Dana Wilkins is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 licenses 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Neal Regino is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with National Life Group and Equity Services since 2015. Outside of his advisory work, he serves on the advisory board of the William Trippley Youth Development Foundation, a nonprofit focused on at-risk youth. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Adam Vari is a financial advisor with PNC Wealth Management in Wilmington, DE. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining PNC Investments LLC in 2024, his work history includes roles at Interac and educational institutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses approved model strategies and automated risk assessment for investment management.

Jason Reeves is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, W.L. Gore & Associates, Siemens Healthineers, and Kuraray America Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select retail clients. The firm delivers services through an integrated model linked with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Timothy Healey is a CFP® professional with 14 years of industry experience, currently affiliated with Janney Montgomery Scott, where he has worked since 2014. He holds a Series 66 license and is based in West Chester, PA. Janney Montgomery Scott LLC is a 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 plan sponsors, and municipal entities, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

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.

Brian Moser is a financial advisor at PNC Wealth Management with 22 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is a co-owner of short-term rental properties. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist that uses algorithmic risk assessment and third-party-managed mutual fund and ETF models.

Charles Burns is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He has been with Janney Montgomery Scott since 1989. Burns holds Series 63 and Series 66 designations. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Thomas Leary is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Janney Montgomery Scott since 2018, with prior experience at Morgan Stanley Private Bank. 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, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Jason Molnar is a financial advisor with Citigroup Global Markets, holding the CFP® designation and Series 66 and Series 63 licenses. He has 14 years of industry experience, including a decade at Citi Private Bank and a prior role at Ameriprise. Outside of his advisory work, Molnar coaches youth soccer and lacrosse in the Wilmington, DE area. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with comprehensive manager oversight and provides bespoke discretionary solutions for large client relationships.

Luke Hoffman is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023, with prior roles at Beyond Hello and Kimberton Whole Foods. 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 charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Dominic Oteri is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2016. He is also affiliated with LPL Financial, where he has worked since 2013. Oteri’s professional designations include Series 63 and Series 65. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm’s fiduciary-based model incorporates both discretionary and non-discretionary strategies, utilizing third-party managers and proprietary technology platforms.

Andrew Hess is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He currently works at Creative Planning and previously held positions at Daniels + Tansey, LLP, Merrill, and Bank of America. Outside of finance, he is the CFO of Tri-State Underground, an underground construction company, where he oversees financial activities and provides strategic advice. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeanne Oneill is a financial advisor at Brown Advisory with 17 years of industry experience and holds Series 63 and Series 66 licenses. She has been with Brown Advisory for 15 years. Outside of her advisory role, she serves as a power of attorney for a family member. Brown Advisory manages approximately $124.3 billion for institutional and private clients, offering discretionary portfolio management, strategic advisory, and family office services. The firm uses a bottom-up fundamental research approach across equity and fixed-income strategies and incorporates sustainable investing and alternative assets through both active and passive methods.

Suzanne Rumignani is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2016. 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 a range of brokerage services, financial planning, consulting, and advisory programs.

Colin Burke is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Janney in 2019, he worked at Bank of America and Merrill from 2014 to 2019. 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 charitable organizations, offering brokerage services, financial planning, and advisory programs supported by in-house and third-party asset management.

Todd Buonocore is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He joined Janney Montgomery Scott in 2025 after nine years at Wells Fargo Clearing. 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 sponsors, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

David Jacowitz is a ChFC® credentialed financial advisor with 24 years of industry experience. He has worked at Equity Services, Inc. since 2017 and has prior experience with National Life Group, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Company. Jacowitz is also involved in charitable work as president of the EFG Charitable Foundation. Equity Services, Inc., known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term strategies and shorter-term trading options, utilizing third-party asset managers and model portfolios.

Louis Butera is a CFP® professional with 38 years of industry experience. He currently serves as an advisor at Private Advisor Group, LLC, where he has worked since 2018, and previously worked at LPL Financial from 2012. He also founded Butera Wealth Management LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and third-party managers.

Rachel Roach is a CFP® and holds a Series 65 license, with six years of industry experience. She has worked at Mercer Global Advisors Inc. since 2022 and previously spent four years at Mallard Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, supplemented by educational content and integrated affiliated service lines.