Zane Michalski is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

E Steinberg is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Oppenheimer since 1994 and holds Series 63 and Series 65 designations. Outside of his advisory role, he participates in a non-investment professional networking group that meets regularly in the Philadelphia area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation, manager selection, and tailored consulting engagements.

Jessica Nelson is a CFP® practitioner with four years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. Her prior experience includes roles at Altfest Personal Wealth Management, Deloitte, and EY. Outside of her advisory work, she is a co-owner of Elevate Advisory Group, which provides individual tax preparation services. Mariner Wealth Advisors serves a diverse clientele, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, alongside specialized services such as Core Family Office solutions and employer financial wellness tools.

Michael Weckenman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He participates as a member of the Investment Advisory Committee for the Sisters of St. Basil the Great, assisting with their investment decisions. 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, and institutions, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Paul Szkotak is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Integrated Wealth Strategies and has been associated with various New York Life entities since 2020. Outside of advising, he serves as Vice Chair of Onboarding, Retention & Reactivation on the board of NAIFA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types, focusing on tailoring recommendations to client objectives, and primarily manages assets on a non-discretionary basis.

Tony Logan is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Vanguard Group, Casey Securities, and RFA Securities. Voya Financial Advisors serves a diverse client base including individual investors, institutional clients, retirement plan sponsors, and charitable organizations. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, and delivers advice primarily through non-discretionary programs and third-party money manager access.

Kaitlin Lepre is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, with prior roles at Merrill, BB&T Securities, and The Vanguard Group. Janney Montgomery Scott is a 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, and institutional clients, offering brokerage services, financial planning, and advisory programs that combine in-house and third-party portfolio management.

George Schwartz Jr. is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013, following over two decades at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Daniel Stephens is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Janney Montgomery Scott, Private Client Services, Kestra Advisory Services, Kestra Investment Services, and IVC Wealth Advisors. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Victoria Anglace is a financial advisor at Janney Montgomery Scott with the Series 66 designation and has been in the industry since 2025. She began her career at Janney Montgomery Scott after completing ten years as a student. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Dominic Triglia is a financial advisor with Janney Montgomery Scott LLC based in Philadelphia, PA. He holds a Series 66 credential and has two years of industry experience. Prior to joining Janney, Dominic held roles at Equitable Advisors, Pruco Securities, and Prudential Financial Services, and has experience working at The Home Depot and in education at Temple University and The Academy at Palumbo. 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, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Christopher Csencsits is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Janney Montgomery Scott in Philadelphia, having also held roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and Equitable Advisors. Outside of financial advising, he has been involved with a professional baseball organization since 2024. 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, corporate and retirement plan sponsors, and charitable organizations, delivering investment advice through a combination of in-house and third-party portfolio management across various advisory programs.

Kurt Hayn is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. He has been with Bankers Life Advisory Services and affiliated entities since 2005, currently serving as a Unit Sales Supervisor involved in recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and the use of multiple analytical approaches for security selection and portfolio management.

German Rodriguez is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life entities since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Nicholas Stumpo is a financial advisor with Hightower Advisors, holding the CFP® and Series 63 credentials and bringing 14 years of industry experience. Prior to joining Hightower in 2023, he spent nine years at THE Vanguard Group, Inc. He is also active as a performer and artist outside of his advisory role. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a broad range of investment options.

Mary Francesca Miller is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America, Merrill Lynch, UBS Financial Services, and Charles Schwab. She also spent over a decade in full-time education before entering the financial services industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm’s advice is based on Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Samuel Pemberton is a CFP® professional with 14 years of industry experience, currently serving at TD Private Client Wealth LLC. His prior experience includes roles at The Vanguard Group, LPL Financial, Citrin Cooperman Wealth Management, and Mass Mutual Investors Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm manages portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Shurdonna Joseph is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Her prior experience includes nine years at The Vanguard Group. She serves on the boards of Philadelphia's Magic Garden and PA Youth Vote, contributing to community and youth engagement initiatives. 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 and offers a range of brokerage, financial planning, and advisory services through multiple programs and integrated asset management solutions.

Thomas Simons is a financial advisor at Hornor, Townsend & Kent, LLC with 30 years of industry experience. He has been with Hornor, Townsend & Kent since 1996 and is registered with a Series 66 designation. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities.