James Nesbitt is a financial advisor with Commonwealth Financial Network in Berwyn, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes prior roles at Legacy Planning Partners, Securian Financial Services, Minnesota Life Insurance Company, and Kistler, Tiffany, Sterling Benefits. Nesbitt is also the owner of JKN Consulting, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, PA. 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 brokerage, financial planning, consulting, and advisory programs.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building that he leases to other Lincoln advisors. 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 a range of financial planning and advisory services using a combination of strategic and tactical investment approaches overseen by its Investment Management & Research team.

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.

John Conaboy is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 47 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. 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 and municipal clients, offering brokerage, financial planning, and advisory programs.

Jacob Hurley is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 63 licenses with three years of industry experience. His prior work includes roles at Triple Crown Consulting, Rover, and McAdam LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program focused on ETF-based portfolios and a Managed Account program.

Niki Muller is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ameritas Life Insurance Corp and Ameritas Investment Company, LLC. She is also involved with Nick Muller LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning and retirement plan consulting. The firm offers both advisory and broker-dealer services, with relationships involving third-party asset managers and a range of account options.

Laura Wassell is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 license and 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2011 to 2021. Outside of her advisory role, Wassell also assists with accounting and office administration at Automation Distribution Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts.

Jack Firriolo is a financial professional with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment Planning since 2015. Firriolo is also involved with Encompass Wealth & Legacy Planning LLC, where he assists clients with financial planning. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers financial planning, retirement plan advice, and a range of advisory programs supported by an Investment Management & Research team employing both strategic and tactical investment approaches.

Dean Rosini is a financial advisor at Steward Partners Investment Advisory, LLC with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo Advisors and Raymond James Financial Services. Steward Partners Investment Advisory, LLC is a national, SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Thomas Mcmanus is a CFP® professional with 34 years of industry experience, currently serving at Lincoln Investment since 1991. He has also been affiliated with the United States Navy, Naval International, during the same period. Outside of his advisory role, he is involved as a member of Axeon Development, LLC, a real estate development entity. Lincoln Investment serves a diverse client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs supported by strategic and quantitative investment approaches.

Gregory Bender is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Lincoln Investment Planning since 2015 and Capital Analysts, LLC since 2026. 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, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Laura Santelli is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Laura has worked at Citizens Securities since 2015 and also has ongoing roles at NBT Bank and LPL Financial Services since 2009. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm provides a digital advisory program and managed account services, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

David Holin is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds a Series 65 credential and has worked at Fuhrman Management Associates since 2016. Outside of his advisory role, he owns Fuhrman Management Associates, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients, offering a decentralized advisory model alongside formal retirement-plan and pension consulting services.

Ryan De Haven is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company, he worked in education and retail, including roles at West Chester University, Giant Food Stores, Pennridge High School, and Central Middle School. Outside of financial services, he is involved with Brain and Barrel. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jeremy Wechsler is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2019. Prior to this, he was a senior associate lawyer at Curtin & Heefner LLP, specializing in estate planning. He also operated his own law practice, the Law Offices of Jeremy A. Wechsler LLC, from 2009 to 2022. Brookstone Capital Management is an SEC-registered adviser that provides 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, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis across various strategies.

Benjamin Fair is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including 18 years with Lincoln Investment Planning, Inc. 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, model portfolios, and both discretionary and non-discretionary investment programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Kenneth Bonus is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Lincoln Investment since 2019. Prior to that, he worked at HD Vest Investment Services and has held roles in accounting and financial services through his own firm, Bonus Accounting LLC, since 2016. He serves on multiple nonprofit and community boards, including the Butler County Chamber of Commerce, United Way of Southwestern PA, and the Penn Theater Performance Company, among others. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services using a blend of in-house and third-party investment strategies, including discretionary and non-discretionary programs.

James Simon is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering a range of investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary managed accounts and a digital advisory program, which is managed in partnership with SigFig.

Michael Warren is a financial advisor with PNC Wealth Management holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Citizens Securities, Inc., AXA Advisors, LLC, and Becton Dickinson, along with service in municipal roles for the Town of Haverstraw and an academic affiliation with Bloomsburg University of PA. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including a digital, discretionary model account available via an invitation-only employee pilot that uses algorithm-driven risk assessment and delegates portfolio management to approved third parties.