Christopher Suttmeier is a financial advisor at Vicus Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Morgan Stanley and MFS Fund Distributors. Outside of finance, he has experience in the sports and manufacturing sectors, including a role at Powerzone Volleyball Center. Vicus Capital provides investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors. The firm uses a mix of fundamental and technical analysis across various strategies and emphasizes retirement-plan consulting and fiduciary services.

David Caccamo is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 registrations and bringing 36 years of industry experience. He worked at Mutual of Omaha Investor Services and Mutual/United of Omaha for 30 years before joining Sequent Planning in 2019. He also serves as an independent sales representative for Priority Payments Tech Partners, a role related to credit card processing services. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services through a network of approximately 97 advisors. The firm employs a structured risk framework, diversified manager exposures, tax-aware strategies, and delivers investment communications uncommon among firms of its size.

Christopher Smith is a financial advisor at Vicus Capital, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, LLC since 2013. Smith is a founding partner of Marmaras & Smith, LLC and is involved in several investment-related entities. Outside of advisory work, he also operates accounting and expense management businesses. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors. The firm offers a range of investment management, financial planning, and retirement plan consulting services, utilizing fundamental and technical analysis with multiple strategy approaches and specialized program features.

Matthew Thomas is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha Investment Services since 2016. In addition to his advisory role, he is an insurance agent specializing in life and health insurance, including annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual, corporate, and qualified retirement plan clients, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platform relationships with Envestnet and Pershing, serving a broad range of clients including both non-high-net-worth and high-net-worth individuals.

Timothy Young is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and currently based in Bangor, PA. He has been with Great Valley Advisor Group since 2026 and also operates How Can We Help LLC, a business active since 2019. Prior to his advisory career, he worked at the Warren County Prosecutor's Office from 2016 to 2019. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting through a network of roughly 190 advisors, emphasizing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

Joshua Ottinger is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including 28Ten Group, Gibbs Wealth Management, and Strategic Wealth Alliance Group. In addition to his advisory work, he is an insurance agent selling life and annuities. Triad Wealth Partners serves both individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, model portfolios, and financial planning services. The firm employs strategic asset allocation and combines proprietary and external investment models in managing client assets.

Gulam Fazel is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Asset & Income Protection, LLC and the Society of Financial Awareness (SOFA). He also manages a tax preparation business, USA Tax & Income Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments, including private and non-liquid strategies, through a network of independent investment adviser representatives.

Jennifer Pieson is a financial advisor at CW Advisors, LLC with a Series 65 designation. She has over 20 years of industry experience, having worked at Agili from 2003 to 2024 before joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach using active, passive, quantitative, and ESG strategies, and offers services such as wealth management, family office solutions, retirement plan advisory, and portfolio management.

Monica Dougherty is a Series 66-licensed financial advisor with New Edge Wealth, based in Allentown, PA, and has five years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and J O Hambro Capital Management. Outside of finance, she is involved as a studio experience team member at CorePower Yoga in Philadelphia. New Edge Wealth serves ultra-high-net-worth individuals, family offices, foundations, trusts, and institutional clients, providing comprehensive advisory services with an emphasis on asset allocation and investor behavior. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside human review in its portfolio management approach.

Eric Dorman is a CFP® with 34 years of industry experience. He is currently affiliated with OneAscent Financial Services LLC and has prior experience at Stonex Advisors Inc. and Purshe Kaplan Sterling Investments. He serves on the board of Bloom for Women, a faith-based nonprofit charity supporting survivors of abuse. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Gregory Herzog is a financial advisor at Commonwealth Financial Network with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Wells Fargo Advisors LLC, and other financial firms. Herzog also engages in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

Simon Filip is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 designation and has prior experience at KRS CPAs LLC and Tobin & Collins CPA PA. Outside of advisory work, he is involved in life insurance brokerage as a selling registered assistant. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms, financial planning, and consulting. The firm combines standard investment approaches with client-directed implementation and oversight.

Kristina Verna is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds the Series 66 designation and has worked with Truist Advisory Services and affiliated firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, investment policy analysis, fiduciary support, and manager-selection programs. The firm combines discretionary and non-discretionary approaches, integrating third-party platforms and AI-enabled research tools to support its investment process.

Sean Roth is a financial advisor with Commonwealth Financial Network based in Bethlehem, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Morgan Stanley and Morton Brown Family Office LLC. Outside of advisory work, he spends part of his time involved in fixed insurance sales. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors through a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products while benefiting from discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Jonathan Dolin is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 10 years of industry experience. His prior experience includes roles at Royal Alliance Associates, SII, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, Dolin is involved with Atlas Advisors, LLC, where he participates in sales and marketing of securities and investment advisory services as well as insurance brokerage. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that incorporate fundamental and technical analysis, model portfolios, and digital advice platforms.

Aaron Wolfe is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wells Fargo Clearing Services and Fidelity Investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory models and combines proprietary and third-party strategies to meet client needs.

Kevin Janus is a CFP® professional with 16 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Park Avenue Securities, Guardian Life Insurance, Ameritas, Mass Mutual, and Metlife Securities. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Colton Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, Schafer is involved in insurance brokerage for multiple carriers and supports administrative functions including event planning and compliance coordination. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory services through third-party asset managers, financial planning, and retirement plan consulting. The firm’s approach emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Andrew Mill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked with Truist Advisory Services and affiliated firms since 2016, including Bb&T Securities and TRUIST INVESTMENT SERVICES, INC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled equity research tools.

Kevin Mccornac is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 63 designations and bringing 31 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles at Ameritas Investment Corp and KRM Financial Services Group dating back to 1995. In addition to his advisory work, he is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on plan sponsors and participants.