Barbara Davis is a CFP®-certified financial advisor with 40 years of industry experience. She has been with Hornor, Townsend & Kent, LLC since 2012 and also holds a position with Penn Mutual Life Insurance Company. Davis serves as a board member of a private plumbing and heating company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm offers a combination of advisory and broker-dealer services, managing both discretionary and non-discretionary accounts with a focus on customized asset allocation and diversified strategies.

Timothy Herrera is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Janney Montgomery Scott in various roles since 2007. 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.

Maximilian Margiotta is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and six years of industry experience. He has worked at Janney Montgomery Scott since 2016 in various roles. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services.

Timothy Gormley is a CFP® professional with 32 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously spent 11 years at Stifel. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple advisory programs through a combination of in-house portfolio management and third-party managers.

Sharon Dahis is a financial advisor at Mercer Global Advisors Inc. She holds a Series 65 designation and has recently entered the industry, with prior experience at several firms including myCIO Wealth Partners and RTD Financial. Her background also includes teaching positions at Temple University and various schools. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, supported by a range of specialized client services and educational initiatives.

Nicholas Falcone is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Withum, DoorDash, and Woloshin Investment Management before joining Janney Montgomery Scott. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Donna Wren is a financial advisor at Lincoln Investment with 39 years of industry experience. She holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is the managing member of Donna L. Wren, LLC, which handles tax and accounting matters related to her practice. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, particularly educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Robert Grosch is a financial advisor at Hornor, Townsend & Kent, LLC with 24 years of industry experience. He has been with Hornor Townsend & Kent since 2012 and holds Series 63 and Series 65 registrations. 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 both as an SEC-registered adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

David Ettingoff is a CFA® charterholder with 12 years of industry experience and currently serves as an advisor at J. W. Cole Advisors, Inc. since 2019. His prior experience includes three years at Wells Fargo Clearing. Outside of his advisory role, he consults with a real estate private equity firm to improve their Excel models and serves as a trustee on a family trust. J. W. Cole Advisors operates a large network of independent investment advisers and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm uses a combination of fundamental and technical analysis along with digital advice and third-party platforms to implement client solutions.

Robert Bowman is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including BNY Mellon and National Securities Corp. Outside of his advisory role, Bowman serves on the Executive Committee and co-heads hospitality for the 2026 PGA Golf Tournament and is a board member of Aronimink Golf Club in Newtown Square, PA. Janney Montgomery Scott is a large, dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory programs.

Sean Moreland is a CERTIFIED FINANCIAL PLANNER™ professional with 27 years of experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Bank of America, Merrill, and J.P. Morgan. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, and consulting services. The firm operates as a registered broker-dealer and uses a Private Advisor model combined with a consolidated investment platform to provide a range of discretionary and non-discretionary investment solutions.

George Papanier is a financial advisor at Integrity Alliance, LLC with eight years of industry experience. He previously worked at Lion Street Financial and AXG Advisors, where he is also an owner and handles business development. In addition to his advisory role, he owns Flagler Insurance Partners, LLC, which provides insurance coverage primarily in Florida. Integrity Alliance serves a broad client base including individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and a variety of advisory programs through multiple platforms and investment approaches.

James Bartow Jr. is a CFP®-designated financial advisor with over 33 years of industry experience, currently affiliated with United Planners' Financial Services of America. His prior experience includes roles at LPL Financial, INVEST Financial Corporation, and operating his own practice, James A. Bartow. He is also involved in insurance brokerage activities and owns JB Financial, a marketing entity. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and utilizes a variety of custodians and third-party managers to implement client-directed investment strategies.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and bringing five years of industry experience. Her prior roles include positions at eMoney Advisor LLC and J.G. Wentworth. She is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings to prepare shareholder reports. Lincoln Investment 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 employs an in-house investment management team to construct strategic model portfolios and offers a range of financial planning and portfolio management services through both advisor-led and firm-managed solutions.

Geoffrey Smith is a financial advisor at Hornor, Townsend & Kent, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Kestra Advisory, Kestra Investment Services, Capital One Financial Advisors, and Chase Investment Services. Outside of his advisory role, he owns and operates businesses related to lacrosse, including manufacturing equipment and coaching youth teams in Central Texas. 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 provides both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Tyler Dempsey is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2021, with prior experience at JP Morgan and Equitable Advisors. 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 and municipal organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Beth Peckman is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1998 and is based in Horsham, PA. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, portfolio management through various model portfolios, and access to third-party managers, supported by a dedicated in-house Investment Management & Research team.

Jeffrey Lazarus is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has previously worked at Wells Fargo Clearing and Raymond James Financial Services. Lazarus is also the proprietor and founder of Bella LLC, which holds a patent for a wallet. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Blake Szymanski is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor, Townsend & Kent since 2021. His prior experience includes roles with Penn Mutual Life Insurance Company and Golf Cars, Inc. He is also involved in life insurance brokerage activities through related entities. 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 both as an SEC-registered investment adviser and a FINRA-member broker-dealer, providing clients with custody, execution, brokerage capabilities, and access to third-party asset managers.

Mark Clark is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including multiple tenures at Voya Financial Advisors dating back to 2014. Outside of advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, third-party money manager access, and retirement-plan advisory services delivered through a large network of representatives and a diverse product offering.