Richard Dodd is a CFA® charterholder and holds a Series 66 license, with seven years of experience in the financial industry. He has worked at Rockefeller Financial LLC since 2020 and previously held roles at Bank of America, Merrill, and FS Investments. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a consolidated investment platform.

Brian Villanueva is an advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2020. Prior to his financial services career, he spent eight years at Valley Forge Casino Resort. In addition to his advisory role, Villanueva assists seniors with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance as a licensed agent. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ objectives and risk profiles.

James Hower Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 35 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has served in various roles with Ameritas Life Insurance Corp, Ameritas Investment Company, H & M Financial Group Inc., and Premier Planning Group for two decades or longer. Outside of his advisory work, he is vice president of a business networking group, BNI Networkers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers multiple managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners, with advisory services delivered on both discretionary and non-discretionary bases.

Aaron Arnold is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2010. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a range of custody, execution, and brokerage capabilities alongside investment advice.

Max Weintraub is a financial advisor with Private Advisor Group, LLC who holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Private Advisor Group since 2016 and also has experience with LPL Financial, LLC dating back to 2013. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines direct portfolio management with access to third-party strategists and uses a variety of investment methods supported by proprietary technology platforms.

Michael Stine is a financial advisor with Lincoln Investment who holds a Series 66 designation and has 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and previously worked at Janney Montgomery Scott from 2006 to 2012. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes an in-house Investment Management & Research team to construct strategic model portfolios and offers a range of financial planning, consulting, and portfolio management services.

Joseph Roberts is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 63 designation and previously worked at Rockefeller Financial LLC, ROCKEFELLER Capital Management, and Zeke Capital Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs as well as brokerage and insurance services. The firm offers a digital advisory program focused on ETF-based portfolios alongside a Managed Account program and operates as both a broker-dealer and insurance agency.

Susan Fuhrman Holin is a CFP® professional with 27 years of industry experience. She is currently with Independent Financial Partners and previously worked for Fuhrman Management Associates, Inc. for 26 years. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Jordan Battee is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has experience working at Truist Investment Services since 2024 and previously at Bank of America Private Bank from 2020 to 2024. Prior to his advisory roles, he held positions at the University of Delaware and Delaware Technical Community College. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate operations.

Donald Rohner is a financial advisor with Janney Montgomery Scott and holds a Series 63 designation. He has 42 years of industry experience, including over two decades at Janney Montgomery Scott in various capacities. Outside of his advisory work, he has been involved with Host International's Charley's Place since 1981. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves a wide range of clients and provides brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Sean Cook is a CFP® professional with 28 years of industry experience, currently affiliated with Commonwealth Financial Network since 2013. He is also the owner of Harvest Advisers LLC, a private operating company for securities and advisory services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services for individual and institutional clients.

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 37 years of industry experience. He has been affiliated with Ameritas entities since 2006 and is a partner in Premier Planning Group, where he manages staff and sells fixed insurance. Additionally, he collaborates as a partner in Premier Planning Partners, LLC, a marketing organization. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and employs a range of custodial and third-party platforms to support portfolio construction and management.

Matthew Panarese is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilmington Trust and Rockefeller Capital Management. 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 through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across various asset classes.

Sidney Gosser is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1983 and holds a Series 63 designation. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, providing brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Zachary Walker is a financial advisor at Hightower Advisors with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Hightower in 2025, he worked at The Vanguard Group for four years and held positions at Randstad, BioTelemetry, and Holy Family University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Robert Gelsher is a CFP®-designated financial advisor with Janney Montgomery Scott, where he has worked since 1997. He has 30 years of industry experience and holds a Series 63 license. Gelsher serves as a trustee for the Jewish Federation of Greater 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 range of clients including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Mark Jones is a ChFC® with 21 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. His prior experience includes roles at M Holdings Securities and Axa Advisors, LLC. Jones is also involved in insurance brokerage, focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion-dollar asset base through a combination of discretionary and non-discretionary account options.

Nicholas Zamparelli is a financial advisor at Sequoia Financial Group, L.L.C. with nine years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Zeke Capital Advisors, BlackRock Investment Management, and Merrill Lynch Investment Managers. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model portfolios and custom solutions, using a range of investment vehicles overseen by an Investment Policy Committee.

Elliott Footer is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Janney since 2009. Outside of his advisory role, he is involved in tax return preparation and serves as secretary of The Footer Family Foundation, a charitable organization that supports public charities. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across various wrap programs and model portfolios.

Jeffrey Bryant is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and spent 16 years at S. Emerson Group, Inc. Outside of his advisory role, he serves as a secondary executor for a client’s estate. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party platforms and provides financial planning, retirement consulting, and business advisory services.