David Ward is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Jennifer Sangillo is a financial advisor at Janney Montgomery Scott with five years of industry experience. She holds Series 63 and Series 66 registrations and has been with Janney Montgomery Scott and its affiliates since 2000. Janney Montgomery Scott LLC is a large 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 clients, and municipal entities, offering a range of brokerage, financial planning, and advisory services.

Anthony Ferrandino is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, Ferrandino serves as an advisory board member for nonprofit organizations focused on Batten disease research and support. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, and institutions by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a comprehensive platform.

Mark Ulrich is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor model and access to alternative investments.

Robert Fisch is a financial advisor at Lincoln Investment with 27 years of industry experience. He has previously worked at United Planners' Financial Services of America and Citizens Securities, Inc., and has operated his own advisory business since 2003. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specialized focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services, advisor- and firm-managed portfolios, and operates both as a broker-dealer and insurance agency in addition to its SEC-registered RIA activities.

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.

Barbara Bauer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Valic Financial Advisors since 2016 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Marianna Goldenberg is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Commonwealth since 2014. Outside of her advisory role, she is the owner of CURO Wealth Management LLC and is involved in Medicare product referrals through E Health. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

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.

Robert Schimeneck is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 65, 66, and 63 licenses and 19 years of industry experience. His prior roles include positions at Oceanview Life Insurance Company, Key City Capital, J. Alden Associates, and DLP Capital Advisors. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of representatives.

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.

Prabjyot Kaur is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining Lincoln Investment in 2021, she worked at HSBC Securities and HSBC Bank USA, as well as PNC Bank. Lincoln Investment serves individuals, charitable organizations, businesses, and numerous 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 model portfolio programs, managing both discretionary and non-discretionary assets using strategic and tactical investment approaches.

Marshall Shigon is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at several firms, including Penn Mutual Life Insurance Company and MassMutual. In addition to his advisory role, Shigon is involved in life insurance brokerage through his positions with 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services via third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Andrew Nehrbas is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. He holds a Series 63 designation and has 50 years of industry experience, including over 16 years with Janney. He serves as a board member of the Crescent Homeowners Association in Wilson, WY, where he assists in maintaining common area trails and streams. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Robert Lutz Jr. is a financial advisor with Commonwealth Financial Network in Cherry Hill, NJ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Lincoln Financial Network and INVEST Financial Corp. He is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and a platform with extensive operational and compliance support.

Antoinette Cimino is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 1998. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, and acts as a qualified custodian for client accounts.

Paul Siock is a financial advisor with GWN Securities Inc. in Lansdale, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at GWN Securities since 2016 and has been associated with Prudential Insurance Company of America and Pruco Securities LLC since 2012. Outside of his advisory role, he provides life insurance and fixed annuity services and assists New Jersey public school employees with retirement planning through The SWR Group. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a distinctive legacy use of market-timing and technical-momentum strategies.

Geoffrey Franklin is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at Mercer since 2019 and previously worked at firms including J.P. Morgan Securities Inc. and The Prudential Insurance Company of America. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Daniel Hendel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Key Investment Services since 2016 and has also been involved with Whitemarsh Valley Golf Club for over 20 years. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, and corporate clients through various advisory programs such as wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions with ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group and maintaining affiliations that provide additional financial services and resources.