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 designations and previously worked at Nationwide Insurance and Nationwide Advisory Services for over three decades. He 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 through a combination of advisory programs, financial planning, and retirement consulting. The firm operates as both a registered investment adviser and broker-dealer, offering custody, execution, brokerage, and third-party asset manager relationships across discretionary and non-discretionary account options.

Nidhi Kapoor is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked continuously within the Citizens Bank and Citizens Securities entities since 2012. Outside of her advisory role, she is a partner and member involved in clerical work for 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 with ETF-based portfolios and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Richard Brevogel is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to his current role starting in 2024, he worked for Remington and Vernick Engineers and served for 20 years at the Township of Willingboro. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets across over 30,000 client relationships, offering advisory and brokerage services with a focus on non-discretionary, client-directed account management.

Julian Romeu is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Citizens Securities, Bank of America, and Merrill Lynch. Outside of his advisory role, he breeds and sells Japanese Medaka rice fish through online platforms and auctions. Lincoln Investment is a large, enterprise-level 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 access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Thomas Gallagher is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He has held roles at Janney since 2019, following prior positions at The Aranda Group, Oppenheimer & Co. Inc., and Raymond James & Associates. Outside of his advisory work, Gallagher operates Pineneedle LLC, a retail and online arbitrage business specializing in media entertainment and electronics. 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, estates, and institutional clients, delivering investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Amanda Wallace is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at several firms including Penn Mutual Life Insurance Co and Kestra Financial Inc. Outside of her advisory role, Wallace contributes as a freelance writer and editor for Viper Magazine UK, focusing on music-related content. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving 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 & Research team and a layered delivery model involving independent advisors and third-party managers.

Jared Tuller is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Commonwealth since 2003. Outside of his advisory work, he serves as head coach for True Philly Green 2028 Lacrosse and as an assistant lacrosse coach at CB South High School. 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 back-office support, including investment management, compliance, and technology services, allowing advisors discretion to build client portfolios from diverse securities and insurance products.

James Hoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Commonwealth since 2019 and previously held roles at SEI Investments Company and Distribution Company. Outside of his advisory work, he is involved in tax preparation through the Andrew Hoff Agency. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while also offering managed model portfolios and distinct program structures.

Dennis Ballow Jr. is a financial advisor with Eagle Strategies (NY Life) based in Harleysville, PA, holding Series 63 and Series 66 licenses and over 11 years of industry experience. He has been with Eagle Strategies since 2018 and also operates under the Calafati Financial Group name, providing insurance brokering services for non-registered products. Eagle Strategies serves a diverse client base, including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a significant focus on institutional retirement investors and integrated insurance advisory solutions.

Christopher Hackley is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. He has worked at Commonwealth since 2023 and previously spent over three decades with Securian Financial Services, Inc. and Minnesota Life. Hackley is also the owner of MCKC, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brett Williams is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior positions include roles at Sealy Investment Securities, LLC, PTX Securities, LLC, Cole Capital Corporation, and Equity Fund Advisors. Outside of his advisory work, Williams serves as an officer and director of a regional men’s softball league and is a member of a local board of education finance committee. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a range of investment strategies that combine strategic asset allocation, multi-manager portfolios, and both passive and active exposures, supporting tailored client solutions through multiple platforms and third-party managers.

Matthew Shafer is a financial advisor with Key Investment Services LLC in Limerick, PA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes multiple roles within Key Investment Services LLC as well as positions at KeyBank and LPL Financial. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolios from internal and third-party managers, with services integrated across KeyCorp affiliates.

Benjamin Ludwig is a financial advisor at RBC Rochdale, LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rim Securities LLC since 2014. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and governmental entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Keith Keller is a CFP® professional with 15 years of experience in financial advisory services. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial, McAdam LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors. His credentials include Series 63 and Series 65 licenses. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and investment strategies to assist clients in portfolio management.

James Reitzel Jr. is a financial advisor with Centaurus Financial, Inc. in Doylestown, PA, holding a Series 63 designation and 49 years of industry experience. He has been with Centaurus Financial since 1999. Outside his advisory work, he owns J. Richard Reitzel and Associates, a non-investment-related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.

Robert Ferreira is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at TIAA-CREF, Citizens Securities, Inc., PNC Wealth Management, Cetera Wealth Services, LLC, and Wells Fargo Clearing. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and wrap and non-wrap platforms.

Anna Robinson is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has prior experience at Foundations Financial Partners, Securian Financial Services, and Minnesota Life Insurance Company. Outside of her advisory role, she was involved with Owowcow Creamery from 2019 to 2021. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers.

Andrew Hanson is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at Marshall Financial, Spread Bagelry, and Crumbl Cookies. He studied and worked in educational settings at Villanova University, Holy Ghost Prep, and Our Lady of Good Counsel. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies combined with selective private market exposure.

Raegan Saylor is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 20 years of industry experience. Prior to joining Commonwealth in 2016, Raegan worked at Equitable Advisors from 2006 to 2012 and has been involved with Mpact since 2012. Outside of advisory work, Raegan owns Assay Private Client, a firm providing estate planning services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Michael Izak is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC, State Farm, and Kemp Harvest Financial Group. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and AIM strategies.