Lance Rultenberg is a financial advisor with Commonwealth Financial Network in Jenkintown, PA, holding a Series 63 designation and 34 years of industry experience. He has been with Commonwealth Financial Network since 2000. Outside of advising, he operates a tax preparation and accounting service as a sole proprietor. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a broad client base. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Carolyn Oh is a CFP® with 22 years of industry experience. She is currently with Private Advisor Group, LLC and has previously worked at Goldman, Sachs & Co, Sagepoint Financial, Inc., Mariner Independent Advisor Network, LLC, and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and access to third-party strategists and technology platforms.

Richard Resling is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Key Investment Services since 2017 and also has experience at KeyBank and PNC Wealth Management. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider model and integrates services with KeyCorp affiliates to provide investment, banking, and advisory solutions.

Daniel Cairns is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Creative Planning since 2025. He previously worked at The Marshall Financial Group, Inc from 1995 to 2025. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, private market exposure, and managed account services.

Kevin Crook is a financial advisor at Citizens Securities, Inc. with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Raymond James and Associates, Inc., Waypoint Direct Investments, LLC, and Principal Funds Distributor. He serves as a board member for Special Equestrians. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Joseph Faragasso is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience and a Series 66 designation. His prior roles include positions at Northwestern Mutual and Western Southern Life. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a Managed Account program and operates as a broker-dealer and insurance agency.

Glenn Meyer is a CFP® and ChFC® with 31 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and its affiliated Wealth Enhancement Group since 2018, following 25 years at GDM Advisory Group, Ltd. 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 offers financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Zachary Fernberger is a financial advisor at William Blair with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Foreside Fund Services, LLC, and WisdomTree Asset Management, Inc. Outside of his advisory role, he is a partner at Bluebell Ventures, an investment-related business based in New York. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across asset classes and provides proprietary models, third-party sub-advisers, and access to private funds and co-investment opportunities.

Rubiel Tineo is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including J.P. Morgan Securities, Citigroup, and Wells Fargo. He also provides notary services outside of his advisory work. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and an insurance agency.

Deborah Wainwright is a financial advisor at Rockefeller Financial LLC with Series 63 and Series 66 licenses and 41 years of industry experience. She worked at Merrill from 1984 to 2025 before joining 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 a range of portfolio management, financial planning, and consulting services, operating both as a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

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.

Gregory Kuhn is a financial advisor with Janney Montgomery Scott who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing. He is also involved with Body Dynamics Fitness Center outside of his advisory work. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

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.

Patrick Unrath is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A., and Merrill. 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, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.

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 at Private Advisor Group, LLC with 12 years of industry experience. He holds the Series 65 and Series 63 credentials and has been with Private Advisor Group since 2016. Weintraub also has professional experience with LPL Financial and operates Weintraub Financial Services. 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 and offers a range of managed account solutions, leveraging technology platforms and third-party managers.

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 with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 63 designation and four years of industry experience. His prior roles include positions at Rockefeller Financial LLC, ROCKEFELLER Capital Management, and Zeke Capital Advisors. Citizens Securities serves a broad retail client base including individuals, high-net-worth investors, and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm features a digital advisory program utilizing proprietary algorithms to recommend ETF-based portfolios and a Managed Account program, operating 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.