Sean Arnold is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Rockefeller Financial LLC and Rockefeller Capital Management and has previously held roles at Bank of America, Merrill, LPL Financial, TruMark Financial Credit Union, and CUSO Financial Services. Arnold serves as Secretary of the Dickinson College Football Alumni Council. 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 combines discretionary and non-discretionary portfolio management with broker-dealer services, including securities transactions, variable insurance products, and investment banking, organizing client relationships through a Private Advisor model and a consolidated investment platform.

Michael Patitucci III is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has been with Janney since 2016. Outside of his advisory role, he is also a licensed real estate agent with Long & Foster, working in Pennsylvania and New Jersey. 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 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 multiple advisory programs.

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 with Schwab Wealth Advisory, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at BlackRock, Bank of America, Merrill, and CrowdStreet Advisors. Collier has worked at Schwab-related entities since 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, recommending allocations and investments while leaving final trading decisions to clients, and distinguishes itself by not acting as a discretionary portfolio manager.

William Adelsberger is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 28 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998 and has worked at Asplundh since 1990. 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 investment programs using both strategic and tactical approaches overseen by an Investment Management & Research team.

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.

Carolyn Choh is a financial advisor with CWM, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Inc. and Cetera Wealth Services, LLC. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a broad network of advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, managing accounts primarily on a discretionary basis using a combination of fundamental and technical analysis alongside third-party resources.

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.

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, 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 the Series 65 and Series 63 licenses. His prior experience includes roles 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering variable insurance products, placement, 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.