Donald Scholz is a CFP® with 32 years of experience in the financial industry. He is currently with Creative Planning and previously worked for The Marshall Financial Group, Inc. for over 30 years. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jason Yarnall is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Coventry First and Independence Blue Cross. Yarnall is also active as an insurance agent with 1847Financial and 1847 Private Client Group, focusing on insurance sales, financial planning, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily 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.

Joseph Ozag Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 66, Series 65, and Series 63 licenses and five years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, he worked at FINRA from 2000 to 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and a range of third-party asset manager relationships.

Dylan Hansen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Kestra Advisory and previously worked at OSAIC, FSC Securities Corporation, Bank of America, and Merrill. Hansen serves as a non-public arbitrator for FINRA and operates as an independent insurance agent offering products through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional investors and diverse investment solutions.

Patrick Sweet is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is currently with Rockefeller Capital Management and has previously worked at Merrill and Starbucks Corporation. Rockefeller Capital Management is an enterprise firm serving a broad client base with a comprehensive investment approach.

Matthew Norwood is a CFP®-certified financial advisor with 12 years of industry experience. He is currently affiliated with Lincoln Investment and has held roles at Capital Analysts and The Vanguard Group. In addition to his advisory work, Norwood serves as a seminar instructor for continuing education courses in financial planning. 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 retirement plan advisory services, employing both strategic and tactical investment approaches overseen by an in-house Investment Management & Research team.

Andrea Smith is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. She holds the CFP® and Series 66 designations. Her career has been exclusively with Janney Montgomery Scott and its affiliates since 2008. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a broad range of clients including individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

William Bernhardt is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC and Renaissance Benefit Advisors, Inc. since the early 2000s. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.

Michael Fitzpatrick Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Citizens Bank and JP & SN Enterprises, Inc., as well as a background in education at Drexel University and Montgomery County Community College. He also spent ten years involved with Fitzpatrick Funeral Home. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account programs, functioning as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Edward Swan II is a financial advisor with TD Private Client Wealth LLC and TD Bank, N.A., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with TD since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.

Brent Traugh is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed to write life insurance and fixed annuity applications. 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 tactical approaches overseen by its Investment Management & Research team.

Melissa Borelli is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2004. 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 a range of advisor-managed and firm-managed investment programs, utilizing strategic and tactical investment approaches overseen by its Investment Management & Research team.

Lisa Davis is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked with Hornor, Townsend & Kent since 2014 and Penn Mutual Life Insurance Company since 2011. Davis is involved in multiple insurance-related ventures, including partnerships in life insurance brokerage and life settlements, and serves on the board of directors for FINSECA as well as the American College Board of Trustees. She also participates in a charitable foundation dedicated to supporting the development of financial professionals. 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 plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Kevin Jones is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Georgetown. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory, brokerage, and insurance services. The firm provides both digital advisory and managed account programs, operating as a broker-dealer and insurance agency.

James Bergmaier is a CFP® professional with 20 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2015. He also holds a role at Penn Mutual Life Insurance Company and is involved in multiple community and nonprofit activities, including serving on the advisory board for the American College Center for Special Needs and as a board member of the Ardent Community Trust of Pennsylvania. Additionally, he holds leadership positions such as treasurer for the Penn Mutual National Advisory Council Executive Committee and partner in life insurance brokerage ventures. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing on client-directed implementation and oversight through third-party asset manager platforms. The firm manages a significant portion of client assets on a non-discretionary basis and offers services including financial planning, consulting, and retirement plan engagements.

Cameron Zubey is a financial advisor at Rockefeller Financial LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Tussey Mountain. Outside of finance, he has experience at FourPaws Doggie Daycare and involvement with educational and parish organizations. 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 entities and emphasizes access to alternative and private investments alongside traditional asset management.

Michael Santifort Jr. is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Stephanie Zysk is a financial advisor at Oppenheimer with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as co-administrator of the estate of Robert E. Yost. 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 provides both discretionary and non-discretionary investment solutions.

Chase Polly is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63 and Series 65 credentials. Polly has worked with firms including Horace Mann Investors and First Choice Insurance & Financial Services, where he remains involved as owner of a financial services and marketing business. He also supports his wife’s nature school business by managing financial operations and business planning. 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 variety of advisor-managed and firm-managed investment programs, combining strategic and tactical investment approaches.

Elena Colibraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. She has been with Key Investment Services since 2016 and previously worked at Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection supported by ongoing product due diligence and supervisory oversight.