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 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.

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.

David Brown is a Series 66-licensed advisor with Kestra Advisory, where he has worked since 2016. He has 24 years of industry experience, including a long tenure at Kestra Investment Services. Outside of his advisory work, he is the owner of Blue Line Sports Management LLC and serves as Board President of the Central Bucks East Ice Hockey Club, a youth hockey program. Kestra Advisory Services provides investment advisory and retirement plan consulting to a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Adam Reinert is a CFP®, CFA®, and Series 63 credentialed advisor with 15 years of industry experience. He is currently with Creative Planning and previously worked at The Marshall Financial Group, Inc. for a combined 14 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing and selective private market exposure.

Susan Pajer is a financial advisor at Oppenheimer with 15 years of industry experience. She has been with Oppenheimer & Co. Inc. since 2013 and previously worked at Wells Fargo Clearing from 2011 to 2013. Pajer holds the Series 66 designation. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of investment programs and advisory services, including strategic and tactical asset allocation, manager selection, and retirement consulting on both discretionary and non-discretionary bases.

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.

Tuan Nguyen is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rock & Co LLC and Rockefeller Financial LLC since 2020, following 14 years at JP Morgan Securities Inc and JP Morgan Chase. 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, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Sally Hoffman is a CFP® with 16 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. She has held roles at Bankers Life & Casualty Company since 2007 and operates Sally Hoffman LLC. In addition to her advisory work, she is a licensed insurance agent appointed with Bankers Life & Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Yale Saltzman is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with Oppenheimer and has worked at Fahnestock & Co. throughout his career since 2002. Outside of his advisory role, Saltzman is a part-owner of a children’s summer camp through a family partnership. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Shane Levey is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Bankers Life Securities, Inc. since 2016 and has been associated with Bankers Life & Casualty Co. since 2003. Outside of his advisory role, he is involved in insurance sales and training new insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

James Brandau is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 designation. He has worked at William Blair since 2022 and spent the prior seven years at Brown Brothers Harriman. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

William Harvey is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott since 2002. Harvey holds the Series 63 designation. 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 services, financial planning, and advisory programs.

Lia Cavallo is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Navy Federal Credit Union and affiliated financial services firms. She also serves as an Associate Advisor at 7:12 Financial LLC, supporting client service activities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on educator-related programs and a model portfolio-driven investment approach.

Timothy Waite is a Certified Financial Planner® with 34 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has prior experience with Integrity Investment Advisors, LLC and National Planning Corporation. Outside of his advisory work, he is a co-owner of a day spa and hair salon in Lansdale, Pennsylvania. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that includes both discretionary and non-discretionary services and utilizes technology platforms and third-party managers.

Brian Grant is an investment advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including long-term roles at Kestra Investment Services and Equity Services, Inc. Outside of his advisory work, he serves as a part-time pastor and is involved as a church treasurer in local community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previous work experience at JIH Limited Enterprises and MRC Recruitment. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and retirement services delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios.

Kainen Kampe is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked with Florida Financial Advisors DBA Tristate Financial Advisors and holds a degree from Bloomsburg University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing with a focus on clients’ savings rates.