Daniel Kearns is a financial advisor with PNC Wealth Management in Wilmington, DE, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at PNC Investments since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank NA. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital portfolio solution that uses algorithmic questionnaires to recommend risk bands and implements investments via approved model strategies managed by PNC or third-party strategists.

Steven Cooper is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Janney Montgomery Scott and has previous experience at Bank of America and Merrill. Cooper has been with Janney since 2019. 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, offering brokerage, financial planning, consulting, and advisory programs, and integrates both in-house and third-party portfolio management.

William Williamson is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale and unique market roles, including in-house research and derivatives services.

William Masten is a financial advisor at SPC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at SPC since 2017. Masten also serves as Chairman and President of Penn Bancshares, Inc., and is a member of the Pennsville Sewerage Authority. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large network of advisors with tailored, discretionary investment advice delivered through various account platforms.

Ryan Burns is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 11 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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 municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Nicholas Frake is a financial advisor with Commonwealth Financial Network and co-owner of Haven Private Wealth LLC. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His career includes roles at WSFS Bank from 2007 to 2025 and Commonwealth Financial Network since 2015. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice management services.

Richard Suermann is a financial advisor with Principal Financial Services in Wilmington, DE, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Financial Advisors Of Delaware Valley since 2008 and at Principal Life Insurance Company and Principal Securities Inc. since 2002. Outside of his advisory role, he provides tax preparation services to family and friends on a volunteer basis. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers under various advisory and promoter arrangements.

Jody Boyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Wilmington, DE. Prior to joining Janney, Boyer held roles at Financial Growth Partners and has diverse experience including work in the hospitality and construction sectors as well as at Big Oyster Brewery. 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.

George Reilly is a CFP® professional with 12 years of experience in financial advisory. He currently works at Kestra Advisory Services, LLC and has held prior roles at Dunlap Bennett & Ludwig, PLLC, Safe Harbor Tax Services, LLC, Zeiders Enterprises, Reilly Law, PLC, and Safe Harbor Financial Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a range of management platforms and third-party solutions.

William Gallagher is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WSFS Bank. Gallagher also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Howard Buck is a financial advisor at Prime Capital Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 20/20 Capital Management and Ameritas Life Insurance. He serves on the board of directors for the YMCA Jennersville in Pennsylvania. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, utilizing both discretionary and non-discretionary investment strategies.

David Dively is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 23 years of industry experience, including roles at Truist Investment Services, Bb&T Securities, and BBTIS. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Kenneth Vance is a financial advisor with Commonwealth Financial Network based in Kennett Square, PA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior work includes roles at Retirement Capital Advisors, Pacer Advisors, and Columbia Management Investment Distributors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services with a focus on operations, technology, investment management, and practice-management support.

Aidan Keaveney is a financial advisor with PNC Wealth Management, holding a Series 66 designation and one year of industry experience. Before joining PNC Investments LLC, he was involved with Westport Parks and Recreation and operated Keaveney Construction LLC. He has a background that includes roles in community recreation and small business ownership. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party-managed investment models.

L. Dorsey is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at FCG Advisors LLC and Cambridge Investment Research Advisors. Outside of advisory work, he is an author and serves as the chairman of a donor-advised fund. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax, accounting, and family office services.

Kelly Mecca is a CFP® professional with 10 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial since 2020. Prior to this, Mecca worked at Merrill from 2014 to 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and third-party managers to implement investment strategies.

Heidi Jones is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2016. Outside of her advisory role, she serves as a board member and volunteer shepherd at Greenbank Mill and Phillips Farm in Wilmington, Delaware. 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 wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Robert Fischer is a CFP® and Series 66-registered advisor with Janney Montgomery Scott, where he has worked since 2013. He has 25 years of industry experience. Outside of his advisory work, he serves as Sgt. at Arms for the Caesar Rodney Rotary in Wilmington, DE, a volunteer role involving meeting attendance, bulletin editing, photography, and project coordination. 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 services, financial planning, consulting, and multiple wrap and advisory programs.

Thomas Guillebeau is a financial advisor at Mariner with 13 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including Merrill, Morgan Stanley, Osaic Wealth, and Bank of America. He is chairman of the Weldin Park Civic Association in Wilmington, Delaware. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

De Forest Johnson is a financial advisor at Janney Montgomery Scott with 57 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked for Ameriprise Financial Services, Inc. for 13 years before joining Janney Montgomery Scott in 2026. 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 a range of brokerage, financial planning, and advisory services.