Christine Lindsay is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. She holds the Series 66 designation and is based in Yardley, PA. Janney Montgomery Scott LLC is a large 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.

Anthony Corio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with both firms since 2011. Outside of his advisory work, Corio serves on the executive board for the Coaches vs. Cancer Basketball Gala benefiting the American Cancer Society and provides debt counseling services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

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 at Key Investment Services LLC in Philadelphia, PA, holding Series 66 and Series 63 licenses with two years of industry experience. His career 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 utilizes a multi-provider platform and integrates with KeyCorp affiliates for a range of investment and advisory services.

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.

Evangelos Tsembelis is a Series 66 licensed advisor at Rockefeller Financial LLC with 13 years of industry experience. His prior work includes roles at Merrill and Bofa Securities, Inc. He has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

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.

Craig Galello is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only employee pilot offering that uses algorithm-driven risk assessments and discretionary model portfolios managed by PNC or third-party strategists.

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 the Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary business.

Summer Horan is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds a Series 66 designation and has worked in various roles, including with GM Financial Consultants and PHH Mortgage Corporation. Outside of her advisory work, she provides quoting and customer service for home, auto, and business insurance through CGM Risk Management & Insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.