Timothy Gormley is a CFP® professional with 32 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent 11 years at Stifel. 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 client base and offers brokerage, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.

Thomas Licwinko is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Vanguard Group, Sterling Advisors, TD Ameritrade, and Scottrade. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning-led investment process with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.

Robert Grosch is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He has been with Hornor Townsend & Kent since 2012 and holds Series 63 and Series 65 registrations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Sean Moreland is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, and J.P. Morgan. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and uses a Private Advisor model combined with a consolidated investment platform to provide a range of discretionary and non-discretionary investment solutions.

James Bartow Jr. is a CFP®-designated financial advisor with over 33 years of industry experience, currently affiliated with United Planners' Financial Services of America. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and operating his own practice, James A. Bartow. He is also involved in insurance brokerage activities and owns JB Financial, a marketing entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client-directed investment strategies.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and bringing five years of industry experience. Her prior roles include positions at eMoney Advisor LLC and J.G. Wentworth. She is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings to prepare shareholder reports. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house investment management team to construct strategic model portfolios and offers a range of financial planning and portfolio management services through both advisor-led and firm-managed solutions.

Geoffrey Smith is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Kestra Advisory, Kestra Investment Services, Capital One Financial Advisors, and Chase Investment Services. Outside of his advisory role, he owns and operates businesses related to lacrosse, including manufacturing equipment and coaching youth teams in Central Texas. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Jeffrey Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has previously worked at Wells Fargo Clearing and Raymond James Financial Services. Lazarus is also the proprietor and founder of Bella LLC, which holds a patent for a wallet. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Blake Szymanski is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor, Townsend & Kent since 2021. His prior experience includes roles with Penn Mutual Life Insurance Company and Golf Cars, Inc. He is also involved in life insurance brokerage activities through related entities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers.

Mark Clark is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including multiple tenures at Voya Financial Advisors dating back to 2014. Outside of advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, third-party money manager access, and retirement-plan advisory services delivered through a large network of representatives and a diverse product offering.

Robert Gerraputa is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at LPL Financial, Edward Jones, and Joseph Gunnar & Co., LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, overseeing both discretionary and non-discretionary accounts with a network of third-party asset managers.

Jennifer Schaefer is a ChFC®-designated financial advisor with Hornor, Townsend & Kent, LLC, bringing 32 years of industry experience. She has been with Hornor, Townsend & Kent and Penn Mutual Life since 1993. Outside of her advisory role, she operates several small businesses including insurance brokerage and health insurance services, as well as a family foundation focused on supporting children and animal welfare. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, managing over $8 billion in discretionary assets with a platform that integrates third-party asset managers under a dual SEC-registered adviser and FINRA-member broker-dealer structure.

Jessica England is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Fidelity Investments and Ring Bros Marketplace. Outside of her advisory work, she has experience with nonprofit and educational organizations such as the Jewish Community Center Camp Grossman and Boston College. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides ETF-based portfolio management through its digital advisory program and manages both discretionary and non-discretionary accounts.

Daniel Holtz is a financial advisor at PNC Wealth Management with 20 years of industry experience. He has been with PNC Investments LLC since 2015. Holtz holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and implements investments via approved models managed by PNC or third-party strategists.

Theresa Stevens is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney in various capacities since 1993. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Paul Staffaroni Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Foundations Financial Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Co. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Janney Montgomery Scott and Wells Fargo Clearing. He works concurrently with LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions including its proprietary WealthSuite. The firm’s fiduciary-based advisory model combines client goal assessment with access to various strategists and technology platforms to implement a range of investment strategies.

Michael Roper is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and having 17 years of industry experience. He has worked at Key Investment Services since 2016 and previously held roles at LPL Financial and MSI Financial Services, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with portfolios designed by internal and third-party managers and offers non-discretionary model selection with optional tax and values overlays.

Mark Katelhon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 28 years of industry experience. His work history includes roles at LPL Financial, Lincoln Financial Securities Corporation, and Securian Financial Services, among others. He is also the business owner of Nexus2Wealth LLC and involved with Frankford Insurance and Financial Services. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a mix of strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers, emphasizing percentage-of-AUM wrap fees and a cross-border advisory model.

Joseph Mylotte Jr. is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, MerCap Advisors, MerCap Securities, and CUSO Financial Services. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory solutions include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.