Bradley Adams is a financial advisor with Janney Montgomery Scott in New Hope, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2011. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Maxwell Mercando is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Foundations Financial Partners, Repko Law, and Morgan Stanley. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary portfolio construction, model portfolios, and multiple program structures, supported by substantial clearing and custody relationships.

Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, and Cantella & Co., Inc. He provides investment advisory services through his independent firm, Wealthcare Advisory Partners LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing a variety of advisory programs and third-party asset managers.

Joseph Falchetta is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Axa Advisors LLC for eight years. Falchetta is also a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and operational support. The firm offers a range of investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

H. Kerr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and with 45 years of industry experience. He has been with Janney Montgomery Scott since 1996. Kerr serves as the proposed Treasurer Officer on the Board of Directors for The Pathway School, a private school for special needs students in Norristown, PA, where he reports financial information to the board. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Steven Mueller is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment since 2012. 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 management programs, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Janet Barrett is a financial advisor with CWM, LLC who holds the ChFC® designation and has 20 years of industry experience. Her career includes roles at Carson Wealth, Cetera Wealth Services, Strategic Wealth Partners, and Waddell & Reed. Outside of her advisory work, she is involved in fixed insurance sales, offering life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios and combines fundamental and technical analysis along with third-party sub-advisors and customization tools.

Mark Inserra is a CFA® charterholder with 23 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2002 and also has experience at Capital Analysts, LLC. Outside of his advisory work, he serves as Secretary/Treasurer for a homeowners' association in Devon, PA. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs, employing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Edward Zakarewicz Jr. is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 27 years of industry experience. He has been with Lincoln Investment Planning since 2009. 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 and advisory programs using both strategic and tactical investment approaches.

Brian Trost is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Network Corporation for nine years. Outside of his advisory role, Trost serves as an adjutant for the Sons of American Legion - Henry H Houston 2nd Post 3, assisting with membership card processing and meeting minutes. 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 a range of advisory programs supported by both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Kyle Comerford is a CFP® with four years of industry experience, currently affiliated with Rockefeller Financial LLC. His prior roles include positions at Merrill and Bank of America, N.A., as well as experience outside financial services at Lemon Mediterranean and in education. 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 offers portfolio management, financial planning, and consulting services within a Private Advisor model, supported by an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jonathan Harvey is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott for a combined total of 24 years since 2002. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party managers.

Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Lawrence Yerkees is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Oppenheimer since 1992. He serves as a trustee for a trust, overseeing investment monitoring and income payments to beneficiaries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Jordan Little is a financial advisor at Lincoln Investment with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes military service and roles in transportation and retail prior to joining Lincoln Investment. Outside of his advisory role, he is also an agent selling fixed and indexed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an internal Investment Management & Research team.

Robert Quittner Jr. is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2019. Prior to this, he worked for Lincoln Financial Advisors Corp from 2009 to 2019. Outside of his advisory role, he is co-owner and agent at Brooks-Quittner Employee Benefits & Planning Group, offering various insurance products including accident, health, disability, and traditional life insurance. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and various managed account strategies.

Bonnie Ovnicek is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Located in Fort Washington, PA, her background is focused on serving clients through this firm. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs, managing a blend of in-house and third-party strategies supported by an Investment Management & Research team that employs both strategic and dynamic approaches.

Alexander Pimental is a CFP® professional with two years of industry experience, currently serving at Creative Planning. His prior roles include four years at Marshall Financial Group and military service from 2016 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.

Emily Mc Guire is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and three years of industry experience. She has previously worked at Northwestern Mutual and The Vanguard Group, Inc. In addition to her advisory roles, she has worked with Azie Media, indicating experience outside the financial sector. 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 investment management services, utilizing both strategic and tactical approaches supported by proprietary research and technology.

David Reif is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Eagle Strategies since 2009 and previously at Tactical Financial Group. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored recommendations and primarily non-discretionary asset management.