Robert Kelly is a CFP® with 10 years of industry experience. He has worked at Rockefeller Financial LLC since 2026 and previously spent 11 years at SEI Investments Management Corp. 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, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and placement and investment banking.

Beka Kervalishvili is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and AT&T Inc. before joining Citizens Securities in 2025. 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 and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Roy Blumberg is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at Private Advisor Group since 2012 and has prior experience with LPL Financial, Janney Montgomery Scott, and Intl Advisory Consultants Inc. He operates a registered investment advisory business under the DBA Horatio Street Wealth Management. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers both discretionary and non-discretionary management, utilizing a fiduciary-based model that incorporates proprietary and third-party investment solutions.

Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current role since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and investment services on both discretionary and non-discretionary bases, covering equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation and manager selection.

Brett Cole is a CFP® with 34 years of experience in financial advisory services and is currently with Kestra Advisory, where he has worked since 2016. His prior experience includes positions at Kestra Investment Services, Tycor Benefit Administrators, Tycor Asset Management, and Manchester Advisors. He is based in Wayne, PA. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves clients including large institutional investors and sovereign wealth funds.

Elijah Haber is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Tusk Wealth Management and Integrity Affiliates. Prior to his advisory career, he held positions in the hospitality industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Michael Hassell, Jr is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes multiple periods as a student prior to beginning his advisory role at Janney. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

James Nesbitt is a financial advisor at Commonwealth Financial Network with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance Company, and Kistler, Tiffany, Sterling Benefits. Nesbitt is a co-owner of High Point Financial LLC and owner of JKN Consulting, LLC, private entities involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, PA. 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, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.

John O'Brien is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement and its affiliated group since 2018, and previously worked at Ortner, O'Brien & Ortner Advisory Group, Inc. for 18 years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach that blends passive and active strategies, supported by internal oversight and multiple implementation tools.

John Conaboy is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 47 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. 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, and charitable and municipal clients, offering brokerage, financial planning, and advisory programs.

Jacob Hurley is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 63 licenses with three years of industry experience. His work history includes roles at Triple Crown Consulting and McAdam LLC, among others. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program focused on ETF-based portfolios and traditional managed account services, while also functioning as a broker-dealer and insurance agency.

Niki Muller is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. She is also involved with Nick Muller LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning and retirement plan consulting. The firm offers both advisory and broker-dealer services, with relationships involving third-party asset managers and a range of account options.

Richard Zajac is a financial advisor with Commonwealth Financial Network, holding CFP® and PFS™ designations and possessing 28 years of industry experience. His prior experience includes roles at Lincoln Investment and Capital Analysts, Incorporated. Outside of advisory work, he is involved in tax preparation services through Zajac Tax, LLC and has a role in writing articles via Daniel Zajac, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios managed by its Investment Management and Research team.

Danielle Fava is a financial advisor at Carson Wealth with a Series 65 credential and three years of industry experience. Her prior roles include positions at Envestnet Embedded Advisory, Envestnet, and TD Ameritrade. Outside of her advisory work, she serves as a board member and investor in several businesses, including Language Consulting Worldwide, which provides culture and bias training solutions, and holds board roles in marketing and fintech ventures. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions including custom indexing and alternative investments.

Dean Rosini is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and with 43 years of industry experience. His prior work includes tenures at Raymond James Financial Services and Wells Fargo Clearing. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Atique Yazdani is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials. He has been with PNC in various roles since 2017, including positions at PNC Bank and PNC Investments. Prior to joining PNC, he worked at The Source (Bell Canada) from 2011 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and implements investments via approved model strategies.

Laura Santelli is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Laura has worked at Citizens Securities since 2015 and also has ongoing roles at NBT Bank and LPL Financial Services since 2009. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm provides a digital advisory program and managed account services, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Zoe Torres Lyle is a financial advisor at Kestra Advisory with eight years of industry experience. She holds the Series 66 designation and previously worked at Janney Montgomery Scott LLC for nine years. Prior to her advisory career, she worked in student affairs at Rutgers University. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.