Robert Filipone is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he has experience working at Chester Valley Golf Club and Kennett Square Golf and Country Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Cara Archer is a financial advisor at Eagle Strategies (NY Life) with the ChFC® designation and five years of industry experience. Her work history includes roles at NYLIFE Securities LLC and New York Life Insurance Co. She was previously involved with Playtime Pet Resort. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a diverse group of clients including defined contribution and defined benefit plans.

Keith Morris is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Steward Partners subsidiaries and Raymond James Financial Services. Outside of his advisory work, Morris serves as an assistant basketball coach at Saint Joseph Preparatory School and is a board member of the Just Win Today Foundation. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals and institutions, offering discretionary and non-discretionary portfolio management, financial planning, and consulting through a variety of proprietary and third-party investment solutions.

Carolyn Oh is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Mariner Independent Advisor Network, Sagepoint Financial, and Goldman Sachs. She is also involved in providing investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm offers access to multiple advisory programs and model portfolios supported by major strategists such as Fidelity, BlackRock, and Goldman Sachs.

Rubiel Tineo is a financial advisor with Citizens Securities, Inc. in Flourtown, PA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Citizens Securities and Citizens Bank in 2025, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2021 to 2025, Citigroup from 2018 to 2021, and J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2018. He also performs notary services as an outside business activity. 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 under the ownership of Citizens Bank, N.A.

Brian Villanueva is an advisor at Bankers Life Advisory Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life & Casualty since 2020. Prior to his financial services career, he spent eight years at Valley Forge Casino Resort. In addition to his advisory role, Villanueva assists seniors with insurance products including Medicare Supplement, annuities, life, health, and long-term care insurance as a licensed agent. 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 a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ objectives and risk profiles.

James Hower Jr. is a financial advisor at Ameritas Advisory Services, LLC with 35 years of industry experience. He holds a Series 63 designation and has worked with Ameritas in various capacities since 2006. Additionally, Hower serves as president of H & M Financial Group Inc and agent with Premier Planning Group, both of which he has been involved with since 1998. He is also vice president of a business networking group, BNI Networkers. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers discretionary and non-discretionary programs utilizing in-house and third-party managers and maintains affiliations with Ameritas affiliates to deliver integrated financial solutions.

Joseph Roberts is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. He holds a Series 63 designation and has three years of industry experience, including prior roles at Rockefeller Financial LLC, Rockefeller Capital Management, and Zeke Capital Advisors. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and managed account solutions and operates as both a broker-dealer and insurance agency.

Susan Fuhrman Holin is a CFP® with 27 years of industry experience, currently advising at Independent Financial Partners since 2025. Prior to that, she spent 26 years at Fuhrman Management Associates, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves individual, charitable, corporate, and high-net-worth clients, offering both decentralized advisor-driven investment strategies and centralized asset management options, with notable capabilities in retirement-plan advisory and pension consulting.

Jordan Battee is a financial advisor with Truist Advisory Services holding a Series 66 designation. He has experience working at Truist Investment Services since 2024 and previously at Bank of America Private Bank from 2020 to 2024. Prior to his advisory roles, he held positions at the University of Delaware and Delaware Technical Community College. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, 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 focus on integrated inter-affiliate operations.

Edward Kamradt is a CFP® professional with 13 years of industry experience. He is currently with Lincoln Investment, having joined the firm in 2026. His prior roles include positions at LPL Financial LLC, Citizens Securities, Inc., The Vanguard Group, Inc., and Fidelity Investments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolios, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Frank Hennessey is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with various Ameritas entities since 2006 and operates Premier Planning Group, where he is a 50% shareholder and agent. He is also involved as a partner in Premier Planning Partners, LLC, a marketing organization. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management through various programs, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Zachary Walker is a financial advisor at Hightower Advisors with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Hightower in 2025, he worked at The Vanguard Group for four years and held positions at Randstad, BioTelemetry, and Holy Family University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Elliott Footer is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Janney since 2009. Outside of his advisory role, he is involved in tax return preparation and serves as Secretary of The Footer Family Foundation, a charitable organization making donations to public charities. 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 broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Jeffrey Bryant is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and spent 16 years at S. Emerson Group, Inc. Outside of his advisory role, he serves as a secondary executor for a client’s estate. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party platforms and provides financial planning, retirement consulting, and business advisory services.

Mary Mccullagh is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds the Series 66 designation and has worked exclusively at 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, corporate and retirement plans, and offers a variety of brokerage, financial planning, and advisory programs.

Mark Juelis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He previously worked for Brandywine Global Investment Management and Franklin Distributors, LLC for 12 years. Outside of his advisory work, he has involvement with Fair Gage, LLC, a family real estate business in Fort Washington, PA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm provides portfolio management, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that combines discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

John Maleno is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. He has operated Maleno & Associates since 2004, providing CPA and accounting services including income tax return preparation and consulting. Outside of his advisory role, Maleno is involved in life insurance brokerage through several entities, including 1847 Financial and Maleno Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Gregory Nassour is a CFA® charterholder with four years of industry experience currently serving at Wells Fargo Investment Institute, Inc. He has worked at Wells Fargo since 2019 and previously spent 26 years at Vanguard. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions produce equity and fixed-income analysis, conduct third-party manager due diligence, and develop non-custom model portfolios primarily for affiliated users.

Jared Keller is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently affiliated with CWM, LLC and has prior experience at Cetera, Voya Financial Advisors, and Financial Independence Planning, LLC. In addition to his advisory work, he is an independent insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.