Adam Boyer is a financial advisor with Primerica Advisors, holding a ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple account types.

Christopher King is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and M&T Bank. Outside of his advisory work, he has held roles in educational institutions and gig economy services. 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 a dual SEC-registered advisory and broker-dealer platform and reported approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Jeniece Mc Clary is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Bank of America, Merrill, and Northwestern Mutual. She serves as Treasurer and Board Member for the charitable organization Programs for Parents, assisting with fundraising efforts. Citizens Securities serves a wide retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency with a range of investment solutions.

Bo Hoffman is an advisor with Bankers Life Advisory Services, Inc. holding a Series 66 credential and has one year of industry experience. His prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., as well as positions outside the financial industry such as at DoorDash and Maggio's Restaurant. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with both wrap and non-wrap program options.

John Kemmerer is a financial advisor at Sequoia Financial Group, L.L.C. with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Zeke Capital Advisors, LLC and Citigroup Global Markets. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses a combination of model and custom portfolio management supported by an Investment Policy Committee, incorporating a variety of investment vehicles and research methods.

Jordan Little is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses. He has two years of industry experience, including his current role at Lincoln Investment since 2023. Outside of advising, he is engaged in selling fixed and indexed annuities through multiple carriers. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through advisor- and firm-managed models, and fiduciary services, supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Thomas Corcimiglia is a CFP® professional with 28 years of industry experience. He is currently with Private Advisor Group, LLC and has prior experience at LPL Financial and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a high school golf coach at Delaware County Christian School. 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 managed account solutions. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms, often implementing advice through third-party managers and tactical asset management programs.

Robert Quittner Jr. is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2019. Prior to this, he worked for Lincoln Financial Advisors Corp from 2009 to 2019. Outside of his advisory role, he is co-owner and agent at Brooks-Quittner Employee Benefits & Planning Group, offering various insurance products including accident, health, disability, and traditional life insurance. Brookstone Capital Management is an SEC-registered adviser providing 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, delivering investment management primarily on a discretionary basis through model portfolios and various managed account strategies.

Stefen Blasingame is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Raymond James & Associates, Boston Harbor Wealth Advisors, and Edward Jones. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates with both advisory and broker-dealer capabilities and employs a platform incorporating third-party asset managers with discretionary and non-discretionary account options.

James Butler is a CFP® and ChFC® with 41 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, FourFront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Evan Salter is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior experience includes roles at Cordasco Financial Network, Inc. and Cordasco Financial Network, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios implemented with low-cost ETFs, index funds, separate account managers, and specialized strategies.

Joseph Salehi is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, JP Morgan Securities, Citigroup, and Santander Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory and brokerage services, with advisory programs that include a digital advisory platform and managed accounts.

Michael Siebecker is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 23 years of industry experience. His career includes ten years at Penn Mutual Life Insurance Company and over a decade at Hornor, Townsend & Kent, including his current tenure since 2018. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that offers financial planning, retirement plan consulting, and advisory programs. The firm combines SEC-registered advisory services with broker-dealer capabilities, managing approximately $8.37 billion in discretionary assets as of 2025.

Bonnie Ovnicek is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and consulting through a mix of advisor-managed and firm-managed model portfolios, supported by an in-house investment management and research team.

Paulette Callas is a financial advisor with Truist Advisory Services and holds the Series 66 designation. She has seven years of industry experience, including prior roles at Merrill and Wells Fargo Bank. She is currently based in King of Prussia, PA. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment approach.

Thomas Landy is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Penn Mutual Life Insurance Company since 2012 and has been with Hornor, Townsend & Kent, Inc. for the same period. Landy is also involved in retirement plan consulting and insurance brokerage through his business activities under the dba 1847 Wealth Advocate. 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 as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a combination of advisory services, custody, execution, and brokerage capabilities.

Ronald Wenrich Jr. is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at GWN Securities since 2008 and has also been affiliated with Mass Mutual Financial Group since 2004. Outside of his primary advisory role, he is involved in activities related to life insurance needs assessment and pension option evaluations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Jack Forlenza is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has held previous roles at The Prudential Insurance Company of America, Capital One Financial Advisors, and Cetera Investment Services. He has been with Citizens Securities since 2022. Citizens Securities serves individual and high-net-worth investors as well as retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm features a digital advisory program that utilizes ETF-based portfolios managed through proprietary algorithms and client risk assessments, alongside commission-based brokerage and other non-discretionary services.

Kathleen Lynn is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 1999. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Alexander Pimental is a CFP® professional with two years of industry experience, currently serving at Creative Planning. His prior roles include four years at Marshall Financial Group and military service from 2016 to 2018. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a centralized investment infrastructure and a broad range of affiliated non-investment businesses.