Julie Aranowitz is a financial advisor with GWN Securities Inc. in Wayne, PA, holding CFP®, Series 63, and Series 65 credentials and having 11 years of industry experience. She has worked at GWN Securities since 2015 and at Kades-Margolis Corporation since 2014. Outside of her advisory role, she is licensed as an insurance agent specializing in life and long-term care insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing both affiliated and unaffiliated sub-advisers. The firm incorporates market-timing and momentum-based strategies alongside model-based allocations in its portfolio management approach.

Daniel Otto is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. He also works with Kades Margolis Corp. Outside of his advisory role, he occasionally provides clients with insurance recommendations tailored to their financial situations. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment strategies, including legacy market-timing and momentum-based approaches.

Charles Locher is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has worked at GWN Securities since 2011 and maintains concurrent roles with Legacy Planning Partners and Minnesota Life Insurance Co. Outside of investment advisory, he is involved in selling group health insurance and life insurance products as part of comprehensive financial planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of portfolio management approaches, including both traditional asset allocation and legacy market-timing strategies.

Gregory Field is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with GWN Securities since 2006. In addition to his advisory role, he works as an insurance producer focusing on life insurance, long-term care insurance, and fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager introductions. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches in legacy programs.

Zachary Vanhorn is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at DINKINC3 and Hometown Diner. Outside of his advisory role, he is involved as a sales representative for Kades-Margolis, focusing on the sale of fixed annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses both asset allocation and tactical, momentum-based strategies in its portfolios.

Bret Michael Destefano is a financial professional at GWN Securities Inc. with four years of industry experience. He holds the Series 66 designation and has previously been associated with Kades-Margolis. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm employs a blend of discretionary portfolio management, model portfolios, and a mix of affiliated and unaffiliated sub-advisers, utilizing both strategic asset allocation and tactical, momentum-based strategies.

Jerrold Beck is a financial advisor at GWN Securities Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2005. In addition to his advisory role, he works as an insurance agent offering fixed annuities, life insurance, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies.

Mark Malcein is a CFP® with 19 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2008. He offers insurance products to his clients and delegates underwriting management to his assistant to focus on advisory responsibilities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Gregory Holman is a financial advisor with GWN Securities Inc. in Reading, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Kades Margolis and GWN Securities since 2012. Outside of his advisory role, he is involved with the Financial Independence Group, where he sells life insurance–based products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs and strategies.

Kerry Hawver is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and four years of industry experience. Prior to joining GWN Securities in 2021, Hawver worked for eight years at Sysco. He is also president of a local nonprofit called RBI Roulette. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Jeffrey Miller Jr. is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has seven years of industry experience. Miller also serves as a sales manager and registered representative at Kades-Margolis, where he recruits, trains, and develops new advisors. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs, including traditional and active strategies.

Patrick Bello is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Merrill and Mutual of Omaha Investor Services. He is also associated with Kades-Margolis Corporation as a DBA. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors.

Joshua Miller is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses with six years of industry experience. He has been associated with Kades-Margolis since 2016 and worked previously at Cobra Puma Golf from 2016 to 2019. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies in certain legacy programs.

Tyler Kimball is a financial advisor with GWN Securities Inc. in Greensburg, PA, holding a Series 66 designation and 19 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he is also involved in the sale of life insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of managed-account programs and strategies, including legacy market-timing and momentum-based approaches.

Elizabeth Cook is a financial advisor at GWN Securities Inc. with 15 years of industry experience. She held a prior role at Twinbridge Financial from 2016 to 2025. Outside of her advisory work, she is also involved in life insurance sales through a separate DBA. GWN Securities provides investment advisory and related services to individual and corporate clients via managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and trading/tactical strategies based on market timing and momentum.

Matthew Cunningham is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he is a licensed insurance agent advising clients on life insurance and annuities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm employs a blend of affiliated and unaffiliated sub-advisers and incorporates tactical, market-timing strategies alongside traditional portfolio approaches.

Betsy Costanza is a financial professional with GWN Securities Inc. in Bloomsburg, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with GWN Securities since 2020 and also works as an insurance agent, offering life insurance and annuity products. Additionally, she has a longstanding role with Barton Varsity (Kades-Margolis) since 2013. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

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.

Bryce Sisko is a financial professional at GWN Securities Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses, and his prior roles include positions at Northwestern Mutual and Planet Fitness. GWN Securities serves individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm uses a mix of affiliated and unaffiliated sub-advisers and incorporates market-timing and momentum-based strategies alongside model-based asset allocation.

Ronald Wenrich Jr. is a financial advisor at GWN Securities Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2008, having previously worked at Mass Mutual Financial Group. His additional activities include providing advice related to life insurance and pension options. GWN Securities serves individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager selection. The firm employs both discretionary portfolio management and model-based allocations, incorporating strategies such as market-timing and momentum-based approaches within its investment programs.

Randall Hartzel is a financial professional with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is involved in the sale of long-term care insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional asset-allocation and legacy market-timing and momentum-based strategies.

David Donovan is a financial advisor with GWN Securities Inc. in Collegeville, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with GWN Securities since 2006. In addition to his advisory role, he provides insurance education and quotes related to long-term care, fixed, and FIA products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Timothy Howell is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2014. Outside of his advisory role, he is a partner in a restaurant LLC, The Coop Sports Bar and iKitchen. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing methods.

Vincent Grasso is a financial advisor at GWN Securities Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. Before joining GWN Securities, he worked at Kades-Margolis and MML Investors Services. His earlier career includes roles outside finance, such as at Tango Restaurant and Tony Cappelli and Sons. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a mix of affiliated and unaffiliated sub-advisers, model-based asset allocation strategies, and maintains a historic use of market-timing and momentum-based trading approaches in certain legacy programs.

Jeffrey Miller is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with GWN Securities since 2005 and also serves as a sales manager at Kades Margolis, where he recruits, trains, and develops new advisors. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based strategies in certain legacy programs.

Robert Barton Jr. is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he also holds an insurance sales position, quoting and placing life insurance upon client request. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers with model-based allocations and is known for incorporating market-timing and momentum-based strategies in certain legacy programs.

Shawn Anderson is a financial advisor at GWN Securities Inc. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with GWN Securities since 2010. Outside of his advisory role, he also provides life insurance and long-term care services to existing clients. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.