Brian Michaels is a CFP® with 15 years of experience in financial advising. He is currently with Private Advisor Group, LLC and LPL Financial, having worked at McAdam LLC and Purshe Kaplan Sterling Investments prior to that. Michaels is based in Philadelphia, PA. Private Advisor Group serves a broad mix of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan consulting. The firm provides access to third‑party asset managers, turnkey asset management platforms, and a WealthSuite separately managed account program, supporting a range of investment approaches and client needs through a network of investment adviser representatives.

Michael Corr is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors, OSAIC, the Pennsylvania House of Representatives, and The Vanguard Group. 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, financial planning, and advisory programs, and combines in-house portfolio management with third-party managers across multiple wrap programs and model portfolios.

Samuel Hardy is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior roles include positions at Nest Investments BD LLC, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. He has also been involved in entrepreneurial activities through Hardy Solutions. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm employs a combination of strategic and tactical asset allocation using affiliated and third-party sub-managers, providing clients with portfolio management, financial planning support, and custody services.

Thomas Schubert is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Truist Investment Services, SunTrust Advisory Services, BB&T Securities, and Janney Montgomery Scott. Schubert serves as a trustee for family property and grandchildren’s trusts. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools in its investment process.

Catherine Gormley is a financial advisor with MAI Capital Management, LLC and holds a Series 65 credential. She has worked in the financial services industry since 2021, including four years at UBS Financial Services prior to joining MAI. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies through both in-house and third-party management, alongside financial planning, tax, and trust administrative services.

Patrick Hynes is an investment advisory representative at CWM, LLC with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Cetera Wealth Services and Voya Financial Advisors. Outside of advisory services, he is also an insurance agent involved in the sales of fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Cassandra Mcnulty is a CFP® with 11 years of industry experience, currently advising clients at Creative Planning since 2022. Her prior experience includes roles at Wipfli Financial Advisors and Hewins Financial Advisors. Outside of financial advising, she has been a figure skating instructor for over 18 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, while also offering access to private market investments and a range of retirement plan services.

Frank Moschella is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Wells Fargo Clearing and New York Life Insurance Company. Outside of his advisory work, he serves as a notary public. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across various program types, emphasizing non-discretionary management and fiduciary responsibilities to retirement investors.

Edmund Chen is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott and its affiliates since 2018. Prior to his advisory career, he was employed by Comcast for two years. 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, and advisory services through a combination of in-house and third-party portfolio management.

Michael Mc Carron is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Grant Thornton. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services with integrated portfolio management and centralized client support.

Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also the Director of Wealth Management at Premier Planning Group, Inc., where he has been involved in financial guidance and advisory services since 2016. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and fiduciary retirement plan consulting through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Justin De Lisi is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley and Ironview Capital Management LLC. 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 providing securities transactions, variable insurance products, and placement and investment banking services.

Jean Schneider is a financial advisor at William Blair with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for eight years before joining William Blair in 2024. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Lucas Dittenhofer is a Series 66-licensed financial advisor at Citizens Securities, Inc. with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and 721 Logistics. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Kimberly Wenger is a ChFC® with 13 years of experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2012. She also holds positions in life and multi-line insurance brokerage with firms including Penn Mutual Life Insurance Company. Outside of her advisory work, she is involved in lacrosse as a high school head coach and serves as a board member for the Pennsylvania Girls' Lacrosse Association. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a client-directed, non-discretionary investment approach.

Brian Manchester is a financial advisor with PNC Wealth Management and holds a Series 66 designation. He has three years of industry experience, including roles at Merrill and PNC Investments LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven Portfolio Solutions Strategist Digital Offering that uses mutual funds and ETFs with annual rebalancing and limited individual security trading options.

Alan Schapire is a CFP® and PFS™ with 15 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2024, following roles at Buckingham Strategic Wealth, LLC and Convergent Financial Strategies LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis with third-party management and integrates a broad network of affiliated service companies beyond typical custody or manager platforms.

Michael Clatterbuck is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Levy Wealth Management Group, LLC and LPL Financial. Outside of his advisory role, he is involved with LWMG Holdings, LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by quantitative and fundamental research.

Evan Bigler is a CFP® with 15 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at The Vanguard Group and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations through Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients, distinguishing its advisory approach from many enterprise wealth managers.

Scott Mulvaney is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 65 and Series 63 licenses and possessing 16 years of industry experience. His prior roles include positions at CapTrust and Girard Investment Services. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management and acts as adviser to a donor-advised fund sponsored by Charityvest.