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.

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.

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.

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.

Frank Hundley is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2016 and previously held roles at Bank of America and Merrill. Hundley serves on the Board of Directors for the Rutgers University Foundation. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

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.

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.