Victor Deane III is an investment advisory representative at Carson Wealth with 10 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Voya Financial Advisors, Cetera Wealth Services, and Resource Securities. Outside of advisory services, he is involved with Financial Independence Planning, LLC, where he performs client services and administrative functions, and he also sells fixed insurance products. CWM, LLC (Carson Wealth) is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios and provides tailored investment solutions.

Sunnaret Eang is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Independent Financial Partners in 2021, Sunnaret worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2020, and at Bank of New York Mellon from 2014 to 2018. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Daniel Fuhr is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Citizens Securities since 2015. Outside of his advisory role, he serves as Commissioner of the Wyoming Valley Christian Softball League, overseeing league organization and management. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

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.

Todd Ockovic is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has been with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. Outside of his advisory role, he is actively involved in Masonic organizations, serving as Chair of the Grand Lodge of Pennsylvania’s Consolidated Fund and holding board positions with related charitable and fraternal entities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing a combined portfolio of discretionary and non-discretionary assets exceeding $9 billion as of December 2025.

Steven La Porte is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at High Point Financial, Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Advisors. His other business activities include fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors, offering a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options across mutual funds, ETFs, and individual securities.

Gary Bickham is a financial advisor at Citizens Securities, Inc. with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including The Vanguard Group Inc and Primerica. 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 features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms, though this represents a small portion of its overall advisory activity.

Justin Maritato is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and joined Citizens Securities in 2026 after five years at Equitable Advisors, LLC. Prior to his financial services career, he was employed at Applebees and attended Seton Hall University. 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, including a digital advisory platform utilizing ETF-based portfolios and proprietary algorithms.

Joseph Nicholson is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent since 2012, with additional involvement at Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Paul Valerio is a financial advisor at Truist Advisory Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BB&T Investment Services and BB&T Securities. Outside of his advisory role, he officiates high school and collegiate ice hockey and youth lacrosse games and serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) Pennsylvania chapter. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program delivered through a combination of discretionary and non-discretionary approaches, supported by third-party platform and manager partnerships.

Raymond Baraldi is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Hightower Advisors. He has been with HighTower Securities, LLC since 2016. Raymond holds the Series 63 license and is based in Wayne, PA. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Samuel Varano is a CFP® with 16 years of industry experience, currently advising at Private Advisor Group, LLC. His prior roles include positions at Diversified Lifelong Advisors, Rosenzweig & Associates, Areté Partners, Pitcairn Trust Company, and other firms. He operates under the business name Cypress Wealth Partners, LLC for providing investment advice through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, offering access to discretionary and non-discretionary management, proprietary and third-party investment solutions, and utilizes various strategies implemented through technology platforms and external managers.

Sean Mcaneney is a financial advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Voya Financial Advisors. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, with an emphasis on both discretionary and non-discretionary management.

Timothy Hewitt is a CFP® with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes three years with Wiley Group. Outside of his advisory role, he is involved in real estate through multiple managing member positions and volunteers preparing tax returns for low-income families. He also serves on the board of the Philadelphia Tri-State chapter of the Financial Planning Association and participates on a committee for the National Association of Estate Planners & Councils. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach combining passive and active management with oversight by an internal Investment Committee.

Colin Shannon is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance, and Equitable Advisors. Outside of his advisory role, he serves as an assistant wrestling coach at Central Bucks East High School. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning options, employing both discretionary portfolio management and model-based allocations. The firm utilizes market-timing and momentum-based strategies alongside a mix of affiliated and unaffiliated sub-advisers.

Nancy Guynn is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and 22 years of industry experience. She has been with Hornor, Townsend & Kent since 2015. Outside of her advisory role, she serves on the finance committee of St. Genevieve School, where she reviews the school budget to assist with tuition planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and a range of advisory platform options.

Matthew Dipuppo is a CFP® professional with 12 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Kodiak Wealth Management since 2017 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves on the West Conshohocken Planning Commission and the West Conshohocken Zoning Board, both unpaid community positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Cody Pittman is a financial advisor at Sequoia Financial Group, L.L.C. with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Zeke Capital Advisors and Morgan Stanley. Sequoia Financial Advisors, LLC offers wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model allocations and custom portfolio solutions overseen by an Investment Policy Committee and employs a range of investment vehicles supported by fundamental, technical, and cyclical research.

Bryce Sisko is a financial professional at GWN Securities Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses, and his prior roles include positions at Northwestern Mutual and Planet Fitness. GWN Securities serves individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies alongside model-based asset allocation.

Adam Boyer is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2007. Outside of his advisory work, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party programs along with integrated lending options and insurance products through its connection with Guardian Life.