Gerald Burhop is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 1999. He holds Series 63 and Series 65 licenses. Burhop is a board member and treasurer of Women in Transition, a charitable organization, and also serves on the board of Methodist Services/Methodist Home for Children. Lincoln Investment Planning, LLC is a large 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 and research team and access to third-party managers.

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 bringing 18 years of industry experience. He has worked at GWN Securities since 2016 and was previously affiliated with Prudential Insurance Company of America and Pruco Securities LLC. His activities include providing life insurance and fixed annuity services, as well as retirement planning focused on New Jersey public school employees. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a combination of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Brian Ferko is a financial advisor with Orion Portfolio Solutions, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Orion Portfolio Solutions and Brinker Capital in various capacities since 2010. Outside of his advisory role, he serves as the head baseball coach at Lansdale Catholic High School. Orion Portfolio Solutions primarily supports independent investment advisory firms, retirement plans, charitable organizations, and institutional sponsors through model-driven and managed-account solutions. The firm manages approximately $64.8 billion in assets with 198 advisors and offers a range of services including separately managed accounts, wealth advisory for high-net-worth clients, and technology-enabled custom indexing.

Geoffrey Franklin is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His career includes roles at J.P. Morgan Securities, Raymond James Financial Services, and Prudential Insurance. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, offering a range of advisory services including investment management, retirement planning, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, and specialized investment programs.

Daniel Hendel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Key Investment Services since 2016 and has a longstanding involvement with Whitemarsh Valley Golf Club outside of his advisory work. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and offers various wrap programs with integration across KeyCorp affiliates.

H. Kerr IV is a Series 66–registered financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he contributes to the CPA Continuing Education Society of Pennsylvania by managing their website and supporting CPE events for the local CPA community. Janney Montgomery Scott 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Joseph Battaglini is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2023. He previously worked at Private Advisor Group and LPL Financial for 11 years and has been CEO of Battaglini & Company, a tax and accounting firm, since 1989. Outside of his advisory roles, he manages a team of tax and investment professionals at his CPA firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms. The firm serves large institutional investors and maintains extensive affiliate and third-party relationships to support its broad offering.

Dixon Speaker is a financial advisor at Kestra Advisory Services with 12 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at LPL Financial and The Vanguard Group, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Kathryn Riesberg is a Series 65-licensed financial advisor with Corient, based in Wayne, PA, and has four years of industry experience. Her prior roles include positions at Radnor Financial Advisors and MassMutual Greater Philadelphia, as well as work at Temple University’s Office of Institutional Research & Assessment and Fox School of Business. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation. The firm offers specialized services through affiliates, including family office, tax, and corporate trustee services, and maintains active portfolio monitoring with risk management and alternative investment options.

Tyrone Mc Clain is a Chartered Financial Consultant (ChFC®) with 24 years of industry experience, currently with Janney Montgomery Scott where he has worked since 2017 in two separate periods. His prior roles include positions at Merrill Lynch and Northwestern Mutual Investment Services LLC. Outside of finance, he owns and operates an online dropshipping business. 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 organizations, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Matthew Cunningham is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a licensed insurance agent advising clients on life insurance and annuities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a blend of affiliated and unaffiliated sub-advisers and incorporates tactical, market-timing strategies alongside traditional portfolio approaches.

Nita Amin is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and a managed account program, and is wholly owned by Citizens Bank, N.A.

James Marconis is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer & Co since 2006 and holds Series 63 and Series 65 registrations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment programs and advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Robert Filipone is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Chester Valley Golf Club and Kennett Square Golf and Country Club. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.

Brian Fleming is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. Fleming serves on the finance committee of St John Neumann Parish and is a board member of Camino Farms, both nonprofit organizations where he provides financial oversight and planning. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Kyle Hahn is a financial advisor with Orion Portfolio Solutions, LLC, holding the PFS™ designation and Series 65 license. He has six years of experience with Orion Advisor Technology and Orion Portfolio Solutions, and three years with SEI Investments. Prior to his industry career, he spent four years at Shippensburg University. Orion Portfolio Solutions primarily serves independent investment advisory firms and their clients, along with retirement plans, charitable organizations, and institutional sponsors. The firm specializes in model-driven and managed-account solutions, supporting approximately 198 advisors and more than 185,000 client relationships with about $64.8 billion in assets under administration.

Lawrence Kelly is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Independent Financial Group, LLC and has held prior positions at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts, utilizing a range of portfolio management platforms and third-party asset managers.

Jerry Glasser is a financial advisor with Lincoln Investment in Elkins Park, PA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and Capital Analysts. Glasser is also the owner of Guardian Path Wealth Management LLC, a marketing venture related to his Lincoln business. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs model portfolios and oversees third-party managers.