Matthew Collier is a financial advisor with Schwab Wealth Advisory, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at BlackRock, Bank of America, Merrill, and CrowdStreet Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.'s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Kevin Newbert is a CFP® professional with three years of industry experience, currently advising at Sanctuary Advisors, LLC. His prior roles include 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, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent adviser representatives with a range of portfolio management options, financial planning, and retirement plan consulting while employing multiple analytical approaches and managing accounts through discretionary or non-discretionary strategies.

Samuel Mathew is a CFP® with 38 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. since 1995. Outside of his advisory role, Mathew owns and operates a life insurance brokerage offering products such as life, health, disability, long-term care, variable life insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion-dollar asset base through a network of advisers and third-party asset manager relationships.

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 with Hornor, Townsend & Kent, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing 26 years of industry experience. His work history includes multiple roles within Hornor, Townsend & Kent and its affiliated entities, as well as positions at IFS Financial Services, Touchstone Securities, and TD Ameritrade. 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 both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage services supported by third-party asset manager relationships.

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.

Dean Crouthamel is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 40 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation and operating his own business, DRC Financial Services Inc., since 1998. He also teaches workshops on topics such as Medicare and Social Security through the American Financial Education Alliance. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm provides financial planning and portfolio management using both firm and third-party models, combining active and passive investment strategies tailored to client risk profiles.

Carolyn Choh is a financial advisor at Carson Wealth with 13 years of industry experience and a Series 66 credential. She has worked at firms including Voya Financial Advisors and Cetera Wealth Services. Outside of her advisory role, she is an independent insurance agent involved in the sale of fixed insurance products. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee that constructs model portfolios supported by various tailored solutions and custodial partnerships.

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.

Peter Wechsler is a financial advisor at Brookstone Capital Management LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2008. He also has a longstanding affiliation with Franklin Retirement Solutions. In addition to his advisory role, he holds various insurance agent appointments. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts, supported by a large advisor network and specialized services such as a turnkey asset management platform and wrap-fee programs.

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.

John Battista is a CFP®-certified financial advisor with over 50 years of industry experience. He has worked at Janney Montgomery Scott since 2023, following roles at Wells Fargo Clearing and Merrill. Battista is based in Radnor, PA. 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 with brokerage services, financial planning, consulting, and multiple advisory programs, employing both in-house and third-party portfolio management.

Adamantios Moraitis is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at PNC Private Bank and M&T Securities, Inc., as well as Wilmington Trust. Outside of his advisory role, he is the owner of Collectibles Empire, a business unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Andrew Lombard is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Janney Montgomery Scott since 1992. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Brian Nash is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at The Vanguard Group for six years and has additional experience with Wells Fargo Advisors and Charles Schwab & Co. Nash is based in Radnor, PA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes proprietary asset allocation models and Schwab’s internal research tools to deliver investment guidance tailored to clients’ goals and risk tolerance.