Todd Ockovic is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2015. Outside of his advisory role, he is actively involved in Freemasonry, serving as Chair of the Grand Lodge of Pennsylvania Free and Accepted Masons Consolidated Fund and holding positions on multiple related boards and committees. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm manages a significant portion of client assets on a non-discretionary basis and offers services including financial planning, consulting, and third-party asset manager platforms.

Nate Collette is a CFP® and holds a Series 66 license with 17 years of experience in financial advising. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Based in Philadelphia, PA, he is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored strategies supported by specialized teams and proprietary research within the broader Goldman Sachs ecosystem.

Aidan O Connor is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at J.W. Cole Financial, Inc., Commonwealth Financial Network, Benjamin & Company, LLC, and Marcks, LLC. He also spent thirteen years in full-time education before entering the financial industry. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis, model and manager-based strategies, and multiple custodial platforms.

Gary Bickham is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes positions at The Vanguard Group Inc and Primerica Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms alongside managed accounts, and operates as a broker-dealer and insurance agency.

Justin Smith is a financial advisor with Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He joined Goldman Sachs in 2026 and previously worked at UBS Financial Services Inc. from 2025 to 2026. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections through specialized advisory teams and offers a range of services including Private Family Office, Executive Wealth programs, and access to Alternative Investments.

Steven Mueller is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment since 2012. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment management programs, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Terraine Johnson is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding a Series 66 license and three years of industry experience. Prior to joining TD Private Client Wealth LLC, Johnson worked at TD Bank N.A., Bank of America, Merrill, Citizens Securities, Inc., and PNC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning support, and custody services through a range of proprietary and third-party investment strategies.

David Wilson Jr. is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously held positions at JPMorgan Chase Bank and J.P. Morgan Securities from 2015 to 2024. Outside of his advisory role, he serves as an officer involved in management activities for real estate-related entities. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a model that emphasizes firm supervision alongside adviser-led account management.

Joseph Nicholson is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent since 2012, with additional experience at Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Mark Inserra is a CFA® charterholder with 23 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2002 and also has experience at Capital Analysts, LLC. Outside of his advisory work, he serves as Secretary/Treasurer for a homeowners' association in Devon, PA. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs, employing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Jennifer Fisher is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Sanctuary Wealth in 2021, she worked at Bank of America, N.A., and Merrill from 2016 to 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm supports a range of investment approaches and account management styles while acting as a fiduciary under written agreements.

Kelly Connors Ferrante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work experience includes roles at Ascend Analytics, Ball Corporation, Jefferson Health and Thomas Jefferson University, Market Resource Partners, and Helzberg Diamonds. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual retirement account holders and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Edward Zakarewicz Jr. is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 27 years of industry experience. He has been with Lincoln Investment Planning since 2009. 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 a range of model portfolios and advisory programs using both strategic and tactical investment approaches.

Brian Trost is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Network Corporation for nine years. Outside of his advisory role, Trost serves as an adjutant for the Sons of American Legion - Henry H Houston 2nd Post 3, assisting with membership card processing and meeting minutes. 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 a range of advisory programs supported by both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Timothy Hewitt is a CFP® with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes three years with Wiley Group. Outside of his advisory role, he is involved in real estate through multiple managing member positions and volunteers preparing tax returns for low-income families. He also serves on the board of the Philadelphia Tri-State chapter of the Financial Planning Association and participates on a committee for the National Association of Estate Planners & Councils. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach combining passive and active management with oversight by an internal Investment Committee.

Brian Monroe is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Capital One Advisors, LLC, Capital One Investing, LLC, and the University of Delaware. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kyle Comerford is a CFP® with four years of industry experience, currently affiliated with Rockefeller Financial LLC. His prior roles include positions at Merrill and Bank of America, N.A., as well as experience outside financial services at Lemon Mediterranean and in education. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services within a Private Advisor model, supported by an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Amicka Hall is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at LPL Financial LLC, State Farm Investment Management Corp, and DXC Technology. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Nancy Guynn is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She holds a Series 66 credential and has been with Hornor, Townsend & Kent since 2015. Outside of her advisory role, she volunteers on the finance committee at St. Genevieve School, where she reviews the school budget to assist with tuition planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and manages a significant portion of assets on a non-discretionary basis.

Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 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 a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.