Miguel Castaneda is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at The Leaders Group Inc, CORNERSTONE INVESTMENTS, Arrival Point Financial, CONCOURSE FINANCIAL GROUP, and TIAA-CREF. Outside of his advisory work, he provides life insurance policy solutions through Arrival Point Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Defazio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Lincoln Investment since 2013 and previously spent seven years at Legend Advisory, LLC. He serves as a board member for the Erie County Redevelopment Authority, where he participates in decisions regarding low-interest loans to local businesses and nonprofits. Lincoln Investment Planning is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and access to third-party managers.

Steve Kach is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lincoln Investment since 2016. Outside of his advisory role, he serves as a board member and corporate secretary/treasurer for A Church of Living Hope, participating in board decisions and chairing the finance committee. Lincoln Investment Planning, LLC serves 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 with an investment approach supported by an in-house Investment Management & Research team and various model portfolios.

Kenneth Liddy is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following a year at Wells Fargo Clearing. 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 broad set of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Kevin Gaines is a CFP® with over 32 years of experience in the financial services industry. He is affiliated with Private Advisor Group, LLC and has worked at Triad Advisors, Inc. and American Financial Group, Ltd. Mr. Gaines co-hosts the podcast Take Back Retirement, which focuses on retirement advice for women. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often working with third-party managers and TAMPs.

Eric Rhoads is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Distributors and State Farm. Outside of advising, he works part-time in retail stocking shelves at a grocery store. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets.

Raymond Schmalz is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Karen Rossi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has held roles at Hornor Townsend & Kent Inc since 2018 and has previous experience with Penn Mutual Life Insurance Company and Mass Mutual. Outside of her advisory work, Rossi serves as an elected officer on her local homeowners association board and has worked as a substitute for the Board of Elections in New Jersey. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes third-party asset managers in both discretionary and non-discretionary account structures.

Robert Kelly is a CFP® with 10 years of industry experience. He has worked at Rockefeller Financial LLC since 2026 and previously spent 11 years at SEI Investments Management Corp. 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 with services that include securities transactions, variable insurance products, and placement and investment banking.

Beka Kervalishvili is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and AT&T Inc. before joining Citizens Securities in 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Christopher Shank is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has also worked at Phillips Financial Services since 2020, where he assists with bookkeeping and client preparation tasks. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving 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 adaptive investment strategies.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He began his advisory career in 2024 and previously worked in education at multiple institutions including West Chester University and the University of Scranton. 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 both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Brett Cole is a CFP® with 34 years of experience in financial advisory services and is currently with Kestra Advisory, where he has worked since 2016. His prior experience includes positions at Kestra Investment Services, Tycor Benefit Administrators, Tycor Asset Management, and Manchester Advisors. He is based in Wayne, PA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Elijah Haber is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Tusk Wealth Management and Integrity Affiliates. Prior to his advisory career, he held positions in the hospitality industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

James Nesbitt is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance Company, and Kistler, Tiffany, Sterling Benefits. Nesbitt is a co-owner of High Point Financial LLC and owner of JKN Consulting, LLC, private entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, PA. 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, financial planning, consulting, and advisory programs.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building where he rents space to other Lincoln advisors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving 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 model portfolios and adaptive strategies.

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.

John Conaboy is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 47 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. 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 clients, offering brokerage, financial planning, and advisory programs.

Jacob Hurley is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 63 licenses with three years of industry experience. His work history includes roles at Triple Crown Consulting and McAdam LLC, among others. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program focused on ETF-based portfolios and traditional managed account services, while also functioning as a broker-dealer and insurance agency.