Michael Howley is a CFP® with 24 years of industry experience, currently serving at Hightower Advisors since 2023. Prior to joining Hightower, he spent 21 years at Meyer Capital Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a range of investment vehicles.

Douglass Ergood, Jr is a Series 66-licensed financial advisor at Janney Montgomery Scott with two years of industry experience. His background includes roles at the University of North Carolina at Charlotte and Chapel Hill prior to joining Janney. 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 and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Kaitlin Lepre is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney since 2018, with prior roles at Merrill, BB&T Securities, and The Vanguard Group. Janney Montgomery Scott 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 including individuals, families, trusts, and institutional clients, offering brokerage services, financial planning, and advisory programs that combine in-house and third-party portfolio management.

George Schwartz Jr. is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2013, following over two decades at Citigroup Global Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Daniel Stephens is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Janney Montgomery Scott, Private Client Services, Kestra Advisory Services, Kestra Investment Services, and IVC Wealth Advisors. 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 charitable organizations, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Victoria Anglace is a financial advisor at Janney Montgomery Scott with the Series 66 designation and has been in the industry since 2025. She began her career at Janney Montgomery Scott after completing ten years as a student. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $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 services, financial planning, and advisory programs.

Dominic Triglia is a financial advisor with Janney Montgomery Scott LLC based in Philadelphia, PA. He holds a Series 66 credential and has two years of industry experience. Prior to joining Janney, Dominic held roles at Equitable Advisors, Pruco Securities, and Prudential Financial Services, and has experience working at The Home Depot and in education at Temple University and The Academy at Palumbo. 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 municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Christopher Csencsits is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Janney Montgomery Scott in Philadelphia, having also held roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and Equitable Advisors. Outside of financial advising, he has been involved with a professional baseball organization since 2024. 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 charitable organizations, delivering investment advice through a combination of in-house and third-party portfolio management across various advisory programs.

Shurdonna Joseph is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Her prior experience includes nine years at The Vanguard Group. She serves on the boards of Philadelphia's Magic Garden and PA Youth Vote, contributing to community and youth engagement initiatives. 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 and offers a range of brokerage, financial planning, and advisory services through multiple programs and integrated asset management solutions.

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.

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.

Paul Dilouie is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at TD Private Client Wealth LLC. He has worked at Private Client Wealth LLC and TD Bank N.A. since 2018 and previously spent six years at PNC Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Laura Shannon is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 26 years of industry experience. She has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2008, following two years at 1717 Capital Management Company. 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, financial planning, consulting, and multiple advisory programs.

Michael Paccione is a Series 66-registered financial advisor at Valic Financial Advisors with one year of industry experience. His prior roles include positions at Ernst & Young, AtlantiCare, and Stockton University. He is also a member of the New Jersey Air National Guard. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm uses Envestnet’s platform for discretionary unified managed accounts and employs a centralized technology-driven approach to serve a broad client base.

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.