Rachel Fix is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at WHB Financial Advisors and Rockbridge Academy. Outside of advising, she assists with insurance brokerage services related to life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing billions in assets through a network of advisers and third-party asset manager relationships.

Luis Celso Rosa is a financial advisor with TLG Advisors, Inc. in New Hope, PA, holding a Series 66 designation and 25 years of industry experience. He previously worked at AXA Advisors, LLC for 15 years before joining The Leaders Group, Inc. in 2020. Outside of his advisory role, he is also an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm provides investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Barbara Davis is a CFP®-certified financial advisor with 40 years of industry experience. She has been with Hornor, Townsend & Kent, LLC since 2012 and also holds a position with Penn Mutual Life Insurance Company. Davis serves as a board member of a private plumbing and heating company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm offers a combination of advisory and broker-dealer services, managing both discretionary and non-discretionary accounts with a focus on customized asset allocation and diversified strategies.

Sharon Dahis is a financial advisor at Mercer Global Advisors Inc. She holds a Series 65 designation and has recently entered the industry, with prior experience at several firms including myCIO Wealth Partners and RTD Financial. Her background also includes teaching positions at Temple University and various schools. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, supported by a range of specialized client services and educational initiatives.

Thomas Licwinko is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at The Vanguard Group, Sterling Advisors, TD Ameritrade, and Scottrade. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and emphasizes a financial planning-led investment process with low-cost indexing and supplemental strategies, supported by a large advisory team and integrated affiliated businesses.

Robert Grosch is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He has been with Hornor Townsend & Kent since 2012 and holds Series 63 and Series 65 registrations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Matthew Laudadio is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at Laudadio Wealth Management Group and FAODV since 2021, with prior roles at Principal Life Insurance Co and Principal Securities Inc beginning in 2020. His other business activities include serving as an insurance agent specializing in life, long-term care, disability, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Meghan Jones is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. She has previously worked at Forge Wealth Management and held various roles including at University of Pennsylvania and Purenergy Studio. Jones serves as an auxiliary board member and volunteer for Tredyffrin & Easttown Care and volunteers with Women Golfers Give Back, supporting marketing and event efforts. 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 direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

James Bartow Jr. is a CFP®-designated financial advisor with over 33 years of industry experience, currently affiliated with United Planners' Financial Services of America. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and operating his own practice, James A. Bartow. He is also involved in insurance brokerage activities and owns JB Financial, a marketing entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client-directed investment strategies.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and bringing five years of industry experience. Her prior roles include positions at eMoney Advisor LLC and J.G. Wentworth. She is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings to prepare shareholder reports. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house investment management team to construct strategic model portfolios and offers a range of financial planning and portfolio management services through both advisor-led and firm-managed solutions.

Geoffrey Smith is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Kestra Advisory, Kestra Investment Services, Capital One Financial Advisors, and Chase Investment Services. Outside of his advisory role, he owns and operates businesses related to lacrosse, including manufacturing equipment and coaching youth teams in Central Texas. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers offering advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Jeffrey Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has previously worked at Wells Fargo Clearing and Raymond James Financial Services. Lazarus is also the proprietor and founder of Bella LLC, which holds a patent for a wallet. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Robert Gregory is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank and Eddie Bauer. Outside of finance, he is the founder of Philly Plant Dads, LLC. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven investment solutions and technology-enabled services, managing approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

Blake Szymanski is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor, Townsend & Kent since 2021. His prior experience includes roles with Penn Mutual Life Insurance Company and Golf Cars, Inc. He is also involved in life insurance brokerage activities through related entities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers.

Mark Clark is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including multiple tenures at Voya Financial Advisors dating back to 2014. Outside of advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, third-party money manager access, and retirement-plan advisory services delivered through a large network of representatives and a diverse product offering.

Robert Gerraputa is a financial advisor at Hornor, Townsend & Kent, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at LPL Financial, Edward Jones, and Joseph Gunnar & Co., LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, overseeing both discretionary and non-discretionary accounts with a network of third-party asset managers.

Jessica England is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Fidelity Investments and Ring Bros Marketplace. Outside of her advisory work, she has experience with nonprofit and educational organizations such as the Jewish Community Center Camp Grossman and Boston College. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides ETF-based portfolio management through its digital advisory program and manages both discretionary and non-discretionary accounts.

Daniel Holtz is a financial advisor at PNC Wealth Management with 20 years of industry experience. He has been with PNC Investments LLC since 2015. Holtz holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account offered as an invitation-only employee pilot. The firm uses algorithm-driven risk assessments and implements investments via approved models managed by PNC or third-party strategists.

Paul Staffaroni Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Foundations Financial Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Co. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Janney Montgomery Scott and Wells Fargo Clearing. He works concurrently with LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions including its proprietary WealthSuite. The firm’s fiduciary-based advisory model combines client goal assessment with access to various strategists and technology platforms to implement a range of investment strategies.