David Rucki is a financial advisor with Commonwealth Financial Network based in Fort Washington, PA. He holds a Series 66 designation and has 12 years of industry experience, including eight years at Edward Jones and five years at Harvest Advisers, LLC. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

Matthew Collier is a financial advisor at Schwab Wealth Advisory, Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including BlackRock, Bank of America, Merrill, and CrowdStreet Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s internal research tools and asset allocation models.

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 who holds a Series 63 designation and has 32 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and has also worked with Aon Systems Corp since 1982. Outside of her advisory role, she owns Peckman Financial Services, a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through a combination of in-house model portfolios, third-party managers, and advisor-led strategies.

Edward Oh is a CFP® with five years of industry experience, currently serving at Private Advisor Group, LLC. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, FSC, and Brown Brothers Harriman. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model utilizing diverse investment strategies and technology platforms while offering managed account solutions and access to alternative investments.

Rachel Howard is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Lincoln Investment since 2022 and previously held roles at Independent Financial Group, NPB Financial Group, LLC, and Manhattan Wealth Advisors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management using strategic model portfolios and third-party managers while maintaining a fiduciary role for ERISA and retirement advice.

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.

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 CFP® professional with 11 years of industry experience, currently advising at Lincoln Investment. He has held roles at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, Mullin is involved in Medicare and Medicaid insurance sales and provides seasonal tax return preparation services as an enrolled agent. Lincoln Investment Planning, LLC is a large enterprise advisory firm serving a broad client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through diverse model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and multiple third-party managers.

Jonathan Battillo is a CFP® and Series 66 licensed advisor at Rockefeller Financial LLC with 21 years of industry experience. He previously worked at Bank of America and Merrill from 2004 to 2024. He is nominated to join the Board of Trustees and Finance Committee at Doane Academy. 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.

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 with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Morgan Stanley and Merrill. 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 operates both as a registered broker-dealer and an investment manager, offering discretionary and non-discretionary portfolio management, financial planning, and consulting through a consolidated investment platform.

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.

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.

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 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.

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.

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.