Robert Delambily Jr. is a ChFC® with over 41 years of experience in the financial services industry. He is currently with SPC and has held roles at Parkland Securities and M&K Financial Services, among others. Outside of his advisory work, he is involved in officiating track and field and basketball, teaching officiating classes, and serves as president of the Basketball Club of South Jersey. He also holds board positions with a nonprofit supporting employment for visually impaired individuals and a local homeowners association. SPC serves a diverse client base including individual investors, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers discretionary portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside formal adviser succession and compliance protocols.

Regina Colburn is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Janney, Regina worked at The Vanguard Group and has experience with a children’s museum and other diverse roles outside the financial sector. 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, financial planning, consulting, and advisory programs.

Trevor Wampler is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he coaches junior high boys basketball at Gloucester County Christian School and serves as a lay pastor and Bible teacher at Joy Community Fellowship of Williamstown Church. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Charles Morlock is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and previously worked at TD Ameritrade Investment Management, Charles Schwab, and Charles Schwab Bank. Outside of his advisory role, he owns rental property in Ventnor, New Jersey. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers a mix of investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Melissa Howard is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and 11 years of industry experience. Her prior work history includes roles at Santander Securities, LLC, and Santander Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios managed via proprietary algorithms, in addition to commission-based brokerage services.

Charles Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes long tenures at Commonwealth Financial Network and Portin Hoffmann Financial Group Inc, as well as roles at Marcum Wealth LLC and FourFront Advisors, LLC. Outside of his advisory work, he serves as Vice President and Co-Trustee for ILIT AG/SG in Philadelphia, overseeing trust and insurance policy maintenance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Charles Collings is a financial advisor at Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation with 44 years of industry experience. He has been with Janney Montgomery Scott since 2009. Collings serves on the advisory board of the Primitive Hall Foundation in Unionville, PA. 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 various wrap and advisory programs.

Dennis Springer is a CFP® with one year of experience currently serving at Truist Advisory Services. He previously worked at Merrill for seven years and Wells Fargo for twelve years. His credentials include Series 66 registration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Edward Ramolt is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds a Series 66 designation and has been with Janney in various roles since 2006. Outside of his advisory work, he provides independent consulting on portfolio accounting systems and wealth management solutions through AlphaSights. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Timothy Hall is a CFP® with 23 years of experience in financial advisory roles. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at firms including Lincoln Financial Advisors and Carson Wealth. Outside of advisory work, he owns a retail spirituality business called Days of Zen and is involved in life insurance brokerage. 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 as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering a range of discretionary and non-discretionary account options with over $8 billion in discretionary assets under management.

Zane Byramji is a financial advisor at Janney Montgomery Scott with nine years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott continuously since 2015. 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, financial planning, and advisory services.

Mark Anthony Gibson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory role, Gibson is involved in Liberty Resources Home Choices, a provider of home care services in Philadelphia, where he serves as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation alongside affiliated and third-party sub-managers to construct portfolios.

Jeffrey Reed is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with PNC Investments since 2007. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Brian Attard is a financial advisor with TD Private Client Wealth LLC, holding the CFP® and Series 66 credentials and bringing 19 years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab, and Scottrade. Outside of his advisory work, he is a part owner and on-air talent for The Sports Box, a social media-based sports talk podcast. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investments.

Kristin Marinis is a CFP® and Series 66-registered financial advisor with Oppenheimer in Haddon Township, NJ, where she has worked for 14 years. Her entire industry experience has been with Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and advisor, offering strategic and tactical asset allocation across multiple asset classes, and manages approximately $36.7 billion in assets as of the end of 2025.

Wade Hartz is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include five years at Morgan Stanley Smith Barney LLC and nine years at Delaware Valley Advisors. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Steven Auerfeld is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Oppenheimer since 2003. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment strategies.

Marie Turino is a CFP® and ChFC® with 24 years of experience in the financial services industry. She is currently with Valic Financial Advisors and has prior experience at TIAA-CREF and Agia. Outside of her advisory role, she is an agent involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ying Liang Stickel is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a diverse 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 approach includes a digital advisory platform and managed accounts, operating as a full-service broker-dealer and insurance agency.

Bruce Fenster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions since 2026. He previously worked for 14 years at MyCIO Wealth Partners, LLC. Fenster holds Series 63 and 65 licenses and is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across various account types, combining traditional and alternative strategies, proprietary optimization software, and ongoing portfolio oversight.