John Maughan is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of advising, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans.

Michael Vanaria is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Securities, Inc. and Merrill. His background includes roles outside of finance, notably multiple periods at Loyola University Maryland. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent adviser representatives with a range of portfolio management options and employs various analytical approaches while acting as a fiduciary under written agreements.

Matthew Fleming is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Fleming is also an owner of a rental property in Philadelphia. 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. The firm offers a range of investment solutions including model portfolios and customized portfolios managed under client-approved investment policy statements.

Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Northrop Grumman for 13 years. Outside of his advisory role, he is employed as a mechanical engineer and project manager at Advent Design Corp, a robotics and automation firm. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and utilizes a layered delivery model combining advisor-led consulting and model portfolios.

John Engelbert is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Mount Laurel, NJ. He has two years of industry experience, including roles at Agia and Enterprise Mobility. Outside of his advisory work, he is appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Richard Walker is a financial advisor with Truist Advisory Services who holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at BB&T Securities, BB&T Investment Services, and Key Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

John Obrien Jr. is a financial advisor at Valic Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Brinker Capital Securities, Inc. and Innovative Investment Fiduciaries. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts with model-based solutions.

Jeremy Priar is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 10 years of industry experience with prior roles at Penn Mutual Life Insurance Company and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Real Men Wear Pike golf tournament, a charity fundraising event, and operates a goal planning workshop business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers access to third-party asset managers with both discretionary and non-discretionary account options.

Walter Dwyer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1999. 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, corporations, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Joan Glenn is a financial advisor with Lincoln Investment who holds Series 63 and 65 credentials and has 26 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2008 and has been with Fisher Glenn & Company since 1992. Outside of her advisory role, she is an owner involved in the sale of life and long-term care insurance and also provides accounting and tax preparation services through Fisher Glenn, LLC. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs model portfolios and adaptive strategies.

Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been affiliated with Ameritas and its related entities since 2005 and owns AJ Pettola & Associates, a business focused on insurance and investment products, estate planning, and retirement services. Additionally, he is a partner in Xpress Healthcare, which markets discount health programs through independent business owners. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of model portfolios and investment products across multiple program platforms and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance companies.

Nicholas Katherina is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as Vice President of the Hempfield Area School District PTO, where he participates in event planning and fundraising activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

Michael Kroll is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Citizens Securities, he worked at Equitable Advisors, M&T Bank, and Peoples United Bank among other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs, including a digital advisory program managed with SigFig, and brokerage and insurance services.

Robert Fink III is a financial advisor with Private Advisor Group, LLC in Lansdale, PA, holding CFP® and Series 63 credentials and possessing 32 years of industry experience. He has worked with several firms, including LPL Financial, Comprehensive Advisors, LLC, and MSI Financial Services, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms.

Jeffrey Borrowman is a Series 66-registered financial advisor with Hornor, Townsend & Kent, LLC, where he has worked since 2015. He has 21 years of industry experience and also maintains a role with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

David Dougherty is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, PNC Investments, PNC Wealth Management, and Wells Fargo Clearing. Outside of his advisory work, Dougherty is also an Uber livery driver. 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, and it operates as a broker-dealer and insurance agency.

Guido Gaeffke is a financial advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. Outside of advisory work, he is involved in insurance brokerage through his role with 1847 Financial. 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, providing a platform that includes third-party asset managers and dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Michael Gregor is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked with Lincoln Financial Securities Corporation and Penn Mutual Life Insurance. Gregor also owns and operates several insurance brokerage and consulting businesses, including Sterling Benefits, LLC, and Sovereign Insurance Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of discretionary and non-discretionary account options.

David Moskovitz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Guardian Life and its subsidiary Park Avenue Securities since 2012. Outside of his advisory role, he is involved with One Resource Group, an insurance managing general agency that offers access to non-Guardian insurance products. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party solutions.

Jonathan Susser is a financial advisor at Oppenheimer with three years of industry experience. He holds a Series 66 designation and has previously worked at Huntington Securities, Janney Montgomery Scott, Valley National Investments, Credit Agricole, Glenmede Investment Management, and Blackrock. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of advisory programs including asset management, consulting, and retirement services, with a focus on both discretionary and non-discretionary account management.