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.

Valerie Visconti is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes lengthy tenures at Valic Investment Services Company and its affiliates from 1995 to 2020, before joining Lincoln Investment and Capital Analysts in 2020. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to various investment strategies, supported by an in-house Investment Management & Research team and a layered advisory delivery model.

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.

Chelsea Gordon is a CFP® with 10 years of experience at Lincoln Investment, where she has worked since 2013. She operates under the DBA Encompass Wealth & Legacy Planning LLC, assisting clients with retirement, investment, and education planning. Chelsea is based in Fort Washington, PA. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long-standing focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and proprietary investment strategies.

Evan Bigler is a CFP® with 15 years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2024. Prior to this, he held positions at The Vanguard Group, Inc., Fidelity Investments, and Merrill. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations, primarily focusing on client-authorized trades and third-party managed accounts.

Scott Mulvaney is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including CapTrust and Girard Investment Services. Mulvaney is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporations, and small retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary management through model and customized portfolios, serving clients often connected through TIAA-administered employer retirement plans.

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, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Foreside Financial Services, LLC, and Sei Investment Management Co. Boylan also serves as Regional Director for Focus Partners Advisor Solutions, LLC, where he is involved in consulting and 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, fixed-income sub-advisory services, and retirement plan investment management. The firm combines enterprise scale with a focused advisor base and manages approximately $41 billion in regulatory assets under management and administration.

Steven Manley is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves as a board member at Bishop Shanahan High School in Downingtown, PA, contributing to the school's strategic vision. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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.

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.

Thomas Furey Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. He is also associated with Summit Partners, Inc., a business entity used for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management and financial planning services. The firm employs a fiduciary-based advisory model utilizing a range of investment strategies and technology platforms, offering proprietary and third-party managed account solutions.

Brendan Kelly is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His work history includes roles at Triad Advisors, Alera Investment Advisors, LPL Financial, and IFP Securities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

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 designations including Series 63 and Series 65. He has two years of industry experience and previously worked at Fidelity Investments, Lincoln Financial Advisor Corporation, Brown Advisory, and Glenmede. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs and financial planning services. The firm combines SEC-registered advisory and broker-dealer capabilities, managing billions in assets and utilizing third-party asset manager relationships to tailor investment strategies.