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 at Schwab Wealth Advisory, Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including 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, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s internal research tools and asset allocation models.

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 at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hornor, Townsend & Kent in various capacities since 2007, as well as at IFS Financial Services, Touchstone Securities, and TD Ameritrade. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and operates as both an SEC-registered adviser and FINRA-member broker-dealer.

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 with CWM, LLC, holding a Series 66 designation and 13 years of industry experience. She has worked previously at Voya Financial Advisors and Cetera Wealth Services. In addition to her advisory role, she operates as an independent insurance agent involved in the sale of fixed insurance products. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and providing solutions such as custom indexing and access to alternative investments.

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.

Juan Espinosa is a financial advisor with Citizens Securities, Inc., holding the Series 66 designation and bringing 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of his advisory work, he is the owner and a trainer for Goals Based Soccer. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm employs both digital and managed account investment strategies and operates as a broker-dealer and insurance agency.

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.

Joseph Bonfanti is a financial advisor with Hornor, Townsend & Kent, LLC and holds the Series 66 designation. He has 11 years of industry experience, including a decade at Hornor Townsend & Kent and concurrent service with Penn Mutual Life Insurance Company. In addition to his advisory role, he acts as an insurance agent involved in multi-line and life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Jesse Chau is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Citizens Securities, he held roles at Glanzmann Subaru and Mainstreet Inn. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory offerings that include a digital advisory program and a Managed Account program.

Matthew Mullin is a CFP® professional with 11 years of industry experience, currently advising at Lincoln Investment. He has held roles at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, Mullin is involved in Medicare and Medicaid insurance sales and provides seasonal tax return preparation services as an enrolled agent. Lincoln Investment Planning, LLC is a large enterprise advisory firm serving a broad client base, including individual investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through diverse model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and multiple third-party managers.

Brian Fairchild is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities and Citizens Bank since 2023, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program, managed account services, and commission-based brokerage.

Brandon Lorenz is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at PCS Retirement LLC, Empower Financial Services, Bank of America, and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, including a digital advisory program managed in partnership with SigFig, as well as brokerage and insurance services.

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.

Daniel Seiden is a CFP® with 11 years of industry experience, currently serving at Citizens Securities, Inc. since 2018. Prior to his current role, he worked at Citizens Bank from 2011 to 2018. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering a range of investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Joseph Wilson is a financial advisor with Commonwealth Financial Network in Newtown, PA, holding a Series 63 designation and over 32 years of industry experience. He has worked with Commonwealth Financial Network and KBC Financial Services, Inc. since 2003, and previously with KBC Financial Advisors, Inc. and Independent Financial Advisors. Outside of his advisory role, he operates Wilson Financial Consulting Group, an accounting practice unrelated to investment services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad range of adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.