Mary Cromleigh is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. She has worked at Hornor Townsend & Kent since 2018, with prior positions at Atlantic Financial Partners and Merrill. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets and providing a range of account options tailored to client needs.

Batia Praizner is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Oppenheimer since 2002. Outside of her advisory role, she serves as the executor of her mother’s estate, currently involved in its liquidation. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs and services that include portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, incorporating strategic and tactical asset allocation and manager selection across multiple asset classes.

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.

Aized Gill is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience, including 11 years at his current firm. He holds the Series 63 and Series 65 designations. Gill serves as a board member of Friends of PEB, where he contributes to decisions on allocating funds to nonprofit projects overseas. 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 operates a digital advisory program using proprietary algorithms as well as a managed account program, and it is wholly owned by Citizens Bank, N.A.

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.

Daniel Moore is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and related entities since 2017, as well as at PNC Investments LLC and PNC Bank from 2012 to 2017. Outside of his advisory role, Moore has participated as a bartender for fundraiser events with the Knights of Columbus nonprofit organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory solutions include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

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.

Carly Mccarty is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at First Command Advisory Services and First Command Financial Planning. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of services including financial planning, ERISA retirement plan advice, and both advisor-managed and firm-managed model portfolios, employing a mix of strategic and tactical investment approaches.

Minh Lu is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and TIAA-CREF. Outside of finance, he is involved with Phillytings, LLC, a clothing apparel business where he is a signer and owner. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using proprietary algorithms alongside managed account options and operates as both a broker-dealer and insurance agency.

Brian Buchanan is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower and its affiliated entities since 2017. His prior experience includes roles at Bank of America and Merrill. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Arielle Jones is a Series 66 licensed advisor with Citizens Securities, Inc. in Conshohocken, PA. She has one year of experience at Citizens Securities and previously worked at Citizens Bank for three years, along with roles in various other industries including telecommunications and retail. Citizens Securities serves a diverse retail client base with both advisory programs and brokerage and insurance services. The firm offers a digital advisory program with ETF-based portfolios, as well as managed accounts, and operates as a broker-dealer and insurance agency.

Gabrielle Carbonara is a financial advisor at Lincoln Investment with one year of industry experience. She holds the Series 66 designation and previously worked in several service roles including as a bartender and at various restaurants. Gabrielle is also involved with Clearpath Wealth Partners as an intern, performing clerical work related to financial investments. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches supported by proprietary research and technology.

Matthew Fry is a CFP® professional with 20 years of experience in the financial services industry. He is currently with OSAIC Institutions, Inc., having joined in 2024 after nine years at JPMorgan Chase Bank and J.P. Morgan Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving a broad client base including high-net-worth individuals, ERISA plans, trusts, estates, and corporations. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model.

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.

Jessica De Luca is a financial advisor with Steward Partners Investment Advisory, LLC in Mount Laurel, NJ, holding a Series 66 designation and 12 years of industry experience. She previously worked at Raymond James & Associates for eight years and at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2018. Outside of her advisory work, she co-manages rental real estate with her husband. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Anthony Pell is a financial advisor with Oppenheimer & Co, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Oppenheimer since 2013. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.

Kevin Siclari is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 designations and has a military background as a Senior Master Sergeant in the U.S. Air Force, currently on terminal leave prior to retirement in February 2026. His prior work includes roles at First Command Insurance Services, First Command Advisory Services, and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Paul Wampler is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He has been with Janney Montgomery Scott since 2008. He holds Series 63 and Series 65 licenses. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various wrap/advisory programs.

Paul Coleman is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Citizens Securities since 2005 and concurrently affiliated with Citizens Bank since 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Brian Dunn is a financial advisor at PNC Wealth Management with 35 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 digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.