Timothy Hewitt is a CFP® with 20 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes three years with Wiley Group. Outside of his advisory role, he is involved in real estate through multiple managing member positions and volunteers preparing tax returns for low-income families. He also serves on the board of the Philadelphia Tri-State chapter of the Financial Planning Association and participates on a committee for the National Association of Estate Planners & Councils. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs a diversified investment approach combining passive and active management with oversight by an internal Investment Committee.

Colin Shannon is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, MassMutual Life Insurance, and Equitable Advisors. Outside of his advisory role, he serves as an assistant wrestling coach at Central Bucks East High School. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning options, employing both discretionary portfolio management and model-based allocations. The firm utilizes market-timing and momentum-based strategies alongside a mix of affiliated and unaffiliated sub-advisers.

Jonathan Harvey is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott for a combined total of 24 years since 2002. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party managers.

Amicka Hall is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at LPL Financial LLC and State Farm in various investment management roles. Prior to entering the financial industry, she spent eight years at DXC Technology. Hornor, Townsend & Kent serves individuals—including high-net-worth clients—trusts, businesses, charitable organizations, and retirement plans through a broad range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Nancy Guynn is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. She holds a Series 66 credential and has been with Hornor, Townsend & Kent since 2015. Outside of her advisory role, she volunteers on the finance committee at St. Genevieve School, where she reviews the school budget to assist with tuition planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and manages a significant portion of assets on a non-discretionary basis.

Jared Bazewicz is a financial advisor with Citizens Securities, Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Citizens Securities and affiliated entities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating within a combined bank, broker-dealer, and insurance framework.

Lawrence Yerkees is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Oppenheimer since 1992. He serves as a trustee for a trust, overseeing investment monitoring and income payments to beneficiaries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Matthew Dipuppo is a CFP® professional with 12 years of industry experience, currently affiliated with Principal Financial Services. He has worked at Kodiak Wealth Management since 2017 and has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he serves on the West Conshohocken Planning Commission and the West Conshohocken Zoning Board, both unpaid community positions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bryce Sisko is a financial professional at GWN Securities Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining GWN Securities, he worked at Northwestern Mutual and has experience in both financial services and insurance sales. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a blend of affiliated and unaffiliated sub-advisers and model-based allocations, with an emphasis on market-timing and momentum-based strategies in certain legacy programs.

Joel Freedman is a CFP®-certified financial advisor with 41 years of industry experience, currently serving at Sanctuary Advisors, LLC. Prior to joining Sanctuary Advisors in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2024. He holds board positions with several nonprofit organizations, including the Jewish Federation of Greater Philadelphia and Judith Creed Homes for Adult Independence. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors along with affiliated broker-dealer services.

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. His prior roles include positions at M&T Bank, M&T Securities, and LPL Financial LLC. Outside of his advisory work, he is affiliated with St. Joseph's Collegiate Institute. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside third-party asset manager relationships to tailor investment strategies.

Jeniece Mc Clary is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. She serves as treasurer and board member for Programs for Parents, a charitable organization focused on fundraising efforts. 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’s advisory platform includes a digital advisory program partnered with SigFig and a Managed Account program, operating alongside its broker-dealer and insurance activities.

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.

Jordan Little is a financial advisor at Lincoln Investment with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes military service and roles in transportation and retail prior to joining Lincoln Investment. Outside of his advisory role, he is also an agent selling fixed and indexed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an internal Investment Management & Research team.

Thomas Corcimiglia is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial and Private Advisor Group, LLC. He has worked with LPL Financial since 2009 and with Private Advisor Group since 2012. Outside of his advisory work, he serves as a high school golf coach at Delaware County Christian School. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team that creates model portfolios and provides a range of delivery options, combining advisory and brokerage services tailored to client needs.

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 at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Clear Path Wealth Advisors LLC, Boston Harbor Wealth Advisors, and Edward Jones. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

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.