Tyler Ayers is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining GWN Securities, he worked for ten years at Liberty Mutual Insurance. He is also involved in a financial services DBA focused on insurance. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm uses a mix of affiliated and unaffiliated sub-advisers and implements portfolios based on asset allocation and Modern Portfolio Theory, with an emphasis on tactical strategies including market-timing and momentum-based approaches in certain 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.

Gunjan Ahuja is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hilltop Securities and Capital One Investing, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Kelly Atkins is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously operated as a self-employed advisor for ten years. Outside of her advisory role, she is a partner in Kodiak Wealth Management LLC and is involved in Kodiak Tax Solutions, a tax preparation business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

David Page is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves on the advisory committee of Philadelphia Hide and owns a farm, Trimbles Ford, where he manages maintenance and livestock. 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 broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services through various wrap programs and centralized asset management.

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 having one year of industry experience. Prior to his current role, he worked at Hartford Funds Distributors, LLC and LPL Financial, LLC. He is also affiliated with the Union League National Golf Club. 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 and utilizes various technology platforms and third-party managers to deliver a range of investment strategies.

Christopher Mayer is a financial advisor at OSAIC Institutions, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pacer Financial, Inc. for four years and has a background that includes roles in education at Boston College and St. Joseph's Preparatory School. OSAIC Institutions, Inc. serves individual and institutional clients including high-net-worth individuals, ERISA plans, trusts, estates, and corporations. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model with a network of investment adviser representatives.

Casimir Seweryn is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Vanguard and eMoney Advisor before returning to TIAA in 2020. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to the TIAA Donor Advised Fund.

Andrew Hoff is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Commonwealth since 2003 and also operates the Andrew Hoff Agency, which he founded in 1989. Outside of advising, he is involved in tax preparation and serves as a trustee for his agency’s retirement and cash balance plans. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Joshua Holin is a Series 65-licensed financial advisor with Independent Financial Partners in Fort Washington, PA, and has one year of industry experience. His prior experience includes roles at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, 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 credentials and bringing 38 years of industry experience. He has worked with various Ameritas entities since 2006 and operates Premier Planning Group, where he is a licensed independent insurance agent selling fixed insurance products. He is also a partner in Premier Planning Partners, a marketing organization focused on collaborative strategy. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, supports both discretionary and non-discretionary advisory relationships, and utilizes multiple custodial platforms alongside third-party tools for portfolio management.

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.

Theresa Sims is a ChFC® credentialed advisor with Eagle Strategies (NY Life) in Wayne, PA, bringing 41 years of industry experience. She has been affiliated with NYLife Securities LLC since 1985 and New York Life Insurance Company since 1984. Outside of her advisory role, she is involved as an owner of Sims, Giles & Associates and acts as an insurance broker for non-registered insurance products. 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 customized advice and solutions through multiple program types, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement plan investors.