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 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.

Jeremiah Keating is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension plans, and other institutional clients. The firm employs a mix of active and passive strategies across public and private asset classes, utilizing third-party independent managers selected through quantitative and qualitative due diligence.

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 24 years of industry experience. He is currently affiliated with Oppenheimer and has worked at Fahnestock & Co. throughout his career since 2002. Outside of his advisory role, Saltzman is a part-owner of a children’s summer camp through a family partnership. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Shane Levey is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Bankers Life Securities, Inc. since 2016 and has been associated with Bankers Life & Casualty Co. since 2003. Outside of his advisory role, he is involved in insurance sales and training new insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

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.

William Harvey is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott since 2002. Harvey holds the Series 63 designation. 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 municipal clients, offering brokerage services, financial planning, and advisory programs.

Lia Cavallo is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Lincoln Investment since 2021. Prior to that, she held various roles at Navy Federal Credit Union and affiliated entities. Outside of Lincoln, she serves as an associate advisor for 7:12 Financial LLC, supporting another advisor by servicing existing clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of services including financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs utilizing strategic and tactical approaches.

Jerald Wozniak is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986 and has longstanding associations with FANS and Milico (Al Williams Co). Wozniak also has over five decades of experience with Fox Chapel Area Schools. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and many 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 using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Timothy Waite is a CFP® professional with 34 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has previously worked with National Planning Corporation and Integrity Investment Advisors, LLC. Outside of his advisory role, he co-owns a day spa and salon in Lansdale, PA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and selection of third-party managers using diverse strategies and technology platforms.

Brian Grant is an investment advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including long-term roles at Kestra Investment Services and Equity Services, Inc. Outside of his advisory work, he serves as a part-time pastor and is involved as a church treasurer in local community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide 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.

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.

Jared Hassman is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation and has previous work experience at JIH Limited Enterprises and MRC Recruitment. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and retirement services delivered on both discretionary and non-discretionary bases, with a focus on equity, balanced, and fixed-income portfolios.

Kainen Kampe is a financial advisor at Empower Advisory Group with Series 65 and Series 63 credentials and three years of industry experience. He previously worked with Florida Financial Advisors DBA Tristate Financial Advisors and joined Empower Advisory Group in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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 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.

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 at Lincoln Investment Planning, Inc. since 1993 and has also been affiliated with Joaquin C Lopez Inc and Barbara Muza since 2011. 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 financial planning, retirement plan advice, and a range of advisory programs utilizing both proprietary and third-party investment strategies overseen by an Investment Management & Research team.

Brian Pitell is a financial advisor at Lincoln Investment with 27 years of industry experience and holds a Series 66 designation. His prior work includes roles at Capital Analysts, Cetera, Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. Outside of his advisory work, he serves as the chapter president of Safari Club International and hosts a podcast focused on hunting and fishing. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services through both discretionary and non-discretionary programs, supported by proprietary and third-party strategies overseen by its Investment Management & Research team.

Patrick Forst is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. 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 financial planning and ERISA retirement plan advice through both advisor-managed and firm-managed model portfolios, using a combination of strategic and tactical investment approaches overseen by its Investment Management & Research team.