Louis Butera is a CFP® with 37 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He also maintains a connection with LPL Financial, where he has worked since 2012. His professional activities include managing investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting, employing a range of investment strategies and access to multiple third-party asset management programs.

Robert Hoey is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds a Series 66 designation and has been with Janney since 2014. Outside of his advisory role, he serves on the Golf Outing Committee for Samaritan Healthcare and Hospice, organizing fundraising auctions. 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, offering brokerage services, financial planning, consulting, and advisory programs, with investment advice delivered through both in-house and third-party portfolio management.

Andrew Vitek Jr. is a financial advisor with Janney Montgomery Scott who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked at Janney since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he owns and operates online car sales businesses and serves on the boards of the World Optometry Foundation and Liguori Academy. 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 and offers brokerage, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Corey Garnier is a CFP® and holds a Series 66 designation, with 10 years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc., where he has worked since 2025. Prior to this, he held roles at Fidelity Investments, The Vanguard Group, Inc., and Creative Financial Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Christopher House is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Creative Planning since 2016. He holds Series 63 and Series 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Tara Prindible is a financial advisor with VALIC Financial Advisors in Mount Laurel, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with VALIC Financial Advisors since 2008 and also works with Agia since 2022. Outside of her advisory role, Tara is involved in her community as the president of the Moorestown Lacrosse Club and serves as a district representative for the Moorestown Republican Municipal Committee. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and serving a large client base through its extensive advisor network.

David Lojpersberger is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Wells Fargo Clearing. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients using a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Zane Michalski is a financial advisor with Citizens Securities, Inc. in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Citizens Securities since 2009. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

E Steinberg is a financial advisor with Oppenheimer in Jenkintown, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 1994. Steinberg participates in the Philadelphia Business Executives professional networking group, which meets regularly to exchange business leads across various industries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to each program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Jessica Nelson is a CFP® practitioner with four years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. Her prior experience includes roles at Altfest Personal Wealth Management, Deloitte, and EY. Outside of her advisory work, she is a co-owner of Elevate Advisory Group, which provides individual tax preparation services. Mariner Wealth Advisors serves a diverse clientele, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, alongside specialized services such as Core Family Office solutions and employer financial wellness tools.

Michael Howley is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 21 years at Meyer Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Jacob Miller is a CFP® professional at EP Wealth Advisors with four years of industry experience, including roles at Lighthouse Planning Consultants and EP Wealth Advisors. He also has a background in full-time education spanning from 2015 to 2023. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. Their investment approach includes customized model portfolios supported by fundamental, technical, and cyclical analysis, with additional strategies involving short-term trading, options, and alternative investments.

Douglass Ergood, Jr is a Series 66-licensed financial advisor at Janney Montgomery Scott with two years of industry experience. His background includes roles at the University of North Carolina at Charlotte and Chapel Hill prior to joining Janney. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Andrew Wilt is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Lincoln Investment since 2015 and also has a long tenure at Villanova University starting in 2001. Outside of his primary role, he is involved with Heritage Advisory Group, focusing on financial planning activities. Lincoln Investment serves a broad client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment strategies, utilizing both in-house and third-party models overseen by an Investment Management & Research team.

Tony Logan is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes positions at The Vanguard Group, Casey Securities, and Siemens Corporation. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial planning and investment services, delivering advice primarily through non-discretionary recommendation-based relationships across multiple program structures.

Kaitlin Lepre is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, with prior roles at Merrill, BB&T Securities, and The Vanguard Group. Janney Montgomery Scott is a 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, and institutional clients, offering brokerage services, financial planning, and advisory programs that combine in-house and third-party portfolio management.

George Schwartz Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Oppenheimer since 2013 and previously at Citigroup Global Markets for over two decades. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian with both discretionary and non-discretionary investment management programs.

Daniel Stephens is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Janney Montgomery Scott, Private Client Services, Kestra Advisory Services, Kestra Investment Services, and IVC Wealth Advisors. 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 supported by both in-house and third-party portfolio management.