Daniel Otto is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. He also works with Kades Margolis Corp. Outside of his advisory role, he occasionally provides clients with insurance recommendations tailored to their financial situations. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment strategies, including legacy market-timing and momentum-based approaches.

Anthony Davaro is a financial advisor with Truist Advisory Services in Jenkintown, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple roles at Truist Investment Services, Truist Bank, and Citizens Bank and its related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Christopher Eble is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2022. His previous roles include positions at Pruco Securities, LLC, The Prudential Insurance Company of America, CiTIGROUP, and Massachusetts Mutual Life Insurance Company. 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 alongside brokerage and insurance services, with advisory options ranging from a digital platform to managed accounts.

John Mazzarella is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for six years. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors, their participants, Empower Premier IRA holders, and certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Ming Cheung is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience and holds a Series 66 designation. His career includes roles at Schwab Wealth Advisory, TD Ameritrade, Charles Schwab, Janney Montgomery Scott, Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Faith Smith is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Oppenheimer since 2014. Outside of her advisory role, she assists with bookkeeping and marketing for a family-owned custom welding and metal fabrication business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services with a combination of discretionary and non-discretionary strategies, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Ross Phillips is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Catalyst Wealth Partners, AlphaStar Capital Management, Secure Analyzed Financial Engines, and Crash Proof Retirement. Phillips is also involved as a life insurance and annuities agent, providing analysis of clients’ existing contracts and proposed policies. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to individual, high-net-worth, and institutional clients through a large network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Jonathan Moyer is a CFP®-credentialed advisor with 23 years of industry experience, currently affiliated with CWM, LLC. He previously worked at CETERA Advisor Networks LLC for six years and has been with CWM, LLC and Strategic Wealth Partners for ten years. In addition to his advisory work, he is also an insurance agent selling life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis, utilizing model portfolios overseen by an in-house Investment Committee and employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

John Walker III is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wisdom Planning, LLC, Andrew Garrett Inc, Cordasco Financial Network, Inc., Cco Investment Services, and Citizens Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and tax-management strategies.

Charles Locher is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has worked at GWN Securities since 2011 and maintains concurrent roles with Legacy Planning Partners and Minnesota Life Insurance Co. Outside of investment advisory, he is involved in selling group health insurance and life insurance products as part of comprehensive financial planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of portfolio management approaches, including both traditional asset allocation and legacy market-timing strategies.

David Nuddle is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. He holds Series 63 and Series 65 licenses and 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 a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Andrew Reder is a financial advisor at Creative Planning with 37 years of industry experience. He holds a Series 63 designation and has previously worked at APW Capital, Inc. and Kistler-Tiffany Advisors. Outside of advisory services, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and offers additional strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Macallan Bibeau is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, Macallan worked at Aesop's Neck Partners, LLC and England Securities, LLC. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

Nicholas Hamner is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and three years of industry experience. He has worked at Brookstone since 2022 and also has experience with Franklin Retirement Solutions. Outside of his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis through various model portfolios and managed accounts.

Meghan Houck is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. She has been with Principal Securities Inc. since 2016 and also has work history at Principal Life Insurance Company and Financial Advisors of Delaware Valley. Outside of advisory work, she co-owns an LLP with a partner for administrative purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Christopher Forst is a financial advisor at Lincoln Investment in Horsham, PA, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience at firms including Advyzon and Davis Financial Planning. His background also includes roles in education and financial services beginning in 2016. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Kevin Carr is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Wells Fargo and Citizens Securities. His current role at Truist began in 2025. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm’s approach includes discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and a comprehensive manager-selection program.

Christian Gotzman is a Series 66-licensed financial advisor at Citizens Securities, Inc. with three years of industry experience. He previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of advisory work, he is a co-founder of Kellman LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program and a Managed Account program and functions as a broker-dealer and insurance agency.

Timothy Delia is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Truist Investment Services and Bb&T Securities. Outside of his advisory work, he serves as an assistant football coach for freshman players at LaSalle High School. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by AI-enabled research tools and extensive inter-affiliate integration.

Davis Nagg is a financial advisor at Lincoln Investment with a Series 66 designation and no prior industry experience. His background includes roles at the University of Denver and 1740 House, as well as ongoing involvement with Open Door Valet. 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, with a focus on 403(b) and 457(b) programs. The firm combines in-house investment management with third-party managers to offer a range of financial planning and portfolio management services.