs with access to insurance products and alternative investments.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Harry Keller is a CFP® and ChFC® with 44 years of industry experience. He is currently an investment advisory representative at CWM, LLC and has previously worked at firms including VOYA Financial Advisors and Cetera Wealth Services. Keller is also the owner of Financial Independence Planning, LLC, an advisory and financial planning business. CWM, LLC is an SEC-registered investment adviser that operates an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Benyamin Levy is a financial advisor with TLG Advisors, Inc. in Radnor, PA. He holds Series 63, 65, and 66 licenses and has 14 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent LLC, and Merrill. He also had an entrepreneurial role with Levy's Financial Services and was involved with American Cyberspace. TLG Advisors serves a broad client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both personalized management and a direct-to-consumer digital program called Starlight Portfolios.

Christopher Gagnier is a CFA® charterholder and registered representative with 14 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021. His prior experience includes roles at Van Eck Securities Corporation and ProShares LLC. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides a range of services, including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Jason Yarnall is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Coventry First and Independence Blue Cross. He is also active as a licensed insurance agent, involved in the sale of insurance products and financial planning services through his brokerage activities under 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement consulting, operating both as an SEC-registered adviser and a FINRA-member broker-dealer.

Eric Ferguson is a CFP® with five years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at High Point Financial, LLC and Legacy Planning Partners. Outside of finance, he has experience working in the food service industry, including Carmine's Pizzeria and Domino's. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors. The firm provides a comprehensive platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

Joseph Ozag Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at FINRA for 21 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Derrick Goodenow is a CFP® professional with six years of experience in financial advisory. He currently works at Corient and has held positions at Radnor Financial Advisors and PepsiCo among others. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and customized asset allocation, continuously monitoring portfolios with risk management tools and stress testing.

Amos Paul is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has been with TD Bank and its affiliates since 2014. 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, offering portfolio management, financial planning support, and custody services through a combination of strategic asset allocation and investments from affiliated and third-party sub-managers.

Andrea Smith is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her career has been exclusively with Janney Montgomery Scott and its affiliates since 2008. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

James Rogers is a ChFC® credentialed financial advisor with 44 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 1988 and has worked with Penn Mutual Life Insurance since 1975. Outside of his advisory role, he owns an insurance brokerage engaged in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a combination of custody, execution, brokerage, and investment advisory services.

Robert Geiger is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His prior roles include a long tenure at The Vanguard Group and positions at Kestra Advisory and Wealth Advisory Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online investment account available by invitation to employees with PNC Bank online credentials. The program uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs, with portfolio management delegated to third-party strategists.

Michael Fitzpatrick Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Citizens Securities, Citizens Bank, Drexel University, JP & SN Enterprises, and managing Fitzpatrick Funeral Home for ten years. 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’s advisory offerings include a digital advisory program and a separate Managed Account program, with additional brokerage and non-discretionary activities.