John Peregrim is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Hyperion Partners, LLC and Penn State University. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages a comprehensive range of portfolio strategies and offers trust and insurance administrative services, overseeing $72.3 billion in assets as of May 2026.

Ryan Morgan is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to his current role, he worked at Hartford Funds Distributors, LLC and LPL Financial, LLC. He is also affiliated with the Union League National Golf Club. 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 utilizes various technology platforms and third-party managers to deliver a range of investment strategies.

Andrew Hoff is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Commonwealth since 2003 and also operates the Andrew Hoff Agency, which he founded in 1989. Outside of advising, he is involved in tax preparation and serves as a trustee for his agency’s retirement and cash balance plans. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked in the restaurant industry as a cook at North Park Lounge. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs model portfolios and employs multiple third-party managers.

Joshua Holin is a Series 65-licensed financial advisor with Independent Financial Partners in Fort Washington, PA, and has one year of industry experience. His prior experience includes roles at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Hee Park is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including long tenures at FSC Securities Corporation and several advisory roles since 2023. He also operates JSO Partners, an entity related to his LPL business activities. 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’s advisory model is fiduciary-based and incorporates both proprietary and third-party investment solutions, leveraging multiple strategies and technologies to address client goals and risk tolerances.

Vaughn Schill is a CFP® with 23 years of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. His previous roles include positions at Hyperion Partners, LLC; Bridgers Schill Wealth Management Group, LLC; and Purshe Kaplan Sterling Investments. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers services that include trust administration and insurance through its affiliates.

Heath Davis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. Outside of his advisory role, he is involved in multi-line insurance brokerage through 1847BENEFITS and life insurance brokerage via 1847FINANCIAL. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and employs a mix of third-party asset managers with discretionary and non-discretionary account options.

Daniel Petrovich is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Penn Mutual / Hornor, Townsend & Kent since 2003. Outside of his advisory role, Petrovich serves as a board member emeritus for Munopco Music Theatre and works as a freelance actor and director. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, offering both discretionary and non-discretionary account options supported by a network of third-party asset managers.

David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with various Ameritas entities since 2006 and operates Premier Planning Group, where he is a licensed independent insurance agent selling fixed insurance products. He is also a partner in Premier Planning Partners, a marketing organization focused on collaborative strategy. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs, supports both discretionary and non-discretionary advisory relationships, and utilizes multiple custodial platforms alongside third-party tools for portfolio management.

Scott Wetherbee is a financial advisor with CWM, LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Carson Wealth, Independent Financial Group, and Dejesus & Wetherbee LLC. Outside of advisory work, he serves as treasurer for the nonprofit Facing Addiction Ministries and is involved in several business ventures, including a bookkeeping and accounting firm and an RV rental company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

Dominick Di Nofa is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His career includes roles at Lincoln Financial Group and multiple related positions at New York Life entities. Di Nofa is also involved in business networking through the BNI Langhorne Chapter. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

John Maughan is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of advising, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans.

Theresa Sims is a ChFC® credentialed advisor with Eagle Strategies (NY Life) in Wayne, PA, bringing 41 years of industry experience. She has been affiliated with NYLife Securities LLC since 1985 and New York Life Insurance Company since 1984. Outside of her advisory role, she is involved as an owner of Sims, Giles & Associates and acts as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice and solutions through multiple program types, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement plan investors.

David Engel is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work history in mortgage and legal sectors, including positions at Guild Mortgage, Academy Mortgage, and McDermott Will & Emery. Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Northrop Grumman for 13 years. Outside of his advisory role, he is employed as a mechanical engineer and project manager at Advent Design Corp, a robotics and automation firm. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes a layered delivery model combining advisor-led consulting and model portfolios.

John Marotta is a Series 65-licensed financial advisor at Empower Advisory Group with five years of industry experience. Before joining Empower Advisory Group in 2026, he worked at Summit Investment Advisory Group LLC and Summit Financial Group, Inc. for five years and was employed at Amazon for one year. Marotta is also registered as an insurance agent, selling insurance products part-time. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates while serving a large client base with a relatively high client-to-advisor ratio.

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 and holds Series 63 and Series 65 credentials. He has 10 years of industry experience with prior roles at Penn Mutual Life Insurance Company and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Real Men Wear Pike golf tournament, a charity fundraising event, and operates a goal planning workshop business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers access to third-party asset managers with both discretionary and non-discretionary account options.

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.