Brian Cuttic is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Oppenheimer and Raymond James Financial Services. 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 range of clients with brokerage, financial planning, consulting, and advisory programs, utilizing both in-house and third-party portfolio management.

Robin Fine is a financial advisor at Hornor, Townsend & Kent, LLC with 39 years of industry experience. He holds the ChFC® designation and has been with Hornor, Townsend & Kent since 1989. In addition to his advisory role, Fine serves on the Board of Trustees and the Investment Committee of Reform Congregation Keneseth Israel. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Marne De Santis is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. Prior to joining Lincoln Investment in 2019, she worked at Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of managed portfolio programs, employing both strategic and tactical investment approaches overseen by an investment management and research team.

Charles Mcglynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Mcglynn operates under the DBA New Vintage Capital, LLC. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management, financial planning, and retirement consulting services through various platforms and third-party asset managers.

Gregory Larson is a financial advisor with LPL Financial in Huntingdon Valley, PA, holding a Series 66 designation and 23 years of industry experience. He has been associated with LPL Financial since 2007 and also provides investment advisory services through Private Advisor Group, an independent firm. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and model portfolios, allowing advisors to tailor solutions across various investment strategies and client needs.

Diane Boen is a financial advisor with Kestra Advisory in Warrington, PA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked with Kestra entities since 2011 and currently addresses client questions regarding life insurance products as part of her role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers comprehensive fiduciary and plan-level consulting services and serves a broad range of clients with approximately $79.8 billion in assets under management.

Matthew Marcolina is a ChFC® credentialed financial advisor at Oppenheimer with 25 years of industry experience. He has been with Oppenheimer & Co Inc since 2001. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Colin Stevens is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2021. Prior to his advisory role, Stevens worked in various positions including a brief tenure as a food delivery driver for Door Dash. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and multiple investment vehicles to construct client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Bruce Glider is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Bankers Life Securities, Inc. since 2015 and Bankers Life and Casualty Co. since 2009. Outside of his advisory work, he teaches courses for the American College. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Bret Berg is a CFP® with eight years of industry experience, currently serving at Commonwealth Financial Network since 2023. He has also worked at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advising, he spends a portion of his time selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal models or external platforms.

Jeffrey Reichner is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Janney, he worked at IGN Entertainment, Vanguard, and LiquidHub. Outside of his advisory role, he owns and operates Beaker Life LLC, a digital marketing and web development company serving law firms. 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 range of clients including individuals, families, trusts, corporate sponsors, and municipalities, offering financial planning, brokerage services, and multiple advisory programs.

John Mazzarella is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at The Vanguard Group, Inc. for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Faith Smith is a financial advisor at Oppenheimer with 10 years of industry experience. She has been with Oppenheimer & Co. Inc since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she assists with bookkeeping and marketing for a family-owned custom metalworking business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, with many accounts managed on a non-discretionary basis.

Jonathan Moyer is a CFP®-credentialed advisor with 23 years of industry experience, currently affiliated with CWM, LLC. He previously worked at CETERA Advisor Networks LLC for six years and has been with CWM, LLC and Strategic Wealth Partners for ten years. In addition to his advisory work, he is also an insurance agent selling life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis, utilizing model portfolios overseen by an in-house Investment Committee and employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Nicholas Hamner is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brookstone since 2022 and also has experience with Franklin Retirement Solutions. Outside of his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Meghan Houck is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She has been with Principal Securities Inc. since 2016 and also has work history at Principal Life Insurance Company and Financial Advisors of Delaware Valley. Outside of advisory work, she co-owns an LLP with a partner for administrative purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Christopher Forst is a financial advisor at Lincoln Investment with a Series 66 credential and one year of industry experience. His prior work includes roles at Patrick Forst and Advyzon, as well as positions outside the financial sector such as with Buncombe County Schools and Staples. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches across discretionary and non-discretionary programs.

Davis Nagg is a financial advisor at Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at the University of Denver and 1740 House, as well as ongoing involvement with Open Door Valet. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs using a combination of strategic and tactical approaches.

Mary Di Nolti is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes positions at Intuit and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

David Drake is a financial advisor with Kestra Advisory in Doylestown, PA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Kestra Advisory since 2016 and maintains longstanding roles with Kestra Investment Services, Drake, Lehner & Morgan LLC, and The Drake Company LLC. Outside of his advisory duties, he serves as an elder in his local community. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.