German Rodriguez is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life entities since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Bryan Kee is a financial advisor with Lincoln Investment in Fort Washington, PA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Capital Analysts and Registered Representative positions since 2022, as well as employment at UPS and Drexel University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement solutions, utilizing both strategic and tactical investment approaches, and manages approximately $22.9 billion in advisory assets.

Shurdonna Joseph is a CFP® professional with 17 years of industry experience, currently advising clients at Janney Montgomery Scott. She previously worked at The Vanguard Group, Inc. for nine years before joining Janney Montgomery Scott in 2017. Outside of her advisory role, she serves on the boards of Philadelphia's Magic Garden and PA Youth Vote, contributing to community and civic engagement organizations. 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, and institutional clients, offering a range of financial planning, brokerage, and advisory services supported by both in-house and third-party portfolio management.

Marc Roberts is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering portfolio management, financial planning support, and access to mutual funds, ETFs, and separately managed accounts. The firm combines strategic and tactical asset allocation through TD Managed Portfolios and affiliated sub-managers.

John Rinaldi is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and has previously worked at Black Rock, Pacer Financial, and Janney Montgomery Scott in various roles. 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, corporate retirement plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Matthew Mccloskey is a financial advisor with Guardian Life and holds the CFA® designation and Series 63 license. He has one year of industry experience, including roles at Park Avenue Securities and Prosperian Wealth Management. Prior to his advisory career, he spent eight years at Valuation Research Corporation. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships and features a hybrid digital advisory solution in addition to traditional portfolio management.

David Friedman is a Series 66-licensed financial advisor with Lincoln Investment in Horsham, PA, and has 27 years of industry experience. He has previously worked at Capital Analysts, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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 and retirement plan advice, utilizing a blend of in-house and third-party investment strategies managed by an Investment Management & Research team employing both strategic and tactical approaches.

Elizabeth Hines is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Janney Montgomery Scott since 1993. 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, financial planning, consulting, and advisory services with a combination of in-house and third-party portfolio management.

Laura Williams is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with 13 years of industry experience. She has worked continuously with Janney Montgomery Scott since 2011. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Shawn Grant is a financial advisor with PNC Wealth Management in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. Prior to joining PNC in 2026, he worked at Capital Analysts and Lincoln Investment. Outside of his advisory role, he manages a rental property in Philadelphia. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The program uses algorithm-driven risk assessment and implements approved model strategies via mutual funds and ETFs with annual rebalancing.

Timothy Regan is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has worked at Janney in various capacities since 2017. Prior to his advisory career, he was affiliated with the University of Delaware for four years. 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, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Dipanwita Das is a financial advisor with Truist Advisory Services holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior work includes roles at Bank of America, Merrill, Wells Fargo, HSBC, Equitable Advisors, and JP Morgan. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting with third-party platform partnerships and uses AI-enabled tools to support investment research and manager oversight.

Laura Shannon is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Janney Montgomery Scott since 2008. 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, and charitable organizations, providing brokerage services, financial planning, consulting, and various advisory programs.

Barry Ford is a financial advisor with TD Private Client Wealth LLC in Philadelphia, PA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at TD Private Client Wealth and TD Bank N.A. since 2016 and previously spent five years at PNC Investments. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, offering portfolio management, financial planning support, and custody services through third-party platforms. The firm combines strategic and tactical asset allocation utilizing both affiliated and third-party managers.

Joshua Eskin is a CFP® and holds a Series 66 designation with three years of industry experience. He is currently with Janney Montgomery Scott and previously worked at The Vanguard Group, Inc. from 2022 to 2025. His background also includes roles at Levy Wealth Management Group and Eisenberg, Rothweiler, Winkler, Eisenberg & Jeck, P.C. 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 individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Ralph Schneider is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Regina Colburn is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Janney, Regina worked at The Vanguard Group and has experience with a children’s museum and other diverse roles outside the financial sector. 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Louis Cammisa II is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 license, and has 28 years of industry experience. He has been with Commonwealth Financial Network and operates Cammisa Financial Services, LLC since 2010. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios managed by its Investment Management and Research team.

Charles Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes long tenures at Commonwealth Financial Network and Portin Hoffmann Financial Group Inc, as well as roles at Marcum Wealth LLC and FourFront Advisors, LLC. Outside of his advisory work, he serves as Vice President and Co-Trustee for ILIT AG/SG in Philadelphia, overseeing trust and insurance policy maintenance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Eric Hershman is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 43 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a long-term association with Capital Analysts Incorporated since 2001. Outside his advisory roles, he owns Hershman & Associates, a business focused on the sales and service of insurance-related products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services utilizing both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.