Thomas Mchale is a financial advisor at PNC Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2004. Outside of his advisory role, he serves as Vice Chair of the Board of Trustees for the Moorestown Theater Company and has worked as a bookkeeper for Pie Lady Cafe LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessment and third-party managed strategies implemented via mutual funds and ETFs.

Alisa Garnek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Janney Montgomery Scott and has been associated with various Beacon Pointe entities since 2018. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

Michael Mazzarella is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2016. He is also involved with Physicians Consulting Group, where he sells disability and life insurance. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

William Craig Jr. is a CFP® professional with two years of industry experience, currently serving at TIAA-CREF since 2025. He has been with Tiaa in various capacities since 2008. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management through various managed account options, applying a fiduciary standard to its RIA services.

Renee Barrett is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott for 13 years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Randall Marquez is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of finance, Marquez occasionally works as an actor in television, film, and theater productions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Steven Earhart is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2009. Earhart serves as an Associate Editor for The Society of Financial Services Professional Journal and is Chair of the Board for the Perkiomen Valley Chamber of Commerce. He is also involved in various community and advisory roles, including church finance and alumni boards. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment programs and providing integrated financial planning, retirement, and business consulting solutions.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.

Harry Keller is a financial advisor at CWM, LLC with 44 years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at VOYA Financial Advisors and Cetera Wealth Services. Keller is also the owner of Financial Independence Planning, LLC, an advisory and financial planning business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and comprehensive advisory services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Benyamin Levy is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, and Hornor, Townsend, & Kent LLC. Outside of his advisory work, he has been involved with American Cyberspace. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, and offers both traditional investment advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Christopher Siaplay is a financial advisor with Eagle Strategies (NY Life) in Bala Cynwyd, PA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Eagle Strategies since 2022 and affiliated with New York Life Insurance Company and Nylife Securities LLC since 2016. Siaplay serves as a board member of the Crescent Foundation, a nonprofit focused on supporting the community healthcare system. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm delivers tailored advice through various programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Peter Zaknich Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 40 years of industry experience. He has been with Hornor, Townsend & Kent since 1995 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he owns and operates a life insurance brokerage focusing on life, accident, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated platform offering both advisory and broker-dealer services with approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Patrick Mcfadden is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He acts as a trustee for an irrevocable family trust used in estate planning, managing the trust’s investment assets in a fiduciary capacity outside of normal business hours. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a distinctive approach that includes qualified custody and both discretionary and non-discretionary management programs.

Christopher Gagnier is a CFA® charterholder and registered representative with 14 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021. His prior experience includes roles at Van Eck Securities Corporation and ProShares LLC. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides a range of services, including brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Michael Izak is a financial advisor at Lincoln Investment with Series 66 registration and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC and State Farm. 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 various model portfolios, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Jason Yarnall is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Coventry First and Independence Blue Cross. He is also active as a licensed insurance agent, involved in the sale of insurance products and financial planning services through his brokerage activities under 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement consulting, operating both as an SEC-registered adviser and a FINRA-member broker-dealer.

Eric Ferguson is a CFP® with five years of industry experience, currently affiliated with Commonwealth Financial Network. His prior roles include positions at High Point Financial, LLC and Legacy Planning Partners. Outside of finance, he has experience working in the food service industry, including Carmine's Pizzeria and Domino's. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 advisors. The firm provides a comprehensive platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services, serving individual and institutional clients across the United States.

Joseph Ozag Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Hornor, Townsend & Kent in 2022, he worked at FINRA from 2000 to 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Dylan Hansen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Kestra Advisory and previously worked at OSAIC, FSC Securities Corporation, Bank of America, and Merrill. Hansen serves as a non-public arbitrator for FINRA and operates as an independent insurance agent offering products through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional investors and diverse investment solutions.

Derrick Goodenow is a CFP® professional with six years of experience in financial advisory. He currently works at Corient and has held positions at Radnor Financial Advisors and PepsiCo among others. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party manager solutions and customized asset allocation, continuously monitoring portfolios with risk management tools and stress testing.