Thomas Gallagher is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at The Aranda Group and Oppenheimer & Co. Inc. Outside of his advisory work, he operates Pineneedle LLC, a retail and online arbitrage business specializing in media entertainment and electronics. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage services, financial planning, and advisory programs, with a combination of in-house and third-party portfolio management.

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 with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Northsight Wealth Management, Sun Valley Financial, and Integrated Financial Solutions, among others. He was formerly the owner of Sun Valley Financial, LLC, an operating business involved in insurance compensation. Lincoln Investment Planning, LLC is a large enterprise firm serving individuals, high-net-worth investors, trusts, charities, and retirement plans, with specialized experience in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, utilizing in-house research and an Adaptive Intelligence Model strategy while maintaining an advisor-led approach for many client relationships.

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 with Schwab Wealth Advisory in Radnor, PA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, and Charles Schwab. Outside of finance, he has experience working as a bar back in a hospitality business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection, relying on Charles Schwab & Co.’s proprietary models and internal research.

Amanda Wallace is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at several firms including Penn Mutual Life Insurance Co and Kestra Financial Inc. Outside of her advisory role, Wallace contributes as a freelance writer and editor for Viper Magazine UK, focusing on music-related content. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, 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 & Research team and a layered delivery model involving independent advisors and third-party managers.

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 with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 2019, with prior experience at Resource Securities, Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Janney Montgomery Scott is a large, dually registered broker-dealer and 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 municipal clients, offering brokerage, financial planning, consulting, and advisory services through a combination of 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 in Fort Washington, PA, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he also provides personal income tax preparation services. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

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.

James Hoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Commonwealth since 2019 and previously held roles at SEI Investments Company and Distribution Company. Outside of his advisory work, he is involved in tax preparation through the Andrew Hoff Agency. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while also offering managed model portfolios and distinct program structures.

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 with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63, 65, and 66 designations and possessing 27 years of industry experience. He has been with Citizens Securities for 24 years. Modi also serves as 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 operates both digital and managed account advisory programs and functions as a broker-dealer and insurance agency.

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.