Charles Wisner III is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alden Investment Group and Wells Fargo 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 broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Sean Allen is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the Strategy Committee Chair for the Germantown Cricket Club, overseeing planned improvements for the membership-only country club focused on racquet sports and dining facilities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Edward Braun is a CFP® with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. He previously worked with Purshe Kaplan Sterling Investments and Hoover Financial Advisors, PC from 2016 to 2021. Braun holds a Series 63 license and is based in Malvern, PA. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach integrating passive and active strategies, supported by an internal Investment Committee and a range of portfolio implementation services.

Amy Baird is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. Prior to joining TD Private Client Wealth LLC in 2025, she worked at LPL Financial for 11 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.

Michael Polin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp and Ameritas Investment Company, LLC dating back to 2006. In addition to his advisory work, Polin is involved as a partner in a marketing organization and holds a license as an independent insurance agent for fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Ian Kahil is a financial advisor at Kestra Advisory Services, LLC with 12 years of experience in the financial industry. He holds the CFP® certification and Series 66 license. Prior to joining Kestra in 2025, he spent nine years at Commonwealth Financial Network and has experience in mortgage services through Absolute Home Mortgage Corporation. Outside of his advisory role, he is involved in managing rental property investments through third-party property management companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors with approximately $79.8 billion in assets under management.

Robert Flannigan is a financial advisor with Janney Montgomery Scott in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at RBC Capital Markets, The Vanguard Group, and Substitute Teacher Service, Inc. 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, charitable organizations, and municipal clients—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

Reece Maurer is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Royersford, PA, and has four years of industry experience. Prior to joining Janney, he worked at Temple University and has been the owner of Maurer Fitness LLC since 2020, providing online fitness and nutrition training programs. 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 client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Robert Dollfus Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Nationwide Advisory Services, Inc. and Penn Mutual Life Insurance Company. Dollfus is also the proprietor of Dollfus Insurance & Financial Services, a multi-line insurance brokerage. 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 investment advice with custody and execution capabilities.

Carol Dittert is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Janney Montgomery Scott since 2009. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Jeffrey Hunter is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with TD firms since 2013, currently based in Exton, PA. Prior to his current role, he worked at TD Bank N.A. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm combines strategic and tactical asset allocation through its TD Managed Portfolios and other offerings, utilizing both affiliated and third-party sub-managers.

Nidhi Kapoor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked in various roles within Citizens Bank and Citizens Securities since 2012. Outside of her advisory work, she is involved as a partner in Riyan Properties LLC and serves as a notary public for Aartik Properties LLC. 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 as both a broker-dealer and insurance agency.

Dale Morra is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and possessing five years of industry experience. He has worked within TD Bank and its affiliated entities since 2012. Outside of his advisory role, Morra volunteers as a certified lifeguard at the YMCA Rocky Run. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm integrates strategic and tactical asset allocation using both affiliated and third-party managers, offering comprehensive portfolio management and financial planning support.

Frank Violini is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Truist Advisory Services. He has been with Truist and its affiliated entities since 2016, with prior experience at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

James Hoff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has worked at Commonwealth since 2019 and previously held roles at SEI Investments Company and Distribution Company. Outside of his advisory work, he is involved in tax preparation through the Andrew Hoff Agency. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction while also offering managed model portfolios and distinct program structures.

Regina Mccann Hess is a CFP® professional with 29 years of experience, currently affiliated with Private Advisor Group, LLC and LPL Financial, LLC since 2015. She is based in Malvern, PA and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is the author of the book "Superwoman Wealth - How to Become Your Own Superhero" and is involved with Dynamic Divorce Solutions, a divorce services business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple third-party asset management programs and a variety of investment strategies.

Xuping Fan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also serves as president of Management Group of Dragon Inc, a company managing her family's business-related transactions and expenses. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers. The firm serves individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses.

William Chambley is a CFP®-credentialed financial advisor with 25 years of industry experience. He has been with Hornor, Townsend & Kent LLC since 2015 and also maintains a role with Penn Mutual Life Insurance Co. Outside of his advisory work, he is an agent at Keystone Financial Group, a multi-line insurance brokerage. 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 consulting. The firm emphasizes client-directed implementation and oversight and manages the majority of client assets on a non-discretionary basis.

Matthew Shafer is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2016, including prior work at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage and insurance products. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.

Benjamin Zajac is a financial advisor with Commonwealth Financial Network based in Exton, PA. He holds the CFP® designation and has 17 years of industry experience. Prior to joining Commonwealth in 2021, he worked at Lincoln Investment, Capital Analysts, and Simone Financial Services. Outside of his advisory work, he co-owns bobr, LLC, a business involved in athletic gear sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, allowing advisors discretion in portfolio construction alongside managed model portfolios.