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.

George Balocik is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes roles at Guardian Life, Cetera, and BPG Planning, among others. He is also involved in the sale and service of fixed annuities and insurance in a brokerage capacity. Lincoln Investment serves individuals, including high-net-worth clients, 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 a range of managed portfolio options, utilizing both strategic and tactical investment approaches supported by an Investment Management & Research team.

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.

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.

Pamela Lepore is a financial advisor at Lincoln Investment with 26 years of industry experience. She holds the CFP® designation and Series 63 license. Pamela has been with Lincoln Investment Planning, Inc. since 1999. 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 financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs.

Rachel Zhang is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2025 before joining Rockefeller in 2025. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments within a comprehensive wealth management platform.

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 with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a distinctive role as a qualified custodian and a mix of discretionary and non-discretionary asset management.

Alexander Snyman is a financial advisor with Lincoln Investment, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Analysts, Barilotti Wealth Strategies, Eagle Strategies, and New York Life. In addition to his advisory duties, he is appointed as an insurance agent for brokering fixed insurance products. 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 both advisor- and firm-managed investment programs, using a combination of strategic and tactical approaches overseen by an in-house Investment Management & Research team.

Keith Keller is a CFP® professional with 14 years of industry experience, currently with Private Advisor Group, LLC since 2017. His prior experience includes roles at MCADAM LLC and Purshe Kaplan Sterling Investments. He operates through Private Advisor Group as an independent investment advisor. 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 management programs.

Christopher Di Medio is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America 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 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 integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

Ariel Ianovale is a financial advisor at Truist Advisory Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Santander Bank, Santander Securities, and New York Life. Prior to his advisory roles, Ianovale held positions at L'Occitane and Stitch Fix. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

James Reitzel Jr. is a financial advisor with Centaurus Financial, Inc. in Doylestown, PA, holding a Series 63 designation and 49 years of industry experience. He has been with Centaurus Financial since 1999. Outside his advisory work, he owns J. Richard Reitzel and Associates, a non-investment-related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.

Karim Rezqui is a financial advisor at Oppenheimer with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and its affiliated entities. He is also an adjunct instructor at the University of Wilmington’s School of Business, teaching various MBA courses, and a silent partner in Astra LLC, an import and export company. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation with a mix of discretionary and non-discretionary management, and acts as a qualified custodian for client assets.

Kevin Clark is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Lincoln Investment Planning since 2012 and also has an ongoing affiliation with the University of Scranton since 2010. Outside of his advisory role, Clark is a co-founder and partner of MC Capital Management, LLC. 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 comprehensive financial planning, ERISA retirement plan advice, and a range of model portfolio programs, utilizing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Robert Horstman is a CFP® professional with 15 years of industry experience, currently with Lincoln Investment. He previously worked at TIAA-CREF from 2015 to 2020. Horstman incorporates fixed insurance and annuities into client financial plans when appropriate. 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 manages a range of model portfolios using both strategic and dynamic investment approaches.

Justin Wermuth is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and one year of industry experience. Prior to joining Janney, he served four years in the United States Army. 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Brad Warhurst is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2007. Outside of his advisory role, he is involved in a real estate partnership with his wife, focusing on purchasing and managing investment properties, and he also provides clients with fixed life insurance, annuities, and Medicare-related products. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolio programs, employing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Robert Ferreira is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and Citizens Securities, INC. prior to joining Lincoln Investment in 2025. 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 through both in-house and third-party strategies overseen by an Investment Management & Research team.

Anna Robinson is a financial advisor at Commonwealth Financial Network with four years of industry experience. She holds the Series 66 designation and has prior experience at Foundations Financial Partners, Securian Financial Services, and Minnesota Life Insurance Company. Outside of her advisory role, she was involved with Owowcow Creamery from 2019 to 2021. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to third-party asset managers.