Daniel Hendel is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Key Investment Services since 2016 and has also been involved with Whitemarsh Valley Golf Club for over 20 years. Key Investment Services LLC serves a broad client base including individuals, trusts, estates, and corporate clients through various advisory programs such as wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions with ongoing monitoring and due diligence of third-party advisory products, operating within the KeyCorp group and maintaining affiliations that provide additional financial services and resources.

H. Kerr IV is a Series 66–registered financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he contributes to the CPA Continuing Education Society of Pennsylvania by managing their website and supporting CPE events for the local CPA community. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Tyrone Mc Clain is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience, including prior roles at Merrill Lynch and Northwestern Mutual Investment Services. Outside of finance, he owns and operates an online dropshipping business. 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, corporate and retirement plan sponsors, and municipal entities, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and professional asset management.

Nita Amin is a financial advisor with Citizens Securities, Inc. in Philadelphia, PA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as 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 a broker-dealer and insurance agency and is wholly owned by Citizens Bank, N.A.

James Marconis is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2006. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, encompassing strategic and tactical asset allocation across multiple asset classes.

James Wiley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior experience includes ten years at Purshe Kaplan Sterling Investments, Inc., and he is also the author of a personal finance book published through Live Your Vision, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services including financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Brian Fleming is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation and 39 years of industry experience. He has been with Janney Montgomery Scott since 2009. Fleming serves on the finance committee of St John Neumann Parish and is a board member of Camino Farms, both nonprofit organizations where he provides financial oversight and planning. Janney Montgomery Scott is a large 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 brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Lawrence Kelly is a ChFC® credentialed advisor with over 53 years of industry experience. He is currently with Independent Financial Group, LLC and has previously worked at Securities America Advisors and Securities America Inc. He has operated Kelly Financial Services since 1972. Outside of advising, he sells and services life and disability insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Jerry Glasser is a financial advisor with Lincoln Investment based in Elkins Park, PA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Lincoln Investment in 2023, he worked at Edward Jones and Capital Analysts. Glasser is also the owner of Guardian Path Wealth Management LLC, a marketing DBA related to his Lincoln business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolio programs, managing approximately $22.9 billion in advisory assets using both strategic and tactical investment approaches.

Bryan Eberly is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Bryan has worked at Janney Montgomery Scott since 2017 and previously spent two years at Hartford Funds Distributors. He serves as a board member of the Jordan Baumeister Scholarship Foundation, a nonprofit that provides scholarships to students at the Haverford School. 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 individuals, families, trusts, corporate and retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Lyla Mc Curdy is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding the ChFC® designation and Series 63 license, with nine years of industry experience. She has been affiliated with Eagle Strategies since 2023 and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Mc Curdy serves as a director of NAIFA Greater Philadelphia, a nonprofit organization focused on professional education and ethical conduct in the insurance and financial advisory industry. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis.

Valerie Widhson is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Lincoln Investment since 2018, following prior roles at Lockwood Advisors Inc and Pershing LLC from 2014 to 2018. 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 advisory services, employing both strategic and tactical investment approaches through in-house and third-party strategies.

Leonard Rizzotti is a CFP® with 42 years of industry experience, currently with Lincoln Investment since 2004. He serves as a board member for the PSADA Foundation, a nonprofit organization where he provides investment recommendations for the mutual fund portfolio funding student scholarships. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, advisor-managed portfolios, and operates as both a broker-dealer and SEC-registered RIA, managing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Aziza El Harre Bey is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She has been with Lincoln Investment since 2019, following prior roles at Santander Securities, Santander Bank, and Fidelity Brokerage Services, as well as a period of self-employment. 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 financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Kelly Ochotny is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2000 and has also been affiliated with Temple University since 1999. Outside of her advisory role, she works as a Client Service Associate to another financial advisor, Leonard Rizzotti. 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 financial planning, retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Cory Meyer is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2018. His prior experience includes roles at PNC Bank and PNC Investments from 2014 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jeffrey Beebe is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior firms include Cetera, Raymond James Financial Services, and Lakeland Bank. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Robert Orbin Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Prior to joining Citizens Securities in 2024, he worked at Cetera and Mauch Chunk Trust Company, among other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and a Managed Account program while maintaining broker-dealer and insurance agency functions.

John Moreno is a financial advisor at TLG Advisors, Inc. with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including CUNA Mutual Group and J Alden Associates Inc. Outside of his advisory roles, Moreno is involved with Newcleus, an entrepreneurial venture he has been engaged with since 2017. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, and offers both managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Edward Sherwood is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2001. 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 multiple advisory programs.