Shane Levey is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Bankers Life Securities, Inc. since 2016 and has been associated with Bankers Life & Casualty Co. since 2003. Outside of his advisory role, he is involved in insurance sales and training new insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

James Brandau is a financial advisor at William Blair with 10 years of industry experience and holds a Series 66 designation. He has worked at William Blair since 2022 and spent the prior seven years at Brown Brothers Harriman. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across multiple asset classes and provides access to proprietary models and private investment opportunities.

Brian Grant is an investment advisor with Kestra Advisory, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including long-term roles at Kestra Investment Services and Equity Services, Inc. Outside of his advisory work, he serves as a part-time pastor and is involved as a church treasurer in local community organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jill Steinberg is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its related entities since 2016, following a decade at Walden Capital Advisors. Steinberg is also a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm uses a manager-of-managers approach, employing both active and passive strategies, and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

John Guidotti is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Hoover Financial Advisors, Purshe Kaplan Sterling Investments, Capital Investment Services, and Royal Alliance Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory 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 retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jason Freedman is a financial advisor with Citizens Securities, Inc. in State College, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Citizens Securities in 2020, he worked at First Commonwealth Bank, Edward Jones, and First National Bank. Outside of his advisory role, Freedman teaches Sunday school at Temple Beth Israel. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account programs and operates as a broker-dealer and insurance agency.

Andrew Alcarese is a CFP®-designated financial advisor with 28 years of industry experience. He 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers.

Marc Turzo is a financial advisor at Empower Advisory Group with 28 years of industry experience. He previously worked at Lincoln National Life and Lincoln Financial Advisors Corporation from 2010 to 2024. Outside of his advisory role, he is the owner of a property management business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Paul Pacelli is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill and The Investment Center, Inc. Outside of financial services, he has worked in pool services and fitness. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation only. The firm employs algorithm-driven risk assessments and utilizes third-party strategists for portfolio implementation, with a focus on mutual funds and ETFs.

Christopher Borden is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2016. He also teaches as an adjunct professor at Temple University and holds a volunteer leadership role as Vice President of the Temple University Alumni Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, and institutional clients through a combination of brokerage, financial planning, and advisory services. The firm integrates in-house and third-party portfolio management and provides custody and trustee services through its subsidiary trust company.

Susan Scandone is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley Smith Barney LLC for nine years before joining Janney Montgomery Scott in 2023. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Bruce Hotaling is a CFA® charterholder with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at GYL Financial Synergies, LLC and led Hotaling Investment Management, LLC for over a decade. Hotaling is a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach incorporating fundamental and quantitative analysis, as well as a broad network of affiliated service companies and product relationships.

Evan O'Leary is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at US Capital Advisors and various positions outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within selected plan lineups.

Autumn Katzenmoyer is a Series 66-licensed financial advisor at Principal Financial Services with 12 years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Katzenmoyer serves as President of the Rotary Club of Thorndale-Downingtown. 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.

Jeffrey Leber is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2024. His prior roles include positions at Hyperion Partners, LLC, Bridgers Schill Wealth Management Group, and Rubicon Wealth Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into many client relationships.

Elizabeth Cook is a financial advisor at GWN Securities Inc. with 15 years of industry experience. She held a prior role at Twinbridge Financial from 2016 to 2025. Outside of her advisory work, she is also involved in life insurance sales through a separate DBA. GWN Securities provides investment advisory and related services to individual and corporate clients via managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and trading/tactical strategies based on market timing and momentum.

Timothy Knapp Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. from 2016 to 2025. 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, including a digital advisory platform managed in partnership with SigFig and a Managed Account program.

Brendan Yospa is a CFP® affiliated with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Permit Capital Advisors, Newday USA, and Morgan Stanley, as well as a decade working with Family Pharmacy of Hampstead. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing strategies, incorporating both proprietary quantitative screens and third-party managers.

Gabrielle Bruno is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and one year of industry experience. She is also the sole proprietor of Angel Army Associates, LLC, a law firm, and works as a caregiver with Samaritans At Last, LLC. Prior to her current roles, she held positions at Jauregui Law Firm, Robertson Center for Constitutional Law, and Regent University School of Law. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of investment approaches and custodial platforms.

Kevin Martin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes over a decade at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of his advisory role, he owns residential rental property. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.