Michael Patitucci is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1981 and holds the Series 63 designation. 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 organizations, offering a range of brokerage services, financial planning, and advisory programs.

Jeffrey Harvey is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He has worked with Merrill, Bank of America, and Rockefeller Capital Management. Outside of finance, he is a co-producer on "On the Road to Damascus," a three-season mini-series about the Apostle Paul and the Book of Acts. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides access to a consolidated investment platform with discretionary and non-discretionary solutions across multiple asset classes.

Rodney Nicholson is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at The Vanguard Group, Public Partnerships, TIAA-CREF, and PNC Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset-allocation models and offering tailored recommendations based on client goals and risk tolerance.

Mark Madvedoff is a CFP® credentialed financial advisor with 45 years of experience at Janney Montgomery Scott. He has been with the firm since 1981. 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 services such as brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Dimitri Koutsiaftis is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Benchmark Investments LLC and NewBridge Securities Corporation. 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 alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Kelly Jefferson is a Series 66-licensed advisor at Lincoln Investment with 14 years of industry experience. Based in Fort Washington, PA, Jefferson has held roles at Cincinnati Service Center and Five Season for over a decade each. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by its in-house Investment Management & Research team.

David Stonehill Jr. is a financial advisor with Key Investment Services LLC in Philadelphia, PA, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at KeyBank, TD Bank, and Philadelphia Federal Credit Union. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model with discretionary implementation by Envestnet and offers various wrap-fee programs, integrating services with KeyCorp affiliates.

Kirsten Olsen is a financial advisor at William Blair with 12 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining William Blair in 2024, she worked at Dalkeith Group, LLC, The Rondout Group, and also operates Springbank Advisory LLC, a consulting business. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing an active, research-driven approach across multiple asset classes.

Robert Halligan is a ChFC® with 43 years of experience in the financial services industry. He has been with Hornor, Townsend & Kent, LLC since 1988 and maintains a long-standing relationship with Penn Mutual Life Insurance Company dating back to 1979. Outside of his advisory role, he owns and operates Halligan Financial Partners, a life insurance brokerage. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm provides both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of December 31, 2025.

Christopher Pellegrino is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as CCO Investment Services and Citizens Bank. 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’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, operating also as a broker-dealer and insurance agency.

David Sandstead is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1997. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Philip Marchese is a CFP® and CFA® with 23 years of experience in the financial industry. He currently serves as a representative at Kestra Advisory and has previously worked at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he is the COO of Automation Distribution Inc and MDCI Automation, overseeing operations and finance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include plan design, fiduciary consulting, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors as well as individual clients.

David Shoup is a CFP® professional with over 30 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2003. Outside of his advisory role, he is involved in multiple insurance brokerages and participates in a client advocacy networking group that meets regularly to exchange ideas to support client services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines investment advice with brokerage and custody services through its dual SEC-registered adviser and FINRA-member broker-dealer structure.

Linda Jones is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 licenses and has 13 years of industry experience. Jones has worked with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 2009. In addition to her advisory role, she is a captive insurance agent, involved in the sale of health insurance, life insurance, and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily for mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Steven Dunn is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. 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’s advisory approach includes a digital advisory program and managed accounts, with a focus on ETF-based portfolios tailored by proprietary algorithms.

Brian Kelnhofer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and having six years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2020. Outside of his advisory role, he is also an insurance agent involved in multi-line insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform combining advisory and broker-dealer services, providing both discretionary and non-discretionary investment solutions.

Alyssa Otway is a CFP® with six years of industry experience and is currently with Corient. Her prior experience includes roles at Radnor Financial Advisors, Penn Mutual Asset Management, and the Buck's County District Attorney's Office. She holds the Series 65 designation. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools, and offers specialized services such as family office, tax, and corporate trustee solutions.

Rachel Fix is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. She holds the Series 66 designation and has previously worked at WHB Financial Advisors and Rockbridge Academy. Outside of advising, she assists with insurance brokerage services related to life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing billions in assets through a network of advisers and third-party asset manager relationships.

Barbara Davis is a CFP®-certified financial advisor with 40 years of industry experience. She has been with Hornor, Townsend & Kent, LLC since 2012 and also holds a position with Penn Mutual Life Insurance Company. Davis serves as a board member of a private plumbing and heating company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm offers a combination of advisory and broker-dealer services, managing both discretionary and non-discretionary accounts with a focus on customized asset allocation and diversified strategies.

Sharon Dahis is a financial advisor at Mercer Global Advisors Inc. She holds a Series 65 designation and has recently entered the industry, with prior experience at several firms including myCIO Wealth Partners and RTD Financial. Her background also includes teaching positions at Temple University and various schools. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, supported by a range of specialized client services and educational initiatives.