Edward Blumenthal is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 1996. Blumenthal is a member of the Philadelphia Estate Planning Council, participating in educational and networking activities related to estate planning. Janney Montgomery Scott is a large, dually registered broker-dealer and 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 brokerage, financial planning, consulting, and advisory programs with a mix of in-house and third-party portfolio management.

Peter Blok is a CFP® professional with 26 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2014. He holds Series 63 and Series 65 licenses and operates a marketing DBA, Blok Financial, to provide securities, advisory, and insurance services. Additionally, he is a partial owner of a fintech business entity, Barnhill Stratagies Ltd. 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 advisory programs through its AccessPoint platform and third-party asset managers, with services implemented across multiple portfolio management options on both discretionary and non-discretionary bases.

Crystal Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with her clients’ long-term goals, with an emphasis on wealth management planning, tax minimization, and estate planning. Crystal works to create flexible strategies that respond to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Her client focus includes college and education planning, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Crystal follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Crystal enjoys baseball, football, golf, music, tennis, traveling, and spending time with her family. Her approach to wealth management emphasizes a collaborative process designed to help clients pursue their financial goals through individualized planning.

Dana Wilkins is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2013. 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 municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Neal Regino is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with National Life Group and Equity Services since 2015. Outside of his advisory work, he serves on the advisory board of the William Trippley Youth Development Foundation, a nonprofit focused on at-risk youth. 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 utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Adam Vari is a financial advisor at PNC Wealth Management in Wilmington, DE, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Interac and two educational institutions. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model that uses algorithmic risk assessment and implements investments via mutual funds and ETFs.

Jeremy Levinn is a CFP® with 19 years of industry experience, currently serving as an advisor at Farther since 2024. He has also been affiliated with Financial Life Focus, LLC since 2012. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory through proprietary model portfolios and algorithmic rebalancing, utilizing a diversified mix of ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Robert Rosema is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and eight years of industry experience. Prior to joining Janney Montgomery Scott in 2025, he worked at JP Morgan Chase Bank and Merrill Lynch among other firms. Outside of his advisory role, he is employed as a lead club fitter with TaylorMade Golf Company, assisting players with custom-built golf clubs. 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 a diverse client base, offering brokerage services, financial planning, and advisory programs supported by a mix of in-house and third-party portfolio management.

Jason Reeves is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, W.L. Gore & Associates, Siemens Healthineers, and Kuraray America Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and optional managed account solutions.

Redmond Tudos is a financial advisor at Wells Fargo Investment Institute, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to his current role, he worked at Wells Fargo from 2000 to 2022. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance primarily to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm delivers research and model guidance without exercising investment discretion or holding custody of client assets.

Christian Thompson is a financial advisor at TD Private Client Wealth LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at The Vanguard Group, Inc., and Saint Joseph's University. 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, access to mutual funds, ETFs, and separately managed accounts, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Timothy Healey is a CFP® and holds a Series 66 license, serving as a financial advisor at Janney Montgomery Scott in West Chester, PA. He has 13 years of industry experience and has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Raymond Lamorgese is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2022. His prior experience includes 13 years at Morgan Stanley Smith Barney and seven years at Morgan Stanley Private Bank. Lamorgese also serves as a co-trustee for the Carolyn Pagoumian Bowen Trusts. 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 brokerage, financial planning, consulting, and multiple advisory programs.

Brian Moser is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2015. Outside of his advisory role, he is a co-owner of several short-term rental properties. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management.

Charles Burns is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He has been with Janney Montgomery Scott since 1989. Burns holds Series 63 and Series 66 designations. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Thomas Leary is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Janney Montgomery Scott since 2018, with prior experience at Morgan Stanley Private Bank. 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, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Matthew Fry is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Osaic Institutions, Inc., where he has worked since 2024. Prior to that, he spent nine years at JPMorgan Chase Bank and J.P. Morgan Securities. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services tailored through customized engagements. The firm is notable for its focus on predominantly non-discretionary assets and integrates advisory and brokerage solutions through a network of investment adviser representatives.

Patrick Resch is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Janney Montgomery Scott since 2015. Outside of his advisory role, Resch is a professional athlete in the Premier Lacrosse League, competing during the season from May to September. 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, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jacob Peck is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. 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 constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Corey Hernandez is a CFP® and Series 66-licensed advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He has previously worked at Keystone Financial Group and Wealth Enhancement Group, and he has held roles in golf club and restaurant management. Outside of his advisory work, he assists with insurance sales and service, focusing on life and disability insurance for multiple carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and manages approximately $8.37 billion in discretionary assets and $648 million in non-discretionary assets.