Janet Barrett is a financial advisor with CWM, LLC, holding the ChFC® designation and Series 63 and 65 licenses. She has 20 years of industry experience and has previously worked at firms including Carson Wealth, Cetera Wealth Services, and Waddell & Reed. Outside of her advisory work, Barrett is an insurance agent specializing in life, health, disability, annuities, and long-term care products and operates an expense management business. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan solutions, supported by an Investment Committee that develops and monitors model portfolios using both fundamental and technical analysis.

Joseph Nicholson is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Hornor, Townsend & Kent since 2012, with additional involvement 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. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Mark Inserra is a CFA® charterholder with 24 years of industry experience, currently affiliated with Lincoln Investment. He has been with Lincoln Investment Planning, Inc. since 2002 and more recently with Capital Analysts, LLC since 2024. Outside of his advisory work, Inserra serves as Secretary/Treasurer for a small homeowners' association. Lincoln Investment Planning, LLC is a large, enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach combines in-house model portfolios and third-party managers, supporting primarily advisor-led client relationships across various platform options.

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® with 46 years of experience in financial services, currently affiliated with Lincoln Investment. He has been with Lincoln Investment Planning, Inc. since 1980 and also has a long tenure at Linsure, Inc. Outside of advising, he is involved in real estate activities including property ownership and financing for property purchases and renovations. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a variety of financial planning and portfolio management services supported by an in-house Investment Management & Research team and utilizes both model portfolios and third-party managers to meet client needs.

Edward Zakarewicz Jr. is a financial advisor with Lincoln Investment Planning, LLC, holding a Series 63 designation and bringing 27 years of industry experience. He has been with Lincoln Investment in Horsham, PA since 2009. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, with an investment approach supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and sub-advisers.

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 and BNY Mellon Advisors, Inc. Outside of his advisory role, he 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 Planning, LLC is a large enterprise firm serving a wide range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and manages adaptive investment strategies.

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 previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. He joined Janney Montgomery Scott in 2026. 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, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Sean Mcaneney is a financial advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2018 and previously worked at Voya Financial Advisors. He holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of investment programs and advisory services, with an emphasis on both discretionary and non-discretionary management.

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.

Nancy Guynn is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and 22 years of industry experience. She has been with Hornor, Townsend & Kent since 2015. Outside of her advisory role, she serves on the finance committee of 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 programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, brokerage services, and a range of advisory platform options.

Jared Bazewicz is a financial advisor with Citizens Securities, Inc. in Wayne, PA, holding Series 63 and Series 65 credentials and with 19 years of industry experience. His career includes multiple roles within Citizens Bank and Citizens Securities dating back to 2010, as well as seven years at CCO Investment Services Corp. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory platform using proprietary algorithms for ETF-based portfolios and maintains a managed account program, operating as both a broker-dealer and insurance agency.

Lawrence Yerkees is a financial advisor at Oppenheimer with 42 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Oppenheimer since 1992. Outside of his advisory work, he serves as a trustee for a family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary advisory approaches.

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. in Wayne, PA, holding Series 63 and Series 65 licenses with one year of industry experience. Before joining GWN Securities in 2025, he worked at Northwestern Mutual and Planet Fitness. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning consults, utilizing a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Joel Freedman is a Certified Financial Planner® with 42 years of experience in the financial services industry. He currently works at Sanctuary Advisors, LLC and has held previous positions at Morgan Stanley and Wells Fargo Clearing. Freedman serves on the boards of multiple 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 a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent investment adviser representatives. The firm offers a variety of managed account solutions and employs multiple analytical approaches, operating as a fiduciary under written advisory agreements.

Adam Boyer is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2007. Outside of his advisory work, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party programs along with integrated lending options and insurance products through its connection with Guardian Life.

Christopher King is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and M&T Bank. Outside of his advisory work, he has held roles in educational institutions and gig economy services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual SEC-registered advisory and broker-dealer platform and reported approximately $8.37 billion in discretionary assets under management as of the end of 2025.