Richard Dodd is a CFA® charterholder and holds a Series 66 license, with seven years of experience in the financial industry. He has worked at Rockefeller Financial LLC since 2020 and previously held roles at Bank of America, Merrill, and FS Investments. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services through a consolidated investment platform.

Michael Fancher is a CFA® charterholder with 32 years of industry experience. He is currently with Creative Planning, LLC and has previously worked at APW Capital, Inc. and Kistler Tiffany Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm uses a financial-planning-led investment approach focused on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Brian Villanueva is an advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2020. Prior to his financial services career, he spent eight years at Valley Forge Casino Resort. In addition to his advisory role, Villanueva assists seniors with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance as a licensed agent. 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 a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ objectives and risk profiles.

James Hower Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 35 years of industry experience. He has been affiliated with Ameritas Advisory Services since 2021 and has served in various roles with Ameritas Life Insurance Corp, Ameritas Investment Company, H & M Financial Group Inc., and Premier Planning Group for two decades or longer. Outside of his advisory work, he is vice president of a business networking group, BNI Networkers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers multiple managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners, with advisory services delivered on both discretionary and non-discretionary bases.

Aaron Arnold is a ChFC® credentialed financial advisor with 22 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2010. 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 a range of custody, execution, and brokerage capabilities alongside investment advice.

Robert Meyers is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2015 to 2025 before joining Janney Montgomery Scott. 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 plan sponsors, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Andrew Carnevale is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Aberdeen Asset Management, Poplar Forest Capital, and Quasar Distributors. Carnevale 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 wide range of clients including individuals, families, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Joseph Roberts is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 63 designation and previously worked at Rockefeller Financial LLC, ROCKEFELLER Capital Management, and Zeke Capital Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs as well as brokerage and insurance services. The firm offers a digital advisory program focused on ETF-based portfolios alongside a Managed Account program and operates as both a broker-dealer and insurance agency.

Susan Fuhrman Holin is a CFP® professional with 27 years of industry experience. She is currently with Independent Financial Partners and previously worked for Fuhrman Management Associates, Inc. for 26 years. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform and is notable for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services.

Laura Fullmer is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. She holds a Series 63 designation and has 20 years of industry experience, including 17 years with Janney Montgomery Scott. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Vincent Bona is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at TIAA-CREF since 2018, following three years at PNC Investments and PNC Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio strategies.

John Kirstien is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include seven years each at Morgan Stanley Private Bank and Prudential Annuities Distributors. Janney Montgomery Scott LLC is a 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 high-net-worth individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Jordan Battee is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has experience working at Truist Investment Services since 2024 and previously at Bank of America Private Bank from 2020 to 2024. Prior to his advisory roles, he held positions at the University of Delaware and Delaware Technical Community College. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate operations.

Edward Kamradt is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Lincoln Investment and has previously worked at LPL Financial, Citizens Securities, The Vanguard Group, and Fidelity. 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 a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

Ernest Sims is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with Commonwealth Financial Network since 2014. He is also co-owner of Sims Financial LLC, a private entity involved in securities, advisory, and insurance services, which he has operated since 2002. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients through a range of advisory programs and back-office services. The firm offers discretionary model portfolios, customized investment solutions, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Michen Sirleaf is a CFP® with 18 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. His work history includes roles at Charles Schwab & Co., CliftonLarsonAllen Wealth Advisors, TD AMERITRADE, and PNC Bank. He holds a Series 66 license and is based in Radnor, PA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and is compensated by Charles Schwab & Co. under a cost-and-expense plus arrangement.

Howard Kades is a financial advisor at Mercer Global Advisors Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously led Kades & Cheifetz, LLC and Kades Financial, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, businesses, and nonprofits. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and possessing 37 years of industry experience. He has been affiliated with Ameritas entities since 2006 and is a partner in Premier Planning Group, where he manages staff and sells fixed insurance. Additionally, he collaborates as a partner in Premier Planning Partners, LLC, a marketing organization. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and employs a range of custodial and third-party platforms to support portfolio construction and management.

David Webb is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1993. Webb holds Series 63 and Series 65 licenses. 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 plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Matthew Panarese is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilmington Trust and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across various asset classes.