Michael Polin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp and Ameritas Investment Company, LLC dating back to 2006. In addition to his advisory work, Polin is involved as a partner in a marketing organization and holds a license as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Brian Darling is a financial advisor with SPC, holding a Series 66 designation and three years of industry experience. He has worked at several 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, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs and partnerships.

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 Certified Financial Planner® with 44 years of experience at Lincoln Investment Planning, Inc., where she has worked since 1982. She is based in Fort Washington, PA, and holds a Series 63 license. 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 investment programs using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets.

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.

William Adelsberger is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 28 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998 and has worked at Asplundh since 1990. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs using both strategic and tactical approaches overseen by an Investment Management & Research team.

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 in Horsham, PA, holding a Series 63 designation and over 30 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and also maintains a long-term association with Aon Systems Corp dating back to 1982. Outside of her advisory role, she owns Peckman Financial Services, where she prepares federal, state, and local tax returns. 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 retirement plan advisory services, employing both strategic and tactical investment approaches across advisor-managed and firm-managed portfolios.

Edward Oh is a CFP® professional with four years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Mariner Independent Advisor Network, LPL Financial, FSC, and Brown Brothers Harriman. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives who utilize various custodians, model strategists, and program vehicles tailored to client objectives.

Dean Crouthamel is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and operating his own firm, DRC Financial Services Inc. He also teaches workshops on topics such as Medicare and Social Security through the American Financial Education Alliance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs with multiple investment options, supporting both discretionary and non-discretionary account management.

Rachel Howard is a financial advisor with Lincoln Investment, holding a Series 66 designation and 16 years of industry experience. She has worked at Lincoln Investment since 2022, following prior roles at Independent Financial Group and NPB Financial Group, LLC, as well as Manhattan Wealth Advisors. 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, ERISA retirement plan advice, and manages a combination of in-house and third-party investment strategies using both strategic and dynamic approaches.

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.

Robert Dollfus Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Nationwide Advisory Services, Inc. and Penn Mutual Life Insurance Company. Dollfus is also the proprietor of Dollfus Insurance & Financial Services, a multi-line insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

Tyler Mangum is a CFP® with 16 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2009. Outside of his primary role, he is a partner and co-founder of MC Capital Management, LLC, a financial services business. 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 blend of financial planning, retirement plan advice, and model portfolio management using both strategic and tactical investment approaches.

Juan Sturla is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. His prior work includes roles at Blue Owl Securities, MML Investors Services, and MassMutual Life Insurance Co. Outside of finance, he has experience working at Squires Golf Club and a valet service. 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, corporate and retirement plan sponsors, and municipalities, offering brokerage services, financial planning, and advisory programs.

Nidhi Kapoor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Citizens Bank and Citizens Securities since 2012. Outside of her advisory work, she is involved as a partner in Riyan Properties LLC and serves as a notary public for Aartik Properties LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.