Mark Clark is a financial advisor at VOYA Financial Advisors, Inc. with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of investment programs combining model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary asset management.

Christopher Dent is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at Truist Advisory Services and Truist Investment Services since 2022, following six years at Key Investment Services LLC. Dent is also an owner and partner of Dent-Cylc Enterprises, Inc., a child care and child development business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and supervisory oversight, and manages client accounts with integrated inter-affiliate arrangements including affiliated broker-dealer and banking services.

Joseph Tortis Jr. is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Wealth and Income Solutions, having previously worked at MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is the owner and captain of a fishing charter business in Marlton, NJ. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management services, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, and compliance.

Jessica England is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA. She holds Series 63 and Series 65 designations and began her industry career in 2025, with prior roles including positions at Fidelity Investments and various organizations outside finance. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s investment approach includes a digital advisory program utilizing proprietary algorithms to recommend ETF-based portfolios, alongside managed account services and commission-based brokerage.

Daniel Holtz is a financial advisor at PNC Wealth Management with 19 years of industry experience. He has been with PNC Investments LLC since 2015 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online model account offered as an invitation-only employee pilot. The firm uses algorithmic risk assessments to guide portfolio selection and delegates portfolio implementation to third parties.

Paul Staffaroni Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Commonwealth Financial Network and has previously worked at Foundations Financial Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Co. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network supports a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services, allowing advisors discretion in portfolio construction alongside managed model portfolios.

Albert Angelos is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2016. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program, supported by a range of analytical approaches and multiple custodians and strategists.

Michael Roper is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Key Investment Services since 2016, with a brief tenure at KeyBank in the same year. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and conducts ongoing due diligence and oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Matthew Yeisley is a financial advisor at Oppenheimer with two years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022. Outside of his advisory role, he works as a server at Outback Steakhouse. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with a variety of investment strategies tailored to client objectives.

Casey Shure is a CFP® with 19 years of industry experience, currently serving at Corient. His prior roles include positions at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He also acts as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and utilizes advanced risk management and monitoring tools.

Mark Katelhon is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at LPL Financial, Lincoln Financial Securities Corporation, and Securian Financial Services. He is also the owner of Nexus2Wealth LLC and is involved with Frankford Insurance and Financial Services. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to a variety of investment products through a combination of affiliated and third-party managers.

Kevin Dillon is a CFP® professional with 20 years of industry experience, currently with Mercer Global Advisors Inc. He has been with Mercer in various capacities since 2014. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing diversified, risk-appropriate portfolios implemented through a blend of ETFs, index funds, separate accounts, and private funds.

Anthony Sergio Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and concurrently works with Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in insurance brokerage and owns an independent insurance and investment sales firm, Sergio Financial Group. 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 as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

Joseph Mylotte Jr. is a financial advisor at Citizens Securities, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment, MerCap Securities, MerCap Advisors, CUSO Financial Services, and Citadel Federal Credit Union. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Thomas Malkoch is a CFP® professional with 33 years of experience in financial advisory and tax preparation. He is currently an investment advisory representative with CWM, LLC and also operates his own accounting firm, Kopensky LLP, where he provides accounting, auditing, and tax services. His background includes prior roles at Cetera, VOYA Financial Advisors, and ongoing involvement in independent insurance sales. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and a variety of retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Omar Tanane is an advisor at Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Citizens Securities, he worked at The Bank of New York Mellon Corporation and County Savings Bank. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Brian Darling is a financial advisor with SPC, holding a Series 66 designation and three years of industry experience. He has worked at several firms, including Parkland Securities, Citizens Securities, and Equitable Advisors. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary advice through various account programs and partnerships.

John Delvecchio is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including over 35 years at Commonwealth Equity Services, Inc. He is also involved in insurance sales and co-owns Benefit Planning Services, Inc., a private entity related to securities and advisory business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios and customized investment solutions.

Joseph Deluca is a financial advisor at Hornor, Townsend & Kent, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Co since 2016. Prior to that, he spent 22 years with MetLife Securities Inc. and affiliated MetLife companies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a non-discretionary advisory model.

Edward Hogan III is a financial advisor with SPC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been associated with Parkland Securities since 2014 and with MassMutual Life Insurance Company since 2007. Hogan also operates a fee-based planning business affiliated with SPC and is involved in selling various lines of insurance through multiple companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, employing both discretionary and nondiscretionary strategies tailored to client needs.