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.

Joseph Cucinotta Jr. is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Woodbury Financial Services and Questar Capital Corporation. He operates a tax preparation business serving individuals and small businesses. Centaurus Financial, Inc. serves a diverse range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements with various analytical approaches.

James Boylan is a financial advisor with Focus Advisor Solutions, LLC, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. His career includes roles at Foreside Financial Services, LLC, Sei Investment Management Co., and Sei Investments. Boylan also serves as a Regional Director at 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 and their clients, offering model portfolios, operational support, fixed-income sub-advisory, and 3(38) retirement plan management. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios while combining enterprise scale with a high client and asset load per advisor.

Roger Walton is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Kestra Advisory since 2016 and has a longstanding background with Kestra Investment Services, Equity Services, Inc., and Premier Financial Group dating back to the late 1990s. Outside of advisory services, he owns an insurance business and operates a consulting firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

Frank Rosala is a CFP®-certified financial advisor with 19 years of industry experience, currently with Lincoln Investment since 2022. He previously worked at The Prudential Insurance Company of America and Prudential Annuities Distributors, Inc. from 2015 to 2021. Lincoln Investment serves individuals, high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

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 financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes roles at Royal Alliance Associates, Inc., LPL Financial, SII, and PNC Investments LLC. Sullivan provides administrative support within his firm in addition to his advisory duties. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives using a range of analytical approaches and access to multiple third-party asset managers and platforms.

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 with Oppenheimer in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Fahnestock & Co. Inc. since 2003. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to build client portfolios, with a distinctive approach that includes commission-based advisory programs and a significant focus on non-discretionary asset management.

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 a Series 66 designation and previously worked at Merrill and Bank of America. Outside of financial advising, he owns an audio production business focused on creating music and audio sequences for online sales. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Phong Le is a financial advisor with Transamerica Financial Advisors in Cherry Hill, NJ, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has also been involved in solar and home improvement sales through his roles with Kinetic Innovations LLC and Sunbright Solar LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pensions, trusts, and charitable organizations, offering a range of advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and RIA, providing various managed and non-discretionary program options.

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.

Steven Minner Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments, Lincoln Financial, Brown Advisory, and Glenmede. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services primarily through third-party asset manager platforms, emphasizing client-directed implementation and oversight rather than discretionary trading.

Madeline Young is a financial advisor at J.W. Cole Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation with nine years of industry experience. Her prior roles include positions at Benjamin and Company, Commonwealth Financial Network, Royal Alliance Associates, and Key Financial Inc. She is co-owner of Benco Education, LLC, which provides financial education. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of discretionary and non-discretionary investment strategies and utilizes both fundamental and technical analysis.

Adam Landau is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Permit Capital Advisors, LLC for eleven years. Outside of his advisory role, Landau serves on multiple nonprofit boards focused on child welfare, food insecurity, and support for economically disadvantaged populations, including chairing the board of A Meaningful Purpose. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Jorge Kuri is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with eight years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. His prior work history includes roles at SEI Investments, Axa Advisors, and Drexel University. 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 municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.