Harry Keller is a financial advisor at CWM, LLC with 44 years of industry experience. He holds the CFP® and ChFC® designations and has prior experience at VOYA Financial Advisors and Cetera Wealth Services. Keller is also the owner of Financial Independence Planning, LLC, an advisory and financial planning business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and comprehensive advisory services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Donal Mcguire is a financial advisor at Lincoln Investment with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Mcguire holds a Series 63 designation. His other business activities included briefly writing life insurance policies with Midland Life, which he discontinued after recognizing compliance issues with his primary firm. 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 variety of financial planning and investment management services utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

Benyamin Levy is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes roles at Prudential Insurance Company of America, Penn Mutual Life Insurance Company, and Hornor, Townsend, & Kent LLC. Outside of his advisory work, he has been involved with American Cyberspace. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, and offers both traditional investment advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Alexander Di Medio is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and the University of Richmond. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing an integrated investment platform and specialized offerings across equities, fixed income, and alternatives.

Patrick Mcfadden is a CFP® with 45 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He acts as a trustee for an irrevocable family trust used in estate planning, managing the trust’s investment assets in a fiduciary capacity outside of normal business hours. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a distinctive approach that includes qualified custody and both discretionary and non-discretionary management programs.

Michael Izak is a financial advisor at Lincoln Investment with Series 66 registration and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC and State Farm. 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 financial planning, retirement plan advice, and various model portfolios, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Donald Scholz is a CFP® with 32 years of experience in the financial industry. He is currently with Creative Planning and previously worked for The Marshall Financial Group, Inc. for over 30 years. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jason Yarnall is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Coventry First and Independence Blue Cross. Yarnall is also active as an insurance agent with 1847Financial and 1847 Private Client Group, focusing on insurance sales, financial planning, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Joseph Ozag Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 66, Series 65, and Series 63 licenses and five years of industry experience. Prior to joining Hornor, Townsend & Kent in 2022, he worked at FINRA from 2000 to 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and a range of third-party asset manager relationships.

Dylan Hansen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Kestra Advisory and previously worked at OSAIC, FSC Securities Corporation, Bank of America, and Merrill. Hansen serves as a non-public arbitrator for FINRA and operates as an independent insurance agent offering products through Osaic Wealth. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with a focus on large institutional investors and diverse investment solutions.

Patrick Sweet is a CFP® and holds a Series 66 license with 10 years of experience in financial advising. He is currently with Rockefeller Capital Management and has previously worked at Merrill and Starbucks Corporation. Rockefeller Capital Management is an enterprise firm serving a broad client base with a comprehensive investment approach.

Matthew Norwood is a CFP®-certified financial advisor with 12 years of industry experience. He is currently affiliated with Lincoln Investment and has held roles at Capital Analysts and The Vanguard Group. In addition to his advisory work, Norwood serves as a seminar instructor for continuing education courses in financial planning. 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 retirement plan advisory services, employing both strategic and tactical investment approaches overseen by an in-house Investment Management & Research team.

William Bernhardt is a CFA® charterholder with 22 years of experience in the financial services industry. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC and Renaissance Benefit Advisors, Inc. since the early 2000s. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.

Michael Fitzpatrick Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Citizens Bank and JP & SN Enterprises, Inc., as well as a background in education at Drexel University and Montgomery County Community College. He also spent ten years involved with Fitzpatrick Funeral Home. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account programs, functioning as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Edward Swan II is a financial advisor with TD Private Client Wealth LLC and TD Bank, N.A., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with TD since 2012. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing ongoing portfolio management, financial planning support, and custody services.

Brent Traugh is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed to write life insurance and fixed annuity applications. 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 tactical approaches overseen by its Investment Management & Research team.

Melissa Borelli is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2004. 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 financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs, utilizing strategic and tactical investment approaches overseen by its Investment Management & Research team.

Lisa Davis is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked with Hornor, Townsend & Kent since 2014 and Penn Mutual Life Insurance Company since 2011. Davis is involved in multiple insurance-related ventures, including partnerships in life insurance brokerage and life settlements, and serves on the board of directors for FINSECA as well as the American College Board of Trustees. She also participates in a charitable foundation dedicated to supporting the development of financial professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Kevin Jones is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Georgetown. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory, brokerage, and insurance services. The firm provides both digital advisory and managed account programs, operating as a broker-dealer and insurance agency.

James Bergmaier is a CFP® professional with 20 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2015. He also holds a role at Penn Mutual Life Insurance Company and is involved in multiple community and nonprofit activities, including serving on the advisory board for the American College Center for Special Needs and as a board member of the Ardent Community Trust of Pennsylvania. Additionally, he holds leadership positions such as treasurer for the Penn Mutual National Advisory Council Executive Committee and partner in life insurance brokerage ventures. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing on client-directed implementation and oversight through third-party asset manager platforms. The firm manages a significant portion of client assets on a non-discretionary basis and offers services including financial planning, consulting, and retirement plan engagements.