Tamara Indianer is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Capital Analysts and has previously worked extensively with Lincoln Investment and Managed Benefits Group. Indianer serves on several committees and boards focused on financial literacy, education, and nonprofit advocacy, including the CRES Committee, Neurofibromatosis Northeast, and MASBO’s Vendor Advisory Committee. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and in-house investment management. The firm integrates institutional resources and proprietary investment screening processes to support its client offerings.

Mark Ayers is a CFP® credentialed financial advisor at Capital Analysts with 17 years of industry experience. He worked at The Vanguard Group for 15 years before joining Capital Analysts and Lincoln Investment in 2023. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm uses a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management.

Robert Donnelly is a financial advisor at Kovack Advisors, Inc. with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Alpha Advisors Alliance, LLC, Woodbury Financial Services, Inc., Questar Asset Management, Questar Capital Corporation, and ProEquities, Inc. Outside of advising, he serves as vice president of the Southhampton Business Association, where he networks with local businesses. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using a risk-tolerance-driven approach supported by Envestnet and employing both internal and third-party portfolio models.

Theodore Rhinehart is a financial advisor at JFS Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with JFS Wealth Advisors in various capacities since 2016. JFS Wealth Advisors is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and municipal government entities. The firm offers comprehensive wealth management and financial planning services, utilizing a written Financial Goal Plan and an internal Investment Committee that applies Modern Portfolio Theory to portfolio allocations.

John Stanojev is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Kingswood Wealth Advisors since 2025 and previously spent 15 years with Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves on the development committee of the Pearl S. Buck Foundation, is an adjunct professor at the Community College of Philadelphia, and participates in several community activities including fundraising for the Mercer Museum and organizing local fishing derbies. Kingswood Wealth Advisors serves a diverse client base including retail and institutional investors and provides services such as portfolio management, financial planning, and ERISA plan advisory. The firm employs an open-architecture investment platform, frequently using third-party managers, and integrates insurance-linked account management within its operational model.

Henry Angelucci Jr. is a financial advisor at Portfolio Medics, LLC with six years of industry experience. He holds Series 66 and Series 65 licenses and has worked previously at Signal Advisors, Magellan Financial, Knights of Columbus, and Thrivent Financial. Outside of his advisory role, Mr. Angelucci operates as an independent insurance agent through Signal Advisors, focusing on life insurance and annuities. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers diversified portfolio management using mutual funds, ETFs, individual securities, and independent managers, combining fundamental, technical, and cyclical analysis with various trading strategies tailored to client objectives.

Robert Savino is a financial advisor at Apollon Wealth Management, LLC with 39 years of industry experience. He holds the ChFC®, Series 63, and Series 66 credentials. His work history includes roles at Apollon Wealth Management since 2021, Purshe Kaplan Sterling Investments since 2021, Prism Advisory Group, LLC since 2009, and prior experience with Frontier Solutions, LLC and Thomas McDonald Partners LLC. He is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning. Apollon Wealth Management, LLC is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, businesses, trusts, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, employing a combination of centrally managed strategies and locally managed portfolios tailored through various investment vehicles and specialized solutions.

Scott Hynson is a financial advisor with Commonwealth Financial Network in Doylestown, PA, holding a Series 66 designation and 24 years of industry experience. He worked at Axa Advisors, LLC from 2001 to 2020 before joining Commonwealth in 2020. Hynson is a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, investment management, and compliance support. The firm offers customizable investment solutions and operates as a platform provider supporting affiliated advisors under Commonwealth’s supervision.

Marne De Santis is a financial advisor with Lincoln Investment, holding Series 63, Series 65, and Series 66 licenses and bringing 34 years of industry experience. She has held roles at several firms, including CV Brokerage, Inc., Valdes & Moreno, Inc., and Bluestone Capital Management, LLC, before joining Lincoln Investment in 2019. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including 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 that develops strategic model portfolios and adaptive strategies.

Jordan Alexander is a Series 66-licensed financial advisor at Rockefeller Financial LLC with seven years of industry experience. He previously worked at Merrill from 2016 to 2022 before joining Rockefeller Capital Management in 2022. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across various asset classes.

Ray Tucholski III is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Rock & Co LLC, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Charles Mcglynn is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and over 25 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012 and previously worked at Merrill from 2010 to 2012. Mcglynn operates his advisory services through New Vintage Capital, LLC, a business he established in Philadelphia. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based model and offers proprietary and third-party managed account solutions supported by technology platforms and a range of investment strategies.

Gregory Larson is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. His prior work includes roles at LPL Financial, Commonwealth Investment Management Group, Wells Fargo Clearing, and Valic Financial Advisors. Larson is involved in investment advisory services across multiple affiliated entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies often implemented through third-party managers and technology platforms.

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.

Debra Osifat is a financial advisor with Commonwealth Financial Network, holding Series 63 and 65 licenses and bringing 24 years of industry experience. She has worked at JRB Wealth Management and Ameriprise Financial Services, Inc. Prior to her current role, she has also provided tax preparation and general accounting services through JRB Wealth Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm supports its advisors with a range of managed account programs, access to third-party asset managers, and custody and clearing services.

Matthew Marcolina is a financial advisor at Oppenheimer with 25 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Marcolina has been with Oppenheimer & Co Inc since 2001. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a range of programs including asset management, consulting, and retirement services, with advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary approaches.

James Bell is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Foundations Financial Partners since 2025. He previously worked at FSC Securities Corporation for 21 years and OSAIC for two years. Bell is the owner of Bell Planning Group, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and serves as a platform provider delivering operations, trading, technology, compliance, and practice-management support.

Colin Stevens is a financial advisor at Oppenheimer with a Series 66 designation and three years of industry experience. He has held various positions prior to his advisory role, including a brief tenure as a food delivery driver for Door Dash. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services, with a notable portion of assets managed on a non-discretionary basis.

John Hanhauser is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2006. Prior to that, he worked at BNY Mellon Securities Corporation and Goldman Sachs & Co. LLC. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary investment approaches.

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.