Sunnaret Eang is a financial advisor at Independent Financial Partners with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Bank of New York Mellon. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both decentralized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Joseph Falchetta is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2020. He previously worked at Axa Advisors LLC for eight years. Falchetta is also a part-owner and member of True North Financial Planning, LLC, a private entity involved in securities, advisory, and insurance business activities. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing advisory programs, technology, and operational support. The firm offers a range of investment and wealth management solutions, including discretionary model portfolios and customized advisory programs.

Daniel Fuhr is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Citizens Securities since 2015. Outside of his advisory role, he serves as Commissioner of the Wyoming Valley Christian Softball League, organizing and managing league activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

H. Kerr is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and with 45 years of industry experience. He has been with Janney Montgomery Scott since 1996. Kerr serves as the proposed Treasurer Officer on the Board of Directors for The Pathway School, a private school for special needs students in Norristown, PA, where he reports financial information to the board. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Todd Ockovic is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2015. Outside of his advisory role, he is actively involved in Freemasonry, serving as Chair of the Grand Lodge of Pennsylvania Free and Accepted Masons Consolidated Fund and holding positions on multiple related boards and committees. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm manages a significant portion of client assets on a non-discretionary basis and offers services including financial planning, consulting, and third-party asset manager platforms.

Nate Collette is a CFP® and holds a Series 66 license with 17 years of experience in financial advising. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Based in Philadelphia, PA, he is currently affiliated with Goldman Sachs Wealth Services. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored strategies supported by specialized teams and proprietary research within the broader Goldman Sachs ecosystem.

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.

Jennifer Fisher is a financial advisor with Sanctuary Advisors, LLC, holding a ChFC® designation and Series 66 license, with nine years of industry experience. She previously worked at Bank of America, N.A. and Merrill from 2016 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent representatives and offers a range of discretionary and non-discretionary investment solutions, serving clients across various asset classes and plan types.

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.

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.