Kathleen Lynn is a financial advisor at Janney Montgomery Scott with 43 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Janney Montgomery Scott since 1999. 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 advisory programs.

Dean Brewington is a financial advisor with PNC Wealth Management in Exton, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with PNC Investments since 2016, including roles at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an employee-only digital discretionary model account that employs algorithm-driven risk assessment and uses mutual funds and ETFs with annual rebalancing.

Michael Hassell is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 31 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and extensive tenure within Janney Montgomery Scott. 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 a range of brokerage, financial planning, and advisory services through multiple portfolio management strategies and centralized client support.

Randall Hartzel is a financial professional with GWN Securities Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with GWN Securities since 2004. Outside of his advisory role, he is involved in the sale of long-term care insurance and fixed annuities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and employs both traditional asset-allocation and legacy market-timing and momentum-based strategies.

Olivier Sureau is a Series 66 credentialed financial advisor with Guardian Life and Park Avenue Securities, bringing eight years of industry experience and two years with his current firms. His prior experience includes eight years at Fiducial Jade Inc. Outside of his advisory role, he is involved in multiple business activities, including leadership positions in companies across Miami and international markets. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services supported by proprietary programs and third-party platforms, combining advisor-led discretionary management with model-based strategies.

Gregory Laudadio is a CFP® professional with eight years of experience in the financial services industry. He is currently with Principal Financial Services and leads Laudadio Wealth Management Group. His prior experience includes roles at Financial Advisors of Delaware Valley and Rubin Fortunato & Harbison. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and various business entities, offering financial planning, retirement plan consulting, and access to third-party money manager solutions.

Anthony Gambone is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses, with 13 years of industry experience. He previously worked at The Prudential Insurance Company of America and PRUCO Securities, LLC. In addition to his advisory role, he is licensed to sell life, health, annuity, long-term care, and disability insurance through Evolution Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading, using both discretionary and non-discretionary management approaches.

Lauren Mueller is a financial advisor with Commonwealth Financial Network in Wayne, PA. She holds the Series 66 designation and has two years of industry experience. Prior to her current role, she worked at Sims Financial Services LLC and has a background that includes four years at Clark Construction Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.

John Bratton III is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Triad Advisors and LPL Financial. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with over $12 billion in assets under management and provides both decentralized investment strategies and formal retirement-plan advisory and pension consulting services.

Jennie Wilber is a CFP® professional at Focus Partners Wealth, LLC with three years of industry experience. She previously worked at The Colony Group, LLC, GYL Financial Synergies, and Hotaling Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that blends active and passive strategies through fundamental and quantitative analysis within an enhanced open architecture framework.

Natalie Radebaugh is a financial advisor at Corient in Wayne, PA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles at Benchmark Financial LLC and Core Accounting & Consulting Group, as well as academic positions at the University of Delaware and local schools. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and alternative investment options tailored to client objectives.

Jennifer Burkhardt is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Truist-affiliated firms since 2016, including Truist Advisory Services and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches alongside AI-enabled research tools and inter-affiliate integration.

Mark Ettingoff is a financial advisor at J. W. Cole Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at The Vanguard Group, Inc. Outside of his advisory role, he is an independent freelance musician who occasionally performs professionally. J. W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Edward Dirugeris is a CFP® and CFA® at Private Advisor Group, LLC with one year of experience at the firm. He previously worked at Pitcairn from 2015 to 2024. He provides investment advice under the business name Cypress Wealth Partners. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model that integrates client goals with portfolio management and third-party strategists.

Tammy Bowman is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She has been with Janney Montgomery Scott since 1999 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she co-owns multiple rental properties in Florida. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Michael Barone is a financial advisor at Commonwealth Financial Network with eight years of industry experience. He holds a Series 66 designation and has previously worked at StratGen Wealth Partners, Seide Financial Group, LPL Financial LLC, and Mass Mutual Investors Services. Barone has business activities that include fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Karis Sherbert is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth, Karis worked at Sims Financial Services and Health Insurance Solutions, and earlier in a non-financial role at Starbucks. Outside of advising, Karis has worked as a driver for DoorDash. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by a comprehensive back-office platform.

Deborah Yurchak is a financial advisor at Kestra Advisory Services with 26 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial, Beacon Financial Services, and Minnesota Life Insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary services, plan design, and investment solutions supported by due diligence, serving approximately $79.8 billion in assets under management.

Michael Reeves is a financial advisor at Mariner with a Series 65 credential. He has been with Mariner since 2023, following his studies at the University of Delaware and prior work at Bishop Shanahan High School. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing services such as investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and offers integrated tax and accounting capabilities as well as financial wellness tools for employer clients.

John Ferullo is a financial advisor with GWN Securities Inc. in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include long tenures at Nationwide Advisory Services, Nationwide Securities, and Nationwide Insurance. Outside of advising, he is the principal of Ferullo Insurance Agencies LLC and is involved in forming an LLC for future investments in real estate or startups; he is also a member of the Union League of Philadelphia’s investment club. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a wide range of investment programs, including legacy market-timing and momentum strategies, and operates through a large network of approximately 423 advisors managing over $3.6 billion.