Maureen Cunningham is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Janney in various capacities since 2006. 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 wrap and advisory programs.

Linda Murphy is a Series 66-licensed financial advisor with Janney Montgomery Scott in Philadelphia, PA, where she has worked since 1996. She has 24 years of industry experience. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Louis Butera is a CFP® with 37 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2018. He also maintains a connection with LPL Financial, where he has worked since 2012. His professional activities include managing investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting, employing a range of investment strategies and access to multiple third-party asset management programs.

Rachel Roach is a CFP® and Series 65-registered financial advisor with Mercer Global Advisors Inc., bringing one year of industry experience. Her prior experience includes four years at Mallard Advisors, LLC and four years at the University of Delaware. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies, while also providing specialized advisory and educational offerings.

David Lojpersberger is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at UBS Financial Services and Wells Fargo Clearing. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients using a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Colin Burgess is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Janney Montgomery Scott since 2009, contributing 17 years to the firm. Burgess holds a Series 63 designation and is based in Bryn Mawr, Pennsylvania. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

Tor Hotham is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2012. He has worked in the financial services industry since 1997, including a long tenure with LPL Financial, LLC. In addition to his advisory role, Hotham is an independent insurance agent specializing in fixed insurance products. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs through discretionary and non-discretionary services.

Jessica Nelson is a CFP® practitioner with four years of industry experience, currently serving as an advisor at Mariner Wealth Advisors. Her prior experience includes roles at Altfest Personal Wealth Management, Deloitte, and EY. Outside of her advisory work, she is a co-owner of Elevate Advisory Group, which provides individual tax preparation services. Mariner Wealth Advisors serves a diverse clientele, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, alongside specialized services such as Core Family Office solutions and employer financial wellness tools.

Jacob Miller is a CFP® professional at EP Wealth Advisors with four years of industry experience, including roles at Lighthouse Planning Consultants and EP Wealth Advisors. He also has a background in full-time education spanning from 2015 to 2023. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. Their investment approach includes customized model portfolios supported by fundamental, technical, and cyclical analysis, with additional strategies involving short-term trading, options, and alternative investments.

Tony Logan is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 63 and Series 66 designations and has three years of industry experience. His prior work includes roles at The Vanguard Group, Inc., Casey Securities, LLC, RFA Securities LLC, and Siemens Corporation. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients by offering financial planning, portfolio management through wrap and unified managed account programs, and access to third-party money managers. The firm’s advisory services primarily operate on a non-discretionary basis and combine affiliated strategies with third-party offerings.

Daniel Stephens is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Janney Montgomery Scott, Private Client Services, Kestra Advisory Services, Kestra Investment Services, and IVC Wealth Advisors. 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 brokerage, financial planning, consulting, and advisory programs supported by both in-house and third-party portfolio management.

Charles Kedra is a financial advisor with LPL Financial based in West Chester, PA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Private Advisor Group, CRC Holdings LLP, and Minnesota Life Insurance Company. He also operates a tax preparation and accounting practice as a CPA. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Victoria Anglace is a financial advisor at Janney Montgomery Scott with the Series 66 designation and has been in the industry since 2025. She began her career at Janney Montgomery Scott after completing ten years as a student. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $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 services, financial planning, and advisory programs.

Dominic Triglia is a financial advisor with Janney Montgomery Scott LLC based in Philadelphia, PA. He holds a Series 66 credential and has two years of industry experience. Prior to joining Janney, Dominic held roles at Equitable Advisors, Pruco Securities, and Prudential Financial Services, and has experience working at The Home Depot and in education at Temple University and The Academy at Palumbo. 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, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Christopher Csencsits is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Janney Montgomery Scott in Philadelphia, having also held roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, and Equitable Advisors. Outside of financial advising, he has been involved with a professional baseball organization since 2024. 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, delivering investment advice through a combination of in-house and third-party portfolio management across various advisory programs.

Matthew Biffen is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 21 years of industry experience. He has been with Commonwealth and operates Biffen Wealth Management since 2010. Outside of his advisory work, he serves as a firefighter and paramedic with the Rocky Run Fire Company. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers platform support in operations, trading, technology, and compliance, while its Investment Management and Research team manages discretionary PPS Select model portfolios.

Samuel Pemberton is a CFP® professional with 14 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at LPL Financial, The Vanguard Group, Inc., and Citrin Cooperman Wealth Management, LP. 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 utilizes a combination of affiliated and third-party sub-managers across its portfolio offerings and employs a managed account platform that includes strategic and tactical asset allocation.

Shurdonna Joseph is a CFP® professional with 17 years of industry experience, currently advising clients at Janney Montgomery Scott. She previously worked at The Vanguard Group, Inc. for nine years before joining Janney Montgomery Scott in 2017. Outside of her advisory role, she serves on the boards of Philadelphia's Magic Garden and PA Youth Vote, contributing to community and civic engagement organizations. 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, and institutional clients, offering a range of financial planning, brokerage, and advisory services supported by both in-house and third-party portfolio management.

John Rinaldi is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and has previously worked at Black Rock, Pacer Financial, and Janney Montgomery Scott in various roles. 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, corporate retirement plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Brenna Makin is a financial advisor at Citigroup Global Markets with 12 years of industry experience and holds a Series 66 designation. She has been with Citigroup and its affiliates since 2014, currently serving clients out of Wilmington, DE. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including activities as a swap dealer and futures commission merchant.