Andrew Hogan is a Series 65 licensed financial advisor with five years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023, following prior roles at Zeke Capital Advisors and Veritable LP. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base that includes individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Melanie Allen is a financial advisor with Principal Financial Services in Wilmington, DE, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at Morgan Stanley and Capital One Advisors, with a ten-year period as a homemaker. She also writes outside insurance policies covering life, health, disability, long-term care, medical, dental, and annuities for both group and individual plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

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.

Evan Ratnow is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional infrastructure, including in-house research and derivatives services.

Michael Creighton is a financial advisor with Equity Services, Inc. in Media, PA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Equity Services, he worked at Valley Forge Financial and M Holdings Securities, Inc. from 2019 to 2024, and at GMH Ventures from 2011 to 2019. Outside of his advisory role, he is a partner in CM Advisors LLC and involved with several other financial and insurance-related businesses. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and third-party asset managers, offering both discretionary and non-discretionary portfolio management.

Brittany Webb is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs, MML Investor Services, MassMutual, and AXA Advisors. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and rebalancing, supported by proprietary quantitative screening and access to alternative and private-market investments.

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.

Michael Porter is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott across multiple periods since 2016. Outside of his advisory work, he owns and operates a farm where he raises cattle and shares crop responsibilities with a farmer. Janney Montgomery Scott 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, estates, and institutional clients, and offers a range of brokerage, advisory, and financial planning services supported by in-house and third-party portfolio management.

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.

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.

Louis Himelreich is a CFP® and ChFC® with 22 years of experience in financial services. He is currently affiliated with Principal Financial Services and Andmore Wealth Partners LLC, a firm he co-founded to provide comprehensive financial planning and investment services. His prior experience includes roles at Financial Advisors of Delaware Valley, MetLife Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as the Community Service Chair for the Rotary Club of Newark (Delaware). Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm provides a variety of advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by those third-party managers.

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.

Katherine Bear is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 66 designation and has worked at Janney since 2019, following prior roles at Bank of America and Merrill. 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 and municipal organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

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.

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.