Jeremy Wechsler is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2019. Prior to this, he was a senior associate lawyer at Curtin & Heefner LLP, specializing in estate planning. He also operated his own law practice, the Law Offices of Jeremy A. Wechsler LLC, from 2009 to 2022. 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 RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis across various strategies.

Jackson Allen is a CFP® professional based in Philadelphia, PA, currently with Janney Montgomery Scott. He has one year of experience at Janney and has held prior roles at Diversified, LLC, Kuhn Advisors, Tolleson Wealth Management, and First Citizens Wealth Management. He also spent five years at Campbell University. 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, corporations, and municipal clients, offering a broad range of investment advisory and brokerage services supported by centralized portfolio management and trustee capabilities.

Gregg Potash is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only discretionary digital offering that uses algorithm-driven risk assessment and employs mutual funds and ETFs managed by PNC or third-party strategists.

Michael Vinci is a Series 65 licensed advisor with Hightower Advisors, based in Cherry Hill, NJ, and has six years of industry experience. Prior to joining Hightower in 2023, he was involved with Smart Soccer 101 and Wealth CMT for six years. Outside of his advisory work, he serves as a therapy dog handler, providing emotional wellness support at client-requested locations. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Nancy Heffner is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1985. Heffner serves on the Board of Directors for the nonprofit Women in Transition, where she chairs the Development Committee and is a member of the Finance Committee. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm combines advisor-led consulting with a strategic investment approach driven by its in-house Investment Management & Research team and incorporates third-party managers and model portfolios.

William Degener is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch. He serves as a trustee for the Moorestown Youth Baseball Federation, a nonprofit organization managing youth baseball programs in Moorestown, NJ. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers diverse portfolio management solutions, including separately managed accounts and unified managed accounts, and incorporates a range of analytical approaches while acting as a fiduciary under advisory agreements.

Pascal Asiedu is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including logistics management, e-commerce, and merchandising. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis.

Erika Ribbens is a financial advisor at Lincoln Investment with a Series 66 credential and three years of industry experience. Her prior roles include service at the United States Air Force Airman & Family Readiness Center and time spent at Eastern Washington University. She is also involved with 7:12 Financial LLC, where she performs client communication and appointment preparation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of independent advisors.

Scott Boyd is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Valic Financial Advisors and Ameriprise. Outside of his advisory role, he is the sole member of a business that sells a self-published book. Lincoln Investment Planning, LLC serves 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 team that develops strategic model portfolios and adaptive strategies.

Dana Mosk is a CFP® with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC and LPL Financial since 2015. Prior to her advisory career, she was involved in education through substitute teaching and worked with the Philly Kidz After School Enrichment Program. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm operates a fiduciary-based advisory model, utilizing various investment strategies and technology platforms to support client goals.

Brian Berlin is a financial advisor at TIAA-CREF with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Private Client Wealth LLC and TD Bank N.A. from 2016 to 2026. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, using model portfolios and customized strategies under a fiduciary standard.

Fernando Camacho is a financial advisor with TIAA-CREF in Philadelphia, PA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Charles Schwab, and PNC Investments. He has been with TIAA-CREF since 2017. TIAA‑CREF’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, utilizing model portfolios and customized portfolios managed under client-approved investment policies.

Domenic Hipple is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at LPL Financial and The Vanguard Group, Inc. Outside of his advisory work, he has been involved with the NFL Alumni Association. Wealth Enhancement Advisory Services provides financial planning and asset management to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Rose Domine is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has worked at Janney since 2017. Outside of her advisory role, she has held positions in the hospitality sector, including at DoubleTree by Hilton Cherry Hill 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party asset management.

Keith Jackson is a financial advisor with Transamerica Financial Advisors in Philadelphia, PA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at LPL Financial LLC, Merrill Lynch, and World Financial Group. Outside of advisory work, he has been involved with Dale Properties and Asset Management for 15 years. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm utilizes proprietary and third-party investment models with both discretionary and non-discretionary program options.

David De Fazio is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked in retail and construction. Outside of advising, he is employed as a team member at Tractor Supply Company. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Joanne Laut is a financial advisor at Lincoln Investment with 38 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Cetera and Cetera Wealth Services. Laut is also involved in Winchester Financial Group LLC, an investment-related business where she performs supervisory duties. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Michael Stepanski is a financial advisor at Principal Financial Services with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Principal, he was affiliated with Principal Life Insurance Co. and Principal Financial Group. He also held a role supporting his father as a registered private staff member focused on comprehensive financial planning and wealth management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Daniel Pawlishyn is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2026, he worked five years at The Vanguard Group and also has experience with Curated and The Bucks Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and investment oversight.

Thomas Lane III is a CFP® and ChFC® with 17 years of industry experience. He is currently with Moneta Group Investment Advisors, LLC and has also led Lane & Associates, LLC dba Lane Hipple Wealth Management Group since 2015. In addition to his advisory work, Lane is a licensed insurance agent. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.