Anthony Corio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with both Guardian Life and Park Avenue Securities since 2011. Outside of his advisory role, he serves on the executive board for Coaches vs. Cancer's Basketball Gala benefiting the American Cancer Society and provides debt counseling services. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Michael Patitucci is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981 and holds the Series 63 designation. 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 a range of brokerage services, financial planning, and advisory programs.

Jeffrey Harvey is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He has worked with Merrill, Bank of America, and Rockefeller Capital Management. Outside of finance, he is a co-producer on "On the Road to Damascus," a three-season mini-series about the Apostle Paul and the Book of Acts. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Mark Madvedoff is a CFP® credentialed financial advisor with 45 years of experience at Janney Montgomery Scott. He has been with the firm since 1981. 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, and institutional clients, offering services such as brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Dimitri Koutsiaftis is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Benchmark Investments LLC and NewBridge Securities Corporation. 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, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Kelly Jefferson is a Series 66-licensed advisor at Lincoln Investment with 14 years of industry experience. Based in Fort Washington, PA, Jefferson has held roles at Cincinnati Service Center and Five Season for over a decade each. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by its in-house Investment Management & Research team.

David Stonehill Jr. is a financial advisor at Key Investment Services LLC in Philadelphia, PA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at KeyBank, TD Bank, and Philadelphia Federal Credit Union. Key Investment Services LLC serves individuals, trusts, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to affiliated banking and capital markets entities.

Kirsten Olsen is a financial advisor at William Blair with 12 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining William Blair in 2024, she worked at Dalkeith Group, LLC, The Rondout Group, and also operates Springbank Advisory LLC, a consulting business. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Robert Halligan is a ChFC® with 43 years of experience in the financial services industry. He has been with Hornor, Townsend & Kent, LLC since 1988 and maintains a long-standing relationship with Penn Mutual Life Insurance Company dating back to 1979. Outside of his advisory role, he owns and operates Halligan Financial Partners, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Christopher Pellegrino is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as CCO Investment Services and Citizens Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating also as a broker-dealer and insurance agency.

Philip Marchese is a CFP® and CFA® with 23 years of experience in the financial industry. He currently serves as a representative at Kestra Advisory and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he is the COO of Automation Distribution Inc and MDCI Automation, overseeing operations and finance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors as well as individual clients.

Linda Jones is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Jones has worked with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 2009. In addition to her advisory role, she is a captive insurance agent, involved in the sale of health insurance, life insurance, and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Steven Dunn is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. for nine years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory platforms include a digital advisory program and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Brian Kelnhofer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and having six years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2020. Outside of his advisory role, he is also an insurance agent involved in multi-line insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform combining advisory and broker-dealer services, providing both discretionary and non-discretionary investment solutions.

Alyssa Otway is a CFP® with five years of industry experience, currently serving as a financial advisor at Corient. Her work history includes roles at Corient, Radnor Financial Advisors, Penn Mutual Asset Management, and the Buck's County District Attorney's Office. She holds the Series 65 designation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach combining in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Rachel Fix is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at WHB Financial Advisors and Rockbridge Academy. Outside of advising, she assists with insurance brokerage services related to life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing billions in assets through a network of advisers and third-party asset manager relationships.

Barbara Davis is a CFP®-certified financial advisor with 40 years of industry experience. She has been with Hornor, Townsend & Kent, LLC since 2012 and also holds a position with Penn Mutual Life Insurance Company. Davis serves as a board member of a private plumbing and heating company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm offers a combination of advisory and broker-dealer services, managing both discretionary and non-discretionary accounts with a focus on customized asset allocation and diversified strategies.

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.

Matthew Laudadio is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at Laudadio Wealth Management Group and FAODV since 2021, with prior roles at Principal Life Insurance Co and Principal Securities Inc beginning in 2020. His other business activities include serving as an insurance agent specializing in life, long-term care, disability, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.