Kyle Robostello is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott and its affiliated entities since 2016. 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, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Andrew Brown is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Vanguard, Morgan Stanley, and Putnam Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools to tailor recommendations according to client goals and risk tolerance.

Carson Rau is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with six years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, Spring EQ, NewDay Financial LLC, and the University of Delaware. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses proprietary asset-allocation models and research tools to guide investment decisions, with a focus on client goals and risk tolerance.

Kelley O Brien is a CFP® and holds a Series 65 license, with three years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2023. Her prior experience includes roles at Grant Thornton LLP and PricewaterhouseCoopers LLP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies and offers proprietary private funds and an interval fund alongside comprehensive reporting and education services.

John Dougherty is a CFP® professional with 33 years of industry experience, currently serving at Janney Montgomery Scott since 2009. He holds Series 63 and Series 65 licenses. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Robert Smee is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His career includes roles at LPL Financial and Ameriprise Advisor Services, Inc. Beyond advisory work, he is involved in photography through R&D Photography. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and offers managed account solutions utilizing both proprietary and third-party platforms.

Albert Pierce is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2011. 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 various advisory programs.

Kimberly Jobson is a CFP® with 13 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2019. Prior to this, she was involved with Live Your Vision, LLC from 2012 to 2019. She also serves as Board Secretary for Daemon Counseling Center, a nonprofit offering community counseling services regardless of clients’ ability to pay. Wealth Enhancement Advisory Services, LLC is an enterprise firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and comprehensive research.

Delana Romenesko is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Thrivent Financial For Lutherans and Thrivent Investment Management Inc. for 24 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion dollar advisory platform with a range of investment and custody services.

Lisa Newsham is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 1999. In addition to her advisory role, she has worked with the School District of Philadelphia since 1997. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b)/457(b) participants. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Edmond Dimashi is a financial advisor with PNC Wealth Management in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with PNC in various capacities since 2014. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party portfolio implementation.

Brittany Webb is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Goldman Sachs, MML Investor Services, MassMutual, and AXA Advisors. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection within its investment framework.

Jong Oh is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 40 years of industry experience, including long tenures at FSC Securities Corporation and LPL Financial. Jong Oh is also involved in investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and offers proprietary and third-party managed account solutions.

Joshua Miller is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses with six years of industry experience. He has been associated with Kades-Margolis since 2016 and worked previously at Cobra Puma Golf from 2016 to 2019. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Fred Shocket is a CFP® professional with over 32 years of experience in financial advisory and planning. He is currently with Carson Wealth and has held prior roles at Cetera, VOYA Financial Advisors, and Financial Independence Planning. In addition to his advisory work, Shocket operates as an independent insurance agent specializing in fixed insurance products. Carson Wealth is an SEC-registered firm managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, leveraging an Investment Committee to develop model portfolios and tailored investment solutions for corporate, institutional, and high-net-worth clients.

John Campbell is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked in various roles including positions at Corporate Glass and North West Bank. Outside of finance, he has been involved in the restaurant industry, with experience at multiple establishments such as Bay House Oyster Bar and Restaurant. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that designs strategic model portfolios and adaptive investment strategies.

David Haman is a CFP® professional with 26 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2016. His prior firms include Concourse Financial Group Securities, Woodbury Financial Services, and Eagle Strategies (NY Life). Outside of advisory work, he is an adjunct professor teaching Financial Services courses at Widener University and serves as the elected Treasurer of Upper Darby Township, PA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering a range of investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory with diversified, risk-appropriate portfolios implemented through a variety of managed and indexed strategies, complemented by educational programming and integrated affiliated services.

Daniel Marsan is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at Empower Financial Services, The Federal Savings Bank, Carrington Mortgage, and Freedom Mortgage. 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 account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and operates within Empower’s recordkeeping and administrative platforms.

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.

Bryce Mondorff is a financial advisor at PNC Wealth Management with five years of industry experience. He holds a Series 66 designation and has worked previously at firms including Cetera Wealth Services and Northwestern Mutual. Prior to his advisory roles, he was involved with Delone Catholic High School and Ballyhoo Sports Academy. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to PNC Bank employees. The firm employs algorithm-driven model selection and delegated portfolio management using mutual funds and ETFs.