Robin Fine is a ChFC® credentialed financial advisor with 40 years of industry experience, affiliated with Hornor, Townsend & Kent, LLC since 1989. He also has a long-standing relationship with Penn Mutual Life Insurance Company beginning in 1987. In addition to his advisory role, Fine serves on the Board of Trustees and the Investment Committee of Reform Congregation Keneseth Israel. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, managing a multi-billion dollar portfolio through a combination of in-house oversight and third-party asset manager relationships.

Kasseim Everett is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2018, with prior experience at Bank of America and Merrill. 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, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Stephanie Davidson is a financial advisor with Lincoln Investment, holding a Series 66 designation and three years of industry experience. She has been with Lincoln Investment since 2023 and also serves as a varsity cheerleading coach at Audubon High School. Lincoln Investment Planning, LLC is a large enterprise advisory firm serving a wide range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house investment team and third-party managers, with a focus on both advisor-led and model portfolio strategies.

Thomas Schulgen is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and six years of industry experience. He has been associated with United Planners since 2026 and has longstanding ties to Haddon Agency LLC since 2009, where he also serves in an insurance producer capacity. Schulgen is a partner in Haddon Advisory Group, a non-investment-related partnership. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and serves a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm operates through independent Investment Adviser Representatives and employs a range of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Gregory Larson is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 24 years of industry experience. His prior work includes roles at LPL Financial, Commonwealth Investment Management Group, Wells Fargo Clearing, and Valic Financial Advisors. Larson is involved in investment advisory services across multiple affiliated entities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates a variety of investment strategies often implemented through third-party managers and technology platforms.

Bryan Quinn is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

Benjamin White is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network and AXA Advisors. Outside of his advisory role, he is involved in financial education through Benco Education, LLC. J. W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent advisers, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms. The firm utilizes a combination of discretionary and non-discretionary account management with fundamental and technical analysis, model and manager-based strategies, and digital advice solutions.

Michael O'Kane is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining TD Private Client Wealth LLC and TD Bank N.A. in 2025, he worked at PRUCO Securities, LLC and Prudential Insurance Company of America from 2018 to 2025. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers to construct portfolios and provides financial planning support through a technology platform from Envestnet.

James Bell is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network and Foundations Financial Partners since 2025. He previously worked at FSC Securities Corporation for 21 years and OSAIC for two years. Bell is the owner of Bell Planning Group, LLC, a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a variety of investment program structures and serves as a platform provider delivering operations, trading, technology, compliance, and practice-management support.

Leif Vanhala is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at First Command Brokerage Services, Fidelity Investments, SunPro, Sustainable Resource Center, and the Center for Energy and Environment. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Dean Novin is a financial advisor with Centaurus Financial, Inc. in Marlton, NJ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His career includes prior roles at Stifel Nicolaus & Co., Janney Montgomery Scott, and multiple firms affiliated with Cetera. He is also the owner of an LLC used solely for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches and specialized services.

Ronald Parker Jr. is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation. Prior to joining Janney, he worked at JPMorgan Chase and Orth & Kowalick, P.A., and spent five years employed by Chick-fil-A. 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 advisory programs through a combination of in-house and third-party portfolio management.

Nathan Neville is a financial advisor at Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience at Henderson Brothers, Inc., as well as work related to West Virginia University and golf club operations. Outside of finance, he has worked at Pikewood National Golf Club and Chick-Fil-A. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm uses centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

John Hanhauser is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Oppenheimer since 2006. Prior to that, he worked at BNY Mellon Securities Corporation and Goldman Sachs & Co. LLC. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary investment approaches.

Maria Deysher is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Valic Financial Advisors since 2003 and previously worked at Agia. Outside of her advisory role, she serves as a member of the Garnet Valley School Board in Pennsylvania. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Scott Troilo 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 2004. Outside of his advisory work, he is a member of T and T Properties LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account for employees. The firm’s approach uses algorithm-driven risk assessment and delegates portfolio implementation to third-party strategists.

Mehnmah Reeves is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. Prior to joining Key Investment Services, Reeves worked at Wells Fargo Clearing and Merrill. Outside of finance, Reeves serves as Director of Worship and Music Ministry at Calvary Church in Wyncote and provides counseling services to individuals and families through an affiliated ministry. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary model portfolios, with integration alongside KeyCorp affiliates providing additional financial services.

Jacob Howley is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Lincoln Investment in 2026, he worked at Agia and Valic Financial Advisors. He is also appointed as an agent to sell non-securities insurance products for Agia. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and a large network of independent advisors.

Jeffrey Reichner is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and previously worked at Vanguard, Investors Capital Corp., and IGN Entertainment. Outside of financial advising, he owns and operates Beaker Life LLC, a digital marketing and web development company serving law firms. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Deanda Wilson is a financial advisor at TIAA-CREF with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining TIAA-CREF in 2023, Wilson worked at Businessolver and Pitcairn Trust Company and has over a decade of experience at the US Department of Housing and Urban Development. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory approach distinguishes between point-in-time planning and ongoing portfolio management, employing model or customized portfolios under a fiduciary standard.