Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Janney Montgomery Scott and Wells Fargo Clearing. He works concurrently with LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions including its proprietary WealthSuite. The firm’s fiduciary-based advisory model combines client goal assessment with access to various strategists and technology platforms to implement a range of investment strategies.

Michael Roper is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and having 17 years of industry experience. He has worked at Key Investment Services since 2016 and previously held roles at LPL Financial and MSI Financial Services, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with portfolios designed by internal and third-party managers and offers non-discretionary model selection with optional tax and values overlays.

Matthew Yeisley is a financial advisor with Oppenheimer, holding a Series 66 designation and three years of industry experience. He has been with Oppenheimer since 2022. Outside of his advisory role, he works part-time as a server at Outback Steakhouse. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a wide range of investment and consulting services through discretionary and non-discretionary programs, offering portfolio management and retirement planning tailored to client objectives.

Mark Katelhon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. His work history includes roles at LPL Financial, Lincoln Financial Securities Corporation, and Securian Financial Services, among others. He is also the business owner of Nexus2Wealth LLC and involved with Frankford Insurance and Financial Services. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a mix of strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers, emphasizing percentage-of-AUM wrap fees and a cross-border advisory model.

Anthony Sergio Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 license and bringing 31 years of industry experience. He has worked with Hornor, Townsend & Kent Inc since 2016 and concurrently with Penn Mutual Life Insurance Company. Sergio is also involved in multiple insurance brokerage activities, including ownership and agent roles in independent insurance ventures. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Michael Polin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 23 years of industry experience. He has worked in various roles within Ameritas entities since 2006 and has been associated with Premier Planning Group since 2004. Polin also collaborates as a partner in a marketing organization focused on idea sharing and overall partnership direction. Ameritas Advisory Services, LLC provides investment advisory and planning services to diverse clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, and retirement plan advisory, utilizing multiple program platforms and a combination of model portfolios, mutual funds, ETFs, and individual securities.

Brian Darling is a financial advisor with SPC in Plymouth Meeting, PA, holding a Series 66 credential and four years of industry experience. He has worked at firms including Parkland Securities, Citizens Securities, and Equitable Advisors. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through multiple account programs while maintaining affiliations with broker-dealers and insurance agencies.

John Delvecchio is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 35 years at Commonwealth Equity Services, Inc. He is also involved in insurance sales and co-owns Benefit Planning Services, Inc., a private entity related to securities and advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and customized investment solutions.

Edward Hogan III is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Parkland Securities since 2014 and with MassMutual Life Insurance Company since 2007. Hogan also operates a fee-based planning business affiliated with SPC and is involved in selling various lines of insurance through multiple companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Theresa Wiedmann is a CFP® professional with 44 years of experience in the financial industry. She has been with Lincoln Investment Planning, Inc. since 1982. Based in Fort Washington, PA, she holds the Series 63 license in addition to her CFP® designation. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, 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 team and access to third-party managers.

Joshua Lutton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also involved in fixed insurance sales, dedicating a portion of his business hours to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Michael Patitucci III is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has been with Janney since 2016. Outside of his advisory role, he is also a licensed real estate agent with Long & Foster, working in Pennsylvania and New Jersey. 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 range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

David Rucki is a financial advisor with Commonwealth Financial Network based in Fort Washington, PA. He holds a Series 66 designation and has 12 years of industry experience, including eight years at Edward Jones and five years at Harvest Advisers, LLC. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

Charles Funk is a CFA® charterholder with 16 years of industry experience. He is currently with IEQ Capital, LLC, where he has worked for one year, following a 13-year tenure at Goldman Sachs. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm combines centralized macroeconomic research with client-specific investment policy statements to construct diversified portfolios that include liquid strategies, third-party managers, and private alternatives.

Reece Maurer is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Royersford, PA, and has four years of industry experience. Prior to joining Janney, he worked at Temple University and has been the owner of Maurer Fitness LLC since 2020, providing online fitness and nutrition training programs. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Carol Peckman is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 32 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and has also worked with Aon Systems Corp since 1982. Outside of her advisory role, she owns Peckman Financial Services, a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through a combination of in-house model portfolios, third-party managers, and advisor-led strategies.

Edward Oh is a CFP® with five years of industry experience, currently serving at Private Advisor Group, LLC. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, FSC, and Brown Brothers Harriman. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model utilizing diverse investment strategies and technology platforms while offering managed account solutions and access to alternative investments.

Dean Crouthamel is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation and operating his own business, DRC Financial Services Inc., since 1998. He also teaches workshops on topics such as Medicare and Social Security through the American Financial Education Alliance. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm provides financial planning and portfolio management using both firm and third-party models, combining active and passive investment strategies tailored to client risk profiles.

Rachel Howard is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Lincoln Investment since 2022 and previously held roles at Independent Financial Group, NPB Financial Group, LLC, and Manhattan Wealth Advisors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management using strategic model portfolios and third-party managers while maintaining a fiduciary role for ERISA and retirement advice.

Peter Wechsler is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2008. He also has a longstanding affiliation with Franklin Retirement Solutions. In addition to his advisory role, he holds various insurance agent appointments. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and specialized services such as a turnkey asset management platform and wrap-fee programs.