William Curran is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds a Series 65 credential and has previously worked at Permit Capital Advisors, LLC and Hirtle Callaghan & Co. Mr. Curran serves as a trustee for a charitable remainder unit trust and is a managing member or authorized principal in several unregistered funds, maintaining profit interests in these entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio strategies.

Pablo Oliva is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Capital Analysts, Northsight Wealth Management, Sun Valley Financial, and several other firms. He was formerly the owner of Sun Valley Financial, LLC. 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 both advisor-managed and firm-managed investment programs using a mix of strategic and dynamic approaches.

Matt Heintz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2014. PNC Wealth Management offers retail brokerage and advisory services, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account for employees that uses algorithmic risk assessment and invests in mutual funds and ETFs through approved model strategies.

Brandon Adamson is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab, he worked at Fidelity Investments, The Vanguard Group, and the PA Farm Bureau. Outside of his advisory role, he has been involved in managing a bar business for ten years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm’s advisors offer investment recommendations without discretionary trading authority, and its business model differs from many enterprise wealth managers by operating as an internal unit within the Schwab ecosystem.

Amanda Wallace is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Penn Mutual Life Insurance Co and Kestra Financial Inc. Outside of finance, she contributes as a freelance writer, interviewer, and editor for Viper Magazine UK, focusing on music-related content. 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 employs both strategic and dynamic investment approaches, offering a range of advisory and brokerage services.

Kenneth Mintz is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds a Series 63 designation and has worked at Janney since 2026. Prior to that, he spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for a nonprofit organization in Broomall, Pennsylvania. Janney Montgomery Scott 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 municipalities, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Jocelyn Nedumcheril is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding Series 65 and Series 63 licenses with 11 years of industry experience. She has worked with Janney Montgomery Scott since 2019 and previously held positions at Resource Securities, Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. 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 municipalities, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Katherine Hickey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at JPMorgan Chase & Co. and its affiliates. She has been with Beacon Pointe Advisors and its predecessor entities since 2018. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across both active and passive strategies and offers customized reporting and plan-level analytics.

Lisa Breslin is a financial advisor with \u0026Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at \u0026Partners since 2023 and previously spent 14 years at Wells Fargo Clearing and Wells Fargo Advisors. \u0026Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis, utilizing both in-house and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Herbert Huffman is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Bankers Life Securities, Inc. since 2016 and Bankers Life & Casualty since 2010, focusing on insurance and annuity sales, including equity-indexed annuities and Medicare supplements. Bankers Life Advisory Services, Inc. provides discretionary and non-discretionary investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, periodic rebalancing, and tax efficiency. The firm typically manages accounts on a discretionary basis and integrates portfolio management with affiliated broker-dealer and insurance services.

Donald Tiburzi is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Before joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory role, he provides personal income tax preparation services. 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 a range of financial planning and advisory services, including model portfolios and both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets as of December 2025.

Kevin Paul is a financial advisor at Creative Planning with 10 years of industry experience. He holds the Series 65 designation and has worked at Creative Planning since 2022. He is also a partner at Wipfli LLP, where he provides tax compliance, consulting, and planning services. Additionally, he serves as treasurer for the Domestic Abuse Project of Delaware County. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Matthew Lempa Jr. is a ChFC® credentialed financial advisor with 37 years of industry experience, currently associated with Equity Services, Inc. since 2000. He is also licensed as an insurance agent, selling life, health, disability, and long-term care insurance through his involvement with Evolution Financial Group and AZenith Financial Group. Equity Services, Inc. operates as a dual-registered broker-dealer and SEC-registered investment adviser, providing financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading.

Frank Violini is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has been with Truist and its affiliated entities since 2016, with prior experience at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Regina Mccann Hess is a CFP® professional with 29 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial. Her prior experience includes roles at Wells Fargo Clearing and Merrill. She is also the author of "Superwoman Wealth: How to Become Your Own Superhero" and is involved in divorce services through Dynamic Divorce Solutions. Private Advisor Group serves a diverse client base including individuals, trusts, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and managed account solutions. The firm employs a fiduciary-based advisory model that utilizes technology platforms and a range of investment strategies, often implementing advice via third-party managers and TAMPs.

Parth Patel is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co LLC and FS Investments, among other roles. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as a registered broker-dealer that also provides placement and investment banking services.

Hinesh Modi is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He has been with Citizens Securities since 2002. Modi holds the Series 66, Series 63, and Series 65 designations and serves as the trustee of his own revocable trust. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program, managed accounts, and commission-based brokerage, and it is wholly owned by Citizens Bank, N.A.

Heidi Zirnkilton is a financial advisor at Sequoia Financial Group, L.L.C. with a Series 65 designation and two years of industry experience. Her prior roles include positions at Zeke Capital Advisors and Northwestern Mutual, as well as academic involvement at the University of Miami. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

George Balocik is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and over 44 years of industry experience. His prior roles include positions at Guardian Life, Cetera, and BPG Planning. He is also involved in the sale and service of fixed annuities and insurance as a licensed broker/agent. 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, utilizing both strategic and dynamic approaches across discretionary and non-discretionary programs.

Xuping Fan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also serves as president of Management Group of Dragon Inc, a company managing her family's business-related transactions and expenses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.