Michael Richardson is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 1994. 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 wrap/advisory programs.

Patrick Devlin is a CFP® professional with four years of industry experience, currently serving with Citizens Securities, Inc. since 2022. He previously worked at MyCIO Wealth Partners and has held multiple roles at Temple University and other financial firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios, alongside a Managed Account program.

Joseph Marmorato is a CFP® and Series 65 licensed advisor with four years of industry experience. He is currently with Savant Wealth Management and has previously worked at Domani Wealth, LLC and Mariner Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm uses an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Mark Roda is a Series 66-licensed financial advisor with 20 years of industry experience. He has worked at Commonwealth Financial Network since 2011 and is the owner of Clear Wealth Partners, LLC. His prior experience includes roles at Align Wealth Strategies and Sherman Werst Wealth Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and custody services.

Benjamin Echegoyen is a CFP® with 23 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2019. He previously worked at The Vanguard Group, Inc. for 18 years. T. Rowe Price Advisory Services offers a retirement-focused program combining nondiscretionary financial planning and discretionary investment management, primarily using proprietary mutual funds and ETFs, supported by online tools and regular reviews for individual investors and households.

David Rathgeb is a CFP® certificant with 24 years of experience in financial advisory services. He has worked at Kestra Advisory Services LLC since 2017 and previously spent eight years at Cadaret, Grant & Co., Inc. Rathgeb is involved in community organizations, serving as Vice President and Treasurer of LeTip of Greater Reading and as a Director of the Amity Township Lions Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Steven Marshall 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 2008. 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 range of clients including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Kenneth Eshleman is a CFP® with 21 years of industry experience, currently serving at Savant Wealth Management since 2023. His prior experience includes roles at Domani Wealth, LLC, LPL Financial, and EHD Advisory Services, Inc. He is also a Vice-Chair and Supervisor on the Warwick Township Board of Supervisors. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and related services to individuals, families, institutions, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by integrated accounting, legal, and trust service affiliates.

Adam Runk is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Janney Montgomery Scott LLC and has held positions at the firm since 2026, following roles at First National Trust Company and F.N.B. Investment Advisors, Inc. 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, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Angela Berkosky is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2023. She previously worked at Domani Wealth, LLC (formerly PBWM Holdings) from 2017 to 2023, and at PBWM Holdings from 2015 to 2017. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services such as accounting, legal, and trust management.

Angela Stephenson is a CFP® and holds a Series 66 license with 23 years of experience in the financial services industry. She has worked at Savant Wealth Management since 2023 and previously held roles at Domani Wealth, LLC and Pbwm Holdings. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust service entities.

Andrew Morgan is a financial advisor at Janney Montgomery Scott with six years of industry experience and holds a Series 66 designation. His work history includes roles at Janney Montgomery Scott since 2019 and previous experience at Morgan Stanley Private Bank and Morgan Stanley. Outside of finance, he has been involved with Immaculate Landscape Specialists LLC and has experience in funeral home services and mortuary science. 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, and institutional clients, offering financial planning, brokerage services, and advisory programs with a combination of in-house and third-party portfolio management.

Jeffrey Wolf is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He previously worked at Commonwealth Financial Network for nine years before joining Kestra Advisory Services and Kestra Investment Services in 2025. Outside of his advisory role, he has a minority ownership interest in an online restaurant ordering business, though it is currently inactive. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and employee education, serving large institutional clients and maintaining extensive affiliate and third-party relationships.

Evan Horn is a financial advisor at Commonwealth Financial Network based in Lancaster, PA, holding a Series 66 credential with two years of industry experience. Prior to his current role, he worked with Founders Financial Securities LLC and Clear Wealth Partners. Outside of his financial advisory work, he serves as an assistant football coach in Lebanon, PA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Melocheck is a Series 66-licensed financial advisor with three years of industry experience, currently associated with Primerica Advisors. He has worked at Park Avenue Securities and Guardian Life Insurance Company, among other firms. He is also involved in selling insurance products beyond Guardian offerings. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.

Ilona Brandt Tom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities over the past decades. Outside of her advisory work, she is a ski instructor, teaching both children and adults. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Melissa Shade is a financial advisor at Truist Advisory Services with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Truist and its affiliated entities since 2017, including prior roles at CITIZENS Bank and CCO Investment Services. Outside of her advisory work, she is involved with the Pennsylvania Association of Notaries, providing document notarization services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to manage client portfolios and fiduciary support.

Hope Hoke is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining Janney in 2025, she worked for 16 years at RBC Capital Markets. 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.

Chad Stauffer is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at RKL Private Wealth, Ambassador Advisors LLC/Faithward Capital, and Senior Wellness Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios implemented through various low-cost and specialized investment vehicles.

Ryan Marshall is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked at Janney since 2018. Prior to joining Janney, he was employed at Apple Inc. for four years. 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 brokerage services, financial planning, and advisory programs.