Charles Funk is a CFA® charterholder with 16 years of industry experience. He is currently with IEQ Capital, LLC, where he has worked for one year, following a 13-year tenure at Goldman Sachs. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and institutions. The firm combines centralized macroeconomic research with client-specific investment policy statements to construct diversified portfolios that include liquid strategies, third-party managers, and private alternatives.

Stephen Schaack is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, Series 66, and Series 65 licenses and bringing 26 years of industry experience. He has worked at Hornor, Townsend & Kent since 2018 and previously held roles at IFS Financial Services and Touchstone Securities from 2015 to 2018. 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, offering a platform that includes third-party asset manager relationships with discretionary and non-discretionary account options.

Julia Soranno is a financial advisor at Janney Montgomery Scott with five years of industry experience and holds a Series 66 designation. She previously worked at Capital Analysts and Lincoln Investment before joining Janney Montgomery Scott. The firm manages approximately $110 billion in discretionary and non-discretionary client assets and serves a broad client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory services.

Carol Peckman is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and over 30 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and also maintains a long-term association with Aon Systems Corp dating back to 1982. Outside of her advisory role, she owns Peckman Financial Services, where she prepares federal, state, and local tax returns. 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 retirement plan advisory services, employing both strategic and tactical investment approaches across advisor-managed and firm-managed portfolios.

Edward Oh is a CFP® professional with four years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at Mariner Independent Advisor Network, LPL Financial, FSC, and Brown Brothers Harriman. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives who utilize various custodians, model strategists, and program vehicles tailored to client objectives.

Dean Crouthamel is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at Lincoln Financial Securities Corporation and operating his own firm, DRC Financial Services Inc. He also teaches workshops on topics such as Medicare and Social Security through the American Financial Education Alliance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs with multiple investment options, supporting both discretionary and non-discretionary account management.

Carolyn Choh is a financial advisor with CWM, LLC, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Inc. and Cetera Wealth Services, LLC. In addition to her advisory work, she is an independent insurance agent specializing in fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a broad network of advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory solutions, managing accounts primarily on a discretionary basis using a combination of fundamental and technical analysis alongside third-party resources.

Rachel Howard is a financial advisor with Lincoln Investment, holding a Series 66 designation and 16 years of industry experience. She has worked at Lincoln Investment since 2022, following prior roles at Independent Financial Group and NPB Financial Group, LLC, as well as Manhattan Wealth Advisors. 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, ERISA retirement plan advice, and manages a combination of in-house and third-party investment strategies using both strategic and dynamic approaches.

Peter Wechsler is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2008. He also has a longstanding affiliation with Franklin Retirement Solutions. In addition to his advisory role, he holds various insurance agent appointments. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and specialized services such as a turnkey asset management platform and wrap-fee programs.

John Battista is a CFP®-designated financial advisor at Janney Montgomery Scott with 51 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning 11 years before joining Janney in 2023. 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, and municipal clients—and offers brokerage, financial planning, consulting, and multiple advisory programs.

Adamantios Moraitis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at PNC Private Bank and M&T Securities, Inc., as well as Wilmington Trust. Outside of his advisory role, he is the owner of Collectibles Empire, a business unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Lombard is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Janney Montgomery Scott since 1992. 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 a range of brokerage, financial planning, and advisory services.

Brian Nash is a CFP® professional with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., having joined both firms in 2025. Prior to this, he worked at The Vanguard Group, Inc. from 2019 to 2025 and had brief roles at Wells Fargo Advisors and McCaffrey's Food Markets. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many other enterprise wealth managers.

Brian Howles is a CFP®, CFA®, and Series 65 registered financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He previously worked at Flagship Capital Management for 16 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by an extensive network of affiliated service companies and product relationships.

Juan Sturla is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. His prior work includes roles at Blue Owl Securities, MML Investors Services, and MassMutual Life Insurance Co. Outside of finance, he has experience working at Squires Golf Club and a valet service. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipalities, offering brokerage services, financial planning, and advisory programs.

Evan Allvord is a CFP® professional affiliated with Schwab Wealth Advisory, Inc. in Radnor, PA, with eight years of industry experience. He has worked at The Vanguard Group, Wilmington Trust, and Charles Schwab & Co., Inc., including his current roles since 2026. Prior to his financial advisory career, he was employed by Restaurant Associates at Longwood Gardens. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations, using Charles Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Brian Timby is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Lincoln Investment since 2015. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of investment programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Connor Webb is a CFP® with three years of industry experience, currently affiliated with Janney Montgomery Scott in Mt. Laurel, NJ. His background includes roles at Janney Montgomery Scott since 2022 and prior experience at The College of New Jersey and GolfCave LLC. 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, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Juan Espinosa is a financial advisor at Citizens Securities, Inc. with 18 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America, Merrill, and J.P. Morgan Securities. Outside of his advisory role, he owns and operates Goals Based Soccer, a soccer training business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs, brokerage, and insurance services. The firm offers both a digital advisory program and managed account services, and operates as a broker-dealer and insurance agency.

Stephen Gephart is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Equity Services since 2018. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services. Outside of his advisory work, he is involved in several insurance-related business activities and also participates in music publishing. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for short-term trading and specialized instruments, utilizing both discretionary and non-discretionary management.