Megan Wursta is a CFP® with five years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. She has worked at Private Advisor Group since 2021 and has prior experience with LPL Financial, LLC, Wursta Corporation, and Willy Joe's Restaurant. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions through proprietary platforms and third-party managers.

Jeffrey Miller is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with GWN Securities since 2005 and also serves as a sales manager at Kades Margolis, where he recruits, trains, and develops new advisors. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Scott Pollack is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and AXA Advisors prior to joining Citizens Securities. Outside of finance, he is the office manager for Glass Psychotherapy on weekends. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform with ETF-based portfolios and a separate Managed Account program, operating as both a broker-dealer and insurance agency.

Landon Swallow is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Northwestern Mutual, Penn Mutual Life Insurance Company, and Target Corp. Outside of his advisory role, he is actively involved in insurance brokerage through multiple agencies focusing on life, health, disability, and long-term care products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement consulting. The firm provides both discretionary and non-discretionary account options and operates as both an SEC-registered adviser and FINRA-member broker-dealer.

Jason Forsythe is a CFP® professional with 27 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. Prior to joining Schwab, he spent 21 years with Lincoln Financial Distributors. He holds Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Joseph Giorgio is a financial advisor at Corient with three years of industry experience. He holds the Series 65 designation and has worked at several firms, including Coventry First and Radnor Financial Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and emphasizes risk management and portfolio monitoring.

John Casale is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He has held roles at Janney since 2018 and previously worked at Wells Fargo Advisors from 2015 to 2018. He holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm provides brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Timothy Landmesser is a financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. He holds a Series 65 designation and has previously worked at Sei and JPMorgan. Timothy’s background also includes four years at Pennsylvania State University and five years at Germantown Academy. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm employs a mix of in-house models, custom portfolios, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Brian Fisher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Hoover Financial Advisors, Inc., Villanova Financial Services, Inc., and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as a board member for YCS in Hackensack, NJ, and coaches a grade school basketball team in Audubon, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Edward Antoian is a CFA® charterholder with 29 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has been a principal at Zeke Capital Advisors, LLC since 2008. He is the general partner and portfolio manager of Zeke L.P., a private investment partnership focused on micro-cap and small-cap securities. 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, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection with oversight from an Investment Policy Committee.

Peter Lee is a financial advisor with Empower Advisory Group in Norristown, PA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Empower Retirement and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Matthew Schmidt is a CFA® charterholder with four years of industry experience. He currently works at Sequoia Financial Group, L.L.C. and previously held roles at J.P. Morgan Investment Management Inc. and JP Morgan Chase Bank. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model allocations and custom portfolio solutions supported by an Investment Policy Committee and integrates multiple investment vehicles and research methods to meet client objectives.

Brian Menickella is a financial advisor at Kestra Advisory with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Beacon Financial Services, Inc., and TFS Securities, Inc. Menickella is the owner and managing partner of Beacon Financial Services and a silent partner in The Beacon Group of Companies. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions, serving large institutional investors and complex client needs.

Joseph De Sipio is a financial advisor with Eagle Strategies (New York Life), holding the ChFC® designation and Series 63 license, with 10 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and its related entities since 2016. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services primarily through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Douglas Hall is a CFP® professional with 27 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC, where he has worked since 2016. His prior experience includes roles at Comprehensive Asset Management & Servicing, Kistler-Tiffany Advisors, and Penn Mutual Life Insurance, where he has been affiliated since 2000. Hall is a partner in two business ventures, including a multi-line insurance brokerage and a financial services firm affiliated with a CPA firm. 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.

Jason Allen is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Empower Advisory Group, he worked for De Lage Landen for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Yale Joseph is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and one year at Wells Fargo Advisors LLC. 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, estates, and institutional sponsors, offering a range of brokerage services, financial planning, and advisory programs through both in-house and third-party managers.

Kyle Fitzpatrick is a financial advisor with Truist Advisory Services, holding a Series 66 credential and 13 years of industry experience. He has worked across various Truist entities, including Truist Investment Services and BB&T Securities. Fitzpatrick serves as a Lieutenant Commander in the United States Navy in a national security role. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary strategies, leveraging third-party platforms and AI-enabled research tools, and integrates closely with affiliated broker-dealer and banking services.

Robert Eberly is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. Janney serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Timothy Ohara is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. for ten years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that utilizes proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios.