Brittany Allenson is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to her current role, she worked at Target and Reith Communications. In addition to advising, she serves as a Unit Field Trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and regularly reviews client portfolios.

Shirley Antonini is a financial advisor at Key Investment Services LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo in various capacities for over a decade before joining KeyBank and Key Investment Services. Outside of her advisory role, she has been involved with the Schuylkill Racquet Club for 18 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and brokerage products. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Clark Stossel is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management from 2013 to 2017. Stossel has been with Independent Financial Partners since 2017. Independent Financial Partners is an enterprise firm with a nationwide network of approximately 261 independent advisors, serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with options for discretionary and non-discretionary management, and is noted for its retirement-plan advisory and pension consulting services.

Binnie Footer is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding a Series 63 designation and 45 years of industry experience. He has been with Janney Montgomery Scott since 1989. Outside of his advisory role, he serves as president of The Footer Family Foundation, a charitable organization that makes donations to public charities. 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 range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jong Oh is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His previous roles include positions at LPL Financial and FSC Securities Corporation. Outside the advisory business, he is involved with his own entity, Professional Insurance and Financial Services. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through various advisory programs and access to third-party asset managers and turnkey asset management platforms.

Fred Shocket is a CFP® with 32 years of industry experience, currently affiliated with CWM, LLC. His prior roles include positions at Cetera Wealth Services, VOYA Financial Advisors, and Financial Independence Planning, where he provides advisory services. He is also an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, with a discretionary investment approach that integrates model portfolios, third-party sub-advisors, and customized solutions.

Bryce Mondorff is a financial advisor with PNC Wealth Management holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera Wealth Services, Northwestern Mutual, and PNC Investments. He has also worked in educational settings, including Delone Catholic High School and Misericordia University. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary account that uses algorithmic risk assessment and implements investments via approved model strategies with mutual funds and ETFs. The firm’s approach involves delegation of portfolio execution and proxy voting to third parties and features a pilot structure limited to employees with PNC Bank online-banking credentials.

Brian Goodman is a financial advisor with Hornor, Townsend & Kent, LLC, holding CPA credentials and over 22 years of experience running his own CPA and tax practice. He joined Hornor, Townsend & Kent in 2025 and also operates under the marketing name 1847Financial as a financial professional. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and non-discretionary oversight.

Cheryl Yost is a financial advisor at Principal Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with Principal Securities Inc. since 1999 and Principal Life Insurance Company since 1998. Outside of her advisory role, she serves as a Girl Scouts troop leader. Principal Securities provides brokerage and advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Sally Hoffman is a CFP® with 16 years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. She has held roles at Bankers Life & Casualty Company since 2007 and operates Sally Hoffman LLC. In addition to her advisory work, she is a licensed insurance agent appointed with Bankers Life & Casualty Company, authorized to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide portfolio management.

Deborah Harris is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services and Truist Investment Services since 2023, with prior experience at Citizens Securities, CCO Investment Services, and Citizens Bank. Outside of her advisory work, she serves as a caregiver for individuals with Down Syndrome and is a commissioned notary. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a distinctive approach involving inter-affiliate integration and related operational requirements.

Shane Levey is a financial advisor with Bankers Life Advisory Services, Inc. in King of Prussia, PA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Bankers Life Securities, Inc. since 2016 and has been associated with Bankers Life & Casualty Co. since 2003. Outside of his advisory role, he is involved in insurance sales and training new insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Timothy Waite is a CFP® with 33 years of industry experience. He is affiliated with Comprehensive Advisors, LLC and has held roles at Private Advisor Group, LPL Financial, Integrity Investment Advisors, and National Planning Corporation. Outside of financial advising, he is a co-owner of Rapunzel Day Spa & Salon in Lansdale, PA. Comprehensive Advisors, LLC provides financial planning and consulting services to individual and high-net-worth clients, focusing on one-time financial plans rather than ongoing asset management. The firm implements advice through client Investment Policy Statements and offers a range of investment recommendations without discretionary trading or custody of client assets.

David Ward is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessment and implements investments via approved model strategies with mutual funds and ETFs.

Jason Harken is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having previously worked at Cco Investment Services Corp for 15 years. Outside of his advisory role, he serves as a part-time assistant tennis coach at St. Joseph's University. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

Kevin Martin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior experience includes over a decade at Eagle Strategies (NY Life) and New York Life Insurance Company. Outside of his advisory role, he owns residential rental property. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

Jill Dreibelbis is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Jill has worked within the Bankers Life family of companies since 2012 and is also an insurance agent providing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis methods to tailor asset allocations and portfolios according to client goals and risk tolerances.

Paul Siock is a financial advisor with GWN Securities Inc. in Lansdale, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at GWN Securities since 2016 and has been associated with Prudential Insurance Company of America and Pruco Securities LLC since 2012. Outside of his advisory role, he provides life insurance and fixed annuity services and assists New Jersey public school employees with retirement planning through The SWR Group. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a distinctive legacy use of market-timing and technical-momentum strategies.

H. Kerr IV is a Series 66–registered financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he contributes to the CPA Continuing Education Society of Pennsylvania by managing their website and supporting CPE events for the local CPA community. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Thomas Martorana Jr. is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is involved with Walnut Hill Investments, LLC. 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 charitable organizations, offering brokerage services, financial planning, and various advisory programs.