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.

Gregory Garyn is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with PNC Investments LLC since 2013. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account pilot available to select employees. The firm employs algorithmic risk assessment and third-party portfolio management, focusing on mutual funds and ETFs with annual rebalancing.

Jared Bazewicz is a financial advisor with Citizens Securities, Inc. in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Citizens Securities and affiliated entities since 2010. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating within a combined bank, broker-dealer, and insurance framework.

Lawrence Yerkees is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Oppenheimer since 1992. He serves as a trustee for a trust, overseeing investment monitoring and income payments to beneficiaries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management and financial planning. The firm employs multiple investment approaches across equity, balanced, and fixed income strategies, managing approximately $36.7 billion in assets as of the end of 2025.

Joel Freedman is a CFP®-certified financial advisor with 41 years of industry experience, currently serving at Sanctuary Advisors, LLC. Prior to joining Sanctuary Advisors in 2024, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2024. He holds board positions with several nonprofit organizations, including the Jewish Federation of Greater Philadelphia and Judith Creed Homes for Adult Independence. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors along with affiliated broker-dealer services.

Adam Boyer is a financial advisor with Primerica Advisors, holding a ChFC® designation and Series 63 license, with 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple account types.

Christopher King is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. His prior roles include positions at M&T Bank, M&T Securities, and LPL Financial LLC. Outside of his advisory work, he is affiliated with St. Joseph's Collegiate Institute. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside third-party asset manager relationships to tailor investment strategies.

Gregory Lahoda is a financial advisor with TIAA-CREF based in Philadelphia, PA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm operates under a fiduciary standard for its registered investment adviser services and offers customized portfolio management alongside model portfolio options.

Jeniece Mc Clary is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. She serves as treasurer and board member for Programs for Parents, a charitable organization focused on fundraising efforts. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory platform includes a digital advisory program partnered with SigFig and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Michael Elnitski is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 registrations and seven years of industry experience. He has worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Ascensus. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jordan Little is a financial advisor at Lincoln Investment with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes military service and roles in transportation and retail prior to joining Lincoln Investment. Outside of his advisory role, he is also an agent selling fixed and indexed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an internal Investment Management & Research team.

Thomas Corcimiglia is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial and Private Advisor Group, LLC. He has worked with LPL Financial since 2009 and with Private Advisor Group since 2012. Outside of his advisory work, he serves as a high school golf coach at Delaware County Christian School. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team that creates model portfolios and provides a range of delivery options, combining advisory and brokerage services tailored to client needs.

Matthew Mc Kenna is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 designation and has previously worked at Coconut Joes, Thorne, Pearl Street Market, and the University of South Carolina. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans.

Whitney Ehret is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Janney Montgomery Scott LLC, she worked at Main Line Health and Temple University Health System. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through both in-house and third-party managers.

Robert Quittner Jr. is a CFP® professional with 20 years of industry experience, currently serving at Brookstone Capital Management LLC since 2019. Prior to this, he worked for Lincoln Financial Advisors Corp from 2009 to 2019. Outside of his advisory role, he is co-owner and agent at Brooks-Quittner Employee Benefits & Planning Group, offering various insurance products including accident, health, disability, and traditional life insurance. Brookstone Capital Management is an SEC-registered adviser providing 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, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis through model portfolios and various managed account strategies.

Joseph Kavanagh is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following roles at Lincoln Financial Advisors and Lincoln Investment. Outside of his advisory work, he is a licensed real estate salesperson with Keller Williams, assisting mostly first-time homebuyers and sellers. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management approaches.

Stefen Blasingame is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Clear Path Wealth Advisors LLC, Boston Harbor Wealth Advisors, and Edward Jones. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

James Butler is a CFP® and ChFC® with 41 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, FourFront Advisors, LLC, and Commonwealth Financial Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Kurtis Lovell is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Merrill, 1919 Investment Counsel, and Wealth Enhancement Advisory Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through a variety of managed advice programs and investment education services. The firm’s offerings emphasize asset allocation and retirement guidance, utilizing portfolio models and oversight provided by Morningstar Investment Management.