Ramona Plant is a financial advisor with Bankers Life Advisory Services, Inc., holding the Series 66 designation and beginning her advisory career in 2026. Her background includes nearly two decades at GlaxoSmithKline and ongoing roles at Capone's and the Borough of Phoenixville. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, retirement plan consulting, and a combination of fundamental, technical, and cyclical analysis to tailor asset allocations. The firm operates under CNO Financial Group and integrates services across affiliated broker-dealer and insurance businesses.

Thomas Landy is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. In addition to his advisory role, he is involved in retirement plan consulting and insurance brokerage through his work with 1847 Wealth Advocate. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis. The firm provides financial planning, consulting, and retirement plan services, utilizing third-party asset manager platforms and emphasizing client-directed implementation and oversight.

Ronald Wenrich Jr. is a financial advisor with GWN Securities Inc. in Wayne, PA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at GWN Securities since 2008 and has also been affiliated with Mass Mutual Financial Group since 2004. Outside of his primary advisory role, he is involved in activities related to life insurance needs assessment and pension option evaluations. 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 manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs including SMA, UMA, and fund-strategist options.

Jack Forlenza is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Prudential Insurance Company of America and Capital One Financial Advisors. 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, and it operates as a broker-dealer and insurance agency.

George Dallas is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked at Centaurus Financial since 2020, following prior roles at Mid-Atlantic Wealth Advisory Group and Cetera Advisor Networks. He is also the owner and president of Aegis Risk Advisors, a firm involved in selling insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and specialized services, employing a mix of discretionary and non-discretionary arrangements alongside various analytical approaches.

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.

Phyllis Petrillo is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Citizens Bank, ISI, Inc., NYLIFE Securities LLC, New York Life Insurance Co, and CCO Investment Services Corp. 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 managed in partnership with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.

Matthew Ayres is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities and Citizens Bank since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Joan Greenspon is a CFP® and holds a Series 66 license with 19 years of industry experience. She has worked at Prime Capital Financial since 2026 and previously held roles at Edelman Financial Engines and affiliated firms from 2014 to 2026. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides integrated tax advisory and consolidated reporting services.

Olivier Sureau is a Series 66-registered financial advisor with Guardian Life, based in King of Prussia, PA. He has a combined eight years of industry experience, including roles at Fiducial Jade Inc and Park Avenue Securities. Outside of his advisory work, he is involved in various business ventures primarily connected to international holdings and consulting. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

Victoria Robinson is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Foreside Fund Services, LLC, and Penn Mutual Life Insurance Company, where she has been involved since 2005. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a significant portion of client assets on a non-discretionary basis.

Nicholas Corialos is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Financial Group Inc. and The Vanguard Group, Inc. Outside of finance, his background includes roles at West Chester University of Pennsylvania and involvement with Ancient Rode Farms. 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’s advisory approach includes a digital advisory program and managed accounts, operating as a subsidiary of Citizens Bank, N.A.

Gregory Laudadio is a CFP®-designated financial advisor with seven years of industry experience, currently affiliated with Principal Financial Services. His career includes roles at Laudadio Wealth Management Group and Financial Advisors of Delaware Valley. He is co-owner of Laudadio Wealth Management LLC, an operational entity established as a formal partnership with Principal. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with advisory programs delivered through both adviser and promoter arrangements.

Timothy Hussar is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Independent Financial Partners since 2017 and previously spent 10 years at LPL Financial. He serves as a trustee for Delaware County Christian School, providing oversight and guidance to the executive team. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, charities, corporations, and high-net-worth clients, and is noted for its specialized retirement-plan advisory and pension consulting capabilities.

Rashon Howard is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Hornor, Townsend & Kent since 2019, Penn Mutual Life Insurance Company since 2018, and Citizens Securities, Inc. from 2016 to 2018. Outside of advising, he is the founder and CEO of a networking group focused on community workshops covering finance, real estate, credit repair, mental health, and business development, and serves on the board of La Salle University. He is also involved with Phi Beta Sigma Fraternity Inc. in leadership roles supporting community service and minority business resources. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

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, LPL Financial, and IFP Securities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Fabio Vozila is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and HSBC Bank USA N.A. Citizens Securities serves individual and high-net-worth investors through investment advisory programs as well as brokerage and insurance services. The firm offers a digital advisory program using proprietary algorithms and a managed account program, operating as both a broker-dealer and insurance agency.

Trevon Kanavy is a financial advisor at Integrity Alliance, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Brokers International Financial Services since 2009. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products and owns TL Capital, Inc., a separate business entity. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.