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® with 32 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Cetera Wealth Services, VOYA Financial Advisors, and Financial Independence Planning, where he provides advisory services. He is also an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, with a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customized solutions.

John Campbell is a financial advisor with Lincoln Investment in Fort Washington, PA. He holds a Series 66 designation and has been with Lincoln Investment since 2026. Prior to his role in financial advising, he held positions in corporate glass and banking, and he has experience working in various restaurant and hospitality settings. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches through its Investment Management & Research team.

David Haman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2016. Outside of his advisory role, he is an adjunct professor at Widener University School of Business, teaching Financial Services courses, and serves as the elected Treasurer for Upper Darby Township, Pennsylvania. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options.

Lauren Boyce is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously worked at BNY Mellon and Vanguard. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to deliver investment recommendations while leaving final trading decisions to clients.

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.

Matthew Shaw is a CFP® professional with 15 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2014. He is also involved with Veritas Strategies, where he has worked since 2010. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through various approaches including discretionary and non-discretionary management.

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 credentials and bringing 18 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Bergey also serves as a bank/trust officer at Principal Bank and Principal Trust Co., supporting retirement plan account relationships across multiple Principal business lines. 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.

Bryce Mondorff is a financial advisor with PNC Wealth Management holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera Wealth Services, Northwestern Mutual, and PNC Investments. He has also worked in educational settings, including Delone Catholic High School and Misericordia University. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs. The firm’s approach involves delegation of portfolio execution and proxy voting to third parties and features a pilot structure limited to employees with PNC Bank online-banking credentials.

Andrew Smith is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, alongside a concurrent role at Zeke Capital Advisors since 2015. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Conner is a CFA® charterholder with 19 years of industry experience. He is currently with Creative Planning and has previously worked at APW Capital, Inc. and Kistler-Tiffany Advisors. His former affiliation with Kistler-Tiffany Companies concluded when Creative Planning acquired its assets in 2023. 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 process focused on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan 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 & Co. Inc. with 15 years of industry experience. She holds a Series 66 designation and has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Brian Goodman is a financial advisor with Hornor, Townsend & Kent, LLC, holding CPA credentials and over 22 years of experience running his own CPA and tax practice. He joined Hornor, Townsend & Kent in 2025 and also operates under the marketing name 1847Financial as a financial professional. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and non-discretionary oversight.

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 65 and Series 63 credentials and has previously worked at JP Morgan Securities Inc. and JPMorgan Chase from 2006 to 2020. 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 a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through a consolidated investment platform called Rockefeller Global Investment Management.

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 23 years of industry experience, currently affiliated with Oppenheimer. He has been with Fahnestock & Co. since 2002. Outside of his advisory role, he represents his family’s one-third interest in a children’s summer camp, Camp Canadensis. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.