Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. Prior to joining Lincoln Investment, he worked for Northrop Grumman for 13 years and is currently employed as a mechanical engineer and project manager at Advent Design Corp. 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 financial planning, retirement plan advice, and various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

John Marotta is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 65 designation and previously worked at Summit Investment Advisory Group LLC and Summit Financial Group, Inc. He also held a position at Amazon prior to his advisory career. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Richard Walker is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at BB&T Securities, BB&T Investment Services, and Key Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Jeremy Priar is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company and Mutual of Omaha Investor Services. Outside of his advisory work, he serves as a board member for the Real Men Wear Pike golf tournament, a charity event, and operates a step-by-step goal planning business offering workshops and planners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm provides advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing both discretionary and non-discretionary accounts.

Walter Dwyer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1999. 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, corporations, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Michael Rothman is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked at various firms affiliated with Citizens Bank since 2010 and joined Truist Advisory Services in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled research tools alongside traditional analysis to support its investment approach.

Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 42 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, Ameritas Investment Corp, and leadership of his own firm, AJ Pettola & Associates, which he has operated since 1990. Outside of advisory work, he is a licensed independent insurance agent and a partner in Xpress Healthcare, a business involved in marketing non-insurance discount health programs. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning through a range of discretionary and non-discretionary strategies, supported by affiliated advisers and model portfolios.

Nicholas Katherina is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley Smith Barney LLC, Charles Schwab & Co., Inc., and Wells Fargo. Outside of his advisory role, he serves as Vice President of the Hempfield Area School District PTO, where he participates in event planning and fundraising activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Robert Fink III is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and has worked with several firms including LPL Financial, Comprehensive Advisors, LLC, and Comprehensive Financial Professionals, Inc. He operates primarily out of Lansdale, PA. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary advisory programs. The firm leverages various third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

Jeffrey Borrowman is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

David Dougherty is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds the Series 65 and Series 66 designations. His prior roles include positions at Santander Securities, LLC, Santander Bank, NA, and PNC Investments LLC. Outside of his advisory work, he has worked as an Uber livery driver. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Guido Gaeffke is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. In addition to his advisory role, he operates a multi-line insurance brokerage under the name 1847 Financial, focusing on life insurance, disability, and long-term care sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Michael Gregor is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and Penn Mutual Life Insurance. Outside of his advisory work, he owns and operates several insurance brokerages and a property and casualty insurance firm. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Keith Graham III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. 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 plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Megan Wursta is a CFP® with five years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior work includes roles at LPL Financial, Wursta Corporation, and Willy Joe's Restaurant. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports multiple custodians and third-party asset management programs.

David Moskovitz is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2012 and operates One Resource Group, an insurance managing general agency that provides access to non-Guardian insurance products. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.

Scott Pollack is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and AXA Advisors. Outside of his advisory role, he serves as the office manager for Glass Psychotherapy on weekends. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory programs along with brokerage and insurance services. The firm’s digital advisory program utilizes proprietary algorithms to recommend ETF-based portfolios, although this represents a small portion of its overall business.

Harry Forst Jr. is a financial advisor at Lincoln Investment with nine years of industry experience. He holds the Series 66 designation and has prior experience at Capital Analysts, Bank of America, Merrill, and the County of Bucks Controller's Office. 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 financial planning, retirement plan advice, and manages both in-house and third-party investment strategies using strategic and dynamic approaches.

Michael Hanahan is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies executed via approved models, employing mutual funds and ETFs with annual rebalancing.

Landon Swallow is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Penn Mutual Life Insurance Company. In addition to his advisory role, he is involved in insurance brokerage activities through multiple affiliated entities. Hornor, Townsend & Kent serves individual clients, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers a combined advisory and broker-dealer platform with discretionary and non-discretionary account options, managing billions in assets through third-party asset manager relationships.