Fred Shocket is a CFP® with 32 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Cetera Wealth Services, VOYA Financial Advisors, and Financial Independence Planning, where he provides advisory services. He is also an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, with a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customized solutions.

David Haman is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2016. Outside of his advisory role, he is an adjunct professor at Widener University School of Business, teaching Financial Services courses, and serves as the elected Treasurer for Upper Darby Township, Pennsylvania. 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 is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options.

Lauren Boyce is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has previously worked at BNY Mellon and Vanguard. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to deliver investment recommendations while leaving final trading decisions to clients.

Daniel Marsan is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Carrington Mortgage, Freedom Mortgage, and The Federal Savings Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Joshua Dupre is a CFP® professional with five years of industry experience, currently advising clients at Janney Montgomery Scott. His prior experience includes roles at Morgan Stanley, Goldman Sachs, and PNC Capital Advisors. 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 municipal entities, offering a range of brokerage, financial planning, and advisory services.

Louis Himelreich is a CFP® and ChFC® with 22 years of experience in financial services. He is currently affiliated with Principal Financial Services and Andmore Wealth Partners LLC, a firm he co-founded to provide comprehensive financial planning and investment services. His prior experience includes roles at Financial Advisors of Delaware Valley, MetLife Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as the Community Service Chair for the Rotary Club of Newark (Delaware). Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm provides a variety of advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by those third-party managers.

Tyler Kimball is a financial advisor with GWN Securities Inc. in Greensburg, PA, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he is also involved in the sale of life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and strategies, including legacy market-timing and momentum-based approaches.

Katherine Bear is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 66 designation and has worked at Janney since 2019, following prior roles at Bank of America and Merrill. 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 charitable and municipal organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Bryce Bergey is a financial advisor with Principal Financial Services in Malvern, PA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Bergey also serves as a bank/trust officer at Principal Bank and Principal Trust Co., supporting retirement plan account relationships across multiple Principal business lines. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jessica Hartman is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. Hartman serves on the Leadership Council of the Wistar Institute, a philanthropic and advocacy 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 diverse client base and offers a range of services, including brokerage, financial planning, and advisory programs that utilize both in-house and third-party portfolio management.

Lawrence Richards is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has worked at Janney Montgomery Scott since 2012. 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, financial planning, consulting, and multiple advisory programs.

Andrew Smith is a financial advisor at Sequoia Financial Group, L.L.C. with four years of industry experience. He holds a Series 65 designation and has worked at Sequoia Financial Group since 2023, alongside a concurrent role at Zeke Capital Advisors since 2015. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a mix of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Michael Conner is a CFA® charterholder and holds a Series 66 license, with 20 years of industry experience. He has worked at Creative Planning since 2023 and previously spent significant time at APW Capital, Inc. and Kistler-Tiffany Advisors. He retains an inactive interest in Kistler-Tiffany Companies, LLC, which is resolving legacy matters following Creative Planning’s acquisition of its assets. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutional clients, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various active and passive strategies, and manages assets across a nationwide enterprise with integrated law, accounting, and trust services.

Jeremy Lambert is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding a Series 66 designation and 20 years of industry experience. He has spent the bulk of his career at Janney Montgomery Scott since 2016. Outside of his advisory role, he owns and manages a small real estate rental business on a limited basis. 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 clientele, 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.

Bruce Cumby is a financial advisor with Eagle Strategies (NY Life) based in Newtown Square, PA. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Cumby has been associated with New York Life and its affiliates since 1980 and operates Cumby, Spencer & Associates Financial Group and Exit Planning Strategies, focusing on brokering non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Tuan Nguyen is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at JP Morgan Securities Inc. and JPMorgan Chase from 2006 to 2020. 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 a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through a consolidated investment platform called Rockefeller Global Investment Management.

Seth Hoffman is a financial advisor with J. W. Cole Advisors, Inc. in Philadelphia, PA, holding a Series 66 designation and 25 years of industry experience. Prior to joining J. W. Cole, he worked at AXA Advisors and Commonwealth Financial Network. He is the founder and managing member of Benjamin & Company, LLC, and is involved in financial education through Benco Education, LLC. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides a range of services, including fee-based portfolio management, financial planning, and retirement plan services for individuals, high-net-worth clients, and institutional accounts. The firm employs a variety of investment strategies and offers access to multiple third-party managers and digital advice platforms.

Jeremiah Keating is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bank of America. His background also includes roles outside finance, such as positions at Universal Orlando and educational institutions. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers services including discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Sally Hoffman is a CFP® with 16 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. She has held roles at Bankers Life & Casualty Company since 2007 and operates Sally Hoffman LLC. In addition to her advisory work, she is a licensed insurance agent appointed with Bankers Life & Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Philip Bonelli is a financial advisor at Clearstead Advisory Solutions with 21 years of industry experience. He holds a Series 66 designation and previously worked for MyCIO Wealth Partners, LLC for 19 years before joining Clearstead in 2026. Clearstead serves affluent private clients and institutional clients by providing investment management, financial and tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that includes portfolio analytics, manager research, and a proprietary Direct Indexing strategy.