Zane Michalski is a financial advisor with Citizens Securities, Inc. in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Citizens Securities since 2009. 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 and a Managed Account program, operating as both a broker-dealer and insurance agency.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

E Steinberg is a financial advisor with Oppenheimer in Jenkintown, PA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Oppenheimer since 1994. Steinberg participates in the Philadelphia Business Executives professional networking group, which meets regularly to exchange business leads across various industries. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to each program and advisor, managing approximately $36.7 billion in assets as of the end of 2025.

Tracey Huegler is a financial advisor at Commonwealth Financial Network with five years of industry experience. She holds the Series 66 designation and has worked at both JRB Wealth Management and Commonwealth Financial Network since 2019. Huegler also spends a portion of her time in 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 advisors and hundreds of thousands of clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Michael Weckenman is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2006. He participates as a member of the Investment Advisory Committee for the Sisters of St. Basil the Great, assisting with their investment decisions. 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, and institutions, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Paul Szkotak is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at Integrated Wealth Strategies and has been associated with various New York Life entities since 2020. Outside of advising, he serves as Vice Chair of Onboarding, Retention & Reactivation on the board of NAIFA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types, focusing on tailoring recommendations to client objectives, and primarily manages assets on a non-discretionary basis.

Donald Szewczyk is a Certified Financial Planner (CFP®) with 21 years of industry experience, all spent at Lincoln Investment Planning, Inc. since 2005. He is based in Fort Washington, PA and holds the Series 66 designation. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a longstanding emphasis on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning and investment management solutions, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.

George Schwartz Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Oppenheimer since 2013 and previously at Citigroup Global Markets for over two decades. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian with both discretionary and non-discretionary investment management programs.

R. Nicholas Volpe is a CFP® with 17 years of industry experience, currently with PNC Wealth Management. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wells Fargo Bank NA. Outside of his financial advisory role, he has worked as a dance teacher and serves as co-trustee of an irrevocable trust. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that employs algorithmic risk assessment and uses mutual funds and ETFs for portfolio implementation.

Kevin Neiley is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the ChFC® designation and Series 66 registration. His prior roles include positions at Foundations Financial Partners, Securain Financial Services Inc, and Minnesota Life Insurance Co. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and back-office support. The firm offers various investment and wealth management solutions, including discretionary model portfolios managed by its Investment Management and Research team.

Michael Edwards is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work includes roles at LPL Financial LLC and Cetera Advisor Networks. Edwards is also an insurance agent specializing in life, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of partner offices and advisors. The firm employs a discretionary management approach using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools.

German Rodriguez is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Eagle Strategies since 2015 and affiliated with New York Life entities since 2009. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.

Bryan Kee is a financial advisor with Lincoln Investment in Fort Washington, PA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Capital Analysts and Registered Representative positions since 2022, as well as employment at UPS and Drexel University. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement solutions, utilizing both strategic and tactical investment approaches, and manages approximately $22.9 billion in advisory assets.

Samuel Pemberton is a CFP® professional with 14 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at LPL Financial, The Vanguard Group, Inc., and Citrin Cooperman Wealth Management, LP. 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 clients. The firm utilizes a combination of affiliated and third-party sub-managers across its portfolio offerings and employs a managed account platform that includes strategic and tactical asset allocation.

Thomas Simons is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 29 years of industry experience. He has been with Hornor, Townsend & Kent and its related entity HTK since 1995. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Gurpreet Singh is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Citizens Securities in 2026, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2019 to 2026, as well as Bank of America and Broker Genius. Citizens Securities serves individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program that uses proprietary algorithms and risk-tolerance assessments to recommend ETF-based portfolios, as well as commission-based brokerage and other non-discretionary services.

Dylan Mills is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has prior work experience at Prudential and Foundations Financial Partners. Outside of his advisory role, he is involved in 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 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and retirement consulting, with portfolio implementation available through internal models or external subadvisers.

Mitchell Kaup is a Series 66-licensed financial advisor with Hornor, Townsend & Kent, LLC, and has two years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and Ameritas Investment Company, as well as earlier employment outside the financial sector. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm offers both broker-dealer services and advisory programs, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Matthew Mccloskey is a financial advisor with Guardian Life and holds the CFA® designation and Series 63 license. He has one year of industry experience, including roles at Park Avenue Securities and Prosperian Wealth Management. Prior to his advisory career, he spent eight years at Valuation Research Corporation. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships and features a hybrid digital advisory solution in addition to traditional portfolio management.

Michael Welsh is a financial advisor at Citizens Securities, Inc. with four years of industry experience and holds a Series 66 designation. Prior to joining Citizens Securities, he worked at Bank of America, Merrill, and P.J. Schneiders & Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms for ETF-based portfolios, as well as a managed account program, and is wholly owned by Citizens Bank, N.A.