Mehnmah Reeves is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Key Investment Services since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as Director of Worship and music ministry at Calvary Church in Wyncote and provides counseling services to individuals and families through LIFTED HANDS MINISTRY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts, emphasizing client-directed model selection and ongoing monitoring. The firm operates as part of the KeyCorp group, with regulatory disclosures and supervisory measures in place.

Gregory Sarian is a financial advisor with Hightower Advisors in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2013. Outside of his advisory work, he is a member of Aberdeen Holdings, LLC, a rental real estate venture. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, offering a variety of portfolio management and financial planning services.

Michael Mattise is a CFP® with 34 years of industry experience, currently serving at Corient. His prior experience includes roles at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He is a member of the RIA Advisory Committee for Brookfield Oaktree and serves on the board and finance and investment committees of The Foundation for Delaware County. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and utilizes risk management tools, alternative investments, and private fund capabilities.

Zachary Halvonik is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. He previously worked at Charles Schwab and has experience in client-facing roles at Premier Planning Group. Prior to his advisory career, he spent several years working in the golf industry. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable products, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Bret Berg is a CFP® with eight years of industry experience, currently serving at Commonwealth Financial Network since 2023. He has also worked at Foundations Financial Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of advising, he spends a portion of his time selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a nationwide network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal models or external platforms.

Gregory Dexter is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has prior experience with Nylife Securities LLC and New York Life Insurance Company and has been involved with Saint Joseph's University since 2014. Outside of advisory work, he serves as a Confirmation Catechist and Sacristan at Immaculate Heart of Mary Parish and performs as a freelance jazz percussionist. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sean Jago is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and seven years of industry experience. Prior to joining Citizens Securities in 2023, he worked at Edward Jones for five years and was involved in the oil industry at Moab Oil for two years. 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 managed in partnership with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Jeffrey Reichner is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Janney, he worked at IGN Entertainment, Vanguard, and LiquidHub. Outside of his advisory role, he owns and operates Beaker Life LLC, a digital marketing and web development company serving law firms. 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 range of clients including individuals, families, trusts, corporate sponsors, and municipalities, offering financial planning, brokerage services, and multiple advisory programs.

Joanna Craney is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and 65. Craney has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2015. She serves as a board member for Caring Branches Early Care and Education Center, a nonprofit preschool organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Francis Masse II is a financial advisor with Hightower Advisors, holding a Series 66 designation and 27 years of industry experience. He has been with Hightower Advisors and its affiliated entity, HighTower Securities, LLC, since 2013. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers access to mutual funds, ETFs, alternative investments, and customized indexing strategies.

Daniel Otto is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2010. He also works with Kades Margolis Corp. Outside of his advisory role, he occasionally provides clients with insurance recommendations tailored to their financial situations. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment strategies, including legacy market-timing and momentum-based approaches.

Anthony Davaro is a financial advisor with Truist Advisory Services in Jenkintown, PA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes multiple roles at Truist Investment Services, Truist Bank, and Citizens Bank and its related entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Christopher Eble is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Citizens Securities, Inc., where he has worked since 2022. His previous roles include positions at Pruco Securities, LLC, The Prudential Insurance Company of America, CiTIGROUP, and Massachusetts Mutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with advisory options ranging from a digital platform to managed accounts.

John Mazzarella is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower Advisory Group, he worked at The Vanguard Group, Inc. for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Faith Smith is a financial advisor with Oppenheimer & Co. Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Oppenheimer since 2014. Outside of her advisory role, she assists with bookkeeping and marketing for a family-owned custom welding and metal fabrication business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment and retirement services with a combination of discretionary and non-discretionary strategies, maintaining custody of client assets while operating both advisory and broker-dealer businesses.

Jonathan Moyer is a CFP®-credentialed advisor with 23 years of industry experience, currently affiliated with CWM, LLC. He previously worked at CETERA Advisor Networks LLC for six years and has been with CWM, LLC and Strategic Wealth Partners for ten years. In addition to his advisory work, he is also an insurance agent selling life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis, utilizing model portfolios overseen by an in-house Investment Committee and employing a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

John Walker III is a financial advisor at Mercer Global Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wisdom Planning, LLC, Andrew Garrett Inc, Cordasco Financial Network, Inc., Cco Investment Services, and Citizens Bank. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and tax-management strategies.

Charles Locher is a financial advisor with GWN Securities Inc. in Wayne, PA, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has worked at GWN Securities since 2011 and maintains concurrent roles with Legacy Planning Partners and Minnesota Life Insurance Co. Outside of investment advisory, he is involved in selling group health insurance and life insurance products as part of comprehensive financial planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of portfolio management approaches, including both traditional asset allocation and legacy market-timing strategies.

David Nuddle is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Macallan Bibeau is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial, Macallan worked at Aesop's Neck Partners, LLC and England Securities, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.