Jeremy Priar is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 10 years of industry experience with prior roles at Penn Mutual Life Insurance Company and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Real Men Wear Pike golf tournament, a charity fundraising event, and operates a goal planning workshop business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers access to third-party asset managers with both discretionary and non-discretionary account options.

Walter Dwyer is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1999. 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, corporations, and charitable organizations, offering a range of brokerage services, financial planning, and advisory programs.

Anthony Pettola Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been affiliated with Ameritas and its related entities since 2005 and owns AJ Pettola & Associates, a business focused on insurance and investment products, estate planning, and retirement services. Additionally, he is a partner in Xpress Healthcare, which markets discount health programs through independent business owners. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of model portfolios and investment products across multiple program platforms and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance companies.

Nicholas Katherina is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as Vice President of the Hempfield Area School District PTO, where he participates in event planning and fundraising activities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

Robert Fink III is a financial advisor with Private Advisor Group, LLC in Lansdale, PA, holding CFP® and Series 63 credentials and possessing 32 years of industry experience. He has worked with several firms, including LPL Financial, Comprehensive Advisors, LLC, and MSI Financial Services, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model that incorporates a range of investment strategies and technology platforms.

Jeffrey Borrowman is a Series 66-registered financial advisor with Hornor, Townsend & Kent, LLC, where he has worked since 2015. He has 21 years of industry experience and also maintains a role with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.

David Dougherty is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, PNC Investments, PNC Wealth Management, and Wells Fargo Clearing. Outside of his advisory work, Dougherty is also an Uber livery driver. 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 and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Guido Gaeffke is a financial advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. Outside of advisory work, he is involved in insurance brokerage through his role with 1847 Financial. 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, providing a platform that includes third-party asset managers and dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Michael Gregor is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked with Lincoln Financial Securities Corporation and Penn Mutual Life Insurance. Gregor also owns and operates several insurance brokerage and consulting businesses, including Sterling Benefits, LLC, and Sovereign Insurance Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of discretionary and non-discretionary account options.

Keith Graham III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2009. 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, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Megan Wursta is a CFP® professional with six years of industry experience, currently affiliated with Private Advisor Group, LLC. She has previously worked with LPL Financial, LLC and founded the Wursta Corporation. Outside of advising, she owned and operated Willy Joe's Restaurant for eight years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model utilizing proprietary and third-party investment solutions to tailor strategies according to client goals and risk tolerances.

David Moskovitz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Guardian Life and its subsidiary Park Avenue Securities since 2012. Outside of his advisory role, he is involved with One Resource Group, an insurance managing general agency that offers access to non-Guardian insurance products. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party solutions.

Scott Pollack is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and AXA Advisors. Outside of finance, he serves as an office manager for a psychotherapy practice on weekends. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program focused on ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency with ties to Citizens Bank, N.A.

Michael Hanahan is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has been with PNC Investments LLC since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees. The firm uses algorithm-driven risk assessments to guide investment strategies executed via approved models, employing mutual funds and ETFs with annual rebalancing.

Ronald Talley is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Securities, LLC, and Santander Bank, NA. Talley has been with Truist since 2014, including his current role at Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate platform.

Neal Campagna is a financial advisor at Lincoln Investment with 15 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Equitable Advisors and AXA Advisors LLC. He operates under the DBA Karr Barth Associates, Private Client Group Advisors, providing an online resource for clients and partners. Lincoln Investment 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 and portfolio management services supported by an in-house Investment Management & Research team that creates model portfolios and employs third-party managers.

Michael Kutsaya is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 65 and Series 63 credentials and 24 years of industry experience. He previously spent 21 years with Brinker Capital Securities before joining Steward Partners in 2023. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services through both discretionary and non-discretionary portfolio management.

Denise Meehan is a financial advisor with Eagle Strategies (New York Life) based in Horsham, PA, holding Series 63 and Series 66 licenses with 12 years of industry experience. Her career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Company, and Janney Montgomery Scott LLC. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with the majority of its assets under management handled on a non-discretionary basis.

Peter Lee is a financial advisor with Empower Advisory Group in Norristown, PA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Empower Retirement and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Douglas Hall is a CFP® professional with 27 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2016 and has worked concurrently with Penn Mutual Life Insurance since 2000. Hall is a partner in two financial services firms, including a multi-line insurance brokerage and a financial services firm affiliated with a CPA firm, where he provides insurance sales and financial planning services. 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 both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.