Brian Sykes is a CFP® and ChFC® with 22 years of experience in financial services. He is currently with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2003. Outside of his advisory role, he is the founder of Founding Capital, LLC. Primerica Advisors serves a diverse retail client base, providing both brokerage and fee-based advisory services along with financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies, supporting various account types and lending solutions.

Margaret Hardesty is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. She holds a Series 63 designation and has been with Janney since 2009. Outside of her advisory work, she serves on the Board of Trustees and Finance sub-Committee for the Willistown Conservation Trust, a nonprofit focused on land conservation and education. 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 diverse client base including individuals, families, trusts, estates, and corporate clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

David Duncan is a financial advisor with Commonwealth Financial Network, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has 25 years of industry experience and has been with Commonwealth since 2008, also maintaining a role at Independence Wealth Advisors since 2005. Outside of advisory services, he is involved in selling fixed insurance products under the name Independence Wealth Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, compliance, and practice-management resources.

Anthony Cellucci Jr. is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, TFS Securities, and Beacon Benefits, where he remains a managing partner. His background includes employee benefits consulting and wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design and compliance, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

Reed Hoover is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has been with Janney Montgomery Scott since 2010 and previously worked at Urban Outfitters/Terrain for one year. 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, and advisory programs through a combination of in-house portfolio management and third-party managers.

David Minarcik is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has worked at Commonwealth since 2017 and previously held roles at Legacy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co. Minarcik is also the owner of DPMM Consulting, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Barbara Turner is a financial advisor with Primerica Advisors based in Drexel Hill, PA, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Guardian Life Insurance Company, Citizens Securities, Inc., Janney Montgomery Scott, and AXA Advisors LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers a range of proprietary and third-party investment programs and supports various account-level services such as lending solutions and donor-advised funds.

Jeffrey Pelesh is a financial advisor with Principal Financial Services in Springfield, PA, holding the PFS™ and Series 63 credentials and possessing 29 years of industry experience. He has been with Principal Securities since 2015 and has operated the CPA firm Gelman & Pelesh PC since 1991. He also served on the faculty at Villanova University from 1991 to 2020. Outside of his advisory role, he acts as an insurance agent offering fixed life, disability, long-term care, annuities, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm emphasizes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jack Gartlan is a financial advisor at Corient with four years of industry experience. He holds a Series 65 designation and has worked at firms including Balasa Dinverno Foltz LLC and Triad Financial Advisors. Prior to his advisory roles, he held positions at Purdue University and ENT Surgical Consultants. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Thomas Powell is a financial advisor with PNC Wealth Management in Wayne, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill over a combined span of about 17 years before joining PNC Investment LLC in 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessments and implements portfolios via approved model strategies with mutual funds and ETFs.

Ernest Magnus Sims is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Rubicon and Street Diligence. Outside of his advisory work, he serves as the head coach for the Malvern Prep water polo team. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and a range of investment solutions.

Gerald Fahey is a CFP® and holds a Series 66 license with 25 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously at Hoover Financial Advisors from 2013 to 2021 and Purshe Kaplan Sterling Investments from 2013 to 2017. He serves as a board member and treasurer of The Phelps School, where he oversees investment accounts. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Donald Riley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and operates Live Your Vision, LLC. Riley also serves as a senior vice president in a fixed insurance role. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee and comprehensive research.

Bradley Vialpando is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and over 13 years of industry experience, including roles at Vanguard and Abbot Downing - Wells Fargo. Outside of his advisory work, he is co-owner and consultant for a garment care business operating laundromats in Florida. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to support client-directed investment decisions.

Alexandra Byrne is a financial advisor with Commonwealth Financial Network in Wayne, PA. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Sims Financial Services and has a background in the sports and entertainment industry with Monumental Sports and Entertainment and the San Diego Padres. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors to offer customized portfolio solutions.

Zina Lauman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Hornor, Townsend & Kent since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Collin Hess is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning his industry career in 2026. His previous experience includes roles at LPL Financial LLC and positions at the University of Notre Dame. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Robert Nave is a financial advisor with Truist Advisory Services, holding Series 65, Series 63, and Series 66 licenses, and has two years of industry experience. He previously worked at Wells Fargo Bank for nine years before joining Truist Advisory Services in 2024. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a supervisory Investment Advisory Group.

Enerjeta Hoxhaj is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Citizens Securities since 2016. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm manages both discretionary and non-discretionary accounts and operates a digital advisory platform employing ETF-based portfolios tailored through proprietary algorithms.

Anthony Conde Jr. is a ChFC® credentialed financial advisor with 24 years of industry experience. He currently works at Hornor, Townsend & Kent, LLC and has held prior roles at Principal Securities Inc., Principal Life Insurance Company, and New York Life. In addition to his advisory work, he is involved in insurance brokerage with a focus on advisor support and training. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, advisory programs, and retirement plan consulting through a network of advisors, utilizing both discretionary and non-discretionary account options alongside brokerage services.