Blake Szymanski is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2021. Prior to his advisory career, he was employed at Golf Cars, Inc and attended Temple University. Szymanski is also involved in life insurance brokerage through his roles with 1847 Financial and TSA Financial LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services via third-party asset manager platforms, financial planning, and consulting. The firm’s investment approach emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Corey Cahill is a CFP® with 10 years of industry experience, currently practicing at Janney Montgomery Scott since 2022. Prior to joining Janney, he worked at Edward Jones and held roles in the restaurant and financial services sectors. He is a member of the Rotary Club of West Chester and the Greater West Chester Chamber of Commerce. 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, offering brokerage services, financial planning, consulting, and advisory programs through in-house and third-party portfolio management.

Jessica England is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. She holds Series 63 and Series 65 designations and began her industry career in 2025, with prior roles including positions at Fidelity Investments and various organizations outside finance. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program utilizing proprietary algorithms to recommend ETF-based portfolios, alongside managed account services and commission-based brokerage.

Ambrose Carr III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2019 and previously with Primerica Advisors and Guardian Life Insurance Co of America from 2013 to 2019. Carr serves on the board of Upland Country Day School, providing oversight of the school's management. Park Avenue Securities LLC serves individual, corporate, and retirement plan clients through brokerage and advisory channels, offering proprietary and third-party investment programs, financial planning, and lending solutions. The firm operates as both a broker-dealer and SEC-registered investment adviser.

Sean Allen is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the Strategy Committee Chair for the Germantown Cricket Club, overseeing planned improvements for the membership-only country club focused on racquet sports and dining facilities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

John Fisher is a Series 66-licensed financial advisor with PNC Wealth Management in Wilmington, DE, where he has worked since 2011. He has 23 years of industry experience. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Casey Shure is a CFP® with 19 years of industry experience, currently serving at Corient. His prior roles include positions at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He also acts as an individual trustee for certain clients of Corient. 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, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and utilizes advanced risk management and monitoring tools.

Edward Braun is a CFP® with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. He previously worked with Purshe Kaplan Sterling Investments and Hoover Financial Advisors, PC from 2016 to 2021. Braun holds a Series 63 license and is based in Malvern, PA. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach integrating passive and active strategies, supported by an internal Investment Committee and a range of portfolio implementation services.

Kevin Dillon is a CFP® professional with 20 years of industry experience, currently with Mercer Global Advisors Inc. He has been with Mercer in various capacities since 2014. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing diversified, risk-appropriate portfolios implemented through a blend of ETFs, index funds, separate accounts, and private funds.

Amy Baird is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 65 licenses and 23 years of industry experience. Prior to joining TD Private Client Wealth LLC in 2025, she worked at LPL Financial for 11 years. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.

Joseph Mylotte Jr. is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, MerCap Securities, MerCap Advisors, CUSO Financial Services, and Citadel Federal Credit Union. 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, while also operating as a broker-dealer and insurance agency.

Omar Tanane is an advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Citizens Securities, he worked at The Bank of New York Mellon Corporation and County Savings Bank. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Paul Baumbach is a CFP®, CFA®, and Series 65 credentialed advisor at Mercer Global Advisors Inc. with 23 years of industry experience. His prior roles include positions at Mallard Financial Partners Inc., Julia Van Der Veur Trust, and the State of Delaware. He serves on the boards of the Delaware Coalition Against Gun Violence and the ABC Parenting Institute, and also represents retired Delaware state police officers as a consultant to the Delaware State Troopers Association. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios, utilizing low-cost index vehicles and a range of implementation options, along with financial planning, retirement consulting, tax planning, and estate coordination.

Joseph Deluca is a financial advisor at Hornor, Townsend & Kent, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Prior to that, he spent 22 years with MetLife Securities Inc. and affiliated MetLife companies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a non-discretionary advisory model.

Joseph Fine is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates, Bofa Securities, Inc., Merrill, and Merrill Lynch Professional Clearing Corp. 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, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Rose Hill is a financial advisor at &PARTNERS with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services through a combination of proprietary models and third-party managers, utilizing fundamental, technical, and quantitative analysis.

James Bishof is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Axa Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Jared Mason is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and four years of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at LPL Financial and NEXT Financial Group, Inc., among other roles. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm uses both model and custom portfolio management strategies, incorporating a range of investment vehicles and research methods, with oversight from an Investment Policy Committee.

Robert Flannigan is a financial advisor with Janney Montgomery Scott in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at RBC Capital Markets, The Vanguard Group, and Substitute Teacher Service, 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients—and offers brokerage services, financial planning, consulting, and multiple advisory programs.

James Everlof is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Citizens Securities, Inc., WSFS Wealth Investments, and Haven Private Wealth. He also conducts fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and services, including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management.