Elizabeth O'Malley is a CFP® professional with two years of industry experience. She is currently with Creative Planning, LLC, having joined the firm in 2025, and previously worked at The Marshall Financial Group, Inc. and Wells Fargo. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Joseph Cosden is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 35 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a background in flight operations, working with US Airways and Eastern Air Lines for several decades. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and manages dynamic strategies.

Jonathan Haab is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC and PNC Bank since 2015. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account currently accessible by invitation to employees. The firm uses algorithm-driven risk assessments and implements investments through approved strategies managed by PNC or third-party strategists.

Richard Weinstein is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Penn Mutual Life Insurance Company and ownership of Weinstein & Company, PC, a CPA and accounting services firm. He is also a partner in Wine Spruce LLC and has served as treasurer and president of the Doylestown Business Networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets while offering a range of account options and third-party asset manager relationships.

Brian Atkinson is a financial advisor with PNC Wealth Management in Ambler, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 17 years with PNC Investments. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs. Its Portfolio Solutions Strategist Digital Offering is an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and relies on approved model strategies managed by PNC or third-party strategists.

Joan Greenspon is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held roles at Edelman Financial Engines and affiliated firms from 2014 to 2026. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and consolidated reporting services.

Casey Smith is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2012. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services with both discretionary and non-discretionary management, maintaining custody of client assets and providing various advisory programs.

John Mitsos is a financial advisor at MAI Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCG Wealth Advisors, LLC and MML Investors Services, Inc. Mitsos is also involved in fixed insurance sales through Treloar & Heisel, LLC and Massachusetts Mutual Life Insurance Company. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, and institutional clients. The firm offers a range of portfolio strategies implemented through various management models and integrates financial planning and tax services into many client relationships.

Victoria Robinson is a Series 66-licensed financial advisor with Hornor, Townsend & Kent, LLC, bringing 24 years of industry experience. Her career includes roles at Janney Montgomery Scott LLC, Foreside Fund Services, LLC, and Penn Mutual Life Insurance Company. She has held positions at Penn Mutual and its asset management subsidiary for over a decade. 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 combines SEC-registered advisory services with broker-dealer capabilities and manages a multi-billion-dollar portfolio through both discretionary and non-discretionary accounts.

Nicholas Corialos is a financial advisor with Citizens Securities, Inc. holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, he has a background that includes work with Ancient Rode Farms. 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 operates both a digital advisory program and a managed account program, supporting a range of client investment needs.

Timothy Hussar is a CFA® charterholder and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2017 and previously spent 10 years at LPL Financial. He serves as a trustee for Delaware County Christian School, providing oversight and guidance to its executive team. 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 clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Rashon Howard is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and previously at Penn Mutual Life Insurance Company and Citizens Securities, Inc. Howard is the founder and CEO of a networking group focused on bringing literacy and knowledge to the community through workshops, serves as a board member at La Salle University, and is an author of a book titled "Mentality of Success: Accountability Journal and Planner." He is also actively involved in Phi Beta Sigma Fraternity, serving in leadership and community service roles, and participates in a charitable foundation supporting financial professionals' development. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad adviser network, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, providing a range of investment services including discretionary and non-discretionary management through third-party asset managers.

Kevin Gibson is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Stratos and LPL Financial in 2024, he worked at Kestra Advisory and Kestra Investment Services for a combined 32 years. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a variety of advisory and portfolio management services through an IAR-driven, open-architecture platform.

Fabio Vozila is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and HSBC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory and brokerage services. The firm provides investment advisory programs and operates as a broker-dealer and insurance agency.

Richard Robinson Jr. is a ChFC® credentialed financial advisor with Janney Montgomery Scott, where he has worked since 1984, accumulating 42 years of industry experience. He operates the River of Life Martial Arts and Wellness Center outside of his advisory role. Janney Montgomery Scott 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 with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Trevon Kanavy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been self-employed since 2000 and has worked with Brokers International Financial Services since 2009. Kanavy also owns TL Capital, Inc. and operates as an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and third-party manager referrals. The firm employs a variety of investment approaches and integrates advisory and brokerage services within a large network of over 300 independent advisors managing approximately $5.4 billion in assets.

Sean Seese is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC, Bank of America, N.A., and Merrill. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of Rockefeller Financial. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Michael Shaub is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His career includes roles at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and various managed account solutions through both proprietary and third-party platforms.

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 with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Janney Montgomery Scott for nine years and Univest Corporation for thirteen years. He serves as President and a non-voting member of the Upper Moreland Police Pension Fund, participating in administrative and investment evaluation activities. Lincoln Investment Planning, LLC is a large enterprise 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, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.