Andrew Alcarese is a CFP®-designated financial advisor with 28 years of industry experience. He has been with Janney Montgomery Scott since 2013. 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 through a combination of in-house portfolio management and third-party managers.

Bruce Hotaling is a CFA® charterholder with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at GYL Financial Synergies, LLC and led Hotaling Investment Management, LLC for over a decade. Hotaling is a board member of The Merchant Fund, a non-investment organization based in Philadelphia. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach incorporating fundamental and quantitative analysis, as well as a broad network of affiliated service companies and product relationships.

Autumn Katzenmoyer is a Series 66-licensed financial advisor at Principal Financial Services with 12 years of industry experience. She has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Katzenmoyer serves as President of the Rotary Club of Thorndale-Downingtown. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Gabrielle Bruno is a financial advisor at Integrity Alliance, LLC with a Series 65 credential and one year of industry experience. She is also the sole proprietor of Angel Army Associates, LLC, a law firm, and works as a caregiver with Samaritans At Last, LLC. Prior to her current roles, she held positions at Jauregui Law Firm, Robertson Center for Constitutional Law, and Regent University School of Law. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent adviser representatives. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of investment approaches and custodial platforms.

Geoffrey Franklin is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at Mercer since 2019 and previously worked at firms including J.P. Morgan Securities Inc. and The Prudential Insurance Company of America. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Joseph Battaglini is a CFP® with 26 years of industry experience, currently serving at Kestra Advisory since 2023. He previously worked at Private Advisor Group and LPL Financial for 11 years and has been CEO of Battaglini & Company, a tax and accounting firm, since 1989. Outside of his advisory roles, he manages a team of tax and investment professionals at his CPA firm. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan-level investment advice, and access to multiple management platforms. The firm serves large institutional investors and maintains extensive affiliate and third-party relationships to support its broad offering.

Lynn Erskine is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the CFP® and CFA® designations and has previously worked at The Vanguard Group and Drexel Morgan Capital Advisers. 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, and institutional clients, and offers a range of brokerage, financial planning, and asset management services through various advisory programs.

Suken Jogani is a financial advisor at &Partners with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining &Partners. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, and sovereign wealth funds. The firm offers both advisory and brokerage services, combining proprietary models with third-party manager solutions and employing various analytical approaches in portfolio management.

Barry Phillips is a financial advisor at Equity Services, Inc. with seven years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked with organizations including Knights of Columbus Asset Advisors LLC and Lincoln Investment Planning, LLC. Phillips also owns and operates Phillips Insurance Financial Services alongside his advisory role. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

Arnold Carnevale Jr. is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2012. 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, and advisory programs.

Davis Long is a Series 66 licensed financial advisor with Kestra Advisory, based in Wilmington, Delaware. He has three years of industry experience, including prior roles at The Vanguard Group and experience as a contact person for DoorDash. In addition to his advisory work, he provides comprehensive financial planning and advice through MidAtlantic Retirement Planning Specialists. Kestra Advisory Services offers investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Lauren Coalson is a financial advisor with Janney Montgomery Scott in Wilmington, DE, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Janney in 2026, she worked at Citizens Securities, Inc. for three years. Outside of her advisory roles, she has been involved with SoDel Concepts and Champs Downtown, reflecting a background that includes experience in other business ventures. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers and centralized client service capabilities.

Willem Hotham is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at LPL Financial LLC, Gardner Business Media, Gartner Inc., and High Point University. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations. The firm provides portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, offering access to third-party asset managers, turnkey platforms, and a firm-managed separately managed account program.

Christopher Nowell is a financial advisor at Mariner with 16 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Prudential Insurance Company of America and Avantax Investment Services. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and is noted for its integration of tax and accounting services alongside traditional portfolio management.

Lisa Littles is a financial advisor with &Partners in Wilmington, DE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 15 years. Outside of her advisory role, she serves as the executor of the Estate of Lorraine Ragin. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing both proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.

Gregg Holgate is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior firms include Lincoln Financial Advisors and VOYA Financial Advisors. He has also been involved with the Philadelphia Union Foundation. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. The firm uses portfolio construction and oversight powered by Morningstar Investment Management and operates at scale with more than 300 advisors and over 200,000 clients.

William Holmes is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Hornor, Townsend & Kent since 1998 and also owns an insurance brokerage under the Holmes Group, focusing on life insurance sales and service. Additionally, he participates in a networking group with other partners to exchange ideas that benefit their clients. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a predominantly non-discretionary asset management approach.

Jessica Miller is a financial advisor with TIAA-CREF in Radnor, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a fiduciary advisory model separating one-time planning from ongoing portfolio management and manages donor-advised funds while using affiliated investment products within its vertically integrated structure.

Manuel Zavala is a financial advisor with Empower Advisory Group in West Grove, PA, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm offers point-in-time financial plans and optional managed account solutions, operating through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Jan Cummins is a financial advisor with Janney Montgomery Scott in Radnor, PA, holding CFP®, Series 63, and Series 65 credentials and bringing 45 years of industry experience. She has been with Janney Montgomery Scott since 2003. 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 wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.