Anthony Sergio Jr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and having 11 years of industry experience. He has been with Hornor, Townsend & Kent Inc. and Penn Mutual Life Insurance Co. since 2016. He serves as a board member of the Misericordia University Alumni Association and is involved in multiple insurance and financial services businesses, including ownership interests in related firms. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement consulting services. The firm combines advisory and broker-dealer capabilities with a network of advisers and third-party asset manager relationships to provide tailored investment strategies and supervision.

Lawrence Greenberg is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pruco Securities, LLC and Northwestern Mutual. Greenberg serves as a board member at large for the Pennsylvania Film Industry Association and is CEO of Cage Free Projects, a filmmaking and creative consulting business. He is also vice chairman of the New Hope Planning Commission, a nonprofit community planning organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program featuring ETF-based portfolios managed through proprietary algorithms, alongside commission-based brokerage and other non-discretionary services.

Mauricio Gaitan is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He joined Citizens Securities in 2017 after working at PNC Investments LLC from 2016 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm utilizes a digital advisory platform with ETF-based portfolios and proprietary algorithms, in addition to commission-based brokerage and other non-discretionary business.

Michael Mckeever is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He has been with Citizens Securities since 2002 and holds Series 63 and Series 65 licenses. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program, and is wholly owned by Citizens Bank, N.A.

Robert Logan is a financial advisor at SPC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with Logan Financial Services Corp since 1987, where he also serves as president of a tax preparation and accounting firm. Logan serves on the Pension Board of East Whiteland Township, PA, overseeing the township’s retirement plan management, and participates on the Membership Committee of the Chester Valley Golf Club in Malvern, PA. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary advice through programs like SIGMA Managed Account and other account options.

Brian Sykes is a CFP® and ChFC® with 22 years of experience in financial services. He is currently with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2003. Outside of his advisory role, he is the founder of Founding Capital, LLC. Primerica Advisors serves a diverse retail client base, providing both brokerage and fee-based advisory services along with financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies, supporting various account types and lending solutions.

Conor Staples is a financial advisor at Janney Montgomery Scott with a Series 66 credential and three years of industry experience. He is also a board member and secretary of the Spring-Ford Chamber of Commerce in Limerick, PA. 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 plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, and advisory programs.

Anthony Cellucci Jr. is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, TFS Securities, and Beacon Benefits, where he remains a managing partner. His background includes employee benefits consulting and wealth management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm offers a range of services such as fiduciary consulting, plan design and compliance, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.

David Minarcik is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has worked at Commonwealth since 2017 and previously held roles at Legacy Planning Partners, Securian Financial Services, and Minnesota Life Insurance Co. Minarcik is also the owner of DPMM Consulting, LLC, a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Jack Gartlan is a financial advisor at Corient with four years of industry experience. He holds a Series 65 designation and has worked at firms including Balasa Dinverno Foltz LLC and Triad Financial Advisors. Prior to his advisory roles, he held positions at Purdue University and ENT Surgical Consultants. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, supported by continuous portfolio monitoring and risk management tools.

Scott Rakowski is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has been the owner and president of Rakowski & Company, PC, a CPA firm specializing in tax preparation and accounting, since 1999. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a blend of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus and FlexUMA.

Donald Riley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and operates Live Your Vision, LLC. Riley also serves as a senior vice president in a fixed insurance role. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, 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 comprehensive research.

Zina Lauman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. She has been with Hornor, Townsend & Kent since 2012. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with a focus on client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and integrates standard investment approaches such as asset allocation and diversification.

Collin Hess is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and beginning his industry career in 2026. His previous experience includes roles at LPL Financial LLC and positions at the University of Notre Dame. Private Advisor Group serves a wide range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers.

Robert Nave is a financial advisor with Truist Advisory Services, holding Series 65, Series 63, and Series 66 licenses, and has two years of industry experience. He previously worked at Wells Fargo Bank for nine years before joining Truist Advisory Services in 2024. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a supervisory Investment Advisory Group.

Enerjeta Hoxhaj is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2016. Citizens Securities serves individual and high-net-worth investors with a range of investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency, with ownership closely affiliated with Citizens Bank, N.A.

Anthony Conde Jr. is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at Principal Securities Inc., Principal Life Insurance Company, and New York Life. In addition to his advisory role, he is involved in insurance brokerage, providing advisor support and training. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm employs a range of investment strategies and offers services via third-party asset manager platforms, financial planning, and retirement plan consulting.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Lynn Craig is a CFP® with 38 years of industry experience, currently with Cetera since 2025. She previously worked at Commonwealth Financial Network, Capital Analysts, and Lincoln Investment. Craig is co-owner of The Fitness Squad, LLC, which operates an Orangetheory Studio. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Pieter Nova is a financial advisor at UBS Financial Services with 10 years of industry experience and holds the Series 66 designation. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.