Joseph Hayes is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Prudential Insurance Company of America, Prudential Investment Management Services LLC, KeyBank, and Edward Jones. 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 select retail brokerage clients. The firm’s integrated model combines proprietary and third-party planning methodologies focused on long-term portfolio returns, serving a large participant base with a higher client-to-advisor ratio than many peers.

Jason Freedman is a Series 66-licensed financial advisor with seven years of industry experience, currently with Citizens Securities, Inc. since 2020. His prior experience includes roles at First Commonwealth Bank, Edward Jones, and First National Bank. Outside of work, Freedman serves as a Sunday School teacher at Temple Beth Israel. Citizens Securities, Inc. serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Mary Tibolet is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 29 years of industry experience. She has worked with Lincoln Investment Planning since 1993 and has also been associated with Joaquin C Lopez Inc and Barbara Muza since 2011. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and a large network of independent advisors.

Bruce Hotaling is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at GYL Financial Synergies, Hotaling Investment Management, Raymond James & Associates, and Morgan Stanley. He serves as a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

David Ward is a financial advisor at PNC Wealth Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PNC Investments since 2009, following seven years at TD Wealth Management Services Inc. PNC Wealth Management provides retail brokerage and advisory services through various model-based programs. Its offerings include a discretionary online model account, currently available as an invitation-only employee pilot, which employs approved model strategies managed internally or by third parties and relies on algorithmic risk assessment for enrollment and model selection.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch. He serves as an advisory board member for nonprofits focused on Batten disease support and research. 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 operates under a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, brokerage services, and alternative investment placement.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Rockefeller Financial LLC and Rockefeller Capital Management in 2025, he worked at Bank of America, N.A. for eight years and Merrill for 19 years. 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 provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Robert Fisch is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Lincoln Investment since 2026 and previously held roles at United Planners' Financial Services of America and Citizens Securities, Inc. He is also engaged in fixed and annuity sales as an agent. Lincoln Investment Planning, LLC is an 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, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Elizabeth Cook is a financial advisor at GWN Securities Inc. with 15 years of industry experience. She held a prior role at Twinbridge Financial from 2016 to 2025. Outside of her advisory work, she is also involved in life insurance sales through a separate DBA. GWN Securities provides investment advisory and related services to individual and corporate clients via managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and trading/tactical strategies based on market timing and momentum.

Timothy Knapp Jr. is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. for nine years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked previously at LPL Financial for 11 years before joining Commonwealth in 2014. Goldenberg is also co-owner of CURO Wealth Management LLC and is involved in Medicare product referrals. 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 comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Brendan Yospa is a CFP® affiliated with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Permit Capital Advisors, Newday USA, and Morgan Stanley, as well as a decade working with Family Pharmacy of Hampstead. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing strategies, incorporating both proprietary quantitative screens and third-party managers.

Gabrielle Bruno is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and one year of industry experience. She is also the sole proprietor of Angel Army Associates, LLC, a law firm, and works as a caregiver with Samaritans At Last, LLC. Prior to her current roles, she held positions at Jauregui Law Firm, Robertson Center for Constitutional Law, and Regent University School of Law. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of investment approaches and custodial platforms.

Kevin Martin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes over a decade at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of his advisory role, he owns residential rental property. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

Prabjyot Kaur is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at HSBC Securities and HSBC Bank USA, as well as PNC Bank. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients, 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.

Arthur Taxin is a financial advisor with Brookstone Capital Management LLC in Wayne, PA, holding 13 years of industry experience. He has been with Brookstone Capital Management since 2013. Outside of his advisory role, he provides legal services through A. Ronald Taxin - Attorney Legal Services. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a variety of investment strategies including strategic and dynamic asset-allocation models, ETFs, mutual funds, options-enhanced strategies, and proprietary funds, while also serving as a sub-advisor to other advisory programs.

Marshall Shigon is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 34 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Company and MassMutual. In addition to his advisory role, he is involved in life insurance brokerage through 1847Financial and 1847 Private Client Group. 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, providing custody, execution, and brokerage alongside investment advice.

Frank Pizzichillo V is a CFP®-credentialed financial advisor with three years of industry experience. He has worked at Hightower Advisors since 2026 and previously held roles at Valley Financial Group and Brinker Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

Andrew Nehrbas is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. He holds a Series 63 designation and has 50 years of industry experience, including over 16 years with Janney. He serves as a board member of the Crescent Homeowners Association in Wilson, WY, where he assists in maintaining common area trails and streams. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Kevin Oleszewski is a financial advisor with CWM, LLC, holding CFP® and Series 66 designations and nine years of industry experience. His prior work includes roles at Carson Wealth, Wealth Enhancement Group, PNC Bank, and Wells Fargo Advisors. He serves as an adjunct professor teaching accounting and finance courses at multiple institutions including Immaculata University and Atlantic Cape Community College. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.