Delana Romenesko is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Thrivent Financial For Lutherans and Thrivent Investment Management Inc. for 24 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion dollar advisory platform with a range of investment and custody services.

Luke Cantwell is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. 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 investors. The firm employs a combination of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers and offers comprehensive portfolio management and financial planning support.

Matthew Arnold is a CFA® charterholder with 10 years of industry experience. He is currently a financial advisor at Creative Planning and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Arnold is also a licensed independent life and health insurance agent. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.

Brittany Webb is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Goldman Sachs, MML Investor Services, MassMutual, and AXA Advisors. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within its investment framework.

Christopher O'Reilly is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with Truist Advisory Services since 2022, having previously worked at Key Investment Services LLC for six years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, implementing advice through a combination of discretionary and non-discretionary arrangements supported by third-party platforms.

Jong Oh is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including long tenures at FSC Securities Corporation and LPL Financial. Jong Oh is also involved in investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

Joshua Miller is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses with six years of industry experience. He has been associated with Kades-Margolis since 2016 and worked previously at Cobra Puma Golf from 2016 to 2019. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Fred Shocket is a CFP® professional with over 32 years of experience in financial advisory and planning. He is currently with Carson Wealth and has held prior roles at Cetera, VOYA Financial Advisors, and Financial Independence Planning. In addition to his advisory work, Shocket operates as an independent insurance agent specializing in fixed insurance products. Carson Wealth is an SEC-registered firm managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging an Investment Committee to develop model portfolios and tailored investment solutions for corporate, institutional, and high-net-worth clients.

David Haman is a CFP® professional with 26 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2016. His prior firms include Concourse Financial Group Securities, Woodbury Financial Services, and Eagle Strategies (NY Life). Outside of advisory work, he is an adjunct professor teaching Financial Services courses at Widener University and serves as the elected Treasurer of Upper Darby Township, PA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through a variety of managed and indexed strategies, complemented by educational programming and integrated affiliated services.

Lauren Boyce is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously worked at Vanguard, BNY Mellon, and Morgan Stanley. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and internal research tools. The firm offers tailored recommendations with client authorization required for trades, focusing on a range of investment options including mutual funds, ETFs, and alternative investments.

Joshua Dupre is a CFP® professional with five years of industry experience, currently advising clients at Janney Montgomery Scott. His prior experience includes roles at Morgan Stanley, Goldman Sachs, and PNC Capital Advisors. 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 plans, and municipal entities, offering a range of brokerage, financial planning, and advisory services.

Tyler Kimball is a financial advisor with GWN Securities Inc. in Greensburg, PA, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he is also involved in the sale of life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and strategies, including legacy market-timing and momentum-based approaches.

Bryce Bergey is a financial advisor with Principal Financial Services in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Principal Securities Inc and Principal Life Insurance Company since 2015. In addition to his advisory role, Bergey serves as a bank/trust officer to support Principal’s retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under both advisory and promoter arrangements.

Bryce Mondorff is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at firms including Cetera Wealth Services and Northwestern Mutual. Prior to his advisory roles, he was involved with Delone Catholic High School and Ballyhoo Sports Academy. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven model selection and delegated portfolio management using mutual funds and ETFs.

Lawrence Richards is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2012. 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, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Andrew Smith is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at Zeke Capital Advisors for eight years before joining Sequoia Financial Group in 2023. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, charitable organizations, and retirement plans. The firm utilizes a combination of model allocations and custom portfolio solutions, employing various investment vehicles and a research-driven approach overseen by an Investment Policy Committee.

Michael Conner is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Creative Planning since 2023 and previously spent significant time at APW Capital, Inc. and Kistler-Tiffany Advisors. He retains an inactive interest in Kistler-Tiffany Companies, LLC, which is resolving legacy matters following Creative Planning’s acquisition of its assets. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active and passive strategies, and manages assets across a nationwide enterprise with integrated law, accounting, and trust services.

Brian Goodman is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He has operated his own CPA practice, Brian C Goodman CPA & Associates, since 2004. In addition to his advisory role, he manages a CPA practice and is involved in property management through his real estate business. 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 as both an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, brokerage services, and access to third-party asset managers.

Cheryl Yost is a financial advisor at Principal Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she serves as a Girl Scouts troop leader. Principal Securities provides brokerage and advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Bruce Cumby is a financial advisor with Eagle Strategies (NY Life) based in Newtown Square, PA. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Cumby has been associated with New York Life and its affiliates since 1980 and operates Cumby, Spencer & Associates Financial Group and Exit Planning Strategies, focusing on brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.