Jack Gartlan is a financial advisor at Corient with four years of industry experience. He holds a Series 65 designation and has worked at firms including Balasa Dinverno Foltz LLC and Triad Financial Advisors. Prior to his advisory roles, he held positions at Purdue University and ENT Surgical Consultants. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Thomas Powell is a financial advisor with PNC Wealth Management in Wayne, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill over a combined span of about 17 years before joining PNC Investment LLC in 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements portfolios via approved model strategies with mutual funds and ETFs.

Scott Rakowski is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has been the owner and president of Rakowski & Company, PC, a CPA firm specializing in tax preparation and accounting, since 1999. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a blend of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus and FlexUMA.

Ernest Magnus Sims is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rubicon and Street Diligence. Outside of his advisory work, he serves as the head coach for the Malvern Prep water polo team. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and a range of investment solutions.

Gerald Fahey is a CFP® and holds a Series 66 license with 25 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously at Hoover Financial Advisors from 2013 to 2021 and Purshe Kaplan Sterling Investments from 2013 to 2017. He serves as a board member and treasurer of The Phelps School, where he oversees investment accounts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Donald Riley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and operates Live Your Vision, LLC. Riley also serves as a senior vice president in a fixed insurance role. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and comprehensive research.

Bradley Vialpando is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and over 13 years of industry experience, including roles at Vanguard and Abbot Downing - Wells Fargo. Outside of his advisory work, he is co-owner and consultant for a garment care business operating laundromats in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support client-directed investment decisions.

Alexandra Byrne is a financial advisor with Commonwealth Financial Network in Wayne, PA. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Sims Financial Services and has a background in the sports and entertainment industry with Monumental Sports and Entertainment and the San Diego Padres. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors to offer customized portfolio solutions.

Zina Lauman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Hornor, Townsend & Kent since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with a focus on client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and integrates standard investment approaches such as asset allocation and diversification.

Collin Hess is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning his industry career in 2026. His previous experience includes roles at LPL Financial LLC and positions at the University of Notre Dame. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Robert Nave is a financial advisor with Truist Advisory Services, holding Series 65, Series 63, and Series 66 licenses, and has two years of industry experience. He previously worked at Wells Fargo Bank for nine years before joining Truist Advisory Services in 2024. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a supervisory Investment Advisory Group.

Enerjeta Hoxhaj is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2016. Citizens Securities serves individual and high-net-worth investors with a range of investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency, with ownership closely affiliated with Citizens Bank, N.A.

Anthony Conde Jr. is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at Principal Securities Inc., Principal Life Insurance Company, and New York Life. In addition to his advisory role, he is involved in insurance brokerage, providing advisor support and training. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm employs a range of investment strategies and offers services via third-party asset manager platforms, financial planning, and retirement plan consulting.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Lynn Craig is a CFP® with 38 years of industry experience, currently with Cetera since 2025. She previously worked at Commonwealth Financial Network, Capital Analysts, and Lincoln Investment. Craig is co-owner of The Fitness Squad, LLC, which operates an Orangetheory Studio. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Walter Tuttle is a Series 66 credentialed advisor with 15 years of industry experience, all with The Vanguard Group, Inc. He is based in Malvern, PA. Outside of his primary role, he serves as a fiduciary agent managing investment accounts for immediate family members. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with proprietary models to set personalized asset allocations, primarily investing in Vanguard funds and ETFs, and offers a range of customization options.

Jacob Pruitt is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has prior work history with Charles Schwab & Co., Inc. and Randstad Risesmart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research with quantitative and algorithmic methods, and it serves multiple registered investment companies and advisory platforms.

Andrew Strauss is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Brendan Mc Ginn is a financial advisor with Cambridge Investment Research Advisors in Malvern, PA, holding a Series 66 designation and one year of industry experience. His prior work includes four years at United States Liability Insurance and four years at the University of Scranton. He is a member of the Chester County Chamber of Business and Industry. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Thomas Helmig Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management, having spent his entire 15-year career with the firm. He began in the home office in Hopewell, New Jersey, where he gained experience across various segments before transitioning in 2018 to a family practice in Wayne, Pennsylvania. Thomas leverages the world-class resources at Merrill Lynch and the extensive experience of the Helmig Lammers Group to provide clients with customized wealth management solutions. His expertise includes investment strategy, portfolio management, education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and coordination with attorneys, accountants, and other professionals to develop comprehensive financial plans. Thomas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and a Personal Investment Advisor (PIA) certification. He earned his bachelor's degree from the University of Delaware and completed high school at Malvern Prep. Outside of his professional role, Thomas is actively involved in coaching youth sports within his community. He resides in West Chester with his wife, Jillian, and their three sons. In his free time, he enjoys spending time with family and friends, golfing, cooking, exercising, reading, and following Philadelphia sports teams.