Thomas Flynn is a CFP® and Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Malvern, PA. He has four years of industry experience, including prior roles at Barilotti Wealth Strategies and a background in education with Temple University and Garnet Valley School District. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with passive and active management, supported by quantitative and fundamental research and periodic rebalancing.

Mark Diaddezio is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at H. Beck, Inc. since 2012. Outside of his advisory role, he serves as a board member for Conestoga Christian School. 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 brokerage, portfolio management, and financial planning services, utilizing multiple advisory platforms and third-party managers to accommodate diverse client needs.

William Mullin is a CFP® and ChFC® with 29 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Hoover Financial Advisors, Purshe Kaplan Sterling Investments, and Villanova Financial Services. Outside of his advisory work, he is president and owner of Texadelphia, an organization focused on helping veterans and their families with employment and business growth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Philip Diprimio is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2013. Based in West Chester, PA, he provides advisory services within a large enterprise firm. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage, financial planning, consulting, and various advisory programs through a combination of in-house portfolio management and third-party managers.

Katherine Mullin is a CFP® professional at Wealth Enhancement Advisory Services, LLC with two years of industry experience. She has held roles within Wealth Enhancement Group since 2024 and worked in educational positions prior to entering the financial advisory field. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified investment process combining passive and active management overseen by an internal Investment Committee.

Gunjan Ahuja is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hilltop Securities and Capital One Investing, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

Christine Hennigan is a ChFC® with 36 years of experience in the financial services industry. She has been with Hornor, Townsend & Kent, LLC since 1992 and also maintains a long-standing relationship with Penn Mutual starting in 1991. In addition to her advisory work, she is principal of Divorce Wealth Strategies, LLC, focusing on pre-divorce financial planning and serves as a speaker on related topics. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage services with approximately $8.37 billion in discretionary assets under management as of year-end 2025.

Andrew Hoff is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Commonwealth since 2003 and also operates the Andrew Hoff Agency, which he founded in 1989. Outside of advising, he is involved in tax preparation and serves as a trustee for his agency’s retirement and cash balance plans. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

David Berkeihiser is a CFP® and ChFC® with 31 years of industry experience. He has worked at Private Advisor Group, LLC since 2012 and has been affiliated with LPL Financial since 1997. He is also an independent insurance agent in West Chester, PA. 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 a variety of third-party asset managers and proprietary programs, utilizing multiple analytical approaches and trading strategies to meet client objectives.

David Fazzini is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has worked with various Ameritas entities since 2006 and has operated Premier Planning Group since 1993, where he is also licensed as an Independent Insurance Agent selling fixed insurance products. Additionally, he is a partner in Premier Planning Partners, LLC, a marketing organization focused on collaborative idea sharing. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house models, third-party subadvisers, and integrated solutions aligned with Ameritas affiliates.

Daniel Zajac is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and leading the Zajac Group since 2021. His prior experience includes roles at Lincoln Investment and Capital Analysts Incorporated. Outside of his advisory work, he is involved in tax preparation services through Zajac Tax, LLC, writes financial blog content, and co-owns Animate Wealth, a fintech application development company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform of advisory programs, technology, investment management, and practice-management support, allowing advisors discretion to construct portfolios and access model portfolios managed by Commonwealth’s Investment Management and Research team.

Joshua Levitus is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including OSAIC and New Century Financial Group. Prior to his financial advisory roles, he worked at Lehigh University and in other capacities. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers investment advisory programs and retirement plan services, utilizing both in-house and third-party model portfolios across various platforms and investment profiles.

Brian Fisher is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Hoover Financial Advisors, Inc., Villanova Financial Services, Inc., and Cambridge Investment Research, Inc. Outside of his advisory work, he serves as a board member for YCS in Hackensack, NJ, and coaches a grade school basketball team in Audubon, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Waseem Khan is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2022, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. 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, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Lance Roetling is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RK Financial and TD Bank N.A. Outside of his advisory role, he volunteers as a cook providing meals for people in need through Revivals Outreach Perkaise. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence of third-party advisory products.

Amy Keller is a financial advisor at Wealth Enhancement Advisory Services, LLC with over 27 years of experience in the industry. She holds the Series 65 designation and previously worked at Hoover Financial Advisors for 24 years before joining Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Gail Kelly Brown is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2006. 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, financial planning, consulting, and multiple advisory programs.

Scott West is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2018, with prior roles at Ameriprise Financial Services, Inc., Foreside Fund Services, LLC, and Acess Distribution Partners, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing proprietary software and oversight from Morningstar Investment Management to guide asset allocation and retirement planning.

Conor Staples is a financial advisor at Janney Montgomery Scott with a Series 66 credential and three years of industry experience. He is also a board member and secretary of the Spring-Ford Chamber of Commerce in Limerick, PA. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, and advisory programs.

Scott Rakowski is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has been the owner and president of Rakowski & Company, PC, a CPA firm specializing in tax preparation and accounting, since 1999. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a blend of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus and FlexUMA.