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.

Steven Lane is a CFP® with 23 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2009. He serves on the endowment committee board of Westminster Presbyterian Church. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse range of clients through a combination of in-house portfolio management and third-party managers across 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.

Regina Colburn is a financial advisor at Janney Montgomery Scott with eight years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Janney Montgomery Scott, she worked at The Vanguard Group for multiple years and has been involved with The Treehouse: A Children's Museum since 2022. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services.

Trevor Wampler is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he coaches junior high boys basketball at Gloucester County Christian School and serves as a lay pastor and Bible teacher at Joy Community Fellowship of Williamstown Church. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Charles Morlock is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management, Charles Schwab, and Charles Schwab Bank. Outside of his advisory role, he owns rental property in Ventnor, New Jersey. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a mix of investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

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.

Charles Collings is a financial advisor at Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation with 44 years of industry experience. He has been with Janney Montgomery Scott since 2009. Collings serves on the advisory board of the Primitive Hall Foundation in Unionville, PA. 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, consulting, and various wrap and advisory programs.

Dennis Springer is a CFP® with one year of experience currently serving at Truist Advisory Services. He previously worked at Merrill for seven years and Wells Fargo for twelve years. His credentials include Series 66 registration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Edward Ramolt is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds a Series 66 designation and has been with Janney in various roles since 2006. Outside of his advisory work, he provides independent consulting on portfolio accounting systems and wealth management solutions through AlphaSights. 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, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

David Enos is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2023. Outside of finance, he has been involved with Yards Brewing Company since 2017 and previously worked with the Schulson Collective. 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 advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.