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.

Brian Timby is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Lincoln Investment since 2015. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of investment programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Ryan Hamilton is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Matthew Mullin is a financial advisor with Lincoln Investment, holding CFP® and Series 66 designations and bringing 11 years of industry experience. His prior roles include positions at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his financial advisory work, he is involved in Medicare and Medicaid insurance sales and provides tax return preparation services as an enrolled agent. 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 advice, employing both strategic and dynamic investment approaches through in-house and third-party strategies managed by its Investment Management & Research team.

Jonathan Battillo is a CFP® with 20 years of industry experience, currently serving at Rockefeller Financial LLC since 2024 and Rockefeller Capital Management since 2025. He previously worked at Bank of America, N.A. and Merrill, where he spent 15 and 20 years respectively. He is nominated to join the Board of Trustees at Doane Academy, where he would participate on the Finance Committee. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and has a distinctive recapitalized ownership structure with significant institutional minority owners.

Joseph Wilson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 32 years of industry experience. He has been with Commonwealth and KBC Financial Services, Inc. since 2003, where he is also president and sole owner of KBC Financial Services. In addition to his advisory work, Wilson operates Wilson Financial Consulting Group, providing accounting services. 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 support services, including discretionary model portfolios and customized investment solutions, while providing operational, trading, technology, and compliance support to affiliated advisors.

Eric Vasil is a ChFC® credentialed financial advisor with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2021. His prior experience includes roles at LPL Financial, BrightHouse Securities, and MetLife Securities. Outside of advisory services, he is a managing partner of A&E Property Holdings LLC, involved in mortgage and real estate services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset managers through a variety of platforms and strategies.

Ryan Mahlstedt is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Merrill, Morgan Stanley, Rock & Co LLC, and Rockefeller Financial. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Steven Silverman is a financial advisor at Centaurus Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2003. Outside of his advisory role, he is involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary approaches.

Gregory Reading is a financial advisor at Moneta Group Investment Advisors, LLC with 10 years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. His prior roles include positions at Lane Hipple Wealth Management Group and Cetera. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients with portfolio management, financial planning, and family office services. The firm employs a partner-led team approach supported by centralized investment research and an open-architecture selection process, offering specialized services for clients with complex needs.

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.

Ronald Wall is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and bringing 34 years of industry experience. Prior to joining Stratos Wealth Partners in 2024, he worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2024. He is also active as an insurance agent involved in the sale and service of fixed insurance products and life insurance annuities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm offers advisor-managed and model portfolios, financial planning services, and retirement plan consulting, employing an open-architecture investment approach that integrates various external platforms and third-party managers.

Julian Romeu is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2018, following earlier roles at Citizens Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, he breeds and sells Japanese Medaka rice fish online and at auctions. 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 services, managing assets through both strategic and tactical investment approaches.

Pablo Oliva is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. His prior roles include positions at Northsight Wealth Management, Sun Valley Financial, Integrated Financial Solutions, and AXA Advisors. Oliva was previously an owner of Sun Valley Financial, LLC. 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 a range of financial planning and retirement plan advisory services, utilizing both strategic and tactical investment approaches through internally managed and third-party strategies.

Amanda Wallace is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Penn Mutual Life Insurance Co and Kestra Financial Inc. Outside of finance, she contributes as a freelance writer, interviewer, and editor for Viper Magazine UK, focusing on music-related content. 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 employs both strategic and dynamic investment approaches, offering a range of advisory and brokerage services.

Katherine Hickey is a CFP® with seven years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Her prior experience includes roles at JPMorgan Chase and its affiliated investment management firms. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing proprietary due-diligence processes and third-party platforms to implement client strategies across various asset classes.

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 Certified Financial Planner (CFP®) with 48 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 wide 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 various advisory programs.

Donald Tiburzi is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Legend Advisory Corporation and Legend Equities Corporation before joining Lincoln Investment in 2017. He also provides personal income tax preparation services. 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 model portfolios, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

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.