Daniel Flamma is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Equity Services since 2017 and previously held roles at National Life Group and Wells Fargo Advisors. Outside of his advisory work, he serves as treasurer for the Shadowbrook Home Owners Association and is a board member and boys' field coordinator for a local lacrosse league. Equity Services, Inc. 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, frequently employs third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

David Small is a financial advisor with Ameritas Advisory Services, LLC who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has also worked with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2003. Outside of his advisory role, he is licensed as an independent insurance agent and is a joint owner of a vacation rental property in the Dominican Republic. 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, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, serving clients on both discretionary and non-discretionary bases.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Salvatore Lauri is a financial advisor with Integrity Alliance, LLC in Springfield, PA, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include seven years at Western & Southern Life and W&S Brokerage Services, and shorter tenures at Edward Jones and Mass Mutual. He is also a full-time staff manager at Western & Southern Life. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large advisor network offering portfolio management, financial planning, and a range of investment programs through advisor-managed accounts, model portfolios, and third-party sub-advisers.

Mitchell Benedon is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and six years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Bank of America and Merrill from 2019 to 2025, and has earlier experience at Amazon.com and Global Furniture Group. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of sub-advisors and third-party model platforms to implement its strategies.

Shane Martin is a financial advisor with Empower Advisory Group holding Series 63 and Series 65 licenses, and has six years of industry experience. His prior work includes roles at Thrivent Financial, Transamerica Financial Advisors, and United Financial Service. Outside of advising, he works as an independent contractor runner for Rock Lititz, supporting production teams in a music tour stage construction facility. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, offering both point-in-time financial plans and optional managed account solutions.

Thomas Kinslow is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including long-term roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He is also co-owner of Delian Capital, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a wide range of adviser support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Bryan Mcnamara is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at WSFS Wealth Investments, Commonwealth Financial Network, and Valic Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

Ming Cheung is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Schwab Wealth Advisory and has previously worked at firms including TD Ameritrade, Charles Schwab, Janney Montgomery Scott, Bank of America, and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, with final trading decisions made by clients.

John Kernicky is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to that, he was with Merrill and Bank of America, N.A. from 2011 to 2018. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Kevin Logan is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at PNC Wealth Management. His work history includes roles at Lincoln Investment, Capital Analysts, Hartford Funds Management Company, and Financial Engines Advisors. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and third-party-managed portfolios primarily composed of mutual funds and ETFs.

Mikayla Lewis is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over four years of professional experience across healthcare, corporate services, and financial sectors. She has been with Janney Montgomery Scott since 2024. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Jacob Lusby Jr. is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Citizens Securities, Inc., and several related firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which utilizes algorithm-driven risk assessment and third-party managed model strategies implemented via mutual funds and ETFs.

Zhiqiang Liu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and concurrently at Wfg since 2001. Liu is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services featuring proprietary and third-party model portfolios, discretionary and non-discretionary program choices, and a range of insurance and brokerage products.

Andrew Tyson is a Series 66 licensed financial advisor at PNC Wealth Management with 17 years of industry experience. He has worked with PNC Investments since 2009. Outside of his advisory role, he co-owns a non-investment-related business with his spouse. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital investment program that uses algorithm-driven risk assessments and third-party-managed portfolios, currently available as an invitation-only pilot for PNC employees.

Michael Boyle is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Commonwealth Financial Network since 2018 and previously held roles at Financial Advisors of Delaware Valley, Princor Financial Services Corporation, and Principal Life Insurance Company. Boyle is also president and owner of Independence Advisory Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and practice management, while offering model portfolios and customizable investment programs.

Scott Spangenberg is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, and Logan Circle Partners/MetLife Investment Securities. 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 a range of brokerage, financial planning, and advisory services.

Alexandra Azara is a financial advisor at Mariner with one year of industry experience. She holds a Series 65 designation and has held multiple roles at Mariner since 2022. Prior to her career in financial advising, she worked in various roles including at Cafe Gelato and the University of Delaware. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Susan Lehnerd is a CFP® professional with 13 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2023 and previously spent nine years at Mallard Financial Partners Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options.

Stacey Altemus is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 license and has worked at several firms including CUNA Brokerage Services, Sun FCU, Diamond State Financial Group, Minnesota Life, and Securian Financial Services. Stacey serves as a volunteer board member for the Delaware Institute for the Arts in Education, contributing to strategic oversight. 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 sponsors, and municipal clients, offering financial planning, brokerage services, and advisory programs.