Mark Greim is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has served in various roles at Ameritas and related entities since 2016 and also directs wealth management at Premier Planning Group, Inc., where he assists in the day-to-day advisory of client accounts. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory services using model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Justin De Lisi is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 credentials and 12 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley, Ironview Capital Management LLC, and Hamilton Benefits / Bergin, Roberts & Co. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jean Schneider is a financial advisor at William Blair with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Raymond James & Associates and Merrill. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds through its MB Investments Program.

Lucas Dittenhofer is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Bank of America, Merrill, and 721 Logistics. Citizens Securities serves individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Brian Manchester is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and several other firms in various roles. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available as an invitation-only pilot for employees, using algorithmic selection and third-party portfolio management.

Alan Schapire is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and AdviceOverWeb. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group, Fidelity Investments, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools with guidance tailored to each client's goals and risk tolerance.

Scott Mulvaney is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including CapTrust, Girard Investment Services, and Univest Bank & Trust Company. Mulvaney is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers a mix of model-based and customized portfolio management under a fiduciary standard, and it acts as adviser to a donor-advised fund while operating within a vertically integrated structure.

Joseph Cucinotta Jr. is a financial advisor with Centaurus Financial, Inc. in Radnor, PA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Outside of advisory services, he prepares individual and small business tax returns as a proprietor. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC in Phoenixville, PA, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. His prior work includes roles at Sei Investment Management Co. and Sei Investments. Outside of advising, he serves as Regional Director for Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Roger Walton is an investment advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Kestra Advisory since 2016 and has been affiliated with related firms including Kestra Investment Services and Premier Financial Group since the late 1990s. He also owns a consulting business and maintains an insurance sales practice. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with a platform that supports diverse and complex investment solutions.

Frank Rosala is a Certified Financial Planner® with 19 years of industry experience. He is currently with Lincoln Investment, where he has worked since 2022. His prior experience includes roles at The Prudential Insurance Company of America, Prudential Annuities Distributors, Citizens Securities, and Merrill. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and access to third-party managers.

Sarah Smith is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith serves as Vice President of Programming for the Cornell Club of Philadelphia, an alumni organization. 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 broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

William Sullivan is a CFP® with 15 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, having previously worked at Royal Alliance Associates, PNC Investments, Merrill, Morgan Stanley, and Sii. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model with a diverse range of investment strategies and technology platforms, often implementing advice through third-party managers and turnkey asset management programs.

Marianne McGovern is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 63 designation and 30 years of industry experience. She has been with Janney Montgomery Scott since 1979. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers brokerage services, financial planning, and advisory programs.

Melanie Dematto is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Fahnestock & Co. Inc. since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory services spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Jason Kobilka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 20 years of industry experience. He has been with PNC Investments Inc. since 2010. Outside of his advisory role, he owns the Uncommon Life project, an unrelated venture. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account pilot that uses algorithmic risk assessment and implements approved model strategies via mutual funds and ETFs.

Dixon Sanchez is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of finance, he owns an audio production company that creates music and audio sequences for online sales. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm operates as both a broker-dealer and an advisory, including a digital advisory program and managed accounts, and is wholly owned by Citizens Bank, N.A.

Christopher Blakely is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018. Prior to that, he was with McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. Outside of his advisory role, he serves on the board of the West Chester Business Improvement District and 4D-iQ, LLC, a SaaS integration and automation software company. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a focus on multi-factor tilts, tax management, and a range of implementation options.