John Kernicky is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to that, he was with Merrill and Bank of America, N.A. from 2011 to 2018. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Mikayla Lewis is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over four years of professional experience across healthcare, corporate services, and financial sectors. She has been with Janney Montgomery Scott 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Jacob Lusby Jr. is a financial advisor with PNC Wealth Management in Media, PA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Citizens Securities, Inc., and Fulton Bank. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only discretionary digital offering that uses algorithm-driven risk assessment to guide portfolio construction with mutual funds and ETFs.

Michael Boyle is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2018 and previously held roles at Financial Advisors of Delaware Valley, Princor Financial Services Corporation, and Principal Life Insurance Company. Boyle is also president and owner of Independence Advisory Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering model portfolios and customizable investment programs.

Denise Parker is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. Her prior roles include positions at Global Atlantic Financial Group and LPL Enterprise. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving a variety of clients, including sovereign wealth funds.

Scott Spangenberg is a financial advisor with Janney Montgomery Scott in Media, PA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Logan Circle Partners/MetLife Investment Securities and MML Investors Services. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm provides brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Alexandra Azara is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and has held multiple roles at Mariner since 2022. Prior to her career in financial advising, she worked in various roles including at Cafe Gelato and the University of Delaware. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Susan Lehnerd is a CFP® professional with 13 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2023 and previously spent nine years at Mallard Financial Partners Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Stacey Altemus is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 license and has worked at several firms including CUNA Brokerage Services, Sun FCU, Diamond State Financial Group, Minnesota Life, and Securian Financial Services. Stacey serves as a volunteer board member for the Delaware Institute for the Arts in Education, contributing to strategic oversight. 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 financial planning, brokerage services, and advisory programs.

Robert Boswell is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and has 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equity Services Inc. and National Life Group since 2002. Outside of his advisory role, Boswell is involved as an insurance agent with Evolution Financial Group and a partner and insurance agent at Azenith Financial Group. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Christopher Ianni is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Financial Advisors of Delaware Valley, Principal Securities Inc, and Principal Life Insurance Company. Outside of his advisory work, he provides tax preparation services to a select group of clients and writes life, disability, annuities, group, individual, and long-term care insurance products. 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 abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Rizwan Khokhar is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and eight years of industry experience. His prior roles include positions at KeyBank and New York Life Insurance Company. Outside of his advisory work, he owns Grizzly Meals LLC, a healthy meal prep company, and works as a food delivery driver. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager‑selection programs through a mix of discretionary and non‑discretionary approaches.

Katie Mc Glinn is a financial advisor at Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she worked for over a decade at Buckley's Tavern. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolio management according to client goals and risk tolerance.

Thomas Shumosic is a Certified Financial Planner (CFP®) with 35 years of experience in the financial services industry. He is currently affiliated with Kestra Advisory and has previously worked with Cadaret, Grant & Co., Inc., among others. Shumosic is the founder and president of MidAtlantic Retirement Planning Specialists and serves on the advisory board for the Financial Planning major at the University of Delaware as well as on the Board of Trustees for the Delaware Art Museum. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and manager due diligence. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Laura Day is a financial advisor with Eagle Strategies (NY Life) in Newark, DE, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has operated Laura Day & Associates since 2006 and has been affiliated with New York Life Insurance Company throughout her career. In addition to her advisory work, she serves as Secretary on the board of the Mockingbird Homeowner's Association. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm delivers tailored advisory solutions, primarily on a non-discretionary basis, and works extensively with insurance and annuity products within the New York Life affiliate structure.

James Catanese is a financial advisor with Commonwealth Financial Network in Springfield, PA, holding Series 63 and Series 66 licenses and with 41 years of experience in the industry. He has been with Commonwealth since 2000. Catanese is also involved in fixed insurance sales as an agent and is the sole owner of Keybridge Financial, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Robert Kedra is a CFP® professional with eight years of experience currently serving at Private Advisor Group, LLC. He has also worked with LPL Financial and FPA Wealth Management since 2018. Outside of his advisory work, he is involved with Main Line Fashion Week and is the founder of a clothing brand company. 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 investment strategies, often implementing advice through third-party managers and TAMPs.

Christy Rivera is a financial advisor at PNC Wealth Management in Wilmington, DE, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with PNC Financial Services Group since 1999 and PNC Investments since 2005. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment to recommend investment models managed by PNC or third-party strategists.

Kevin Harris is a Series 66-licensed financial advisor with 17 years of industry experience. He has been with Commonwealth Financial Network since 2015 and also owns Harris Asset Management LLC, a private entity through which he conducts securities, advisory, and insurance business. Prior to joining Commonwealth, he worked at WSFS Bank, Merrill, and Banc of America Investment Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, third-party asset managers, retirement consulting, and custody services.

Denis Hill is a financial advisor with Lincoln Investment in West Chester, PA, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 23 years of industry experience, including prior roles at Sheppard Financial Group, Brinker Capital Securities, Orion Portfolio Solutions, Forethought Distributors, Global Atlantic Financial Group, and Eaton Vance Management. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through both advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.