Karim Rezqui is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Oppenheimer. Outside of his advisory role, Rezqui serves as an adjunct instructor at the University of Wilmington's School of Business and is a silent partner in an import-export company. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including high net worth individuals, corporations, and charitable organizations. The firm offers a range of investment and consulting services across discretionary and non-discretionary platforms, managing approximately $36.7 billion in assets with a notable portion under non-discretionary management.

Kevin Clark is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Lincoln Investment Planning since 2012 and also has a role at the University of Scranton since 2010. Outside of his advisory work, Clark is a co-founder and partner at MC Capital Management, LLC. 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 comprehensive financial planning and investment management through a combination of strategic and dynamic approaches, managing both discretionary and non-discretionary portfolios.

Robert Horstman is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Capital Analysts, TIAA-CREF, and Cetera Wealth Services. He also holds a license to offer fixed insurance and annuities, integrating these products into client financial plans when appropriate. 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 employs both strategic and tactical investment approaches through a combination of in-house and third-party strategies and offers discretionary and non-discretionary programs.

Justin Wermuth is a financial advisor with Janney Montgomery Scott holding a Series 66 designation and one year of industry experience. Prior to joining Janney, he served four years in the United States Army. 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Brad Warhurst is a Series 66 credentialed financial advisor at Lincoln Investment with 19 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of his advisory role, Warhurst is involved in a real estate investment partnership with his wife. 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 both advisor-managed and firm-managed investment programs, employing a range of strategic and tactical approaches overseen by its Investment Management & Research team.

James Fernberger is a financial advisor at William Blair with Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Raymond James & Associates from 2016 to 2024. Fernberger serves as an advisory board member for Legacy Youth Tennis and Education and the Philadelphia Sports Congress, and he is an ambassador on the advisory board for The Barnes Foundation. William Blair’s Private Wealth Management division serves high-net-worth individuals, foundations, pensions, and corporate clients with active, research-driven investment management and financial planning. The firm offers proprietary model portfolios, access to private funds, and co-investment opportunities through various platform and sub-advisory arrangements.

Robert Ferreira is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and Citizens Securities, INC. prior to joining Lincoln Investment in 2025. 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 model portfolios through both in-house and third-party strategies overseen by an Investment Management & Research team.

Thomas Minger Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services and Putnam Retail Management. In addition to his advisory role, he owns a transport and hauling business and operates insurance brokerages under 1847 Financial and Tusk Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and works with third-party asset managers to provide both discretionary and non-discretionary investment solutions.

William Farrell Jr. is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Janney Montgomery Scott LLC since 2010. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Corinne Vanderipe is a CFP® professional with three years of industry experience, currently serving at Sequoia Financial Group, L.L.C. She previously worked at Zeke Capital and spent twelve years at Tiedemann Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by ongoing research and oversight from an Investment Policy Committee.

Christopher Scarlata is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at The Vanguard Group, Prudential Insurance Company of America, and TIAA. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms for ETF-based portfolios and a Managed Account program.

Gerard Binder is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. 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 individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Samuel Newsham is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Lincoln Investment since 2013 and is also a part-owner of N2H Wealth Partners, a partnership of financial professionals affiliated with Lincoln. Outside of his advisory work, Newsham is active in his community as a wrestling coach for a middle school team, vice president of a charitable organization, and chairman of the trustees for a Masonic lodge. He also performs as a bass player and multi-instrumentalist in a musical group. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, utilizing both in-house and third-party strategies managed by an Investment Management & Research team employing strategic and tactical approaches.

Alisa Garnek is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at Janney Montgomery Scott and has been associated with various Beacon Pointe entities since 2018. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

Michael Mazzarella is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2016. He is also involved with Physicians Consulting Group, where he sells disability and life insurance. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

William Craig Jr. is a CFP® professional with 3 years of experience, currently serving as a financial advisor at TIAA-CREF. His prior experience includes roles at TIAA since 2008 and Vanguard Advisers from 2000 to 2002. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a fiduciary model with separate planning and management services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Renee Barrett is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds a Series 66 designation and previously worked at Janney Montgomery Scott for 13 years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Randall Marquez is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab, and TD Ameritrade. Outside of finance, Marquez occasionally works as an actor in television, film, and theater productions. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Steven Earhart is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2009. Earhart serves as an Associate Editor for The Society of Financial Services Professional Journal and is Chair of the Board for the Perkiomen Valley Chamber of Commerce. He is also involved in various community and advisory roles, including church finance and alumni boards. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment programs and providing integrated financial planning, retirement, and business consulting solutions.

Yugang Sun is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and has one year of industry experience. He has been with Transamerica Financial Advisors and Wfgia since 2024. Outside of his advisory role, he has been involved in teaching and research at Temple University since 2016. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a broad client base including individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services through a large advisor network.