Christopher Houchins is a financial advisor at Oppenheimer with 15 years of industry experience. He has held his current role since 2017 and previously worked at Stifel Nicolas from 2015 to 2017. He holds Series 63 and Series 66 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and investment services on both discretionary and non-discretionary bases, covering equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation and manager selection.

Jody Boyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Wilmington, DE. Prior to joining Janney, Boyer held roles at Financial Growth Partners and has diverse experience including work in the hospitality and construction sectors as well as at Big Oyster Brewery. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.

Michael Rothfuss is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Tucker-Haskins & Associates, Equity Services Inc, National Life Group, and Chartered Advisory Group, Inc. Rothfuss is also the owner of Bell Retirement Strategies, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, retirement plan consulting, and operational support, enabling advisors to deliver customized investment solutions under Commonwealth’s supervision.

George Reilly is a CFP® professional with 12 years of experience in financial advisory. He currently works at Kestra Advisory Services, LLC and has held prior roles at Dunlap Bennett & Ludwig, PLLC, Safe Harbor Tax Services, LLC, Zeiders Enterprises, Reilly Law, PLC, and Safe Harbor Financial Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a range of management platforms and third-party solutions.

Michael Hassell, Jr is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes multiple periods as a student prior to beginning his advisory role at Janney. 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, and multiple advisory programs.

William Gallagher is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WSFS Bank. Gallagher also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Martin Franks is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2007. 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.

Vesnaann Tucker is a CFP® professional with six years of industry experience, currently affiliated with Private Advisor Group, LLC. She has previously worked with LPL Financial, LLC, and has a background that includes roles outside of finance, such as participating in the hospitality and home care sectors. Additionally, she is involved in a non-investment related side activity creating commissionable lifestyle content for Rewardstyle. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Jason Weisz is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. He holds a Series 66 credential and has practiced at Hornor, Townsend & Kent since 2014, including its predecessor entity, and at Penn Mutual Life Insurance Company since 2014. In addition to his advisory role, Weisz operates Weisz Accounting Services, providing CPA, accounting, and tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary account options and operates as both an SEC-registered investment adviser and FINRA-member broker-dealer.

Dennis Wallace is a financial advisor with Private Advisor Group, LLC who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has been with Private Advisor Group since 2012 and has worked at LPL Financial since 2006. Wallace also has experience at Eagle Strategies, where he worked from 1998 to 2006. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and uses multiple strategies and third-party managers to tailor investment solutions.

Jason Lawrence is a financial advisor at Wealth Enhancement Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Levy Wealth Management Group, PST Advisors, and Axa Advisors. He also serves as a vice president and financial advisor at Wealth Enhancement Group in a fixed insurance capacity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, charitable organizations, corporations, and retirement plans through a network of hundreds of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic allocation approach that combines passive and active management guided by an internal Investment Committee.

Leslie Thoms is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Empower Advisory Group in 2024, Thoms worked at Morgan Stanley and E*TRADE in various roles between 2015 and 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, operating through an integrated service model aligned with Empower’s recordkeeping and administrative platforms.

John O'Brien is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has been with Wealth Enhancement and its affiliated group since 2018, and previously worked at Ortner, O'Brien & Ortner Advisory Group, Inc. for 18 years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach that blends passive and active strategies, supported by internal oversight and multiple implementation tools.

Samantha Redding is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at Janney since 2022, following prior roles at GWFS Equities, Great-West Financial, and Agility Logistics. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Richard Zajac is a financial advisor with Commonwealth Financial Network, holding CFP® and PFS™ designations and possessing 28 years of industry experience. His prior experience includes roles at Lincoln Investment and Capital Analysts, Incorporated. Outside of advisory work, he is involved in tax preparation services through Zajac Tax, LLC and has a role in writing articles via Daniel Zajac, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios managed by its Investment Management and Research team.

Howard Buck is a financial advisor at Prime Capital Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 20/20 Capital Management and Ameritas Life Insurance. He serves on the board of directors for the YMCA Jennersville in Pennsylvania. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, utilizing both discretionary and non-discretionary investment strategies.

Danielle Fava is a financial advisor at CWM, LLC with three years of industry experience and holds a Series 65 credential. Her prior work includes roles at Carson Group, Envestnet Embedded Advisory, Inc., Envestnet, Inc., Staten Island CYO, and TD Ameritrade. Outside of advising, she serves as an investor and board member for Language Consulting Worldwide and holds positions with several early-stage companies in the fintech and marketing technology sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages primarily discretionary accounts using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized solutions, emphasizing fiduciary oversight and a range of retirement plan services.

Changa Ellison is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and Citizens Securities. Ellison is based in Philadelphia, PA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals and various entities, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model differentiates between one-time planning services and ongoing managed account management, applying a fiduciary standard and utilizing both model and customized portfolios.

Atique Yazdani is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials. He has been with PNC in various roles since 2017, including positions at PNC Bank and PNC Investments. Prior to joining PNC, he worked at The Source (Bell Canada) from 2011 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and implements investments via approved model strategies.

Scott Tapper is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 credentials. He has 31 years of industry experience, including time at LPL Financial since 2002. Tapper is involved in offering group benefits and qualified retirement plans through an affiliated business. 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 including its proprietary WealthSuite platform and third-party investment managers.