Jill Steinberg is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its related entities since 2016, following a decade at Walden Capital Advisors. Steinberg is also a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm uses a manager-of-managers approach, employing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and previously worked at JIH Limited Enterprises, MRC Recruitment, and CenExel HRI. Oppenheimer serves a wide range of clients including individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a flexible investment approach tailored by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes.

Kainen Kampe is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. He previously worked with Florida Financial Advisors DBA Tristate Financial Advisors and joined Empower Advisory Group in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Joseph Hayes is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America, Prudential Investment Management Services LLC, KeyBank, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns, serving a large participant base with a higher client-to-advisor ratio than many peers.

Jason Freedman is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and six years of industry experience. He has previously worked at First Commonwealth Bank, Edward Jones, and First National Bank. Outside of his advisory role, Freedman serves as a Sunday School teacher at Temple Beth Israel. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, operating within a larger enterprise owned by Citizens Bank, N.A.

Jacquelyn Gage is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working at Prudential Financial from 2021 to 2024 before joining Mercer in 2024. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial, retirement, tax, and estate planning services.

Paul Pacelli is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and The Investment Center, Inc. Outside of financial services, he has worked in pool services and fitness. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation only. The firm employs algorithm-driven risk assessments and utilizes third-party strategists for portfolio implementation, with a focus on mutual funds and ETFs.

Mary Tibolet is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 29 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1993 and has also been affiliated with Joaquin C Lopez Inc and Barbara Muza since 2011. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both proprietary and third-party investment strategies overseen by an Investment Management & Research team.

Christopher Borden is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2016. He also teaches as an adjunct professor at Temple University and holds a volunteer leadership role as Vice President of the Temple University Alumni Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, and institutional clients through a combination of brokerage, financial planning, and advisory services. The firm integrates in-house and third-party portfolio management and provides custody and trustee services through its subsidiary trust company.

Susan Scandone is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining Janney Montgomery Scott in 2023. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Evan O'Leary is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at US Capital Advisors and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within selected plan lineups.

David Ward is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch. He serves as an advisory board member for nonprofits focused on Batten disease support and research. 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 operates under a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placement.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial LLC and Rockefeller Capital Management in 2025, he worked at Bank of America, N.A. for eight years and Merrill for 19 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 through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Robert Fisch is a financial advisor at Lincoln Investment with 27 years of industry experience. He has previously worked at United Planners' Financial Services of America and Citizens Securities, Inc., and has operated his own advisory business since 2003. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specialized focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services, advisor- and firm-managed portfolios, and operates both as a broker-dealer and insurance agency in addition to its SEC-registered RIA activities.

Timothy Knapp Jr. is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. for nine years. 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 operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Commonwealth since 2014. Outside of her advisory role, she is the owner of CURO Wealth Management LLC and is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

Brendan Yospa is a CFP® affiliated with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Permit Capital Advisors, Newday USA, and Morgan Stanley, as well as a decade working with Family Pharmacy of Hampstead. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing strategies, incorporating both proprietary quantitative screens and third-party managers.

Prabjyot Kaur is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining Lincoln Investment in 2021, she worked at HSBC Securities and HSBC Bank USA, as well as PNC Bank. Lincoln Investment serves individuals, charitable organizations, businesses, and numerous employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolio programs, managing both discretionary and non-discretionary assets using strategic and tactical investment approaches.

Marshall Shigon is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 34 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Company and MassMutual. In addition to his advisory role, he is involved in life insurance brokerage through 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage alongside investment advice.