Andrew Sargent is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds the Series 66 designation and has worked exclusively with Janney Montgomery Scott since 2017, aside from a brief period with Roots Natural Kitchen. 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 municipal clients, offering brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Howard Sheckman is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Samson Wealth Management Group. He is also an insurance agent with Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets, serving a diverse client base including individuals, pension plans, corporations, trusts, estates, and charitable organizations through a variety of investment advisory and financial planning services.

Michele Burkholder is a CFP® and ChFC® with 25 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. She has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2013. Burkholder is also involved in life insurance brokerage through her roles with 1847 Financial and The Burkholder Team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, 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 tailored investment strategies through a combination of in-house and third-party asset management.

Raymond Wiley is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. He has been with Janney Montgomery Scott since 2016. 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 plans, charitable organizations, and municipal clients through various brokerage, advisory, and asset management programs.

Marc Rapoport is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1996 and holds Series 63 and Series 65 credentials. 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 wide range of clients 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.

Susan Reid is a financial advisor with PNC Wealth Management in Lansdale, PA, holding a Series 66 designation and 25 years of industry experience. She has been with PNC Investments LLC since 2014. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only online discretionary model account that uses algorithmic risk assessment and implements investments with mutual funds and ETFs.

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 with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Ironview Capital Management LLC before joining Rockefeller Capital Management and Rockefeller Financial LLC in 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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 with Oppenheimer, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Oppenheimer since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a broad range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

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.