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.

Peni Warren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1982, collaborating with clients and their families to understand their financial situations and priorities. Her approach emphasizes personalized wealth management strategies tailored to clients' long-term objectives. Peni’s expertise spans a wide range of client focus areas, including college education planning, family wealth management strategies, legacy planning, retirement income, special needs planning, small business strategies, and investment strategy for individuals and corporations. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Peni earned her high school diploma from Lake Forest High School. In addition to her professional work, Peni is involved in her community through volunteering with organizations such as the Delaware State Fair and The Fund For Women. Her personal interests include cooking, gardening, interior decorating, knitting and crocheting, painting, and running.

Tracey Stefanisko is a financial advisor at &Partners with 23 years of industry experience. She holds Series 63 and Series 66 credentials. Her previous roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Roster Financial, and Questar Capital Corporation. &Partners serves individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides both investment advisory and brokerage services, employing a mix of proprietary models and third-party manager solutions through the Envestnet platform.

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.

Matthew Lagoy is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has held roles at Janney since 2017 and previously worked at Bank of America and Merrill. He serves on the board of the West Chester Area Education Foundation, which focuses on providing educational opportunities to the West Chester, PA school district. 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 advisory and brokerage services supported by both in-house and third-party portfolio management.

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.

Rachel Montgomery is a Series 66-licensed financial advisor with Janney Montgomery Scott in Greenville, DE, and has two years of industry experience. Her prior work includes roles in the restaurant industry with Big Fish Restaurant Group, Taverna Rustic Italian, Grain Craft Bar & Kitchen, and Valle Cucina. 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 charitable and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

Jason Babiarz is a financial advisor with Commonwealth Financial Network in Chadds Ford, PA. He holds a Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at JPMorgan Chase & Co from 2012 to 2018. Outside of his advisory work, he is involved in tax preparation as a CPA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

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.

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.

Connor Alcarese is a financial advisor at Janney Montgomery Scott with a Series 66 designation and no prior industry experience. He has been with Janney Montgomery Scott since 2022. Outside of his advisory role, he has experience working at Dewey Beer Co and has been involved in various roles during his education at James Madison University and Salesianum School. Janney Montgomery Scott LLC is a large 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, financial planning, consulting, and advisory programs through both in-house and third-party portfolio management.

Anthony Juliano is a CFP® with seven years of industry experience, currently serving as an advisor at &Partners since 2024. Prior to joining &Partners, he worked at Wells Fargo Clearing Services, LLC for six years and BlackTree Healthcare Consulting for two years. &Partners serves a diverse client base including individual and institutional clients such as retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of investment strategies through proprietary models and third-party managers.

Amos Paul is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 65 and Series 63 licenses and three years of industry experience. He has been with TD Bank and its affiliated wealth management firms since 2014. 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, offering portfolio management, financial planning support, and access to a range of investment products through a combination of affiliated and third-party managers.

James Rogers is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and a Series 63 license. He has 44 years of industry experience, having worked at Hornor, Townsend & Kent since 1988 and Penn Mutual Life Insurance since 1975. In addition to his advisory role, he owns an insurance brokerage focused on sales and service for multiple carriers. 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 combines advisory and broker-dealer services with access to third-party asset managers and reported over $8 billion in discretionary assets under management as of 2025.

Randall Renneisen is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Janney Montgomery Scott since 2013. 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 multiple advisory programs.

Tina Seasock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 14 years of industry experience. She has also been associated with LPL Financial since 2012. In addition to her advisory work, she owns and operates Seasock Commercial Services, a cleaning company. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a wide range of clients, including individuals, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and coordinating services through multiple custodians.

Steven Manley is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves as a board member at Bishop Shanahan High School in Downingtown, PA, contributing to the school's strategic vision. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Thomas Furey Jr. is a financial advisor at Private Advisor Group, LLC with Series 63 and Series 65 credentials and 33 years of industry experience. He has previously worked at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. Furey is also involved with Summit Partners, Inc., a business entity for tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms, with advisory solutions delivered through a network of investment adviser representatives.

Brendan Kelly is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Triad Advisors, Alera Investment Advisors, and LPL Financial. Independent Financial Partners is an enterprise firm serving tens of thousands of clients nationwide through a network of approximately 261 independent Investment Adviser Representatives. The firm offers a decentralized advisory model with a range of investment strategies, retirement-plan consulting services, and trustee capabilities.

Michael Koppenhaver is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2024, following a 13-year tenure at Bank of America, N.A. Koppenhaver is involved as a silent partner in several Delaware-based hospitality and brewing ventures and serves as managing partner for a commercial property development. 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 clientele including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.