Joseph Hagan Jr. is a financial advisor with Oppenheimer in Warrington, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Fahnestock & Co., Inc. since 1995. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Courtney Bonacci is a Certified Financial Planner® with 23 years of industry experience. She has been with Sanctuary Advisors, LLC since 2019, following a 17-year tenure at UBS Financial Services. Bonacci serves as a volunteer arbitrator for FINRA and is a board member of the Financial Planning Association of the Philadelphia Tri State Area. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives who offer customized portfolio management and financial planning solutions using various analytical approaches and fiduciary practices.

Steven Caruso is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. He has been with Hornor, Townsend & Kent since 2012. Caruso holds Series 63 and Series 65 credentials. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Ghazal Eghbali Afshar is a CFP®-certified financial advisor with Janney Montgomery Scott, bringing 10 years of industry experience. She has been with Janney since 2015. 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 plans, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, and advisory programs.

Stella Desantis is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Oppenheimer & Co since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Kerrick Vesper is a financial advisor at Lincoln Investment in Horsham, PA, holding the Series 66 designation. Vesper has been with Lincoln Investment since 2025 and previously worked at N2H Wealth Partners LLC and the Montgomery County Commissioner’s Office. Vesper is also affiliated with the University of Tampa. 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 investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Laura Leuter is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Outside of her advisory role, she serves as a board member for the Friends of the Burlington County Animal Shelter, participating in governance and fundraising activities. 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 solutions, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Sean Easton is a financial advisor with Hornor, Townsend & Kent, LLC, holding over a decade of industry experience since 2012. He is a partner and owner of D'Angelo & Easton, PC, where he provides tax preparation and accounting services. Easton is also involved with Atlas Management & Consulting Company, offering bookkeeping and business consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services primarily delivered through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Erik Hanhauser is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2021. He previously worked at Janus Distributors LLC and Janus Management Holdings Corp from 2015 to 2021. Outside of his advisory role, he is the sole proprietor and owner of a Bitcoin mining business. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.

Randal Buettner is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. 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 investment management services, using both strategic and tactical approaches overseen by an Investment Management & Research team.

Grant Wenger is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance, having held prior positions at Securian Financial Services, Professional Capital Services, Mid Atlantic Resource Group, and Minnesota Life Insurance Co. Wenger also owns and operates IFA Benefits, LLC, a multi-line insurance brokerage focused on group insurance and life, accident, health, and annuity accounts. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Jillease Hazzard is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill from 2005 to 2020 before joining Rockefeller Financial and Rock & Co LLC in 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments, and operates under a recapitalized ownership structure with institutional minority owners.

Charles Lees is a Series 66-credentialed financial advisor with one year of industry experience. He is currently with Citizens Securities, Inc. and has prior experience working at Citizens Bank, Valley Bank, and Movement Mortgage. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program with ETF-based portfolios and a managed account program, operating as both a broker-dealer and insurance agency.

Marc Panaro is a financial advisor with Lincoln Investment, holding CFP® and multiple securities licenses, and has 27 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. 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 investment programs, using a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Ashaki Caquias is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. Prior to joining Citizens Securities, Caquias held positions at Fidelity Investments and JP Morgan Chase. Outside of finance, Caquias owns a production company, Soyini Inc., and operates an at-home cupcake business, Simply Blended Cupcakes. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Matthew Witter is a CFP®, ChFC®, and Series 65-licensed financial advisor with 14 years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2022, following prior roles at SFG Investment Advisors, Sharp Financial Services, The Sharp Financial Group, and H.D. Vest Advisory Services. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by significant scale and integrated legal, accounting, and trust services.

Roger Caceres is a Series 66-licensed financial advisor at Citizens Securities, Inc. in Conshohocken, PA, with two years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wilmington Savings Fund Society, as well as teaching at DeVry - Keller School of Business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Rosemary Sobrinski is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2023, with prior experience at Trinity Wealth Securities, LLC and Florida Financial Advisors. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Dylan Smith is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 66 and Series 63 designations and has prior experience at Fidelity Investments and AlphaView Wealth Advisors. Citizens Securities serves retail clients, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and a Managed Account program, with operations integrated within its broker-dealer and insurance activities.

Craig McGovern is a CFP® with 16 years of industry experience, currently serving at Janney Montgomery Scott since 2016. His prior roles include positions at Bank of America and Merrill. He is a member of the Investment Committee at The Hun School of Princeton, overseeing the school's endowment. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.