Howard Buck is a financial advisor at Prime Capital Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 20/20 Capital Management and Ameritas Life Insurance. He serves on the board of directors for the YMCA Jennersville in Pennsylvania. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, utilizing both discretionary and non-discretionary investment strategies.

Danielle Fava is a financial advisor at CWM, LLC with three years of industry experience and holds a Series 65 credential. Her prior work includes roles at Carson Group, Envestnet Embedded Advisory, Inc., Envestnet, Inc., Staten Island CYO, and TD Ameritrade. Outside of advising, she serves as an investor and board member for Language Consulting Worldwide and holds positions with several early-stage companies in the fintech and marketing technology sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages primarily discretionary accounts using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized solutions, emphasizing fiduciary oversight and a range of retirement plan services.

David Dively is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 23 years of industry experience, including roles at Truist Investment Services, Bb&T Securities, and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Scott Tapper is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group since 2014 and has been associated with LPL Financial since 2002. Tapper is involved in managing group benefits and qualified retirement plans through a related insurance business. 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 portfolio management, financial planning, and access to third-party asset management programs.

Kenneth Vance is a financial advisor with Commonwealth Financial Network based in Kennett Square, PA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior work includes roles at Retirement Capital Advisors, Pacer Advisors, and Columbia Management Investment Distributors. 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 with a focus on operations, technology, investment management, and practice-management support.

L. Dorsey is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at FCG Advisors LLC and Cambridge Investment Research Advisors. Outside of advisory work, he is an author and serves as the chairman of a donor-advised fund. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax, accounting, and family office services.

Kelly Mecca is a CFP® with nine years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2020. Prior to this, Mecca worked at Merrill from 2014 to 2020. She operates through an independent advisory firm and holds a Series 66 license. Private Advisor Group, LLC is an SEC-registered 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 portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Heidi Jones is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2016. Outside of her advisory role, she serves as a board member and volunteer shepherd at Greenbank Mill and Phillips Farm in Wilmington, Delaware. 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, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Philip Diprimio is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2013. Based in West Chester, PA, he provides advisory services within a large enterprise firm. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage, financial planning, consulting, and various advisory programs through a combination of in-house portfolio management and third-party managers.

Robert Fischer is a CFP® and Series 66-registered advisor with Janney Montgomery Scott, where he has worked since 2013. He has 25 years of industry experience. Outside of his advisory work, he serves as Sgt. at Arms for the Caesar Rodney Rotary in Wilmington, DE, a volunteer role involving meeting attendance, bulletin editing, photography, and project coordination. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Thomas Guillebeau is a financial advisor with Mariner Wealth Advisors in Wilmington, DE. He holds the ChFC® designation and Series 66 license, and has 12 years of industry experience. His prior roles include positions at Merrill and Osaic Wealth, Inc. He serves as chairman of the Weldin Park Civic Association in Wilmington. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal investment team and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

De Forest Johnson is a financial advisor at Janney Montgomery Scott with 57 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked for Ameriprise Financial Services, Inc. for 13 years before joining Janney Montgomery Scott in 2026. 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 a range of brokerage, financial planning, and advisory services.

Marianne La Rock Mc Guckin is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Voya Financial Advisors since 2016 and has been affiliated with Metropolitan Life Insurance Company since 2004. In addition to her advisory role, she is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple program structures, often providing non-discretionary recommendations that require client approval.

Erik Somerville is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. Prior to joining Independent Financial Partners in 2024, he held roles at Realta Investment Advisors, Inc. and Coastal Equities, Inc. He has worked in various positions since 2018 and attended Hobart and William Smith Colleges from 2013 to 2017. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports approximately 261 advisors nationally. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.

Theodore Quillen IV is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at WSFS Bank before joining Commonwealth in 2015. He is also a co-owner of Haven Private Wealth LLC, a private entity established to facilitate 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 and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various investment programs and model portfolios developed by its Investment Management and Research team, supporting advisors who operate under their own brand names.

Christine Hennigan is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 36 years of industry experience. She has been with Hornor, Townsend & Kent since 1992 and has also been associated with Penn Mutual since 1991. Outside of her advisory role, she is principal of Divorce Wealth Strategies, LLC, where she provides pre-divorce financial planning as a Certified Divorce Financial Analyst, and she engages in speaking activities related to divorce planning and financial awareness for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, with a notable dual registration and a sizable discretionary asset base.

David Skelly is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and Vala Wealth Management, having previously worked at OSAIC and Woodbury Financial Services. He is also the owner of Skelly Financial Planning Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides back-office support, technology, investment management, and compliance services, offering various advisory programs including discretionary model portfolios and personalized indexing options.

David Berkeihiser is a CFP® and ChFC® with 31 years of industry experience. He has worked at Private Advisor Group, LLC since 2012 and has been affiliated with LPL Financial since 1997. He is also an independent insurance agent in West Chester, PA. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a variety of third-party asset managers and proprietary programs, utilizing multiple analytical approaches and trading strategies to meet client objectives.

Thomas Daniels is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent seven years at Daniels + Tansey, LLP. Daniels is based in Greenville, DE. 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 emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.

Stephanie Maurer is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 65 designation and has previously been associated with Independence Wealth Services. Outside of her advisory work, she is a member of Shellenberger Family, LLC, a family business unrelated to investments. Commonwealth Financial Network is a national registered investment adviser that supports approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver personalized client portfolios.