Kwesi Kittoe is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation. Prior to joining Janney in 2022, he worked at Merrill for one year and has experience at Rutgers University and Dots Ventures. Janney Montgomery Scott LLC is a large 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, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Theresa Wiedmann is a CFP® professional with 44 years of experience in the financial industry. She has been with Lincoln Investment Planning, Inc. since 1982. Based in Fort Washington, PA, she holds the Series 63 license in addition to her CFP® designation. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, 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 and access to third-party managers.

Richard Kearney is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has worked with related entities at Bankers Life since 2007. In addition to advising, he recruits and trains insurance agents and is appointed to sell various insurance products including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates multiple analytical approaches to portfolio management, serving individual clients with a high degree of integration between advisory and insurance services.

James Bishof is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Equitable Advisors and Axa Advisors. 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 a dual registered platform offering both advisory and broker-dealer services, with a network of advisers delivering tailored investment strategies and portfolio management.

Jared Mason is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and four years of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at LPL Financial and NEXT Financial Group, Inc., among other roles. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses both model and custom portfolio management strategies, incorporating a range of investment vehicles and research methods, with oversight from an Investment Policy Committee.

James Bartolomei Jr. is a financial advisor with Eagle Strategies (NY Life) in Mt. Laurel, NJ, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been associated with Eagle Strategies since 2021 and has prior experience at Nylife Securities LLC and New York Life Insurance Company since 2013. Outside of his advisory role, he works as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and maintains a primarily non-discretionary asset base.

Michael Patitucci III is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has been with Janney since 2016. Outside of his advisory role, he is also a licensed real estate agent with Long & Foster, working in Pennsylvania and New Jersey. 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 range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

David Rucki is a financial advisor with Commonwealth Financial Network based in Fort Washington, PA. He holds a Series 66 designation and has 12 years of industry experience, including eight years at Edward Jones and five years at Harvest Advisers, LLC. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers various investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

Kevin Newbert is a CFP®-certified financial advisor with three years of industry experience. He is currently with Sanctuary Advisors, LLC and has held prior positions at myCIO Wealth Partners, Legacy Advisors, Fortis Wealth, and Lighthouse Planning Consultants. Outside of his advisory work, he operates a vacation home rental in Wildwood, NJ. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations through over 400 independent advisor representatives. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and platform affiliations.

Maeve Tobin is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. Prior to joining Janney in 2025, she held positions at Equitable Advisors, Evolution Financial Group, and PNC Bank. Outside of her advisory roles, she has experience working with Phantastix Lacrosse. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal entities. The firm offers brokerage services, financial planning, consulting, and advisory programs, utilizing a combination of in-house portfolio management and third-party managers across multiple platforms.

Kyle Summers is a financial advisor with Creative Planning in Collingswood, NJ. He holds the CFP® designation and Series 63 license and has eight years of industry experience. Prior to joining Creative Planning in 2021, he worked at Sullivan, Bruyette, Speros & Blayney, LLC. and The Vanguard Group, Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Zachary Vanhorn is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at DINKINC3 and Hometown Diner. Outside of his advisory role, he is involved as a sales representative for Kades-Margolis, focusing on the sale of fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses both asset allocation and tactical, momentum-based strategies in its portfolios.

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 at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hornor, Townsend & Kent in various capacities since 2007, as well as at IFS Financial Services, Touchstone Securities, and TD Ameritrade. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and operates as both an SEC-registered adviser and FINRA-member broker-dealer.

Carol Peckman is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 32 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and has also worked with Aon Systems Corp since 1982. Outside of her advisory role, she owns Peckman Financial Services, a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through a combination of in-house model portfolios, third-party managers, and advisor-led strategies.

Sean Eicher is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 66 designation and has seven years of industry experience. In addition to his advisory role since 2018, he has been involved with Bankers Life and Casualty since 2008, where he manages a team of agents focusing on Medicare supplement, life insurance, long-term care, and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and uses a combination of fundamental, technical, and cyclical analysis in its investment process.

Edward Oh is a CFP® with five years of industry experience, currently serving at Private Advisor Group, LLC. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, FSC, and Brown Brothers Harriman. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model utilizing diverse investment strategies and technology platforms while offering managed account solutions and access to alternative investments.

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 Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Lincoln Investment since 2022 and previously held roles at Independent Financial Group, NPB Financial Group, LLC, and Manhattan Wealth Advisors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management using strategic model portfolios and third-party managers while maintaining a fiduciary role for ERISA and retirement advice.

Robert Karalius is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including longstanding roles at New York Life Insurance and Nylife Securities Inc. since the late 1980s. He operates Karalius & Associates Insurance and Financial Services, LLC, brokering non-registered insurance products alongside his advisory work. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional sponsors, and charitable organizations. The firm emphasizes tailored solutions across multiple service programs and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.