Rodney Macintyre is a CFP® with 45 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. He has worked with StoneX Advisors since 2015 and previously spent 11 years at Wrp Investments, Inc. Outside of his advisory role, he owns and operates a life insurance sales business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting services. The firm offers a range of investment solutions through independent advisors and in-house teams, utilizing multiple platforms and third-party managers.

Joseph Scalzo is a financial advisor with Commonwealth Financial Network in Clinton, NJ, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Edward Jones for 15 years and MetLife Investment Fund Services LLC for one year. He also engages in fixed insurance sales, spending a small portion of his time on this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad support platform including managed-account programs, third-party asset manager access, and custody services, managing roughly $212.7 billion in client assets.

Shane Ennis is a financial advisor at Janney Montgomery Scott with 18 years of industry experience and holds a Series 66 designation. He has worked at Janney Montgomery Scott since 2012. 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, offering a range of brokerage, financial planning, and advisory services.

Stella Desantis is a financial advisor at Oppenheimer with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, following two years at Morgan Stanley. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment and consulting services, managing both discretionary and non-discretionary accounts across various asset classes.

Craig Mcgovern is a CFP®-designated financial advisor with 17 years of industry experience, currently with Janney Montgomery Scott since 2016. His prior experience includes roles at Bank of America and Merrill from 2009 to 2016. Mcgovern serves on the Investment Committee at The Hun School of Princeton, overseeing the school's endowment. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, and institutions. The firm offers a range of advisory services and combines in-house portfolio management with third-party managers across multiple wrap programs and unified managed accounts.

Timothy Hyland is a CFP® with 25 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual and Hornor, Townsend & Kent since 2002. Outside of his advisory role, he is the proprietor of Stone Hill Financial LLC, a multi-line insurance business involved in employee benefits and insurance sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charities, and retirement plans through a broad network of advisers, offering advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, managing substantial assets under management through third-party asset manager relationships and providing tailored investment solutions.

Thomas Licwinko is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Vanguard Group, Sterling Advisors, TD Ameritrade, and Scottrade. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning-led investment process with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.

Dennis Gunn is a CFP® with 41 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been with the firm and its affiliate Penn Mutual Life Insurance Company since 2010. Outside of his advisory role, he is actively involved in life insurance brokerage through Primary Financial and Stone Hill Financial, focusing on life insurance, annuities, disability, and pension plan investments. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs and financial planning services. The firm offers both advisory and broker-dealer capabilities, managing approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Nicholas Cooper is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 65 designation and previously worked at RMR Wealth Builders, Inc. and WMS Partners, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

J Gilbert is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Flagship Harbor Advisors, LLC, LPL Financial, and National Life. He is also involved in fixed insurance sales through his activities with Gilbert Financial Services and The Vermont Agency. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often employing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

Amanda Glanz is a CFP® with 24 years of industry experience. She is currently with NewEdge Advisors and previously worked at Janney Montgomery Scott, LLC and UBS Financial Services Inc. Ms. Glanz is also a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.

Frank Hundley is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2016 and previously held roles at Bank of America and Merrill. Hundley serves on the Board of Directors for the Rutgers University Foundation. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Cory Gearhart is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with PNC Investments, LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model portfolio available to employees with PNC Bank online credentials. The program uses algorithm-driven risk assessment and approved model strategies managed by PNC or third parties, with portfolio implementation delegated to external service providers.

Stephen Gooditis is a CFP® professional with 38 years of industry experience currently with NewEdge Advisors. He previously worked at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Outside of his advisory work, he provides notary services and offers clients assistance with Medicare supplement programs and various insurance products including life insurance and long-term care coverage. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of services such as portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, supported by centralized due diligence, technology tools, and a multi-structure investment platform.

Melinda Stitt is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has worked with firms including Raymond James Financial and LPL Financial since 2009. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm utilizes a fiduciary-based model offering both discretionary and non-discretionary services and employs a range of investment strategies through proprietary platforms and third-party managers.

Daniela Espinal Baez is a financial advisor with PNC Wealth Management in Easton, PA, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at PNC Investments LLC since 2022 and multiple positions at Wells Fargo Bank and Wells Fargo Clearing from 2015 to 2022, as well as a year at Family First Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The firm’s approach involves algorithm-driven model selection, third-party portfolio implementation, and an automated rebalancing process using mutual funds and ETFs.

Steven Moyer is a financial advisor at Mariner Wealth Advisors with 16 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at SFG Investment Advisors, Everence Trust Company, ProEquities, and PRUCO Securities. Moyer serves as a board member of Grantd Equity Inc., an advisory role outside the investment industry. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional wealth management offerings.

Christopher Nichols is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Hornor, Townsend & Kent in various capacities since 2006 and concurrently works with Penn Mutual Life Insurance since 2018. Nichols is also involved in insurance brokerage through several entities, including roles as an agent and proprietor in multi-line and life insurance sales. Hornor, Townsend & Kent serves a broad client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining advisory and broker-dealer services with third-party asset manager relationships and a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Brian Wagner is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes 15 years at Guardian Life Insurance Company and Park Avenue Securities before joining J. W. Cole Advisors in 2017. Outside of his advisory role, he is principal of Heritage Holdings of PA LLC, involved in fixed insurance sales. J. W. Cole Advisors, Inc. serves individual, high-net-worth, and institutional clients through a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement services, and access to multiple investment platforms. The firm combines discretionary and non-discretionary account management using fundamental and technical strategies, alongside digital advice and third-party managers.

Norman Mielziner is a financial advisor at Janney Montgomery Scott with 56 years of industry experience. He has been with Janney Montgomery Scott and its predecessor entities since 1969 and holds a Series 63 designation. 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 clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.