John Conaboy is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 47 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. 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 charitable and municipal clients, offering brokerage, financial planning, and advisory programs.

Richard Zajac is a financial advisor with Commonwealth Financial Network, holding CFP® and PFS™ designations and possessing 28 years of industry experience. His prior experience includes roles at Lincoln Investment and Capital Analysts, Incorporated. Outside of advisory work, he is involved in tax preparation services through Zajac Tax, LLC and has a role in writing articles via Daniel Zajac, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios managed by its Investment Management and Research team.

Danielle Fava is a financial advisor at CWM, LLC with three years of industry experience and holds a Series 65 credential. Her prior work includes roles at Carson Group, Envestnet Embedded Advisory, Inc., Envestnet, Inc., Staten Island CYO, and TD Ameritrade. Outside of advising, she serves as an investor and board member for Language Consulting Worldwide and holds positions with several early-stage companies in the fintech and marketing technology sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages primarily discretionary accounts using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized solutions, emphasizing fiduciary oversight and a range of retirement plan services.

Dharshan Premaratne is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and having five years of industry experience. He has worked with TD Private Client Wealth LLC and TD Bank since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm offers portfolio management, financial planning, and custody services, utilizing a combination of strategic asset allocation and investments from both affiliated and third-party managers.

Atique Yazdani is a financial advisor at PNC Wealth Management with Series 63 and Series 66 credentials. He has been with PNC in various roles since 2017, including positions at PNC Bank and PNC Investments. Prior to joining PNC, he worked at The Source (Bell Canada) from 2011 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven portfolio selection and implements investments via approved model strategies.

Scott Tapper is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Private Advisor Group since 2014 and has been associated with LPL Financial since 2002. Tapper is involved in managing group benefits and qualified retirement plans through a related insurance business. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Ian Murphy is a Series 66-licensed financial advisor at Equity Services, Inc. with two years of industry experience. Prior to joining Equity Services, he has held roles at National Life Group and ATC Healthcare, where he also manages administrative responsibilities for a family business. In addition to his advisory work, Mr. Murphy is licensed to sell life, health, annuity, disability, and long-term care insurance through his own agency, Evolution Financial Group. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, serving clients through a network of investment adviser representatives.

Ryan De Haven is a financial advisor with Principal Financial Services holding a Series 66 designation and less than one year of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company, he worked in education and retail, including roles at West Chester University, Giant Food Stores, Pennridge High School, and Central Middle School. Outside of financial services, he is involved with Brain and Barrel. 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 under various advisory and promoter arrangements.

Raymond Regalbuto is a financial advisor at Janney Montgomery Scott with credentials including Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at FS Investment Solutions, Mondrian Investment Partners, and BG Capital. In addition to his advisory role, he has an ongoing involvement with Saloon Restaurant. Janney Montgomery Scott LLC is a large firm managing approximately $110 billion in client assets, serving a diverse clientele that includes individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, employing a combination of in-house and third-party portfolio management across multiple wrap programs and managed accounts.

Michael Dwyer is a financial advisor with Principal Financial Services in Wayne, PA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2015. Michael is a partner in Dwyer Wealth Management LLC, an entity used for managing business expenses alongside two other partners. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Carolyn Seiter is a CFP®-designated financial advisor with Principal Financial Services in Wayne, PA, bringing three years of industry experience. She has worked with Laudadio Wealth Management Group and Principal Life Insurance Company and serves as Vice President of Sunnyside Kitchen, LLC, a business involved in cooking demonstrations and merchandise sales. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs with both adviser and promoter arrangements.

Duane Pinnock is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Kestra Advisory, Kestra Investment Services, and Pacific Life Insurance. He has also been involved with True Light Fellowship Church in a non-investment capacity. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services supported by multiple third-party asset management programs and extensive industry affiliations.

Colin Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Chase. He is based in Malvern, PA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach that combines passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Brendan Dwyer is a financial advisor at Principal Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at Principal Securities and Principal Life Insurance Company since 2021, following a prior role at Janney Montgomery Scott. Dwyer serves on the boards of Our Mother of Consolation Parish School and The GOD'S CHILD Project, providing governance and oversight for these nonprofit organizations. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions through both advisory and promoter arrangements.

Thomas Flynn is a CFP® and Series 65-licensed financial advisor with Wealth Enhancement Advisory Services, LLC, based in Malvern, PA. He has four years of industry experience, including prior roles at Barilotti Wealth Strategies and a background in education with Temple University and Garnet Valley School District. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with passive and active management, supported by quantitative and fundamental research and periodic rebalancing.

Mark Diaddezio is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at H. Beck, Inc. since 2012. Outside of his advisory role, he serves as a board member for Conestoga Christian School. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services, utilizing multiple advisory platforms and third-party managers to accommodate diverse client needs.

James Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory role, he is involved in local arts organizations, serving as Treasurer for the Arts Community of Easton and participates in animal advocacy through the Animal Defenders of Greater Lehigh Valley. He also maintains a personal art sale website and writes articles for the platform Medium. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

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 with Equity Services, Inc. who holds a Series 66 designation and has 23 years of industry experience. He has worked with National Life of Vermont and SD Associates, in addition to his current role at Equity Services. Outside of his advisory work, he is a licensed insurance agent involved in insurance sales and has interests in accounting and real estate through partnerships and shareholding roles. 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 combines long-term investment strategies with options for shorter-term trading, offers multiple advisory platforms, and uses a network of third-party asset managers and model portfolios.

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.