David Chesner is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including a decade at Lion Street Financial and extensive involvement as a partner and physician at Rheumatic Disease Associates since 1998. Chesner also provides estate and financial planning consulting services to physicians through The Financial Group of Philadelphia. Integrity Alliance serves a diverse client base, including individual investors, corporations, and retirement plans, offering a wide range of advisory and brokerage services through a network of independent advisors managing approximately $5.4 billion in assets. The firm combines discretionary accounts, model portfolios, and third-party sub-advisers with both strategic and adaptive allocation approaches.

Brandon May is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding the ChFC® and Series 66 designations with 16 years of industry experience. He has been with Citizens Securities since 2014. Outside of his advisory role, he serves as power of attorney for his parents. 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 provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency.

Nicholas Leighton is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He has held positions at Finra and The Vanguard Group before joining Hornor, Townsend & Kent in 2019. He holds Series 63 and Series 66 designations. 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 with both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Michael Defillipo is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2016 and also works with Penn Mutual Life Insurance Company. He serves on the board of the Philadelphia Estate Planning Council and the nonprofit Living Beyond Breast Cancer, contributing to their organizational guidance and communications. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing over $8 billion in discretionary assets and providing customizable investment strategies through third-party asset managers.

Melanie Brassell is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at GWFS Equities, Inc. and Prudential Investment Management Services. Outside of her advisory role, she has served as a substitute teacher in Pennsylvania. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Kristen Donato is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Morgan Stanley Smith Barney LLC and Ironview Capital Management LLC. Donato has been with Rockefeller since 2025. 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 a range of portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Miguel Castaneda is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at The Leaders Group Inc, CORNERSTONE INVESTMENTS, Arrival Point Financial, CONCOURSE FINANCIAL GROUP, and TIAA-CREF. Outside of his advisory work, he provides life insurance policy solutions through Arrival Point Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

David Defazio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Lincoln Investment since 2013 and previously spent seven years at Legend Advisory, LLC. He serves as a board member for the Erie County Redevelopment Authority, where he participates in decisions regarding low-interest loans to local businesses and nonprofits. Lincoln Investment Planning is a large enterprise firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and access to third-party managers.

Steve Kach is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lincoln Investment since 2016. Outside of his advisory role, he serves as a board member and corporate secretary/treasurer for A Church of Living Hope, participating in board decisions and chairing the finance committee. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers with an investment approach supported by an in-house Investment Management & Research team and various model portfolios.

Kenneth Liddy is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2017, following a year at Wells Fargo Clearing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad set of programs and advisory services across equity, balanced, and fixed-income portfolios, using strategic and tactical asset allocation along with manager selection and periodic portfolio reviews.

Eric Rhoads is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Financial Distributors and State Farm. Outside of advising, he works part-time in retail stocking shelves at a grocery store. 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 as both an SEC-registered investment adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets.

Geraldine Raymond is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Commonwealth Financial Network and has prior experience at Blackrock Investments and Merrill Lynch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, offering a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Raymond Schmalz is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Karen Rossi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has held roles at Hornor Townsend & Kent Inc since 2018 and has previous experience with Penn Mutual Life Insurance Company and Mass Mutual. Outside of her advisory work, Rossi serves as an elected officer on her local homeowners association board and has worked as a substitute for the Board of Elections in New Jersey. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and utilizes third-party asset managers in both discretionary and non-discretionary account structures.

Robert Kelly is a CFP® with 10 years of industry experience. He has worked at Rockefeller Financial LLC since 2026 and previously spent 11 years at SEI Investments Management Corp. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and placement and investment banking.

Beka Kervalishvili is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A., Merrill, and AT&T Inc. before joining Citizens Securities in 2025. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both investment advisory programs and brokerage and insurance services, including a digital advisory platform and a Managed Account program.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He began his advisory career in 2024 and previously worked in education at multiple institutions including West Chester University and the University of Scranton. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building where he rents space to other Lincoln advisors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.