Nicholas Towey is a CFP® with 11 years of industry experience and has been with Lincoln Investment since 2014. He holds the Series 66 designation and is based in Horsham, PA. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Keith Glushek is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds a Series 66 designation and has worked with Lincoln Investment Planning since 2012, following ten years at Securities America Advisors, Inc. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and employs third-party managers as needed.

Peter Lanza is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Lanza Financial Strategies and Nylife Securities LLC, as well as NYL Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Anthony Stanziano Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His previous roles include positions at FIRST REPUBLIC Securities Company, LLC and Peapack-Gladstone Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s approach includes a digital advisory program that uses proprietary algorithms and client risk profiles to manage ETF-based portfolios.

Russell Weiss is a CFP® with 24 years of industry experience, currently advising at Creative Planning since 2025. He previously worked for The Marshall Financial Group, Inc. from 2004 to 2025. Outside of his advisory role, he is the owner of SniffSpot, a service that allows users to bring their pets to his property as a dog park. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach incorporating low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets.

Denise Camerieri is a financial advisor at Key Investment Services LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at KeyBank and Key Investment Services LLC since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and integrates with KeyCorp affiliates for additional financial services.

Peter Hoffmann is a Series 63-registered financial advisor with 33 years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has held prior roles at Marcum Wealth, LLC, Fourfront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that blends passive and active managers with quantitative, momentum, and fundamental analysis.

Timothy Dwyer is a CFP® with 41 years of experience at Principal Financial Services, where he has worked since 1984 through affiliated entities Principal Securities Inc. and Principal Life Insurance Co. He serves as Vice President of the Our Mother of Consolation Alumni Association in Philadelphia. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Lingpeng Xiao is a CFP® and CFA® registered with Rockefeller Financial LLC, with four years of industry experience. Prior to joining Rockefeller, Xiao worked at UBS Financial Services Inc and Global Time Investment Inc. 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 combines portfolio management, financial planning, and broker-dealer services within an integrated Private Advisor model and a consolidated investment platform.

Michael Germano IV is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Steward Partners Investment Advisory, LLC since 2017 and previously held roles at Citigroup Global Markets and Raymond James Financial Services. Germano serves as a board member for Accountable Equity, a hospitality business, and is an advisor on the RocketHub Advisory Committee. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individual and institutional clients, offering investment advisory, financial planning, and managed account programs through both discretionary and non-discretionary portfolio management with a range of proprietary and third-party solutions.

Ryan Flurer is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 65 designation and previously worked at Cordasco Financial Network, Inc. from 2014 to 2021 before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers a range of portfolios implemented through ETFs, index funds, separate account managers, and private fund platforms.

Dawei Yan is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He previously worked at Merrill for six years and has experience running a business providing international education consulting services. Yan also operates Creative Yan Studios, a photography and cinematography business specializing in wedding and portrait services outside of work hours. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both discretionary managed accounts and a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Sindu Gopalakrishnan is a financial advisor with PNC Wealth Management in Wayne, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at PNC Investments since 2019 and previously held positions at The Vanguard Group and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available by invitation to employees. The firm uses algorithm-driven risk assessments and approved model strategies executed via mutual funds and ETFs.

Alexandre Quantin is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience and has worked at Guardian Life and its affiliate, Park Avenue Securities, since 2012. Quantin serves on the board of the French International School of Philadelphia and operates two consulting and service businesses outside the investment industry. Park Avenue Securities LLC, part of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers tailored client relationships with discretionary and non-discretionary management, a range of advisory solutions, and access to insurance and alternative investment products.

Thomas Buckman is a CFP® with 12 years of experience in the financial industry. He is currently with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2024. His prior experience includes roles at The Vanguard Group and Uber. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

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® professional with 38 years of industry experience. He currently serves as an advisor at Private Advisor Group, LLC, where he has worked since 2018, and previously worked at LPL Financial from 2012. He also founded Butera Wealth Management LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and third-party managers.

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, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He joined Janney Montgomery Scott in 2017 after a brief tenure at Wells Fargo Clearing. Outside of his advisory role, Vitek is involved in several automotive-related entrepreneurial ventures, including ownership of an online car sales platform and a related YouTube car show, and he serves on the board of the World Optometry Foundation and the advancement committee of Liguori Academy. 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, offering brokerage, financial planning, consulting, and advisory programs supported by in-house and third-party portfolio management.