Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Adam Marcellus is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Loomis, Sayles & Company for 10 years. Outside of his advisory role, he is involved in youth soccer instruction and operates a soccer coaching business. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and a range of model and wrap-fee options.

E Steinberg is a financial advisor with Oppenheimer in Jenkintown, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 1994. Steinberg participates in the Philadelphia Business Executives professional networking group, which meets regularly to exchange business leads across various industries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to each program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Paul Szkotak is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Integrated Wealth Strategies and has been associated with various New York Life entities since 2020. Outside of advising, he serves as Vice Chair of Onboarding, Retention & Reactivation on the board of NAIFA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types, focusing on tailoring recommendations to client objectives, and primarily manages assets on a non-discretionary basis.

Norborne Smith III is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sequoia Financial Advisors since 2023 and Zeke Capital Advisors since 2013. Outside of his advisory work, he is a director at Premier Outdoor Media, a billboard company, and a partner at Wolbers BBQ restaurant. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Christopher Monroe is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Brinker Capital Securities and TD Ameritrade. Outside of finance, he has experience managing a ranch. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions across three delivery platforms and managing approximately $64.8 billion in assets.

John Kugel is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Trinity Solar, Arrow Investment Advisors, and Quasar Distributors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and manager-supported investment recommendations.

Tony Logan is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Vanguard Group, Casey Securities, and RFA Securities. Voya Financial Advisors serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, and delivers advice primarily through non-discretionary programs and third-party money manager access.

Scott Walsh is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors, Fisher Investments, and Empower Advisory Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs 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 Schwartz Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Oppenheimer since 2013 and previously at Citigroup Global Markets for over two decades. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian with both discretionary and non-discretionary investment management programs.

R. Nicholas Volpe is a CFP® with 17 years of industry experience, currently with PNC Wealth Management. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. Outside of his financial advisory role, he has worked as a dance teacher and serves as co-trustee of an irrevocable trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and uses mutual funds and ETFs for portfolio implementation.

Jeffrey Miller Jr. is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has seven years of industry experience. Miller also serves as a sales manager and registered representative at Kades-Margolis, where he recruits, trains, and develops new advisors. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including traditional and active strategies.

Kevin Neiley is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. His prior roles include positions at Foundations Financial Partners, Securain Financial Services Inc, and Minnesota Life Insurance Co. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and back-office support. The firm offers various investment and wealth management solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Christopher Higgins is a CFP® professional with over 31 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial since 2009. Outside of his advisory role, he is a partner in a local real estate venture focused on purchasing, renovating, and selling properties. Private Advisor Group, LLC manages more than $41 billion for over 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a variety of investment strategies and coordinating services across multiple custodians.

Kurt Hayn is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2005, currently serving as a Unit Sales Supervisor involved in recruiting and training insurance agents. 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 the use of multiple analytical approaches for security selection and portfolio management.

Michael Edwards is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at LPL Financial LLC and Cetera Advisor Networks. Edwards is also an insurance agent specializing in life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of partner offices and advisors. The firm employs a discretionary management approach using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

German Rodriguez is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life entities since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Nicholas Stumpo is a financial advisor with Hightower Advisors, holding the CFP® and Series 63 credentials and bringing 14 years of industry experience. Prior to joining Hightower in 2023, he spent nine years at THE Vanguard Group, Inc. He is also active as a performer and artist outside of his advisory role. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a broad range of investment options.

Mary Francesca Miller is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Merrill Lynch, UBS Financial Services, and Charles Schwab. She also spent over a decade in full-time education before entering the financial services industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm’s advice is based on Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.