Michael Shaub is a financial advisor with Private Advisor Group, LLC in Lansdale, PA, holding Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through a fiduciary-based advisory model that includes access to proprietary and third-party managed account solutions.

Nicholas Romano is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase & Co. and operating Romano & Romano Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

James Farrell Sr. is a financial advisor at Lincoln Investment with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Girard Advisory Services. He serves as President and non-voting member of the Upper Moreland Police Pension Fund, assisting with administrative duties and investment evaluations. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and 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 & Research team and access to third-party managers.

Andrew Sargent is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and has worked exclusively with Janney Montgomery Scott since 2017, aside from a brief period with Roots Natural Kitchen. 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, and advisory services supported by both in-house and third-party portfolio management.

Raymond Wiley is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. He has been with Janney Montgomery Scott since 2016. 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 individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients through various brokerage, advisory, and asset management programs.

Marc Rapoport is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1996 and holds Series 63 and Series 65 credentials. 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 wide 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.

Susan Reid is a financial advisor with PNC Wealth Management in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and implements investments with mutual funds and ETFs.

David Chesner is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including a decade at Lion Street Financial and extensive involvement as a partner and physician at Rheumatic Disease Associates since 1998. Chesner also provides estate and financial planning consulting services to physicians through The Financial Group of Philadelphia. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, offering a wide range of advisory and brokerage services through a network of independent advisors managing approximately $5.4 billion in assets. The firm combines discretionary accounts, model portfolios, and third-party sub-advisers with both strategic and adaptive allocation approaches.

Melanie Brassell is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at GWFS Equities, Inc. and Prudential Investment Management Services. Outside of her advisory role, she has served as a substitute teacher in Pennsylvania. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

David Defazio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Lincoln Investment since 2013 and previously spent seven years at Legend Advisory, LLC. He serves as a board member for the Erie County Redevelopment Authority, where he participates in decisions regarding low-interest loans to local businesses and nonprofits. Lincoln Investment Planning is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and access to third-party managers.

Steve Kach is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lincoln Investment since 2016. Outside of his advisory role, he serves as a board member and corporate secretary/treasurer for A Church of Living Hope, participating in board decisions and chairing the finance committee. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers with an investment approach supported by an in-house Investment Management & Research team and various model portfolios.

Kenneth Liddy is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following a year at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad set of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Geraldine Raymond is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Commonwealth Financial Network and has prior experience at Blackrock Investments and Merrill Lynch. 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 about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, offering a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Raymond Schmalz is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is a large enterprise investment 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, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Christopher Shank is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has also worked at Phillips Financial Services since 2020, where he assists with bookkeeping and client preparation tasks. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individual and 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 & Research team that develops strategic model portfolios and adaptive investment strategies.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He began his advisory career in 2024 and previously worked in education at multiple institutions including West Chester University and the University of Scranton. 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, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, PA. 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 charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building where he rents space to other Lincoln 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. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.

Laura Wassell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has 25 years of industry experience. Prior to joining Kestra in 2021, she spent ten years with Morgan Stanley Smith Barney. In addition to her advisory role, she works as an accounting clerk and office manager at Automation Distribution Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients ranging from large institutional investors to sovereign wealth funds.