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.

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.

Steven La Porte is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at High Point Financial, Legacy Planning Partners, Securian Financial Services, and Minnesota Life Insurance. He also spends part of his time involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio solutions and access discretionary model portfolios developed by its Investment Management and Research team.

Aidan O Connor is a financial advisor at J. W. Cole Advisors, Inc. He holds the Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Benjamin & Company, LLC and Commonwealth Financial Network, along with several years in education before transitioning to financial services. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party investment platforms for individuals, high-net-worth clients, and institutions. The firm employs a variety of strategies, including discretionary and non-discretionary account management, and integrates digital advice and multiple custodial platforms in client solutions.

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.

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.

Brian Trost is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Network Corporation for nine years. Outside of his advisory role, Trost serves as an adjutant for the Sons of American Legion - Henry H Houston 2nd Post 3, assisting with membership card processing and meeting minutes. 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 advisory programs supported by both in-house and third-party investment strategies overseen by an Investment Management & Research team.

James Flaherty is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. 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 brokerage services, financial planning, consulting, and multiple advisory programs.

Sean Mcaneney is a financial advisor at Oppenheimer with 10 years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Voya Financial Advisors from 2016 to 2018. He holds Series 63 and Series 65 licenses. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing across multiple strategies, managing approximately $36.7 billion in assets as of year-end 2025.