Thomas Malkoch is a CFP® with 33 years of experience in the financial services industry. He is currently affiliated with Carson Wealth and has previously worked at firms including Cetera and Voya Financial Advisors. Malkoch is also a CPA and owner of an accounting firm, Kopensky LLP, where he provides accounting, auditing, and tax preparation services. Carson Wealth is an SEC-registered investment adviser supporting over 650 advisors and managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services through a platform driven by an Investment Committee that oversees model portfolios incorporating fundamental and technical analysis.

Omar Tanane is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at The Bank of New York Mellon Corporation, County Savings Bank, and West Chester University of Pennsylvania. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program utilizing ETF-based portfolios managed through proprietary algorithms, alongside commission-based brokerage and non-discretionary business activities.

Brian Darling is a financial advisor with SPC in Plymouth Meeting, PA, holding a Series 66 credential and four years of industry experience. He has worked at firms including Parkland Securities, Citizens Securities, and Equitable Advisors. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers services through multiple account programs while maintaining affiliations with broker-dealers and insurance agencies.

John Delvecchio is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 35 years at Commonwealth Equity Services, Inc. He is also involved in insurance sales and co-owns Benefit Planning Services, Inc., a private entity related to securities and advisory business. 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 operational support, including discretionary model portfolios and customized investment solutions.

Joseph Deluca is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds a Series 63 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Prior to that, he worked at MSI Financial Services, Inc. for nine years. Hornor, Townsend & Kent serves individuals, including high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining both advisory and broker-dealer services with custody, execution, and brokerage capabilities.

Edward Hogan III is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Parkland Securities since 2014 and with MassMutual Life Insurance Company since 2007. Hogan also operates a fee-based planning business affiliated with SPC and is involved in selling various lines of insurance through multiple companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Theresa Wiedmann is a CFP® professional with 44 years of experience in the financial industry. She has been with Lincoln Investment Planning, Inc. since 1982. Based in Fort Washington, PA, she holds the Series 63 license in addition to her CFP® designation. Lincoln Investment Planning, LLC is an enterprise 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 advisor-led consulting, supported by an in-house investment management team and access to third-party managers.

Joshua Lutton is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also involved in fixed insurance sales, dedicating a portion of his business hours to this activity. 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 services, including discretionary model portfolios and personalized investment solutions, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

James Bishof is a financial advisor with Hornor, Townsend & Kent, LLC, holding the Series 63 and Series 66 designations and bringing 15 years of industry experience. He previously worked at Equitable Advisors for 14 years and Axa Advisors, LLC for 9 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Sean Arnold is a CFP® professional with 11 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, LPL Financial, and TruMark Financial Credit Union. Arnold serves as Secretary of the Dickinson College Football Alumni Council. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking, all organized around 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, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at 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 by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.'s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

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.

Stephen Schaack is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing 26 years of industry experience. His work history includes multiple roles within Hornor, Townsend & Kent and its affiliated entities, as well as positions at IFS Financial Services, Touchstone Securities, and TD Ameritrade. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage services supported by third-party asset manager relationships.

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.

Carolyn Choh is a financial advisor at Carson Wealth with 13 years of industry experience and a Series 66 credential. She has worked at firms including Voya Financial Advisors and Cetera Wealth Services. Outside of her advisory role, she is an independent insurance agent involved in the sale of fixed insurance products. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee that constructs model portfolios supported by various tailored solutions and custodial partnerships.

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.