Brian Donofry Jr. is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. He has been associated with Kestra Advisory since 2017 and also works with Renaissance Benefit Advisors as an executive benefits design and consulting specialist, focusing on nonqualified deferred compensation, SERPs, bonus plans, and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts, serving approximately $79.8 billion in assets under management.

Tyler Ayers is a financial professional with GWN Securities Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining GWN Securities, he spent ten years at Liberty Mutual Insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, employing asset allocation and Modern Portfolio Theory, and is noted for including market-timing and momentum-based strategies in some of its legacy programs.

George Cauffman is a CFP® professional with seven years of experience in the financial industry. He currently serves as an advisor at Hightower Advisors and previously worked at The Vanguard Group, Inc. among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers while offering a range of portfolio construction options.

Paul Karsevar is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Janney Montgomery Scott LLC since 2013. 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, financial planning, consulting, and multiple advisory programs.

Kelly Atkins is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously worked as a self-employed advisor for ten years. Outside of her advisory role, she is a partner in a tax preparation business and co-manages an LLC focused on office administration. Principal Securities provides brokerage and registered investment advisory services to a broad client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Victor Salanovsky is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Capital Management, J.P. Morgan Securities, and PNC Wealth Management. 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—such as a digital advisory program using algorithm-driven, ETF-based portfolios—and commission-based brokerage and insurance services.

Caitlin Strunk is a CFP® with 10 years of industry experience, currently serving with Private Advisor Group, LLC since 2018. Her career includes roles at LPL Financial and National Planning Corporation. Outside of her advisory work, she is involved with Comprehensive Financial Holdings, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms, often utilizing third-party managers and wrap advisory programs.

John Peregrim is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Hyperion Partners, LLC and Penn State University. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages a comprehensive range of portfolio strategies and offers trust and insurance administrative services, overseeing $72.3 billion in assets as of May 2026.

Ryan Morgan is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at LPL Financial, Hartford Funds Distributors, and Kreischer Miller. Outside of finance, he has involvement with the Union League National Golf Club and the Huntingdon Valley Country Club. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to deliver customized investment solutions.

Sylar Hinkle is a financial advisor at Lincoln Investment with Series 63 and Series 65 credentials. He has one year of industry experience and has previously worked at Phillips Financial Services. Outside of finance, he has been involved with Cool Creek Golf Course since 2020. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a combination of advisor-led and firm-managed strategies supported by an in-house Investment Management & Research team.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked in the restaurant industry as a cook at North Park Lounge. Lincoln Investment Planning, LLC 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 financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs model portfolios and employs multiple third-party managers.

Joshua Holin is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.

Hee Park is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including long tenures at FSC Securities Corporation and several advisory roles since 2023. He also operates JSO Partners, an entity related to his LPL business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model is fiduciary-based and incorporates both proprietary and third-party investment solutions, leveraging multiple strategies and technologies to address client goals and risk tolerances.

Vaughn Schill is a CFP® with 23 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. His previous roles include positions at Hyperion Partners, LLC; Bridgers Schill Wealth Management Group, LLC; and Purshe Kaplan Sterling Investments. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers services that include trust administration and insurance through its affiliates.

Heath Davis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. Outside of his advisory role, he is involved in multi-line insurance brokerage through 1847BENEFITS and life insurance brokerage via 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs a mix of third-party asset managers with discretionary and non-discretionary account options.

Daniel Petrovich is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Penn Mutual / Hornor, Townsend & Kent since 2003. Outside of his advisory role, Petrovich serves as a board member emeritus for Munopco Music Theatre and works as a freelance actor and director. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering both discretionary and non-discretionary account options supported by a network of third-party asset managers.

David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been affiliated with Ameritas and its related firms since 2006 and leads Premier Planning Group, an independent insurance agency specializing in fixed insurance products. He is also a partner at Premier Planning Partners, LLC, a marketing organization that collaborates on strategic direction within the partnership. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Scott Wetherbee is a financial advisor with Carson Wealth and holds a Series 63 designation, bringing 27 years of industry experience. His prior firms include Independent Financial Group and Dejesus & Wetherbee LLC. Outside of advising, he serves as treasurer for Facing Addiction Ministries, a nonprofit organization, and owns an RV rental business, SSW Coach LLC. CWM, LLC operates an enterprise investment advisory platform managing approximately $50.6 billion across more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, employing an Investment Committee to manage model portfolios and offering tailored solutions such as custom indexing and alternative investments.

Dominick Di Nofa is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His career includes roles at Lincoln Financial Group and multiple related positions at New York Life entities. Di Nofa is also involved in business networking through the BNI Langhorne Chapter. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

John Maughan is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of advising, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans.