Derek Thompson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at JP Morgan securities and Chase Bank, as well as driver and business owner roles with companies such as Uber, Lyft, and Apex Business LLC. He is also involved with Netlaw, a firm that provides estate planning services including wills and trusts. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Megan Alpert is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Megan also works as a success and fulfillment coach outside of her financial advisory practice. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, third-party asset manager access, and back-office services including trading and reporting.

Tyler Mulligan is a financial advisor at Empower Advisory Group with a Series 66 designation. He has been in the industry since 2022, previously working at Bank of America and Merrill. Prior to his financial services career, he spent several years at Joyce Outdoor Advertising. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and participants, as well as selected retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long‑term portfolio returns and annual rebalancing.

David Tarantini is a financial advisor at &PARTNERS with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing for a combined 16 years. &PARTNERS serves a diverse client base including individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and various advisory services through a combination of proprietary and third-party strategies.

Salvatore Schiavone is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2006. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and investment strategies managed by PNC or third-party strategists.

Patrick Hannon is a financial advisor with PNC Wealth Management in Scranton, PA, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering for employees that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Robert Gover is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at \u0026Partners, LLC since 2024 and previously spent 15 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. \u0026Partners serves a broad range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis alongside proprietary and third-party strategies.

Michael Gibson is a CFP® professional with 22 years of industry experience. He has been with Money Concepts Capital Corp since 2015 and previously worked at Merrill and Morgan Stanley Dw Inc. Gibson is also the owner of Media Publishing Group, where he self-publishes books, and Gibson Financial Services, which provides tax preparation, mortgage referrals, and property-casualty insurance services. Money Concepts Capital Corp is an enterprise-scale adviser with several hundred advisors managing approximately $4.07 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, and corporations, using model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Claude Hicks is a financial advisor with Transamerica Financial Advisors, holding a Series 65 designation and currently based in Kingston, PA. He has experience with several firms since 2024 and has been involved with Highstreet IT Solutions, LLC since 2011. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

James Murphy is a ChFC® credentialed financial advisor with 29 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a longstanding association with Guardian Life Insurance Co of America beginning in 1996. Murphy serves on the board of directors at Fox Hill Country Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and offers a range of account-level services.

Cory Sohns is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Empower Financial Services, Audacy Inc., and Knight Strategic Wealth. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Thomas Thurber is a financial advisor at Janney Montgomery Scott with Series 66 credentials. He joined the firm in 2025 and has prior experience in education and landscape services. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party managed programs.

David Trapper is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Prudential, Voya Financial, OneAmerica Securities, and Armanino. He also serves as a bank officer with Principal Bank and Principal Trust Company, supporting 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 corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Melissa Seitchek is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several financial institutions, including Santander Securities, Citizens Bank, and PNC Investments. Seitchek serves as a voting member of the Penn Lake Association board, where she helps plan community and children’s events. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized strategies managed under client-approved investment policies.

Carolyn Ruiz is a financial advisor with PNC Wealth Management who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She previously worked at M&T Securities, Inc. for over two decades and had shorter tenures at LPL Financial and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that utilizes algorithmic risk assessment and delegated portfolio management using mutual funds and ETFs.

Tammy Hudacek is a financial advisor at Creative Planning with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Empower Advisory Group, GWFS Equities, and Prudential, where she spent 20 years in various roles. Outside of her advisory work, Hudacek serves on the boards of Valley Santa, a charitable organization providing holiday toys to children in need, and the F.M. Kirby Center for the Performing Arts. Creative Planning offers 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 process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses.

Lawrence Joseph Jr. is a financial advisor at PNC Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for PNC employees that uses algorithm-driven risk assessments to select investment models implemented via mutual funds and ETFs.

Donald Wall Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2002. 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 charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Justen Yatko is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at GWFS Equities, Inc. since 2012. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through platforms closely tied to Empower’s recordkeeping and administrative systems.

Christopher Scalese is a financial advisor at AE Wealth Management, LLC with eight years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with Fortune Financial Group since 2000, where he serves as president and is involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies to serve its clients, managing approximately $49.8 billion across over 127,000 accounts.