Joseph Hagan Jr. is a financial advisor with Oppenheimer in Warrington, PA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Fahnestock & Co., Inc. since 1995. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Steven Caruso is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and holds Series 63 and Series 65 licenses. 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 both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Peter Scilovati is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hoover Financial Advisors, P.C. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Justin Josephs is a CFP® professional at Beacon Pointe Advisors, LLC with five years of industry experience. He has worked at several firms including The Vanguard Group and Hornor Townsend & Kent LLC prior to joining Beacon Pointe Advisors. In addition to his financial advisory role, he briefly worked in non-financial roles such as at Tuna Bar and Temple University Rome. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across active and passive strategies and offers proprietary private funds alongside comprehensive performance reporting and analytics.

Christopher Reed is a financial advisor with OSAIC Institutions, Inc. based in Malvern, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Infinex Institutions, Mid Penn Bank, CUSO Financial Services, and Northwestern Mutual, among others. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Stella Desantis is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Oppenheimer & Co since 2013. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Kerrick Vesper is a financial advisor at Lincoln Investment in Horsham, PA, holding the Series 66 designation. Vesper has been with Lincoln Investment since 2025 and previously worked at N2H Wealth Partners LLC and the Montgomery County Commissioner’s Office. Vesper is also affiliated with the University of Tampa. 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 dynamic approaches overseen by an Investment Management & Research team.

Laura Leuter is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 23 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Outside of her advisory role, she serves as a board member for the Friends of the Burlington County Animal Shelter, participating in governance and fundraising activities. 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 investment solutions, employing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Erik Hanhauser is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2021. He previously worked at Janus Distributors LLC and Janus Management Holdings Corp from 2015 to 2021. Outside of his advisory role, he is the sole proprietor and owner of a Bitcoin mining business. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies to meet client objectives.

Michael Nolan is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he serves as a membership screener for Aronimink Golf Club in Newtown Square, PA. 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, corporate and retirement plans, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Randal Buettner is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. 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, using both strategic and tactical approaches overseen by an Investment Management & Research team.

Grant Wenger is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance, having held prior positions at Securian Financial Services, Professional Capital Services, Mid Atlantic Resource Group, and Minnesota Life Insurance Co. Wenger also owns and operates IFA Benefits, LLC, a multi-line insurance brokerage focused on group insurance and life, accident, health, and annuity accounts. 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 consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Yu Tao is a financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, Yu worked at CICC US Securities Inc. for four years and has also been involved with Ambassadors For Christ, Inc. from 2016 to 2020. He holds Series 63 and Series 65 licenses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services using proprietary and third-party model portfolios, with client relationships reviewed annually.

Jillease Hazzard is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill from 2005 to 2020 before joining Rockefeller Financial and Rock & Co LLC in 2020. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments, and operates under a recapitalized ownership structure with institutional minority owners.

Charles Lees is a Series 66-credentialed financial advisor with one year of industry experience. He is currently with Citizens Securities, Inc. and has prior experience working at Citizens Bank, Valley Bank, and Movement Mortgage. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, providing investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program with ETF-based portfolios and a managed account program, operating as both a broker-dealer and insurance agency.

Max Elfenbein is a financial advisor at Corient with four years of industry experience. He holds the Series 65 designation and has held prior roles at Radnor Financial Advisors and The Springhaven Club. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party manager solutions and customized asset allocation.

Norman Wilde III is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firms since 1990. 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.

Marc Panaro is a financial advisor with Lincoln Investment, holding CFP® and multiple securities licenses, and has 27 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. 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 programs, using a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Michael Gonzalez is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Beacon Pointe Advisors, LLC in various roles since 2020 and previously held positions at SEI Investments Management Corporation. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base including individuals, corporations, and institutional investors. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private markets.

Ashaki Caquias is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. Prior to joining Citizens Securities, Caquias held positions at Fidelity Investments and JP Morgan Chase. Outside of finance, Caquias owns a production company, Soyini Inc., and operates an at-home cupcake business, Simply Blended Cupcakes. Citizens Securities serves a broad retail client base including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.