Michael Calafati is a financial advisor with Eagle Strategies (New York Life) in Harleysville, PA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Eagle Strategies since 2008 and operates Calafati Financial Group, which sells New York Life products and brokers non-registered insurance products. He is also a passive investor in BLOCS Scholarship LLC. Eagle Strategies serves a diverse client base, including individuals and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Steven Lane is a CFP® with 23 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2009. He serves on the endowment committee board of Westminster Presbyterian Church. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse range of clients through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Meghan Kelly is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Northwestern Mutual. Kelly serves on the boards of two nonprofit organizations, Friends of Delaware County Women and Pennsylvania Resources Council. Citizens Securities serves individual and high-net-worth investors with a range of brokerage, advisory, and insurance services. Its offerings include a digital advisory program and managed accounts, supported by the firm’s affiliation with Citizens Bank, N.A.

Justin Hales is a financial advisor with PNC Wealth Management in Phoenixville, PA, holding Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Equitable Advisors and a long tenure at The Vanguard Group. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven model selection and delegated portfolio implementation.

David Courlang is a financial advisor at Principal Financial Services with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Principal Securities, NYLIFE Securities, and Primerica Advisors. In addition to his advisory role, he writes life, annuity, disability, long-term care, group, and individual insurance policies through various carriers. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Melissa Howard is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation with 12 years of industry experience. Prior to joining Citizens Securities in 2022, she worked for Santander Securities, LLC and Santander Bank, NA from 1998 to 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using proprietary algorithms and a separate Managed Account program, while operating as a broker-dealer and insurance agency.

Craig Charlton is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Union Financial Inc and Pruco Securities, LLC. Outside of his advisory role, he serves as Treasurer and board member of the Windy Hill Homeowners Association. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions through a variety of advisory and promoter arrangements.

Daniel Levin is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2009. Levin serves on the Board of Governors and Admissions Committee of the Philadelphia Cricket Club and is a board member of the Bucks County Chapter of the Fox Chase Cancer Center. 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 charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

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.

Amanda Salyer is a CFP® professional with 19 years of industry experience, currently with Prime Capital Financial since 2026. She previously worked at Financial Engines Advisors L.L.C. and Fidelity in various advisory roles spanning over eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary alongside its family office practice.

Nicole Pizzi is a financial advisor with Eagle Strategies (NY Life) in Wayne, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2010 and 2012, respectively. In addition to her advisory work, she is employed as a caregiver at Accessible Home Health Care of The Main Line. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages the vast majority of its assets under non-discretionary arrangements within an integrated New York Life affiliate structure.

Michael Hoover is a financial advisor at Principal Financial Services with a Series 66 credential and one year of industry experience. His prior work history includes roles at Principal Securities, Principal Life Insurance, and Enterprise Mobility, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Crippen is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the CFP® and Series 66 designations. Prior to his current role at Hornor, Townsend & Kent, he worked with Penn Mutual Life Insurance Company and Keystone Financial Group, where he also assists with multi-line insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering discretionary and non-discretionary account options supported by third-party asset manager relationships.

Eric Roessler is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has been with PNC Investments Inc. since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and delegated investment implementation.

Timothy Hall is a CFP® professional with 23 years of industry experience, currently with Hornor, Townsend & Kent, LLC. His prior roles include positions at Lincoln Financial Advisors, Carson Wealth, and Penn Mutual Life Insurance. Outside of financial advising, he owns Days of Zen, a spirituality retail service where he works as a photographer and non-financial blogger. 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 adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

David Fedorka is a CFP® with 17 years of industry experience. He is currently with Empower Advisory Group and has prior experience at The Vanguard Group, Inc. from 2013 to 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a point-in-time financial planning service and optional managed account solutions.

Michael Pivovarnick is a Series 66-licensed advisor with 11 years of industry experience. He currently works at PNC Wealth Management and previously spent 12 years at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and executes investments via approved strategies with mutual funds and ETFs.

John Fitzgerald is a financial advisor at TD Private Client Wealth LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Citizens Bank. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm employs a combination of strategic and tactical asset allocation through TD Managed Portfolios and Guided Portfolios, utilizing affiliated and third-party sub-managers.

Brayden Sauerbier is a financial advisor with Hightower Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hightower Securities, State Street, and Ameriprise Financial Services. Outside of advisory work, he manages Fairways and Dreams, an indoor golf simulator facility in Conshohocken, PA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates proprietary research and a variety of investment vehicles.

Collin Deysher is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Kestra Advisory Services, LLC. He has held roles at firms including The Vanguard Group and Sei. Outside of his core advisory duties, he provides retirement plan services and assists with 401(k) plan management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, delivering fiduciary services, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.