Aidan O Connor is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at J.W. Cole Financial, Inc., Commonwealth Financial Network, Benjamin & Company, LLC, and Marcks, LLC. He also spent thirteen years in full-time education before entering the financial industry. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary management approaches, utilizing fundamental and technical analysis, model and manager-based strategies, and multiple custodial platforms.

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.

Justin Smith is a financial advisor with Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He joined Goldman Sachs in 2026 and previously worked at UBS Financial Services Inc. from 2025 to 2026. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, executives, and institutional clients. The firm uses strategic allocation models and manager selections through specialized advisory teams and offers a range of services including Private Family Office, Executive Wealth programs, and access to Alternative Investments.

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.

Terraine Johnson is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding a Series 66 license and three years of industry experience. Prior to joining TD Private Client Wealth LLC, Johnson worked at TD Bank N.A., Bank of America, Merrill, Citizens Securities, Inc., and PNC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering portfolio management, financial planning support, and custody services through a range of proprietary and third-party investment strategies.

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.

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.

Mark Inserra is a CFA® charterholder with 23 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2002 and also has experience at Capital Analysts, LLC. Outside of his advisory work, he serves as Secretary/Treasurer for a homeowners' association in Devon, PA. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs, employing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Jennifer Fisher is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Sanctuary Wealth in 2021, she worked at Bank of America, N.A., and Merrill from 2016 to 2021. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm supports a range of investment approaches and account management styles while acting as a fiduciary under written agreements.

Kelly Connors Ferrante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses. Her prior work experience includes roles at Ascend Analytics, Ball Corporation, Jefferson Health and Thomas Jefferson University, Market Resource Partners, and Helzberg Diamonds. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual retirement account holders and retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Edward Forst Jr. is a CFP® credentialed financial advisor with Lincoln Investment, bringing 46 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1980 and concurrently associated with Linsure, Inc. since 1986. Outside of his advisory work, he is involved in real estate activities including property ownership and financing. 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 advisor-managed and firm-managed investment programs, supported by a dedicated Investment Management & Research team that employs both strategic and tactical approaches.

Edward Zakarewicz Jr. is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 27 years of industry experience. He has been with Lincoln Investment Planning since 2009. 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 manages a range of model portfolios and advisory programs using both strategic and tactical investment approaches.

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.

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.

Brian Monroe is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Capital One Advisors, LLC, Capital One Investing, LLC, and the University of Delaware. 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, corporate and retirement plan sponsors, and charitable and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kyle Comerford is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Merrill and Bank of America. Prior to his financial services career, he had roles in education and the restaurant industry. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services alongside broker-dealer capabilities, operating through a Private Advisor model and a consolidated investment platform that delivers a range of discretionary and model-based investment solutions.

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.