Anthony Pell is a financial advisor with Oppenheimer & Co, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Oppenheimer since 2013. 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 financial planning. The firm employs strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.

John Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Principal Life Insurance Company, Financial Advisors of Delaware Valley, and Principal Securities Inc. He serves as president of the Bryn Mawr Rotary Club, a community organization focused on service and membership growth. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Bryan Blades is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Corient in Wayne, PA, where he has worked since 2022. Prior to joining Corient, he spent nine years at Radnor Financial Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Stephen Manzo is a financial advisor with Lincoln Investment in Fort Washington, PA, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked at Lincoln Investment since 2016 and also maintains roles at Valdes & Moreno, Inc. and Dautrich Seiler Financial Services, Inc. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio solutions, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Paul Coleman is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Securities since 2005. He also has a longstanding affiliation with Citizens Bank dating back to 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, combining digital and traditional portfolio management approaches.

Brian Dunn is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Gregory Holman is a financial advisor with GWN Securities Inc. in Reading, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Kades Margolis and GWN Securities since 2012. Outside of his advisory role, he is involved with the Financial Independence Group, where he sells life insurance–based products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs and strategies.

Eric Dean is a financial advisor with LPL Financial in Horsham, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Private Advisor Group, LLC and Woodbury Financial Services Inc. Dean is involved in insurance consulting and operates a financial management business as well as a real estate rental activity. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Backal is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been a partner at Backal Pomerantz Wealth Management since 2014 and has been affiliated with United Planners since 2005. Outside of his advisory work, he is involved in non-variable insurance through Backal Pomerantz Wealth Management. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management and a mix of fee-based and commission-based options.

Graham Parsons is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS Financial Services for eight years and has experience at WePark. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, alongside offering affiliated pension consulting, insurance, venture, and private-market investment services.

Paul Koenig Jr. is a CFP® and ChFC® affiliated with Integrated Wealth Concepts LLC, bringing 19 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016 and previously with Lincoln Financial Advisors from 2011 to 2016. Outside of his advisory work, he has business activities related to non-variable insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, constructing customized portfolios with a long-term approach supplemented by shorter-term trades as needed.

Jean Bloom is a financial advisor with Janney Montgomery Scott and holds a Series 63 designation. She has 42 years of industry experience, including 37 years with 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 with brokerage services, financial planning, consulting, and multiple advisory programs supported by both internal portfolio management and third-party managers.

Cameron Aglow is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and beginning his industry career in 2025. His prior experience includes roles at LPL Financial and Risler Financial Management. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm utilizes multiple analytical approaches and provides access to third-party asset managers and proprietary managed account programs.

Keith Glushek is a financial advisor at Lincoln Investment in Fort Washington, PA, holding a Series 66 designation with 28 years of industry experience. He has been with Lincoln Investment Planning since 2012. Lincoln Investment serves individuals, 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, ERISA retirement plan advice, and a variety of advisor-managed and firm-managed investment programs that utilize both strategic and dynamic approaches.

Victor Levy is a CFP® with 31 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously led Levy Wealth Management Group, LLC for 12 years and spent over two decades at LPL Financial, LLC. In addition to his advisory work, he is the author of "The Kitchen Table Financial Plan" and serves as president of Leon L Levy & Associates, a firm that sells fixed insurance products. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Jonathon Leise Jr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2008. 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 municipalities, offering a range of brokerage, financial planning, consulting, and advisory programs.

Peter Lanza is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Lanza Financial Strategies and Nylife Securities LLC, as well as NYL Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Michael Orfe is a CFA® charterholder with nine years of industry experience. He has been with Sequoia Financial Group, L.L.C. since 2023 and previously worked seven years at Zeke Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

Julie Maxwell is a Series 66-licensed financial advisor at Janney Montgomery Scott with 10 years of industry experience. She has been with Janney Montgomery Scott since 2013. 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 plans, and offers a range of brokerage, financial planning, and advisory services.

Anthony Stanziano Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Securities Company, LLC and Peapack-Gladstone Bank. 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 managed in partnership with SigFig and a separate Managed Account program.