Edward Kelly Jr. is a financial advisor with CIBC Private Wealth Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Brinker Capital, Orion Portfolio Solutions, and Garden Leave. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a team-based investment process that combines internal management, relationship management, and governance committees to create customized portfolios and managed account programs, with a notable focus on servicing investment company clients.

Dennis Rosadio II is a financial advisor with Citizens Securities, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Seurian Financial Services, Minnesota Life Insurance Company, Legacy Planning Partners, and Prudential. He has also experienced periods of unemployment between roles. 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 using proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

David De Fazio is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Konkol Construction and Tractor Supply Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Russell Valante is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1998 and holds Series 63 and Series 66 licenses. 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 with a range of brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Daniel Pawlishyn is a financial advisor with Truist Advisory Services holding a Series 66 designation and three years of industry experience. Prior to joining Truist Advisory Services and Truist Investment Services in 2026, he worked five years at The Vanguard Group and also has experience with Curated and The Bucks Club. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and AI-enabled research tools to support its manager selection and investment oversight.

Xin Chen is a financial advisor at Hornor, Townsend & Kent, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent since 2026. His prior experience includes roles at Air Products and Chemicals and Bloom Energy, as well as involvement with Sky Queen Investments, LLC and Transglobal Holding Company. Chen is also employed at Radnor High School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside tailored investment advice.

Rebecca Bear is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at TD Bank N.A., Bank of America, Merrill, and PNC. Bear serves as Board Member Secretary of the Institute for Human Resources and as a School Board Director for East Stroudsburg. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Kyle Gaeffke is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Semrush, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is involved in insurance brokerage through 1847Financial, focusing on Penn Mutual Life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and a FINRA-member broker-dealer, offering a platform that includes third-party asset manager relationships and a range of discretionary and non-discretionary account options.

Carline Gondre is a financial advisor with PNC Wealth Management in Yardley, PA. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Bank of America, Merrill, Quaint Oak Bank, Republic Bank, and TD Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital offering that invests in mutual funds and ETFs with annual rebalancing and limited direct client interaction.

Kunal Sharma is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 credentials and having six years of industry experience. His prior roles include positions at Merrill, Bank of America, JP Morgan, Wells Fargo, and BB&T. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program using ETF-based portfolios with proprietary algorithms, alongside commission-based brokerage and non-discretionary services.

Rylan Marx is a financial advisor at Lincoln Investment with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, Marx is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services, utilizing a mix of in-house and third-party investment strategies managed through both strategic and dynamic approaches.

William Mastalski is a CFP® with 45 years of industry experience and has been advising clients at Janney Montgomery Scott since 2009. He holds the Series 63 designation and is based in Bryn Mawr, 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 services, financial planning, and multiple advisory programs.

Peter Rembalsky is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Matthew Painter is a financial advisor at Lincoln Investment with 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. He holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

James Scott is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Vanguard Group, Citadel Federal Credit Union, and Cetera. Outside of his advisory work, he is a financial secretary and board member for the Great Valley Music Parents Association, where he coordinates fundraising activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm utilizes a combination of passive and active management strategies, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.

Frank Mc Donnell III is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill from 2016 to 2023 before joining Steward Partners in 2023. Outside of his advisory work, he serves as a board member of the Hopewell Valley Educational Foundation, a nonprofit supporting local public schools. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of advisory and financial planning services.

Brett Garrison is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds a Series 66 designation and previously worked in education for eight years before entering the financial services industry. Garrison is also an insurance agent involved in brokerage activities related to Penn Mutual Life Insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm combines financial planning, consulting, and retirement plan services with a focus on client-directed implementation.

Derek Davidson is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2015. Outside of his advisory work, Davidson serves on the board of The Institute For Behavior Change, an organization providing services for children with disabilities. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Langerhans is a CFP® and holds a Series 65 license, currently advising at Wealth Enhancement Advisory Services, LLC with seven years at the firm and four years of industry experience overall. His prior roles include founding Live Your Vision LLC and a four-year tenure at La Salle University. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and combines passive and active investment strategies with oversight by an internal Investment Committee.

Robert Daries is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2021. His prior experience includes roles at Bank of America and Merrill. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services with an investment approach that incorporates strategic and tactical asset allocation, manager selection, and a variety of mutual fund, ETF, fixed-income, and equity strategies.