Raymond Regalbuto is a financial advisor with Janney Montgomery Scott in Radnor, PA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Janney Montgomery Scott, he worked at FS Investment Solutions, LLC and other firms. Outside of finance, he has been involved with Saloon Restaurant since 2019. 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 a range of advisory services, combining in-house portfolio management with third-party managers across multiple wrap programs and model portfolios.

Kenneth Vance is a financial advisor with Commonwealth Financial Network based in Kennett Square, PA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior work includes roles at Retirement Capital Advisors, Pacer Advisors, and Columbia Management Investment Distributors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services with a focus on operations, technology, investment management, and practice-management support.

Colin Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Chase. He is based in Malvern, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Mark Diaddezio is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at H. Beck, Inc. since 2012 and previously served at Schreiner Capital Management, Inc. from 2007 to 2013. Diaddezio is a board member for Conestoga Christian School. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and third-party managers, combining strategic asset allocation and ongoing monitoring with both passive and active investment exposures.

Aidan Keaveney is a financial advisor with PNC Wealth Management, holding a Series 66 designation and one year of industry experience. Before joining PNC Investments LLC, he was involved with Westport Parks and Recreation and operated Keaveney Construction LLC. He has a background that includes roles in community recreation and small business ownership. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and third-party-managed investment models.

L. Dorsey is a CFA® charterholder with 30 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at FCG Advisors LLC and Cambridge Investment Research Advisors. Outside of advisory work, he is an author and serves as the chairman of a donor-advised fund. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by internal research and third-party managers, alongside integrated tax, accounting, and family office services.

Kelly Mecca is a CFP® professional with 10 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial since 2020. Prior to this, Mecca worked at Merrill from 2014 to 2020. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and third-party managers to implement investment strategies.

Heidi Jones is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2016. Outside of her advisory role, she serves as a board member and volunteer shepherd at Greenbank Mill and Phillips Farm in Wilmington, Delaware. 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, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Kevin Drobnes is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 23 years of industry experience. He has worked with National Life of Vermont and SD Associates, in addition to his current role at Equity Services. Outside of his advisory work, he is a licensed insurance agent involved in insurance sales and has interests in accounting and real estate through partnerships and shareholding roles. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term investment strategies with options for shorter-term trading, offers multiple advisory platforms, and uses a network of third-party asset managers and model portfolios.

William Mastalski is a CFP® with 46 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2009. He holds a Series 63 license and is based in Bryn Mawr, PA. 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, consulting, and multiple wrap/advisory programs through a combination of in-house portfolio management and third-party managers.

Kyle Slane is a CFP® with six years of experience and is currently with Janney Montgomery Scott. He has been with the firm since 2019, following earlier roles at the University of Kentucky and Wellshire Farms. Outside of his advisory work, he coaches youth baseball teams in New Jersey and California. 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 services, financial planning, and multiple advisory programs.

Philip Diprimio is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2013. Based in West Chester, PA, he provides advisory services within a large enterprise firm. 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, financial planning, consulting, and various advisory programs through a combination of in-house portfolio management and third-party managers.

Robert Fischer is a CFP® and Series 66-registered advisor with Janney Montgomery Scott, where he has worked since 2013. He has 25 years of industry experience. Outside of his advisory work, he serves as Sgt. at Arms for the Caesar Rodney Rotary in Wilmington, DE, a volunteer role involving meeting attendance, bulletin editing, photography, and project coordination. 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 brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Thomas Guillebeau is a financial advisor at Mariner with 13 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including Merrill, Morgan Stanley, Osaic Wealth, and Bank of America. He is chairman of the Weldin Park Civic Association in Wilmington, Delaware. Mariner serves a broad mix of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Padmalatha Teppala is a financial advisor at PNC Wealth Management with three years of industry experience. She holds Series 63 and Series 66 certifications and has worked at PNC Bank and JPMorgan Chase Bank, N.A. prior to her current role. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution integrated with PNC Bank online banking. The firm employs approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Dennis Piccone is a financial advisor with TIAA-CREF in Radnor, PA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at Citizens Bank, Citizens Securities Inc., and PNC Investments LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, and various entities. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, offering tailored portfolio solutions under a fiduciary standard.

De Forest Johnson is a financial advisor at Janney Montgomery Scott with 57 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked for Ameriprise Financial Services, Inc. for 13 years before joining Janney Montgomery Scott in 2026. 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, financial planning, and advisory services.

Erik Somerville is a Series 65-licensed financial advisor at Independent Financial Partners with three years of industry experience. Prior to joining Independent Financial Partners in 2024, he held roles at Realta Investment Advisors, Inc. and Coastal Equities, Inc. He has worked in various positions since 2018 and attended Hobart and William Smith Colleges from 2013 to 2017. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports approximately 261 advisors nationally. The firm is notable for its retirement-plan advisory and pension consulting capabilities, serving a diverse client base including individual, charitable, corporate, and high-net-worth clients.

Gunjan Ahuja is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Hilltop Securities and Capital One Investing, LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers.

David Page is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Janney Montgomery Scott since 2009. Outside of his advisory role, he serves on the advisory committee of Philadelphia Hide and owns a farm, Trimbles Ford, where he manages maintenance and livestock. 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 broad client base including individuals, families, trusts, and institutional clients, offering brokerage, financial planning, and advisory services through various wrap programs and centralized asset management.