Corey Garnier is a CFP® and holds a Series 66 designation, with 10 years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc., where he has worked since 2025. Prior to this, he held roles at Fidelity Investments, The Vanguard Group, Inc., and Creative Financial Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, serving clients with annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, delivering advice using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

John Myers is a financial advisor at J.W. Cole Advisors, Inc. with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and 65 licenses. His career includes roles at Woodwell Asset Management and J.W. Cole Advisors, Inc., where he has worked since 2005. Outside of his advisory work, he is president and owner of Advisor Audit, LLC, an insurance sales business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

David Lojpersberger is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Wells Fargo Clearing. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients using a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Zane Michalski is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Adam Marcellus is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Loomis, Sayles & Company for 10 years. Outside of his advisory role, he is involved in youth soccer instruction and operates a soccer coaching business. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and a range of model and wrap-fee options.

E Steinberg is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, he participates in a non-investment professional networking group that meets regularly in the Philadelphia area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation, manager selection, and tailored consulting engagements.

Tor Hotham is a financial advisor with Private Advisor Group, LLC, holding the CFP® and ChFC® designations and over 30 years of industry experience. He has worked at LPL Financial, LLC since 1997 and has been with Private Advisor Group since 2012. Outside of advisory work, he is an independent insurance agent specializing in fixed insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a variety of investment strategies through both proprietary and third-party platforms.

Jessica Nelson is a CFP® practitioner with four years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. Her prior experience includes roles at Altfest Personal Wealth Management, Deloitte, and EY. Outside of her advisory work, she is a co-owner of Elevate Advisory Group, which provides individual tax preparation services. Mariner Wealth Advisors serves a diverse clientele, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, alongside specialized services such as Core Family Office solutions and employer financial wellness tools.

Paul Szkotak is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Integrated Wealth Strategies and has been associated with various New York Life entities since 2020. Outside of advising, he serves as Vice Chair of Onboarding, Retention & Reactivation on the board of NAIFA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types, focusing on tailoring recommendations to client objectives, and primarily manages assets on a non-discretionary basis.

Norborne Smith III is a financial advisor at Sequoia Financial Group, L.L.C. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sequoia Financial Advisors since 2023 and Zeke Capital Advisors since 2013. Outside of his advisory work, he is a director at Premier Outdoor Media, a billboard company, and a partner at Wolbers BBQ restaurant. Sequoia Financial Advisors provides wealth planning, investment management, and retirement-plan and business-consulting services to individuals, charitable organizations, corporations, trusts, family offices, and other institutional clients. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Jacob Miller is a CFP® professional with four years of industry experience. He has worked at EP Wealth Advisors since 2023 and prior to that was at Lighthouse Planning Consultants from 2021 to 2023. His background includes several years in full-time education before entering the financial advisory field. EP Wealth Advisors is a registered investment adviser serving individuals—including high-net-worth clients—corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. Its investment approach includes customized model portfolios with ongoing monitoring and rebalancing, utilizing fundamental, technical, and cyclical analysis along with alternative strategies when appropriate.

Christopher Monroe is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Brinker Capital Securities and TD Ameritrade. Outside of finance, he has experience managing a ranch. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, offering model-driven and managed-account solutions across three delivery platforms and managing approximately $64.8 billion in assets.

Donald Szewczyk is a CFP® professional with 21 years of industry experience, currently advising at Lincoln Investment in Fort Washington, PA since 2005. He holds a Series 66 credential and has spent his entire advisory career with Lincoln Investment. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs managed through a combination of in-house and third-party strategies overseen by an Investment Management & Research team.

John Kugel is a financial advisor at Kestra Advisory with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial, Trinity Solar, Arrow Investment Advisors, and Quasar Distributors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and manager-supported investment recommendations.

Tony Logan is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Vanguard Group, Casey Securities, and RFA Securities. Voya Financial Advisors serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, and delivers advice primarily through non-discretionary programs and third-party money manager access.

Scott Walsh is a financial advisor at Sequoia Financial Group, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors, Fisher Investments, and Empower Advisory Group. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a broad range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

George Schwartz Jr. is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013, following over two decades at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Daniel Stephens is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Janney Montgomery Scott, Private Client Services, Kestra Advisory Services, Kestra Investment Services, and IVC Wealth 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 plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.