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.

Shaina Blasek is a financial advisor with Empower Advisory Group who holds Series 66 and Series 63 licenses and has nine years of industry experience. She previously worked at The Vanguard Group for seven years and has been self-employed in content creation focused on advice for mothers on theology, philosophy, and child-rearing. She is also contracted as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

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.

Jon Bartholomew is a financial advisor with GWN Securities Inc. holding a Series 66 designation and 12 years of industry experience. He has been with GWN Securities since 2020 and also operates J.M. Bartholomew & Co., a CPA firm providing accounting and tax services to small businesses and individuals. Jon’s background includes multiple roles at Avantax and other financial service firms. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning options. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and model-based allocations, with a notable use of market-timing and momentum-based strategies in certain legacy programs.

Patrick Devlin is a CFP®-designated financial advisor with Citizens Securities, Inc., bringing four years of industry experience. Prior to joining Citizens Securities in 2022, he worked at MyCIO Wealth Partners and held several positions associated with Temple University and financial services firms. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm employs both digital and managed account strategies, with a proprietary Bank Deposit Sweep Program as part of its service offerings.

Peter Blok is a CFP® professional with 26 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2014. He holds Series 63 and Series 65 licenses and operates a marketing DBA, Blok Financial, to provide securities, advisory, and insurance services. Additionally, he is a partial owner of a fintech business entity, Barnhill Stratagies Ltd. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services implemented across multiple portfolio management options on both discretionary and non-discretionary bases.

Christian Thompson is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at The Vanguard Group, Inc., and Saint Joseph's University. 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 clients. The firm offers portfolio management, access to mutual funds, ETFs, and separately managed accounts, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Jacelyn Gofus is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Janney Montgomery Scott since 1999. 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, corporate and retirement plans, charitable organizations, and municipal clients, delivering investment advice through a combination of in-house and third-party portfolio management.

Timothy Healey is a CFP® and holds a Series 66 license, serving as a financial advisor at Janney Montgomery Scott in West Chester, PA. He has 13 years of industry experience and has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Raymond Lamorgese is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2022. His prior experience includes 13 years at Morgan Stanley Smith Barney and seven years at Morgan Stanley Private Bank. Lamorgese also serves as a co-trustee for the Carolyn Pagoumian Bowen Trusts. 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, financial planning, consulting, and multiple advisory programs.

Jacob Peck is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. 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 clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Corey Hernandez is a CFP® and Series 66-licensed advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He has previously worked at Keystone Financial Group and Wealth Enhancement Group, and he has held roles in golf club and restaurant management. Outside of his advisory work, he assists with insurance sales and service, focusing on life and disability insurance for multiple carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and manages approximately $8.37 billion in discretionary assets and $648 million in non-discretionary assets.

John Collins is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at The Vanguard Group, Inc. and Oberweis Asset Management. Collins held a position as a limited agent for Mother Investment in Phoenixville, PA. 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 utilizes strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Dominic Oteri is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and also maintains a longstanding affiliation with LPL Financial. Oteri operates under the hybrid DBA FPA Wealth Management within Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and retirement-plan consulting, utilizing multiple custodians and model strategists, including Fidelity and BlackRock, to deliver tailored advisory solutions.

Selden Staples is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wrap/advisory programs.

Adam Marcellus is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Loomis, Sayles & Company for 10 years. Outside of his advisory role, he is involved in youth soccer instruction and operates a soccer coaching business. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a long-term approach and a range of model and wrap-fee options.

Tor Hotham is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2012. He has worked in the financial services industry since 1997, including a long tenure with LPL Financial, LLC. In addition to his advisory role, Hotham is an independent insurance agent specializing in fixed insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through discretionary and non-discretionary services.

Benjamin Echegoyen is a CFP® with 23 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. He previously worked at The Vanguard Group, Inc. for 18 years. T. Rowe Price Advisory Services offers a retirement-focused program combining nondiscretionary financial planning and discretionary investment management, primarily using proprietary mutual funds and ETFs, supported by online tools and regular reviews for individual investors and households.

Charles Kedra is a financial advisor with LPL Financial based in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Private Advisor Group, CRC Holdings LLP, and Minnesota Life Insurance Company. He also operates a tax preparation and accounting practice as a CPA. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.