Bruce Lord Jr. is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank. He serves as an elected School Board Director for the Springfield School District in Pennsylvania. 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, including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Julie Aranowitz is a financial advisor with GWN Securities Inc. in Wayne, PA, holding CFP®, Series 63, and Series 65 credentials and having 11 years of industry experience. She has worked at GWN Securities since 2015 and at Kades-Margolis Corporation since 2014. Outside of her advisory role, she is licensed as an insurance agent specializing in life and long-term care insurance. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing both affiliated and unaffiliated sub-advisers. The firm incorporates market-timing and momentum-based strategies alongside model-based allocations in its portfolio management approach.

Benjamin White is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network and AXA Advisors, LLC. Outside of his advisory work, he is involved in financial education through his role as co-owner of Benco Education, LLC. J. W. Cole Advisors operates a large network of independent advisers, providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutional accounts. The firm offers both discretionary and non-discretionary management and employs a variety of investment strategies including fundamental and technical analysis.

Ashley Mc Neely is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise, Charles Schwab, Cetera Advisors LLC, and Thrivent Financial, among others. Outside of her advisory role, she manages an advisory business through Certainty of the Uncertainty, LLC. 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 advisory and broker-dealer services and utilizes third-party asset manager relationships to provide both discretionary and non-discretionary account options.

David Jwanier is an investment advisory representative at CWM, LLC with eight years of industry experience. He has held positions at firms including Cetera, Voya Financial Advisors, and Capital One Investing. Outside his advisory role, he is a fractional owner of racehorses through The Stable.ca and Hold the Line Stable. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary accounts using model portfolios supported by a combination of fundamental and technical analysis, third-party sub-advisors, and various customization tools.

Ashley Nimon is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Corient since 2022 and previously held roles at Radnor Financial Advisors, MassMutual Greater Philadelphia, and Northwestern Mutual. Outside of financial services, she was involved with the Smokehouse Tavern and has experience connected to Temple University. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions, employing risk management tools and alternative investment options tailored to client objectives.

William Zittle V is an advisor at Citizens Securities, Inc. with Series 63 and Series 65 credentials. He has been in the industry since 2026 and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside finance, he has experience with Enterprise Mobility and Wickleins Native Plants. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s solutions include a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

J Corle is a CFP® with 30 years of experience in the financial services industry. He is currently with Kestra Advisory and has been associated with Kestra Investment Services, LLC, Tycor Asset Management, Inc., and Tycor Benefit Administrators, Inc. since the early 1990s. Corle holds ownership in Tycor Financial Group and serves in senior roles within affiliated firms. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Bryan Benner is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. Prior to joining Commonwealth in 2017, he worked at firms including American General Life, Tegler Machenry, Legancy Planning Partners, Securian Financial Services, and Vanguard Advisers. Benner is also the sole owner of an operating company that manages his marketing and entertainment business expenses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm manages roughly $212.7 billion in assets and offers a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Daniel Flamma is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Media, PA, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He has worked at Equity Services since 2017 and previously held roles at National Life Group and Wells Fargo Advisors. Outside of his advisory work, he serves as treasurer for the Shadowbrook Home Owners Association and is a board member and boys' field coordinator for a local lacrosse league. Equity Services, Inc. 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, frequently employs third-party asset managers and model portfolios, and manages both discretionary and non-discretionary accounts.

Patrick Brough is a financial advisor with Eagle Strategies (NY Life) based in Havertown, PA, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has been affiliated with Nylife Securities Inc. since 1989. Outside of his advisory role, Brough is involved in insurance brokering and serves as a wholesale general agent of employee benefits. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

David Small is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 license and bringing 36 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been affiliated with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2003. Outside of his advisory role, he is jointly involved with his wife in managing a vacation rental property in the Dominican Republic. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and a dedicated Adviser Managed Variable Products program.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Thomas Polito is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at firms including Cetera, LPL Financial, and ShareBuilder 401k. Citizens Securities serves a diverse 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 ETF-based portfolios through a digital advisory program and a Managed Account program, alongside commission-based brokerage activities.

Kevin Mcknight is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Citizens Securities in 2026, he worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2019 to 2026, and also has experience outside finance including a role at Hollywood Casino. Citizens Securities serves a broad retail client base including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory offerings that include a digital advisory program and a managed account program.

Michael Conk is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 22 years of industry experience. He has worked with Principal Securities Inc since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2013. Outside of his advisory role, he has assisted with ski race event operations for Vail Resorts at Mount Snow. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Salvatore Lauri is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including W&S Brokerage Services and Edward Jones. Lauri also serves as a full-time staff manager at Western & Southern Life. Integrity Alliance is a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm offers a range of advisory and brokerage services to individuals, corporations, and qualified retirement plans, utilizing various investment strategies and platforms.

Jennifer Hiss is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments from 2018 to 2024 and Lehigh Valley Investment Group in 2017. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Mehnmah Reeves is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Key Investment Services since 2017, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as Director of Worship and music ministry at Calvary Church in Wyncote and provides counseling services to individuals and families through LIFTED HANDS MINISTRY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts, emphasizing client-directed model selection and ongoing monitoring. The firm operates as part of the KeyCorp group, with regulatory disclosures and supervisory measures in place.

Gregory Sarian is a financial advisor with Hightower Advisors in Wayne, PA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Hightower Advisors and Hightower Securities since 2013. Outside of his advisory work, he is a member of Aberdeen Holdings, LLC, a rental real estate venture. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions through both affiliated and third-party managers, offering a variety of portfolio management and financial planning services.