Maxwell Mercando is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Foundations Financial Partners, Repko Law, and Morgan Stanley. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary portfolio construction, model portfolios, and multiple program structures, supported by substantial clearing and custody relationships.

James Donnelly is a Series 65-licensed advisor at Hightower Advisors with six years of industry experience. Before joining Hightower in 2026, he worked at Valley Financial Group and H. Beck. In addition to his financial advisory career, Donnelly has served as Patrol Operations Commander at the Bensalem Township Police Department since 2002. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to a range of investment vehicles.

Edward Woehlcke is a CFP® with 19 years of industry experience, currently serving at Hightower Advisors since 2026. He previously worked at Valley Financial Group and H. Beck, Inc. for ten years and Brinker Capital Inc. for two years. Outside of his advisory role, he is the sole proprietor of Woedaddy Investments, which involves analyzing returns on investment real estate. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes multi-manager solutions and manager selection through both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Janet Barrett is a financial advisor at Carson Wealth with 20 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Cetera Wealth Services, Strategic Wealth Partners, and Waddell & Reed. Outside of her advisory work, she operates Barrett Investments LLC, an expense management business. CWM, LLC, the firm she is affiliated with, is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers a variety of services including discretionary asset management and financial planning, with an investment approach guided by an Investment Committee that creates and oversees model portfolios.

Paul Valerio is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BB&T Investment Services and BB&T Securities. Outside of his advisory role, he officiates high school and collegiate ice hockey and youth lacrosse games and serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) Pennsylvania chapter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager partnerships.

Jonathan Harvey is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott for a combined total of 24 years since 2002. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party managers.

Lawrence Yerkees is a financial advisor at Oppenheimer with 42 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 1992. Outside of his advisory work, he serves as a trustee for a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory approaches.

Robert Quittner Jr. is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2019. Prior to this, he worked for Lincoln Financial Advisors Corp from 2009 to 2019. Outside of his advisory role, he is co-owner and agent at Brooks-Quittner Employee Benefits & Planning Group, offering various insurance products including accident, health, disability, and traditional life insurance. Brookstone Capital Management is an SEC-registered adviser providing 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, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and various managed account strategies.

George Dallas is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked at Centaurus Financial since 2020, following prior roles at Mid-Atlantic Wealth Advisory Group and Cetera Advisor Networks. He is also the owner and president of Aegis Risk Advisors, a firm involved in selling insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and specialized services, employing a mix of discretionary and non-discretionary arrangements alongside various analytical approaches.

Kathleen Lynn is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 1999. 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.

Alexander Pimental is a CFP® professional with two years of industry experience, currently serving at Creative Planning. His prior roles include four years at Marshall Financial Group and military service from 2016 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

David Reif is a financial advisor with Eagle Strategies (NY Life) based in Horsham, PA, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Eagle Strategies since 2009 and has prior experience with Tactical Financial Group. Outside of his advisory role, he is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elizabeth O'Malley is a CFP® professional with two years of industry experience. She is currently with Creative Planning, LLC, having joined the firm in 2025, and previously worked at The Marshall Financial Group, Inc. and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Jonathan Haab is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently accessible by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments through approved strategies managed by PNC or third-party strategists.

Richard Weinstein is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Penn Mutual Life Insurance Company and ownership of Weinstein & Company, PC, a CPA and accounting services firm. He is also a partner in Wine Spruce LLC and has served as treasurer and president of the Doylestown Business Networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets while offering a range of account options and third-party asset manager relationships.

Brian Atkinson is a financial advisor with PNC Wealth Management in Ambler, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 17 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and relies on approved model strategies managed by PNC or third-party strategists.

Casey Smith is a CFP® with 18 years of industry experience, currently serving at Oppenheimer & Co. Inc since 2012. He holds Series 63 and Series 65 licenses and is based in Warrington, PA. Oppenheimer is a registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, corporations, and charitable organizations. The firm offers diverse investment programs and advisory services that include strategic asset allocation and manager selection, with both discretionary and non-discretionary management options.

Michael Shaub is a financial advisor with Private Advisor Group, LLC in Lansdale, PA, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through a fiduciary-based advisory model that includes access to proprietary and third-party managed account solutions.

Nicholas Romano is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase & Co. and operating Romano & Romano Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

James Farrell Sr. is a financial advisor at Lincoln Investment with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Girard Advisory Services. He serves as President and non-voting member of the Upper Moreland Police Pension Fund, assisting with administrative duties and investment evaluations. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and 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 and access to third-party managers.