Anthony Gambone is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. In addition to his advisory role, he is licensed to sell life, health, annuity, long-term care, and disability insurance through Evolution Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading, using both discretionary and non-discretionary management approaches.

Timothy Hussar is a CFA® charterholder and holds a Series 66 license with 11 years of experience in the financial services industry. He has worked at Independent Financial Partners since 2017 and previously spent 10 years at LPL Financial. He serves as a trustee for Delaware County Christian School, providing oversight and guidance to its executive team. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Lauren Mueller is a financial advisor with Commonwealth Financial Network in Wayne, PA. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Sims Financial Services LLC and has a background that includes four years at Clark Construction Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.

Rashon Howard is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Hornor Townsend & Kent since 2019 and previously at Penn Mutual Life Insurance Company and Citizens Securities, Inc. Howard is the founder and CEO of a networking group focused on bringing literacy and knowledge to the community through workshops, serves as a board member at La Salle University, and is an author of a book titled "Mentality of Success: Accountability Journal and Planner." He is also actively involved in Phi Beta Sigma Fraternity, serving in leadership and community service roles, and participates in a charitable foundation supporting financial professionals' development. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad adviser network, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform, providing a range of investment services including discretionary and non-discretionary management through third-party asset managers.

John Bratton III is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and multiple positions within Independent Financial Partners and its related entities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients with a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Fabio Vozila is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and HSBC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers both advisory and brokerage services. The firm provides investment advisory programs and operates as a broker-dealer and insurance agency.

Trevon Kanavy is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been self-employed since 2000 and has worked with Brokers International Financial Services since 2009. Kanavy also owns TL Capital, Inc. and operates as an independent insurance agent specializing in fixed insurance products. Integrity Alliance serves a broad client base, including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and third-party manager referrals. The firm employs a variety of investment approaches and integrates advisory and brokerage services within a large network of over 300 independent advisors managing approximately $5.4 billion in assets.

Sean Seese is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Rock & Co LLC, Bank of America, N.A., and Merrill. He is also a licensed insurance agent with RCM Insurance Svces LLC, an affiliate of Rockefeller Financial. 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 through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Adam Kramer is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at J.P. Morgan Securities and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Jennie Wilber is a CFP® professional at Focus Partners Wealth, LLC with three years of industry experience. She previously worked at The Colony Group, LLC, GYL Financial Synergies, and Hotaling Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies through fundamental and quantitative analysis within an enhanced open architecture framework.

Michael Shaub is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His career includes roles at Comprehensive Financial Professionals, LPL Financial LLC, TFG Wealth, and Santander Bank. Private Advisor Group serves a wide range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and various managed account solutions through both proprietary and third-party platforms.

Natalie Radebaugh is a financial advisor at Corient in Wayne, PA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles at Benchmark Financial LLC and Core Accounting & Consulting Group, as well as academic positions at the University of Delaware and local schools. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

Nicholas Romano is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at JPMorgan Chase & Co. and operating Romano & Romano Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Jennifer Burkhardt is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist-affiliated firms since 2016, including Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside AI-enabled research tools and inter-affiliate integration.

Mark Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at The Vanguard Group, Inc. Outside of his advisory role, he is an independent freelance musician who occasionally performs professionally. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Howard Sheckman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Samson Wealth Management Group. He is also an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

Jason O’Meara is a CFP® professional with 11 years of experience in financial advising. He is currently with Mercer Global Advisors Inc., where he has worked since 2020. His prior experience includes roles at SFG Wealth Planning, Prudential Financial Planning Services, and The American College of Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Edward Dirugeris is a CFP® and CFA® at Private Advisor Group, LLC with one year of experience at the firm. He previously worked at Pitcairn from 2015 to 2024. He provides investment advice under the business name Cypress Wealth Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with portfolio management and third-party strategists.

Michele Burkholder is a CFP® and ChFC® with 25 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. She has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2013. Burkholder is also involved in life insurance brokerage through her roles with 1847 Financial and The Burkholder Team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets and providing tailored investment strategies through a combination of in-house and third-party asset management.

Raymond Wiley is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. He has been with Janney Montgomery Scott since 2016. 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 individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients through various brokerage, advisory, and asset management programs.