Daniel Cairns is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2025. He previously worked at The Marshall Financial Group, Inc from 1995 to 2025. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, private market exposure, and managed account services.

Kevin Crook is a financial advisor at Citizens Securities, Inc. with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Raymond James and Associates, Inc., Waypoint Direct Investments, LLC, and Principal Funds Distributor. He serves as a board member for Special Equestrians. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Joseph Faragasso is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience and a Series 66 designation. His prior roles include positions at Northwestern Mutual and Western Southern Life. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a Managed Account program and operates as a broker-dealer and insurance agency.

Glenn Meyer is a CFP® and ChFC® with 31 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliated Wealth Enhancement Group since 2018, following 25 years at GDM Advisory Group, Ltd. 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 offers financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Zachary Fernberger is a financial advisor at William Blair with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Foreside Fund Services, LLC, and WisdomTree Asset Management, Inc. Outside of his advisory role, he is a partner at Bluebell Ventures, an investment-related business based in New York. 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 asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Kayla Fusaro is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, she held positions at Equitable Advisors and worked in the hospitality sector, including roles at Bar Avalon and Homegrown Hospitality Group. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Bernard Comber Jr. is a Series 63-registered financial advisor with Lincoln Investment, where he has worked since 2012. He has 33 years of industry experience, including roles at Capital Analysts Inc and his own CPA practice, Bernard E. Comber Jr CPA, MT, which he has operated since 1992. In addition to his advisory work, he owns and operates a CPA practice. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and maintains a large network of independent advisors supported by an in-house Investment Management & Research team.

Jan Cummins is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding CFP®, Series 63, and Series 65 credentials and bringing 45 years of industry experience. She has been with Janney Montgomery Scott since 2003. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Rubiel Tineo is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities, Citigroup, and Wells Fargo. He also provides notary services outside of his advisory work. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and an insurance agency.

Michael Greene is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Loop Capital Markets. PNC Wealth Management offers retail brokerage and advisory services using model-based programs, including an invitation-only, employee pilot digital offering that employs algorithmic risk assessment and implements portfolios through third-party strategists and approved models.

Richard Dodd is a CFA® charterholder and holds a Series 66 license, with seven years of experience in the financial industry. He has worked at Rockefeller Financial LLC since 2020 and previously held roles at Bank of America, Merrill, and FS Investments. 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, placement, and investment banking services through a consolidated investment platform.

Michael Fancher is a CFA® charterholder with 32 years of industry experience. He is currently with Creative Planning, LLC and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Brian Villanueva is an advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2020. Prior to his financial services career, he spent eight years at Valley Forge Casino Resort. In addition to his advisory role, Villanueva assists seniors with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance as a licensed agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ objectives and risk profiles.

Aaron Arnold is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2010. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Robert Meyers is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2015 to 2025 before joining Janney Montgomery Scott. 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, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Max Weintraub is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has also been associated with LPL Financial, LLC and operates Weintraub Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates both proprietary and third-party investment solutions alongside multiple investment strategies.

Michael Stine is a financial advisor with Lincoln Investment who holds a Series 66 designation and has 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and previously worked at Janney Montgomery Scott from 2006 to 2012. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes an in-house Investment Management & Research team to construct strategic model portfolios and offers a range of financial planning, consulting, and portfolio management services.

Andrew Carnevale is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Aberdeen Asset Management, Poplar Forest Capital, and Quasar Distributors. 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 a range of brokerage, financial planning, and advisory services.

Joseph Roberts is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 63 designation and four years of industry experience. His prior roles include positions at Rockefeller Financial LLC, ROCKEFELLER Capital Management, and Zeke Capital Advisors. Citizens Securities serves a broad retail client base including individuals, high-net-worth investors, and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm features a digital advisory program utilizing proprietary algorithms to recommend ETF-based portfolios and a Managed Account program, operating as both a broker-dealer and insurance agency.

Susan Fuhrman Holin is a CFP® professional with 27 years of industry experience. She is currently with Independent Financial Partners and previously worked for Fuhrman Management Associates, Inc. for 26 years. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.