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.

Jessica Hartman is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. Hartman serves on the Leadership Council of the Wistar Institute, a philanthropic and advocacy organization. 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 and offers a range of services, including brokerage, financial planning, and advisory programs that utilize both in-house and third-party portfolio management.

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 and holds a Series 66 license, with 20 years of industry experience. He has worked at Creative Planning since 2023 and previously spent significant time at APW Capital, Inc. and Kistler-Tiffany Advisors. He retains an inactive interest in Kistler-Tiffany Companies, LLC, which is resolving legacy matters following Creative Planning’s acquisition of its assets. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active and passive strategies, and manages assets across a nationwide enterprise with integrated law, accounting, and trust services.

Bruce Cumby is a financial advisor with Eagle Strategies (NY Life) based in Newtown Square, PA. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Cumby has been associated with New York Life and its affiliates since 1980 and operates Cumby, Spencer & Associates Financial Group and Exit Planning Strategies, focusing on brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Tuan Nguyen is a financial advisor with Rockefeller Financial LLC in Conshohocken, PA. He holds Series 65 and Series 63 licenses and has 32 years of industry experience. His prior work includes 14 years at JP Morgan Securities Inc and JP Morgan Chase, and he has been with Rockefeller Financial LLC and Rock & Co LLC since 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services through its Private Advisor model and integrated investment platform.

Seth Hoffman is a financial advisor with J. W. Cole Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 25 years of industry experience. Prior to joining J. W. Cole, he worked at AXA Advisors and Commonwealth Financial Network. He is the founder and managing member of Benjamin & Company, LLC, and is involved in financial education through Benco Education, LLC. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides a range of services, including fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and offers access to multiple third-party managers and digital advice platforms.

Jeremiah Keating is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. His background also includes roles outside finance, such as positions at Universal Orlando and educational institutions. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers services including discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Philip Bonelli is a financial advisor at Clearstead Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and previously worked for MyCIO Wealth Partners, LLC for 19 years before joining Clearstead in 2026. Clearstead serves affluent private clients and institutional clients by providing investment management, financial and tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and a proprietary Direct Indexing strategy.

James Brandau is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 designation. He has worked at William Blair since 2022 and spent the prior seven years at Brown Brothers Harriman. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Dennis Jablonoski is a financial advisor at Mercer Global Advisors Inc. with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Andrew Garrett, Cordasco Financial Network, BCG Securities, and Morgan Stanley. Outside of his advisory role, he serves as a referee for high school sporting events through the New Jersey Interscholastic Athletic Association. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate accounts, and other strategies.

Jill Steinberg is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its related entities since 2016, following a decade at Walden Capital Advisors. Steinberg is also a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm uses a manager-of-managers approach, employing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

John Guidotti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Hoover Financial Advisors, Purshe Kaplan Sterling Investments, Capital Investment Services, and Royal Alliance Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jason Freedman is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation and six years of industry experience. He has previously worked at First Commonwealth Bank, Edward Jones, and First National Bank. Outside of his advisory role, Freedman serves as a Sunday School teacher at Temple Beth Israel. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, operating within a larger enterprise owned by Citizens Bank, N.A.

Marc Turzo is a financial advisor at Empower Advisory Group with 28 years of industry experience. He previously worked at Lincoln National Life and Lincoln Financial Advisors Corporation from 2010 to 2024. Outside of his advisory role, he is the owner of a property management business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Paul Pacelli is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and The Investment Center, Inc. Outside of financial services, he has worked in pool services and fitness. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation only. The firm employs algorithm-driven risk assessments and utilizes third-party strategists for portfolio implementation, with a focus on mutual funds and ETFs.

Christopher Borden is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2016. He also teaches as an adjunct professor at Temple University and holds a volunteer leadership role as Vice President of the Temple University Alumni Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, and institutional clients through a combination of brokerage, financial planning, and advisory services. The firm integrates in-house and third-party portfolio management and provides custody and trustee services through its subsidiary trust company.

Susan Scandone is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining Janney Montgomery Scott in 2023. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Bruce Hotaling is a CFA® charterholder with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at GYL Financial Synergies, LLC and led Hotaling Investment Management, LLC for over a decade. Hotaling is a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach incorporating fundamental and quantitative analysis, as well as a broad network of affiliated service companies and product relationships.

Evan O'Leary is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at US Capital Advisors and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within selected plan lineups.