Tina Seasock is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. She has 14 years of industry experience, including roles at LPL Financial since 2012 and as owner of Seasock's Commercial Services, a cleaning company, since 2002. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and provides clients with a range of investment strategies using proprietary platforms and third-party managers.

Frank Moschella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including nine years with Wells Fargo Clearing and Wells Fargo Bank, and prior roles at Eagle Strategies and New York Life entities. Outside of advising, he is a Notary Public. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers various program types and focuses on tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has served in various roles at Ameritas and related entities since 2016 and also directs wealth management at Premier Planning Group, Inc., where he assists in the day-to-day advisory of client accounts. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory services using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Justin De Lisi is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 credentials and 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley, Ironview Capital Management LLC, and Hamilton Benefits / Bergin, Roberts & Co. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jean Schneider is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Raymond James & Associates and Merrill. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Lucas Dittenhofer is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Bank of America, Merrill, and 721 Logistics. Citizens Securities serves individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Brian Manchester is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and several other firms in various roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees, using algorithmic selection and third-party portfolio management.

Alan Schapire is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and AdviceOverWeb. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Evan Bigler is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group, Fidelity Investments, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools with guidance tailored to each client's goals and risk tolerance.

Joseph Cucinotta Jr. is a financial advisor with Centaurus Financial, Inc. in Radnor, PA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Outside of advisory services, he prepares individual and small business tax returns as a proprietor. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC in Phoenixville, PA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. His prior work includes roles at Sei Investment Management Co. and Sei Investments. Outside of advising, he serves as Regional Director for Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Steven Manley is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves as a board member at Bishop Shanahan High School in Downingtown, PA, contributing to the school's strategic vision. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Sarah Smith is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith serves as Vice President of Programming for the Cornell Club of Philadelphia, an alumni organization. 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 broad 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.

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.

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, and Drexel Morgan Capital Advisers, Inc. Outside of his advisory role, Landau serves on multiple nonprofit and community boards, including organizations focused on child welfare, food insecurity, and support for economically disadvantaged populations. Cerity Partners advises a diverse client base, including individuals, families, trusts, institutions, and private funds, overseeing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and integrates proprietary quantitative processes with alternative and private market solutions, providing clients access to a broad range of investment options.