Reginald Wilkes Sr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Janney Montgomery Scott since 2017 and previously spent 10 years at Merrill. Wilkes serves on several nonprofit boards, including the Alexander-Tharpe Fund at Georgia Tech, the Bobby Dodd Coach of the Year Award Foundation, GR8 Father Figure, the Wright-Hayre Fund, and the United Negro College Fund. 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 and combines in-house and third-party portfolio management across multiple advisory programs, with additional custody and trustee services provided through its subsidiary trust company.

Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Wealthcare Advisory Partners, LLC, LPL Financial, LLC, and Cantella & Co., Inc. He provides investment advisory services through his independent firm, Wealthcare Advisory Partners LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives utilizing a variety of advisory programs and third-party asset managers.

Jared Keller is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and has prior experience at Cetera, Voya Financial Advisors, and Financial Independence Planning, LLC. In addition to his advisory work, he is an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Lawrence Rosenthal is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has 38 years of industry experience, including long tenures at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for the Jewish High School for Boys. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Victor Deane III is an investment advisory representative at CWM, LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Cetera, Voya Financial Advisors, and Resource Securities. Outside of advisory work, he is involved with Financial Independence Planning, LLC, where he performs client services and administrative functions, and also sells fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts on a discretionary basis using model portfolios and offers portfolio management, financial planning, and retirement-plan services supported by a combination of in-house research, third-party sub-advisors, and customization tools.

James Quinlan is a CFP®, ChFC®, and PFS™ with 34 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2022. His prior experience includes roles at Wipfli Financial Advisors, ValMark Securities, and CliftonLarsonAllen Wealth Advisors. Outside of his advisory role, Mr. Quinlan is also licensed as an independent insurance agent. Private Advisor Group serves a diverse client base that includes individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a range of advisory programs and third-party asset managers.

Sunnaret Eang is a financial advisor at Independent Financial Partners with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Bank of New York Mellon. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Joseph Falchetta is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Axa Advisors LLC for eight years. Falchetta is also a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and operational support. The firm offers a range of investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

Daniel Fuhr is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Citizens Securities since 2015. Outside of his advisory role, he serves as Commissioner of the Wyoming Valley Christian Softball League, organizing and managing league activities. 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’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

H. Kerr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and with 45 years of industry experience. He has been with Janney Montgomery Scott since 1996. Kerr serves as the proposed Treasurer Officer on the Board of Directors for The Pathway School, a private school for special needs students in Norristown, PA, where he reports financial information to the board. 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 multiple advisory programs.

Todd Ockovic is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2015. Outside of his advisory role, he is actively involved in Freemasonry, serving as Chair of the Grand Lodge of Pennsylvania Free and Accepted Masons Consolidated Fund and holding positions on multiple related boards and committees. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm manages a significant portion of client assets on a non-discretionary basis and offers services including financial planning, consulting, and third-party asset manager platforms.

Aidan O Connor is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at J.W. Cole Financial, Inc., Commonwealth Financial Network, Benjamin & Company, LLC, and Marcks, LLC. He also spent thirteen years in full-time education before entering the financial industry. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis, model and manager-based strategies, and multiple custodial platforms.

Gary Bickham is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior work includes positions at The Vanguard Group Inc and Primerica Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms alongside managed accounts, and operates as a broker-dealer and insurance agency.

Steven Mueller is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment since 2012. 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, retirement plan advice, and a range of investment management programs, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

David Wilson Jr. is a financial advisor at Osaic Institutions, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities from 2015 to 2024. Outside of his advisory role, he serves as an officer managing real estate investment entities, including Feige Associates Inc. and Proudfoot Capital Advisors Inc. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a broad range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending options, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Janet Barrett is a financial advisor with CWM, LLC who holds the ChFC® designation and has 20 years of industry experience. Her career includes roles at Carson Wealth, Cetera Wealth Services, Strategic Wealth Partners, and Waddell & Reed. Outside of her advisory work, she is involved in fixed insurance sales, offering life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm employs a discretionary portfolio management approach using model portfolios and combines fundamental and technical analysis along with third-party sub-advisors and customization tools.

Joseph Nicholson is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent since 2012, as well as at Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm operates both advisory and broker‑dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Mark Inserra is a CFA® charterholder with 23 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2002 and also has experience at Capital Analysts, LLC. Outside of his advisory work, he serves as Secretary/Treasurer for a homeowners' association in Devon, PA. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs, employing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Raymond Baraldi is a CFP® certificant with 12 years of industry experience, currently serving as an advisor at Hightower Advisors. He has been with HighTower Securities, LLC since 2016. Raymond holds the Series 63 license and is based in Wayne, PA. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and diverse investment vehicles.

Edward Forst Jr. is a CFP® credentialed financial advisor with Lincoln Investment, bringing 46 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1980 and concurrently associated with Linsure, Inc. since 1986. Outside of his advisory work, he is involved in real estate activities including property ownership and financing. 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, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, supported by a dedicated Investment Management & Research team that employs both strategic and tactical approaches.