Kelly Atkins is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously operated as a self-employed advisor for ten years. Outside of her advisory role, she is a partner in Kodiak Wealth Management LLC and is involved in Kodiak Tax Solutions, a tax preparation business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

David Page is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves on the advisory committee of Philadelphia Hide and owns a farm, Trimbles Ford, where he manages maintenance and livestock. 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 broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services through various wrap programs and centralized asset management.

Eileen Wood is a financial advisor with Truist Advisory Services and holds the CFP® and Series 66 designations. She has 10 years of industry experience, including 22 years at PNC Capital Markets, Inc. and three years at Truist Investment Services. Wood serves as Treasurer and a board member for Joseph’s House of Camden, a homeless shelter providing overnight accommodations and social services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and supervisory oversight.

Victor Salanovsky is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, the State of New York, and E*TRADE Capital Management LLC. Citizens Securities serves individual and high-net-worth investors and offers a range of investment advisory, brokerage, and insurance services. The firm provides both digital and managed account advisory programs, operating as a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Caitlin Strunk is a CFP® with 10 years of experience in financial advisory, currently with Private Advisor Group, LLC since 2018. She previously worked at LPL Financial and NATIONAL PLANNING CORPORATION, and is also involved with Comprehensive Financial Professionals, Inc. outside of her primary advisory roles. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Ryan Morgan is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 designations. He has one year of industry experience, including prior roles at LPL Financial and Hartford Funds Distributors. Outside of his advisory work, he has been involved with the Union League National Golf Club and the Huntingdon Valley Country Club. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through wrap and non-wrap programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program supported by a network of investment adviser representatives.

Percy Mason III is a financial advisor at Rockefeller Financial LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and access to alternative and private investments, operating under the Rockefeller Global Family Office platform.

Christopher Mayer is a financial advisor at OSAIC Institutions, Inc. with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining OSAIC Institutions in 2026, he worked at Pacer Financial, Inc. from 2021 to 2026. Mayer’s background also includes four years at Boston College and four years at St. Joseph's Preparatory School. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure.

Casimir Seweryn is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Vanguard and eMoney Advisor before returning to TIAA in 2020. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides customized portfolio management alongside model portfolio options and acts as adviser to the TIAA Donor Advised Fund.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, he worked in the restaurant industry and continues to be involved as a cook at North Park Lounge. 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 employs a range of investment strategies managed by an internal Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

John St Marie Jr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and has operated his own advisory practice since 1986. In addition to his advisory work, he is involved in the sales and service of fixed insurance products including health insurance and annuities. Lincoln Investment serves a broad client base including 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 investment programs that incorporate both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Jason Stanco is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Truist Investment Services. Outside of his advisory role, he has managed residential real estate investment entities. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support through a combination of discretionary and non-discretionary manager relationships, utilizing third-party platforms and AI-enabled research tools.

Joshua Holin is a financial advisor with Independent Financial Partners, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages substantial assets and supports a decentralized advisory model that allows individual advisors to set investment strategies while offering access to centralized asset management and third-party managers.

Hee Park is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at FSC Securities Corporation for 23 years and has been affiliated with JSO Partners, Mariner Independent, and LPL Financial LLC. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through multiple advisory programs and access to third-party asset managers and managed account platforms.

Heath Davis is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Outside of his advisory role, he is involved in multi-line insurance brokerage through 1847BENEFITS and life insurance brokerage via 1847FINANCIAL. 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, combining custody, execution, and brokerage capabilities with investment advice.

Daniel Petrovich is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Penn Mutual / Hornor, Townsend & Kent since 2003. Outside of his advisory work, Petrovich serves as a member of the board emeritus for Munopco Music Theatre and works as a freelance actor and director in theatre and film. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its client assets on a non-discretionary basis.

Scott Wetherbee is a financial advisor with CWM, LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Carson Wealth, Independent Financial Group, and Dejesus & Wetherbee LLC. Outside of advisory work, he serves as treasurer for the nonprofit Facing Addiction Ministries and is involved in several business ventures, including a bookkeeping and accounting firm and an RV rental company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

Dominick Di Nofa is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His career includes roles at Lincoln Financial Group and multiple related positions at New York Life entities. Di Nofa is also involved in business networking through the BNI Langhorne Chapter. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a variety of advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

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.

Theresa Sims is a ChFC® credentialed advisor with Eagle Strategies (NY Life) in Wayne, PA, bringing 41 years of industry experience. She has been affiliated with NYLife Securities LLC since 1985 and New York Life Insurance Company since 1984. Outside of her advisory role, she is involved as an owner of Sims, Giles & Associates and acts as an insurance broker for non-registered insurance products. 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 customized advice and solutions through multiple program types, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement plan investors.