Ian Murphy is a Series 66-licensed financial advisor at Equity Services, Inc. with two years of industry experience. Prior to joining Equity Services, he has held roles at National Life Group and ATC Healthcare, where he also manages administrative responsibilities for a family business. In addition to his advisory work, Mr. Murphy is licensed to sell life, health, annuity, disability, and long-term care insurance through his own agency, Evolution Financial Group. 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 and combines long-term investment strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Kenneth Vance is a financial advisor with Commonwealth Financial Network based in Kennett Square, PA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior work includes roles at Retirement Capital Advisors, Pacer Advisors, and Columbia Management Investment Distributors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services with a focus on operations, technology, investment management, and practice-management support.

Aidan Keaveney is a financial advisor with PNC Wealth Management, holding a Series 66 designation and one year of industry experience. Before joining PNC Investments LLC, he was involved with Westport Parks and Recreation and operated Keaveney Construction LLC. He has a background that includes roles in community recreation and small business ownership. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party-managed investment models.

L. Dorsey is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at FCG Advisors LLC and Cambridge Investment Research Advisors. Outside of advisory work, he is an author and serves as the chairman of a donor-advised fund. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax, accounting, and family office services.

Kelly Mecca is a CFP® professional with 10 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial since 2020. Prior to this, Mecca worked at Merrill from 2014 to 2020. 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 third-party managers to implement investment strategies.

Heidi Jones is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2016. Outside of her advisory role, she serves as a board member and volunteer shepherd at Greenbank Mill and Phillips Farm in Wilmington, Delaware. 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, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Kevin Drobnes is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 23 years of industry experience. He has worked with National Life of Vermont and SD Associates, in addition to his current role at Equity Services. Outside of his advisory work, he is a licensed insurance agent involved in insurance sales and has interests in accounting and real estate through partnerships and shareholding roles. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, offers multiple advisory platforms, and uses a network of third-party asset managers and model portfolios.

Kyle Slane is a CFP® with six years of experience and is currently with Janney Montgomery Scott. He has been with the firm since 2019, following earlier roles at the University of Kentucky and Wellshire Farms. Outside of his advisory work, he coaches youth baseball teams in New Jersey and California. 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 services, financial planning, and multiple advisory programs.

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.

Robert Fischer is a CFP® and Series 66-registered advisor with Janney Montgomery Scott, where he has worked since 2013. He has 25 years of industry experience. Outside of his advisory work, he serves as Sgt. at Arms for the Caesar Rodney Rotary in Wilmington, DE, a volunteer role involving meeting attendance, bulletin editing, photography, and project coordination. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Thomas Guillebeau is a financial advisor at Mariner with 13 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including Merrill, Morgan Stanley, Osaic Wealth, and Bank of America. He is chairman of the Weldin Park Civic Association in Wilmington, Delaware. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

De Forest Johnson is a financial advisor at Janney Montgomery Scott with 57 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked for Ameriprise Financial Services, Inc. for 13 years before joining Janney Montgomery Scott in 2026. 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 a range of brokerage, financial planning, and advisory services.

Marianne La Rock Mc Guckin is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes more than two decades at Metropolitan Life Insurance Company and over ten years with Voya Financial Advisors. She is also an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves individual, retirement plan, and institutional clients through a broad range of financial planning and portfolio management services. The firm combines in-house and third-party strategies with technology-enabled tools, offering both discretionary and non-discretionary account management across a large network of advisers.

Erik Somerville is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. Prior to joining Independent Financial Partners in 2024, he held roles at Realta Investment Advisors, Inc. and Coastal Equities, Inc. He has worked in various positions since 2018 and attended Hobart and William Smith Colleges from 2013 to 2017. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports approximately 261 advisors nationally. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.

Theodore Quillen IV is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at WSFS Bank before joining Commonwealth in 2015. He is also a co-owner of Haven Private Wealth LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various investment programs and model portfolios developed by its Investment Management and Research team, supporting advisors who operate under their own brand names.

Christine Hennigan is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 36 years of industry experience. She has been with Hornor, Townsend & Kent since 1992 and has also been associated with Penn Mutual since 1991. Outside of her advisory role, she is principal of Divorce Wealth Strategies, LLC, where she provides pre-divorce financial planning as a Certified Divorce Financial Analyst, and she engages in speaking activities related to divorce planning and financial awareness for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, with a notable dual registration and a sizable discretionary asset base.

David Skelly is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and Vala Wealth Management, having previously worked at OSAIC and Woodbury Financial Services. He is also the owner of Skelly Financial Planning Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides back-office support, technology, investment management, and compliance services, offering various advisory programs including discretionary model portfolios and personalized indexing options.

Kathleen Vasko is a CFP® and ChFC® with eight years of experience, currently advising at Janney Montgomery Scott. She has worked exclusively at Janney Montgomery Scott throughout her financial career and previously spent time at Wirx Pharmacy and Family Support Line. Kathleen serves as a trained advocate for CASA Youth Advocates of Delaware and Chester County and participates on the College and Career Planning Committee for Unionville Chadds Ford School District. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage, financial planning, consulting, and wrap/advisory programs with a combination of in-house and third-party portfolio management.

David Berkeihiser is a financial advisor with Private Advisor Group, LLC, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Private Advisor Group since 2012 and associated with LPL Financial since 1997. Berkeihiser also works as an independent insurance agent in a limited capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and a variety of technology platforms and third-party managers to provide diversified investment solutions.

Thomas Daniels is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent seven years at Daniels + Tansey, LLP. Daniels is based in Greenville, DE. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.