Joseph Wilson is a financial advisor with Commonwealth Financial Network in Newtown, PA, holding a Series 63 designation and over 32 years of industry experience. He has worked with Commonwealth Financial Network and KBC Financial Services, Inc. since 2003, and previously with KBC Financial Advisors, Inc. and Independent Financial Advisors. Outside of his advisory role, he operates Wilson Financial Consulting Group, an accounting practice unrelated to investment services. 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 approximately $212.7 billion in client assets. The firm provides a broad range of adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Eric Vasil is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license. He has 15 years of industry experience and has previously worked at LPL Financial, BrightHouse Securities, and MetLife Securities. Outside of his advisory role, he is a managing partner at A&E Property Holdings LLC, which is involved in mortgage and real estate services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates technology platforms and various investment strategies, often implementing advice through third-party managers and model portfolios from firms like Fidelity, BlackRock, and Invesco.

Ryan Mahlstedt is a financial advisor at Rockefeller Financial LLC with 7 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill and Morgan Stanley. Mahlstedt has been with Rockefeller Financial in various capacities since 2019. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, 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 and non-discretionary solutions across multiple asset classes.

Steven Silverman is a financial advisor at Centaurus Financial, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2003, following a one-year tenure at Equitable Advisors. In addition to his advisory role, he is involved in the sale of fixed insurance and fixed annuities as a non-investment-related business activity. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

Richard Twist is a financial advisor at PNC Wealth Management with 42 years of industry experience. He has been with PNC Investments since 2004. He holds Series 63 and Series 65 licenses and is based in Philadelphia, PA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital model account available by invitation to employees. The firm employs algorithm-driven risk assessment and uses approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

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.

David Selenko is a financial professional with 24 years of industry experience, currently affiliated with GWN Securities Inc. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, MetLife Securities, Morgan Stanley, and Ameriprise. He is also an inactive attorney and holds insurance licenses across multiple lines. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm offers a range of branded programs that incorporate discretionary portfolio management and model portfolios, using both affiliated and unaffiliated sub-advisers and strategies including market-timing and momentum-based approaches.

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.

Katherine Hickey is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior roles include positions at JPMorgan Chase & Co. and its affiliates. She has been with Beacon Pointe Advisors and its predecessor entities since 2018. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across both active and passive strategies and offers customized reporting and plan-level analytics.

Shawn Purdy is a CFP® with 33 years of industry experience currently serving as an advisor at Integrity Alliance, LLC. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. for over a decade. Outside of his advisory role, he is the sole owner of Pinnacle Ventures LLC. Integrity Alliance is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in client assets. It offers a range of advisory and brokerage services to individual investors, corporations, and retirement plans, utilizing various portfolio management strategies and platforms.

Frank Weckenman is a CFP® professional at Janney Montgomery Scott in Yardley, PA, with 49 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1979. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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.

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.

Rebecca Thompson is a CFP® with six years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously held positions at Wescott Financial Advisory Group, LLC and RKT Solutions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

John Hendricks is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2022. Prior to joining Savant, he worked at SFG Investment Advisors, Inc. and T.H. Properties. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and integrated legal and accounting services.

Rachel Zhang is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporate entities. The firm provides portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, alongside brokerage, insurance, and investment banking capabilities.

Tyler Hamilton is a CFP® with 11 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, he spent nine years at The Stanley Laman Group. 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, offering brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Robert Link is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2010, and Merrill in 2010. 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 offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and maintains custody of client assets while operating its broker-dealer and advisory businesses.

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.

Christopher Di Medio is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Bank of America, N.A. and Merrill prior to joining Rockefeller. Outside of his advisory role, he is the owner of The DiMedio Foundation for Children, a charitable organization focused on raising funds for children in need. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.