Nicholas Frake is a financial advisor with Commonwealth Financial Network and co-owner of Haven Private Wealth LLC. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His career includes roles at WSFS Bank from 2007 to 2025 and Commonwealth Financial Network since 2015. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice management services.

Richard Suermann is a financial advisor with Principal Financial Services in Wilmington, DE, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Financial Advisors Of Delaware Valley since 2008 and at Principal Life Insurance Company and Principal Securities Inc. since 2002. Outside of his advisory role, he provides tax preparation services to family and friends on a volunteer basis. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers under various advisory and promoter arrangements.

Jody Boyer is a CFP® with three years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Wilmington, DE. Prior to joining Janney, Boyer held roles at Financial Growth Partners and has diverse experience including work in the hospitality and construction sectors as well as at Big Oyster Brewery. 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 and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services through in-house and third-party portfolio management.

George Reilly is a CFP® professional with 12 years of experience in financial advisory. He currently works at Kestra Advisory Services, LLC and has held prior roles at Dunlap Bennett & Ludwig, PLLC, Safe Harbor Tax Services, LLC, Zeiders Enterprises, Reilly Law, PLC, and Safe Harbor Financial Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services including fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, through a range of management platforms and third-party solutions.

William Gallagher is a financial advisor at Commonwealth Financial Network with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WSFS Bank. Gallagher also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Vesnaann Tucker is a CFP® professional with six years of industry experience, currently affiliated with Private Advisor Group, LLC. She has previously worked with LPL Financial, LLC, and has a background that includes roles outside of finance, such as participating in the hospitality and home care sectors. Additionally, she is involved in a non-investment related side activity creating commissionable lifestyle content for Rewardstyle. 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 multiple investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Dennis Wallace is a financial advisor with Private Advisor Group, LLC who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has been with Private Advisor Group since 2012 and has worked at LPL Financial since 2006. Wallace also has experience at Eagle Strategies, where he worked from 1998 to 2006. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and uses multiple strategies and third-party managers to tailor investment solutions.

Howard Buck is a financial advisor at Prime Capital Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 20/20 Capital Management and Ameritas Life Insurance. He serves on the board of directors for the YMCA Jennersville in Pennsylvania. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office solutions, utilizing both discretionary and non-discretionary investment strategies.

Danielle Fava is a financial advisor at CWM, LLC with three years of industry experience and holds a Series 65 credential. Her prior work includes roles at Carson Group, Envestnet Embedded Advisory, Inc., Envestnet, Inc., Staten Island CYO, and TD Ameritrade. Outside of advising, she serves as an investor and board member for Language Consulting Worldwide and holds positions with several early-stage companies in the fintech and marketing technology sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages primarily discretionary accounts using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized solutions, emphasizing fiduciary oversight and a range of retirement plan services.

Scott Tapper is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 credentials. He has 31 years of industry experience, including time at LPL Financial since 2002. Tapper is involved in offering group benefits and qualified retirement plans through an affiliated business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions including its proprietary WealthSuite platform and third-party investment managers.

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.