Bruce Hotaling is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at GYL Financial Synergies, Hotaling Investment Management, Raymond James & Associates, and Morgan Stanley. He serves as a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Zachary Carr is a financial advisor at Lincoln Investment in Fort Washington, PA, with two years of industry experience. He holds a Series 66 designation and previously worked at Capital Analysts. Carr’s background includes extensive experience in education, having spent 14 years in primary education and four years in college education before entering the financial services industry. 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, ERISA retirement plan advice, and a range of investment programs using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets.

David Ward is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Autumn Katzenmoyer is a Series 66-licensed financial advisor at Principal Financial Services with 12 years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Katzenmoyer serves as President of the Rotary Club of Thorndale-Downingtown. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jeffrey Leber is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with MAI Capital Management, LLC, having joined in 2024, and previously worked at Hyperion Partners, LLC, Bridgers Schill Wealth Management Group, Rubicon Securities, and SEI Investments Management Corp. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio and asset allocation strategies across multiple investment vehicles and serves in both product-sponsor and advisory roles, managing significant assets including the MAI Managed Volatility Fund.

Robert Fisch is a financial advisor at Lincoln Investment with 27 years of industry experience. He has previously worked at United Planners' Financial Services of America and Citizens Securities, Inc., and has operated his own advisory business since 2003. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specialized focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning services, advisor- and firm-managed portfolios, and operates both as a broker-dealer and insurance agency in addition to its SEC-registered RIA activities.

Elizabeth Cook is a financial advisor at GWN Securities Inc. with 15 years of industry experience. She held a prior role at Twinbridge Financial from 2016 to 2025. Outside of her advisory work, she is also involved in life insurance sales through a separate DBA. GWN Securities provides investment advisory and related services to individual and corporate clients via managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and trading/tactical strategies based on market timing and momentum.

Timothy Knapp Jr. is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America, N.A. for nine years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Brendan Yospa is a CFP® affiliated with Cerity Partners LLC, where he has worked since 2022. His prior experience includes roles at Permit Capital Advisors, Newday USA, and Morgan Stanley, as well as a decade working with Family Pharmacy of Hampstead. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing strategies, incorporating both proprietary quantitative screens and third-party managers.

Jason Harken is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having previously worked at Cco Investment Services Corp for 15 years. Outside of his advisory role, he serves as a part-time assistant tennis coach at St. Joseph's University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Kevin Martin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes over a decade at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of his advisory role, he owns residential rental property. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

Prabjyot Kaur is a financial advisor at Lincoln Investment with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and PNC Bank. 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, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, using strategic and tactical investment approaches overseen by an Investment Management & Research team.

Arthur Taxin is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He has been with Brookstone since 2013. Outside of his advisory role, he is involved in a legal services business unrelated to investments. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with back-office and managed account services.

Marshall Shigon is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 34 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Company and MassMutual. In addition to his advisory role, he is involved in life insurance brokerage through 1847Financial and 1847 Private Client Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage alongside investment advice.

Andrew Nehrbas is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. He holds a Series 63 designation and has 50 years of industry experience, including over 16 years with Janney. He serves as a board member of the Crescent Homeowners Association in Wilson, WY, where he assists in maintaining common area trails and streams. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Kevin Oleszewski is a financial advisor with CWM, LLC, holding CFP® and Series 66 designations and nine years of industry experience. His prior work includes roles at Carson Wealth, Wealth Enhancement Group, PNC Bank, and Wells Fargo Advisors. He serves as an adjunct professor teaching accounting and finance courses at multiple institutions including Immaculata University and Atlantic Cape Community College. CWM, LLC is an SEC-registered adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plan and institutional services.

Jill Dreibelbis is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Jill has worked within the Bankers Life family of companies since 2012 and is also an insurance agent providing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolios according to client goals and risk tolerances.

Gerald Burhop is a CFA® charterholder and financial advisor with Lincoln Investment in Fort Washington, PA, bringing 29 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999. Burhop serves as a board member and treasurer for Women in Transition and also volunteers as a board member for Methodist Services/Methodist Home for Children. 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 employs both strategic and dynamic investment approaches, managing a blend of in-house and third-party strategies, and offers discretionary and non-discretionary programs.

Antoinette Cimino is a financial advisor at Oppenheimer with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Oppenheimer since 1998. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Paul Siock is a financial advisor with GWN Securities Inc. in Lansdale, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at GWN Securities since 2016 and has been associated with Prudential Insurance Company of America and Pruco Securities LLC since 2012. Outside of his advisory role, he provides life insurance and fixed annuity services and assists New Jersey public school employees with retirement planning through The SWR Group. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a distinctive legacy use of market-timing and technical-momentum strategies.