Thomas Flynn is a CFP® and holds a Series 65 license, with five years of experience in the financial industry. He has been with Wealth Enhancement Advisory Services, LLC and its predecessor, Wealth Enhancement Group, since 2021. Prior to this, he worked at Barilotti Wealth Strategies and held roles in education at Temple University and Garnet Valley School District. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employs a diversified, risk-class based investment approach blending passive and active management, and offers various implementation tools and services through an extensive advisor network.

Mark Diaddezio is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at H. Beck, Inc. since 2012 and previously served at Schreiner Capital Management, Inc. from 2007 to 2013. Diaddezio is a board member for Conestoga Christian School. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and third-party managers, combining strategic asset allocation and ongoing monitoring with both passive and active investment exposures.

James Cox is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 66 licenses and has 23 years of industry experience. His prior work includes positions at Equitable Advisors and Financial West Group. Outside of his advisory role, he participates in the Arts Community of Easton as Treasurer, volunteers with Animal Defenders of Greater Lehigh Valley, and co-manages a personal art sale website with his daughter. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, high-net-worth clients, corporations, retirement plan sponsors, and nonprofit organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party investment solutions.

William Mullin is a CFP® and ChFC® with 29 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at LPL Financial, Hoover Financial Advisors, Purshe Kaplan Sterling Investments, and Villanova Financial Services. Outside of his advisory work, he is president and owner of Texadelphia, an organization focused on helping veterans and their families with employment and business growth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

Kevin Drobnes is a financial advisor at Equity Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked with National Life of Vermont, Equity Services, and SD Associates. Outside of his advisory roles, he is a licensed insurance agent and a shareholder in an accounting firm. 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 offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios that combine long-term strategies with options for shorter-term trading.

David Donovan is a financial advisor with GWN Securities Inc. in Collegeville, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with GWN Securities since 2006. In addition to his advisory role, he provides insurance education and quotes related to long-term care, fixed, and FIA products. 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 operates a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Wayne Thompson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Beacon Group of Companies, LPL Financial, and Ascensus, LLC. In addition to his advisory work, he has been involved in consulting on employer-sponsored retirement plan design, vendor selection, investment oversight, and employee education. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors and large institutional investors. The firm offers a variety of solutions such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions.

Rocco Mazzei is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. His background includes roles at Park Avenue Securities and National Financial Network, as well as academic work at Salve Regina University and Bentley University. Outside of finance, he has experience with Beanie Bounce Party Rentals, a family entertainment business. Park Avenue Securities LLC, a subsidiary of 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

Michael Langley is a financial advisor with Principal Financial Services in Wayne, PA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Principal, he worked at NYLIFE Securities LLC and New York Life Insurance Company for four years each. 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 investment implementation typically carried out on a discretionary basis by affiliated or unaffiliated managers.

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.

Michael Troy is a financial advisor with Principal Financial Services in Berwyn, PA, holding a Series 63 designation and over 33 years of industry experience. His prior roles include positions at APW Capital, Kistler Tiffany Advisors, and One Digital. Troy serves as a board member for the Conestoga High School Girls Rugby Club. 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 plan consulting, and access to third-party money manager solutions through distinct adviser and promoter arrangements.

Katherine Mullin is a CFP® professional at Wealth Enhancement Advisory Services, LLC with two years of industry experience. She has held roles within Wealth Enhancement Group since 2024 and worked in educational positions prior to entering the financial advisory field. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified investment process combining passive and active management overseen by an internal Investment Committee.

Tyler Ayers is a financial professional with GWN Securities Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining GWN Securities, he spent ten years at Liberty Mutual Insurance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, employing asset allocation and Modern Portfolio Theory, and is noted for including market-timing and momentum-based strategies in some of its legacy programs.

George Cauffman is a CFP® professional with seven years of experience in the financial industry. He currently serves as an advisor at Hightower Advisors and previously worked at The Vanguard Group, Inc. among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, leveraging both affiliated and third-party managers while offering a range of portfolio construction options.

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.

Kelly Atkins is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously worked as a self-employed advisor for ten years. Outside of her advisory role, she is a partner in a tax preparation business and co-manages an LLC focused on office administration. 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 military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Peregrim is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Hyperion Partners, LLC and Penn State University. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, institutional clients, and sports professionals. The firm manages a comprehensive range of portfolio strategies and offers trust and insurance administrative services, overseeing $72.3 billion in assets as of May 2026.

Christine Hennigan is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license, with 36 years of industry experience. She has been with Hornor, Townsend & Kent since 1992 and has also been associated with Penn Mutual since 1991. Outside of her advisory role, she is principal of Divorce Wealth Strategies, LLC, where she provides pre-divorce financial planning as a Certified Divorce Financial Analyst, and she engages in speaking activities related to divorce planning and financial awareness for women. 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 operates both advisory programs and broker-dealer services, with a notable dual registration and a sizable discretionary asset base.

Andrew Hoff is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Commonwealth since 2003 and also operates the Andrew Hoff Agency, which he founded in 1989. Outside of advising, he is involved in tax preparation and serves as a trustee for his agency’s retirement and cash balance plans. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.