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.

Jill Dreibelbis is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Jill has worked within the Bankers Life family of companies since 2012 and is also an insurance agent providing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolios according to client goals and risk tolerances.

Kathleen Fisher is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. 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, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Brian Ferko is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Orion Portfolio Solutions and Brinker Capital in various capacities since 2010. Outside of his advisory role, he serves as the head baseball coach at Lansdale Catholic High School. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm manages approximately $64.8 billion in assets with 198 advisors and offers a range of services including separately managed accounts, wealth advisory for high-net-worth clients, and technology-enabled custom indexing.

Geoffrey Franklin is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His career includes roles at J.P. Morgan Securities, Raymond James Financial Services, and Prudential Insurance. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering a range of advisory services including investment management, retirement planning, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, and specialized investment programs.

H. Kerr IV is a Series 66–registered financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he contributes to the CPA Continuing Education Society of Pennsylvania by managing their website and supporting CPE events for the local CPA community. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Joseph Battaglini is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2023. He previously worked at Private Advisor Group and LPL Financial for 11 years and has been CEO of Battaglini & Company, a tax and accounting firm, since 1989. Outside of his advisory roles, he manages a team of tax and investment professionals at his CPA firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms. The firm serves large institutional investors and maintains extensive affiliate and third-party relationships to support its broad offering.

Dixon Speaker is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at LPL Financial and The Vanguard Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Kathryn Riesberg is a Series 65-licensed financial advisor with Corient, based in Wayne, PA, and has four years of industry experience. Her prior roles include positions at Radnor Financial Advisors and MassMutual Greater Philadelphia, as well as work at Temple University’s Office of Institutional Research & Assessment and Fox School of Business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation. The firm offers specialized services through affiliates, including family office, tax, and corporate trustee services, and maintains active portfolio monitoring with risk management and alternative investment options.

Brandon Heaven is a financial advisor with TIAA-CREF based in Philadelphia, PA. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. His prior roles include positions at Wells Fargo Bank, JP Morgan Chase Bank, Citizens Securities Inc., and Citizens Bank. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, with a fiduciary standard applied to its registered investment adviser services.

Tyrone Mc Clain is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience, including prior roles at Merrill Lynch and Northwestern Mutual Investment Services. Outside of finance, he owns and operates an online dropshipping business. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and professional asset management.

Matthew Cunningham is a financial advisor with GWN Securities Inc., holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a licensed insurance agent who advises clients on life insurance and annuity purchases. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios using a range of investment strategies, including some legacy market-timing and momentum-based approaches.

Joseph Pietrafitta is a CFP® and CFA® with 10 years of experience, currently affiliated with TD Private Client Wealth LLC in Philadelphia, PA. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, utilizing strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Nita Amin is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and a managed account program, and is wholly owned by Citizens Bank, N.A.

James Marconis is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer & Co since 2006 and holds Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. 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 a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Shawn Bedford is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Bedford also serves as a designated bank officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust offerings. 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 military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Filipone is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has experience working at Chester Valley Golf Club and Kennett Square Golf and Country Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Brian Fleming is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. Fleming serves on the finance committee of St John Neumann Parish and is a board member of Camino Farms, both nonprofit organizations where he provides financial oversight and planning. Janney Montgomery Scott 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 and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Kyle Hahn is a financial advisor with Orion Portfolio Solutions, LLC, holding the PFS™ designation and Series 65 license. He has six years of experience with Orion Advisor Technology and Orion Portfolio Solutions, and three years with SEI Investments. Prior to his industry career, he spent four years at Shippensburg University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.