Kathleen Freed is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. She previously worked at Permit Capital Advisors, LLC, Threshold Group, and took a year for extended travel. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering customized portfolios with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Peter Tappon is a financial advisor with TIAA-CREF in Philadelphia, PA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, often utilizing model or customized portfolios under a fiduciary standard.

Robert Weckenman is a CFP® with 44 years of experience in the financial services industry. He has been with Janney Montgomery Scott since 1979. He volunteers as a fundraising cabinet member for the Central Association of the Miraculous Medal Fund in Philadelphia. 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.

Andrew Tyson is a Series 66 licensed financial advisor at PNC Wealth Management with 17 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he co-owns a non-investment-related business with his spouse. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program that uses algorithm-driven risk assessments and third-party-managed portfolios, currently available as an invitation-only pilot for PNC employees.

Dolores Jordan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 1992. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

James Laurenzi is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has been with Janney since 2023. Laurenzi attended Temple University and has previous experience working at Saint Albert the Great School. 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 services, financial planning, consulting, and multiple advisory programs.

Eric Hill is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citizens Securities, Bank of America, Merrill, and David Lerner Associates. Hill is based in Philadelphia, PA. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients linked to TIAA-administered employer retirement plans. The firm offers financial planning and discretionary managed account programs with a fiduciary standard applied to its RIA services.

Joseph Hagan Jr. is a financial advisor with Oppenheimer in Warrington, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Fahnestock & Co., Inc. since 1995. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Jacob Flood is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Ashley Development Corporation, J.G. Petrucci Company, Inc., and Lehigh University, among other organizations. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm combines proprietary research, strategic allocation models, and extensive affiliated resources to tailor investment solutions across various platforms and fee structures.

Courtney Bonacci is a Certified Financial Planner® with 23 years of industry experience. She has been with Sanctuary Advisors, LLC since 2019, following a 17-year tenure at UBS Financial Services. Bonacci serves as a volunteer arbitrator for FINRA and is a board member of the Financial Planning Association of the Philadelphia Tri State Area. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives who offer customized portfolio management and financial planning solutions using various analytical approaches and fiduciary practices.

Steven Caruso is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and holds Series 63 and Series 65 licenses. 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 both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

John Boscarelli is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and JRB Wealth Management, which he owns. In addition to his advisory work, he is involved in tax preparation and accounting through his CPA firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Matthew Rayner is a financial advisor at Janney Montgomery Scott and holds a Series 66 designation. He has one year of industry experience and has worked previously at The Vanguard Group and Drexel University. Janney Montgomery Scott LLC is a 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 a range of brokerage, financial planning, consulting, and advisory programs.

Ghazal Eghbali Afshar is a CFP®-certified financial advisor with Janney Montgomery Scott, bringing 10 years of industry experience. She has been with Janney since 2015. 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 plans, charitable organizations, and municipalities, offering a range of brokerage services, financial planning, and advisory programs.

Justin Josephs is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. He has worked at several firms including The Vanguard Group and Hornor Townsend & Kent LLC prior to joining Beacon Pointe Advisors. In addition to his financial advisory role, he briefly worked in non-financial roles such as at Tuna Bar and Temple University Rome. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across active and passive strategies and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Stella Desantis is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Oppenheimer & Co since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Kerrick Vesper is a financial advisor at Lincoln Investment in Horsham, PA, holding the Series 66 designation. Vesper has been with Lincoln Investment since 2025 and previously worked at N2H Wealth Partners LLC and the Montgomery County Commissioner’s Office. Vesper is also affiliated with the University of Tampa. 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 dynamic approaches overseen by an Investment Management & Research team.

Laura Leuter is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Outside of her advisory role, she serves as a board member for the Friends of the Burlington County Animal Shelter, participating in governance and fundraising activities. 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 investment solutions, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Sean Easton is a financial advisor with Hornor, Townsend & Kent, LLC, holding over 14 years of industry experience. He is a partner and owner of D'Angelo & Easton, PC, where he provides tax preparation and accounting services. Additionally, he is a member of Atlas Management & Consulting Company, offering bookkeeping and business consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing 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 multi-billion-dollar portfolio through a network of advisers and third-party asset managers.

Erik Hanhauser is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2021. He previously worked at Janus Distributors LLC and Janus Management Holdings Corp from 2015 to 2021. Outside of his advisory role, he is the sole proprietor and owner of a Bitcoin mining business. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.