Glenn Toussaint is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2015. He has been involved in insurance sales since 1983 and maintains a side activity as a musician, selling recordings since 2013. Additionally, he acts as a consultant facilitating referrals between film producers and finance companies, and is a partner in a consulting entity receiving referral fees for fuel products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Keith Hawk is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Royal Fund Management since 2013 and also operates Hawk Financial Group, an insurance agency he owns and manages. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental, technical, and cyclical analyses to implement varied investment strategies and offers specialized services such as options-writing overlays and access to select non-traded REITs.

Jacob Bobick is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Cetera Advisors LLC, G.S. Newborn and Associates, Inc., and First Allied Securities, Inc. In addition to his advisory work, he is a licensed insurance agent specializing in fixed, life, health, and property and casualty insurance. Calton & Associates is a registered investment adviser, broker-dealer, and corporate insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing a range of analytical strategies and third-party money managers through its proprietary platforms.

Edward Caruth is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He previously worked at National Asset Management and National Securities Corporation for six years before joining B. Riley in 2022. Outside of his advisory role, he serves as president of Twin Flame Energy LLC, a company involved in healthy-related products marketing. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a network of about 173 advisors.

Matthew Gwizdz is a financial advisor at Compound Planning, Inc. with three years of industry experience. He previously worked at UBS and served four years in the United States Army. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with a fiduciary, goals-based investment process that incorporates discretionary portfolio management, turnkey asset management, and alternative strategies. The firm uses a range of investment approaches supported by technology partnerships and automated monitoring.

Robert Nestor is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in direct care support positions serving developmentally disabled individuals and elderly patients. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering combined investment, broker-dealer, and insurance services.

Bradley Banken is a financial advisor at Rossby Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Cambridge Investment Research Advisors, Wells Fargo Securities, Deutsche Bank Securities, and J.P. Morgan Securities. Outside of his advisory role, he serves as a football coach for North Hunterdon Football and is a board member of an organization in Philadelphia. Rossby Financial provides investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm uses a variety of analytical approaches and diversified strategies across multiple asset classes, offering tailored portfolios and incorporating third-party managers and turnkey platforms where appropriate.

James Mcgeehin is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Gladstone in 2017, he worked at PNC Investments for 13 years. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment solutions, with an investment approach tailored at the representative level.

Thomas Courtright Jr. is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Gladstone Wealth Partners since 2016. Prior to joining Gladstone, he worked at PNC Investments LLC for nine years. Courtright maintains a Series 66 license and operates primarily out of Hackettstown, NJ. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers a range of investment and financial planning services, implementing diverse strategies at the advisor level and conducting due diligence on sub-advisers and model providers.

Stephen Miller is a financial advisor at Composition Wealth, LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. Miller may earn commissions from insurance companies for sales of non-variable life, health, annuity, and disability income insurance products. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by other asset types and both fundamental and technical analysis.

Timothy Young is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and currently based in Bangor, PA. He has been with Great Valley Advisor Group since 2026 and also operates How Can We Help LLC, a business active since 2019. Prior to his advisory career, he worked at the Warren County Prosecutor's Office from 2016 to 2019. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of roughly 190 advisors, emphasizing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

Joseph Scalzo is a financial advisor with Commonwealth Financial Network in Clinton, NJ, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Edward Jones for 15 years and MetLife Investment Fund Services LLC for one year. He also engages in fixed insurance sales, spending a small portion of his time on this activity. 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. The firm offers a broad support platform including managed-account programs, third-party asset manager access, and custody services, managing roughly $212.7 billion in client assets.

Kyle Vito is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors, LLC. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an online, discretionary model account offered as an invitation-only employee pilot. The firm uses algorithmic digital questionnaires to recommend investment risk bands and implements portfolios primarily through mutual funds and ETFs with annual rebalancing.

Stella Desantis is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, following two years at Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, managing both discretionary and non-discretionary accounts across various asset classes.

Timothy Hyland is a CFP® with 25 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual and Hornor, Townsend & Kent since 2002. Outside of his advisory role, he is the proprietor of Stone Hill Financial LLC, a multi-line insurance business involved in employee benefits and insurance sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charities, and retirement plans through a broad network of advisers, offering advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, managing substantial assets under management through third-party asset manager relationships and providing tailored investment solutions.

Jerome Sorrentino is a financial advisor at HSBC Securities (USA) Inc. with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with HSBC Securities and HSBC Bank USA since 2015. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment programs, utilizing model risk profiles and asset allocation strategies developed in coordination with HSBC Global Asset Management.

Dennis Gunn is a CFP® with 41 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been with the firm and its affiliate Penn Mutual Life Insurance Company since 2010. Outside of his advisory role, he is actively involved in life insurance brokerage through Primary Financial and Stone Hill Financial, focusing on life insurance, annuities, disability, and pension plan investments. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs and financial planning services. The firm offers both advisory and broker-dealer capabilities, managing approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Nicholas Cooper is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 65 designation and previously worked at RMR Wealth Builders, Inc. and WMS Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

J Gilbert is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Flagship Harbor Advisors, LLC, LPL Financial, and National Life. He is also involved in fixed insurance sales through his activities with Gilbert Financial Services and The Vermont Agency. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often employing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Amanda Glanz is a CFP® with 24 years of industry experience. She is currently with NewEdge Advisors and previously worked at Janney Montgomery Scott, LLC and UBS Financial Services Inc. Ms. Glanz is also a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.