Maxwell Mercando is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Foundations Financial Partners, Repko Law, and Morgan Stanley. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary portfolio construction, model portfolios, and multiple program structures, supported by substantial clearing and custody relationships.

Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including Wealthcare Advisory Partners, LPL Financial, Cantella & Co., and UBS Financial Services. Kempner founded Wealthcare Advisory Partners LLC, through which he continues to provide investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that integrates multiple investment strategies and leverages third-party managers and technology platforms.

Jared Keller is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and has prior experience at Cetera, Voya Financial Advisors, and Financial Independence Planning, LLC. In addition to his advisory work, he is an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Victor Deane III is an investment advisory representative at CWM, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Cetera, Voya Financial Advisors, and Resource Securities. Outside of advisory work, he is involved with Financial Independence Planning, LLC, where he performs client services and administrative functions, and also sells fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and offers portfolio management, financial planning, and retirement-plan services supported by a combination of in-house research, third-party sub-advisors, and customization tools.

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.

Jake Boscarelli is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to his current role, he has worked at JRB Wealth Management and Square One Credit Management. He also dedicates a portion of his time to fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Joseph Falchetta is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Axa Advisors LLC for eight years. Falchetta is also a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and operational support. The firm offers a range of investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

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.

James Donnelly is a financial advisor at Hightower Advisors with five years of industry experience. He holds a Series 65 designation and previously worked at Valley Financial Group and H. Beck. In addition to his advisory role, Donnelly serves as Patrol Operations Commander with the Bensalem Township Police Department. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services supported by proprietary research and a comprehensive investment platform.

Edward Woehlcke is a CFP® with 19 years of industry experience, currently serving at Hightower Advisors since 2026. He previously worked at Valley Financial Group and H. Beck, Inc. for ten years and Brinker Capital Inc. for two years. Outside of his advisory role, he is the sole proprietor of Woedaddy Investments, which involves analyzing returns on investment real estate. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes multi-manager solutions and manager selection through both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

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 with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Equitable Advisors, LLC for five years and has a background that includes completing his education at Seton Hall University. Citizens Securities serves a wide range of retail clients, 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 provides a digital advisory program featuring ETF-based portfolios and a Managed Account program while operating as a broker-dealer and insurance agency.

Steven Mueller is a Series 66-credentialed financial advisor at Lincoln Investment with 13 years of industry experience. He has been with Lincoln Investment since 2012. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using advisor-managed and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Janet Barrett is a financial advisor with CWM, LLC who holds the ChFC® designation and has 20 years of industry experience. Her career includes roles at Carson Wealth, Cetera Wealth Services, Strategic Wealth Partners, and Waddell & Reed. Outside of her advisory work, she is involved in fixed insurance sales, offering life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios and combines fundamental and technical analysis along with third-party sub-advisors and customization tools.

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.

Brian Trost is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Network Corporation and BNY Mellon Advisors, Inc. Outside of his advisory role, he serves as an adjutant for the Sons of American Legion - Henry H Houston 2nd Post 3, assisting with membership card processing and meeting minutes. Lincoln Investment Planning, LLC is a large enterprise firm serving a wide range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive investment strategies.

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.

Kyle Comerford is a CFP® with four years of industry experience, currently affiliated with Rockefeller Financial LLC. His prior roles include positions at Merrill and Bank of America, N.A., as well as experience outside financial services at Lemon Mediterranean and in education. 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 portfolio management, financial planning, and consulting services within a Private Advisor model, supported by an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.