William Harvey is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney since 2002 and holds the Series 63 designation. 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, and advisory services through multiple platforms.

Vatsal Assar is a financial advisor with Commonwealth Financial Network and MPACT Financial Group, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at WFG Advisors, LP and Equitable Advisors. He is co-owner of Assay Wealth Partners, LLC, a private entity involved in securities, advisory, and insurance business operations. 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 provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Andrew Kotulka is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 18 years of industry experience. He has been with PNC since 2008. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering—a discretionary, invitation-only online account that uses algorithmic risk assessment and approved model strategies managed by PNC or third parties.

Heather Holt is an advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. She has worked at Citizens Bank and Fleetwood Bank in various roles since 2011. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Scott Anderson is a financial advisor with First Command Advisory Services in Blue Bell, PA, holding a Series 66 credential and five years of industry experience. Prior to his advisory career, he served in the United States Coast Guard from 2015 to 2020. Anderson also serves as the Financial Secretary for Lighthouse Baptist Church, where he manages financial reporting and oversight duties. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects model portfolios and third-party managers within a discretionary investment framework.

Charles Steege is a CFP® with 29 years of industry experience. He has been with Savant Wealth Management since 2022, previously working for SFG Investment Advisors, Inc. for 26 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

William Schindler is a financial advisor with United Planners Financial Services of America, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Semus Wealth Partners, MML Investors Services, and Mass Mutual. He is also involved as managing partner in Capital Legacy Partners, LLC, and leads Schindler Financial Associates, LLC, a non-investment-related entity. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of non-discretionary and discretionary asset management and both fee-based and commission-based options.

John O'Hara Jr. is a CFP® and holds the Series 66 license, with 10 years of experience in the financial advisory industry. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial, National Planning Corporation, and Comprehensive Financial Professionals. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates proprietary managed account solutions, third-party TAMPs, and technology platforms while offering access to various investment strategies and third-party managers.

Mark Kelley is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Thomas Beeby is a financial advisor with Commonwealth Financial Network in Doylestown, PA. He holds the Series 66 designation and has one year of industry experience. His prior roles include positions at Simon Quick Advisors, Magnetar Capital, and Foundations Financial Partners. Outside of advising, he spends part of his time involved in fixed insurance sales. 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 platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Christopher Caradec is a financial advisor at Mariner with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce Fenner & Smith Incorporated for 14 years. Caradec is based in Fort Washington, Pennsylvania. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office solutions, combining in-house research with third-party managers to implement customized portfolios.

Matthew Hausmann is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining Lincoln Investment in 2017, he spent 13 years at Legend Equities Corporation. Outside of his advisory role, he prepares taxes for clients and acts as a selling advisor for Medicaid compliant annuities in a separate capacity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive strategies.

Jacelyn Gofus is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Janney Montgomery Scott since 1999. 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, financial planning, consulting, and advisory services.

Joshua Mc Kelvey is a financial advisor at Key Investment Services LLC with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at KeyBank and positions in the hospitality and brewing sectors. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory services to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and integrates services with KeyCorp affiliates to deliver a range of wrap programs and ancillary insurance products.

Michael Nelligan is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following 16 years at Legend Equities Corporation. Outside of his advisory role, he serves as trustee for the grandchildren of his late uncle. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, consulting, portfolio management, and utilizes an in-house Investment Management & Research team alongside third-party managers to support a range of client investment strategies.

Joseph Di Criscio Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wealth CMT and Lincoln Financial Advisors Corporation and has been affiliated with Temple University since 2018. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Angela Gelzine is a financial advisor with Lincoln Investment in Fort Washington, PA. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Lincoln Investment in 2018, she worked at Main Line Health from 2013 to 2017. Outside of her advisory role, she works as a server for a catering company specializing in weddings and corporate events. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Jonathan Holin is a Series 65-licensed advisor with Independent Financial Partners, based in Fort Washington, PA. He has seven years of experience at Fuhrman Management Associates and four years at Simon & Simon, PC. Holin joined Independent Financial Partners in 2025. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a decentralized advisory model with multiple investment options and is notable for its retirement-plan advisory and pension consulting services.

Mark Goldstein is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and 35 years of industry experience. He previously worked at MSI Financial Services, Inc. before joining Private Advisor Group and LPL Financial in 2014. Outside of advising, he is involved in an insurance brokerage offering health insurance through Goldmark Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model. The firm provides portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including its proprietary WealthSuite platform and third-party managers.

Robert Van Pelt is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. He has been with Integrity Alliance since 2015 and previously owned VAN Consulting Inc, where he also provided personal financial tax planning services. In addition to his advisory work, he has been involved in fixed insurance and annuities sales since 2015. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans through a large network of over 300 independent advisers managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services, employing various portfolio management approaches and supporting both discretionary and non-discretionary investment strategies.