Alexandre Quantin is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member of the French International School of Philadelphia and operates several consulting and service businesses. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets under management.

Evan Potash is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at TIAA-CREF since 2017. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model and customized portfolio options within a vertically integrated advisory model.

Thomas Buckman is a CFP® professional with 11 years of industry experience, currently serving at Schwab Wealth Advisory. His background includes roles at The Vanguard Group and Charles Schwab & Co., as well as a period of self-employment and prior work outside the financial sector. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations across a range of securities. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools while leaving final trading decisions to clients.

Philip Malitas is a Series 65-licensed financial advisor with one year of industry experience, currently with Beacon Pointe Advisors, LLC. His prior roles include positions at Janney Montgomery Scott and Lighthouse Planning Consultants. Outside of finance, he has worked at Passariello's Pizzeria. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Anthony Snaith is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2001. 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 that includes individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Louis Butera is a CFP® with 37 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He also maintains a connection with LPL Financial, where he has worked since 2012. His professional activities include managing investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting, employing a range of investment strategies and access to multiple third-party asset management programs.

Kyle Plotkin is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds the Series 65 designation and has worked at Brookstone since 2014 and at Franklin Retirement Solutions since 2012. Outside of his advisory work, he referees hockey games on a fee-per-game basis. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through model portfolios, managed accounts, and various specialized strategies.

Andrew Vitek Jr. is a financial advisor with Janney Montgomery Scott who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Janney since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns and operates online car sales businesses and serves on the boards of the World Optometry Foundation and Liguori Academy. 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 and offers brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Corey Garnier is a CFP® and holds a Series 66 designation, with 10 years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc., where he has worked since 2025. Prior to this, he held roles at Fidelity Investments, The Vanguard Group, Inc., and Creative Financial Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

John Myers is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His career includes roles at Woodwell Asset Management and J.W. Cole Advisors, Inc., where he has worked since 2005. Outside of his advisory work, he is president and owner of Advisor Audit, LLC, an insurance sales business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

David Lojpersberger is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Wells Fargo Clearing. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients using a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Zane Michalski is a financial advisor with Citizens Securities, Inc. in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

E Steinberg is a financial advisor with Oppenheimer in Jenkintown, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 1994. Steinberg participates in the Philadelphia Business Executives professional networking group, which meets regularly to exchange business leads across various industries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to each program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Paul Szkotak is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Integrated Wealth Strategies and has been associated with various New York Life entities since 2020. Outside of advising, he serves as Vice Chair of Onboarding, Retention & Reactivation on the board of NAIFA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types, focusing on tailoring recommendations to client objectives, and primarily manages assets on a non-discretionary basis.

Donald Szewczyk is a Certified Financial Planner (CFP®) with 21 years of industry experience, all spent at Lincoln Investment Planning, Inc. since 2005. He is based in Fort Washington, PA and holds the Series 66 designation. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a longstanding emphasis on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and investment management solutions, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Tony Logan is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes positions at The Vanguard Group, Casey Securities, and Siemens Corporation. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and investment services, delivering advice primarily through non-discretionary recommendation-based relationships across multiple program structures.

George Schwartz Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Oppenheimer since 2013 and previously at Citigroup Global Markets for over two decades. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian with both discretionary and non-discretionary investment management programs.

R. Nicholas Volpe is a CFP® with 17 years of industry experience, currently with PNC Wealth Management. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. Outside of his financial advisory role, he has worked as a dance teacher and serves as co-trustee of an irrevocable trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and uses mutual funds and ETFs for portfolio implementation.