Raymond Regalbuto is a financial advisor at Janney Montgomery Scott with credentials including Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at FS Investment Solutions, Mondrian Investment Partners, and BG Capital. In addition to his advisory role, he has an ongoing involvement with Saloon Restaurant. Janney Montgomery Scott LLC is a large firm managing approximately $110 billion in client assets, serving a diverse clientele that includes individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, employing a combination of in-house and third-party portfolio management across multiple wrap programs and managed accounts.

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 credentials and bringing 19 years of industry experience. He has worked at H. Beck, Inc. since 2012. Outside of his advisory role, he serves as a board member for Conestoga Christian School. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services, utilizing multiple advisory platforms and third-party managers to accommodate diverse client needs.

Aidan Keaveney is a financial advisor with PNC Wealth Management holding a Series 66 designation and beginning his career in 2025. Prior to joining PNC Investments LLC, he was involved with Keaveney Construction LLC and Westport Parks and Recreation. PNC Wealth Management offers retail brokerage and advisory services through model-based digital programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessments and executes investments via approved model strategies.

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.

Joseph Price is a CFP® and CFA® charterholder with six years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc. and Charles Schwab, where he has worked since 2021. Prior to that, he held roles at The Vanguard Group and Von Urff & Associates, and he also worked at Wawa, Inc. earlier in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to offer investment recommendations, while clients retain final trading decisions and receive at least annual account reviews.

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.

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 with Mariner Wealth Advisors in Wilmington, DE. He holds the ChFC® designation and Series 66 license, and has 12 years of industry experience. His prior roles include positions at Merrill and Osaic Wealth, Inc. He serves as chairman of the Weldin Park Civic Association in Wilmington. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by an internal investment team and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

Padmalatha Teppala is a financial advisor at PNC Wealth Management with three years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities. 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 invests in approved model strategies via mutual funds and ETFs.

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 worked at Realta Investment Advisors, Inc. and Coastal Equities, Inc. His background includes a range of roles dating back to 2013. 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 serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on formal retirement-plan advisory and pension consulting services.

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.

Theodore Quillen IV is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at WSFS Bank before joining Commonwealth in 2015. He is also a co-owner of Haven Private Wealth LLC, a private entity established to facilitate securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various investment programs and model portfolios developed by its Investment Management and Research team, supporting advisors who operate under their own brand names.

Christine Hennigan is a ChFC® with 36 years of experience in the financial services industry. She has been with Hornor, Townsend & Kent, LLC since 1992 and also maintains a long-standing relationship with Penn Mutual starting in 1991. In addition to her advisory work, she is principal of Divorce Wealth Strategies, LLC, focusing on pre-divorce financial planning and serves as a speaker on related topics. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage services with approximately $8.37 billion in discretionary assets under management as of year-end 2025.