Michael Friedman is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Morgan Stanley in various 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Robert Kania is a CFP®-designated financial advisor with Kestra Advisory, bringing 26 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a Senior Advisor with NFP-Meltzer Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and employee education, and manages assets through multiple platforms and third-party solutions.

Jake Bryant is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has prior experience at Trinity Wealth Securities, LLC. Outside of his advisory role, he is the founder and operator of Noctera LLC, a business that sells backlit LED menu holders. Lincoln Investment Planning, LLC serves individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a long history of working with educators and retirement program participants. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a large network of primarily independent advisors.

Robert Ternosky is a financial advisor at Oppenheimer with 40 years of industry experience. He has held his current position at Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Donald Riley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and operates Live Your Vision, LLC. Riley also serves as a senior vice president in a fixed insurance role. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and comprehensive research.

Zina Lauman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Hornor, Townsend & Kent since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Anthony Stefani Jr. is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at CH Robinson and Steelhouse Abstract Inc. 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 plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs with a combination of in-house and third-party portfolio management.

Enerjeta Hoxhaj is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Citizens Securities since 2016. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm manages both discretionary and non-discretionary accounts and operates a digital advisory platform employing ETF-based portfolios tailored through proprietary algorithms.

Anthony Sarracino is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 registrations and over 25 years of industry experience. His prior work includes nearly two decades at Scottsdale Securities and roles at TD Ameritrade Investment Management and TD Ameritrade. Outside of his advisory role, he serves as Competition Director for a nonprofit homebrewers club and is treasurer for a local political campaign. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and public sector clients. The firm combines advisor-led consulting with model portfolios developed by its in-house investment team and access to third-party managers, operating a layered delivery model that includes fiduciary services for ERISA/retirement advice.

Steven Talley is a CFP®-certified financial advisor with 16 years of industry experience, currently with Truist Advisory Services. His prior work includes roles at Santander Securities, LPL Financial, and Uber. Since 2018, he has also operated a side business under the name Tizzly. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with AI-enabled research tools to support client portfolios and fiduciary responsibilities.

Anthony Conde Jr. is a ChFC® credentialed financial advisor with 24 years of industry experience. He currently works at Hornor, Townsend & Kent, LLC and has held prior roles at Principal Securities Inc., Principal Life Insurance Company, and New York Life. In addition to his advisory work, he is involved in insurance brokerage with a focus on advisor support and training. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, advisory programs, and retirement plan consulting through a network of advisors, utilizing both discretionary and non-discretionary account options alongside brokerage services.

Matthew Silverhardt is a financial advisor with LPL Financial in Doylestown, PA, holding a Series 66 designation and 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years and Equitable Advisors for 4 years. Outside of his advisory role, he is the founder and owner of Claire Reid Cabinet, a business focused on wellness products and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of investment solutions including financial planning, model portfolios, and access to institutional platforms.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Anne Holderried is a financial advisor at Ameriprise with 26 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2005, including her current role since 2020. Outside of her advisory work, she owns a real estate business unrelated to investments. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on reliable income and tax-aware withdrawal strategies.

Denise Mclaughlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Wells Fargo in various capacities since 2014, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Brian Cuttic is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Oppenheimer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Glenn Fels is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 1985, he has assisted individuals, families, and businesses in growing their wealth and achieving their financial objectives. Glenn offers a range of services including retirement planning, education plans, wealth accumulation preservation and transfer, estate planning services, executor and trust administrative service, and access to consumer banking services. For business clients, he provides services such as cash management, group benefit plans, commercial banking, financing for business development, real estate financing, investment banking, and succession planning. Glenn holds a Bachelor's degree from Rider University, earned in 1983, and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also a member of the Bucks County Estate Planning Council. Raised in Huntingdon Valley, Pennsylvania, Glenn currently resides in Bucks County, Pennsylvania. Outside of his professional work, he spends time with his family, works on improving his golf game, and makes weekend trips to the beach. He is married with two grown sons.

Pieter Nova is a financial advisor at UBS Financial Services with 10 years of industry experience and holds the Series 66 designation. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Diana Cohen is a financial advisor with Merrill and holds a Series 66 designation. She has 14 years of industry experience, including 10 years at Merrill. Outside of her advisory role, she co-owns a jewelry business, Platinum and Ice Jewelry, LLC, and is a general partner and managing member of BH Diana and Yaniv LLC, a mixed-use rental property venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Andrew Graser is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Rothschild & Co. Asset Management US Inc., Citigroup Global Markets, and Entoro Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies.