Thomas Leary is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Janney Montgomery Scott since 2018, with prior experience at Morgan Stanley Private Bank. 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, charitable organizations, and municipal clients, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Matthew Fry is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Osaic Institutions, Inc., where he has worked since 2024. Prior to that, he spent nine years at JPMorgan Chase Bank and J.P. Morgan Securities. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services tailored through customized engagements. The firm is notable for its focus on predominantly non-discretionary assets and integrates advisory and brokerage solutions through a network of investment adviser representatives.

Michael Quinn is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Truist Advisory Services since 2021 and previously spent six years at myCIO Wealth Partners, LLC. Outside of his advisory role, he is a capital partner involved in rental property. 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 uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and an Equity Research team that incorporates AI-enabled tools.

Austin Hoggan is a CFP® with 15 years of industry experience and currently serves as an advisor at Corient. He has worked at several firms, including Radnor Financial Advisors and MyCIO WEALTH PARTNERS, before joining Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and applies risk management tools to align portfolios with client objectives.

Jacob Peck is a financial advisor with TD Private Client Wealth LLC in Exton, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

John Murray is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Principal Life Insurance Company, Financial Advisors of Delaware Valley, and Principal Securities Inc. He serves as president of the Bryn Mawr Rotary Club, a community organization focused on service and membership growth. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Bryan Blades is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Corient in Wayne, PA, where he has worked since 2022. Prior to joining Corient, he spent nine years at Radnor Financial Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Paul Coleman is a financial advisor at Citizens Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citizens Securities since 2005. He also has a longstanding affiliation with Citizens Bank dating back to 2002. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, combining digital and traditional portfolio management approaches.

Corey Hernandez is a CFP® and Series 66-licensed advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He has previously worked at Keystone Financial Group and Wealth Enhancement Group, and he has held roles in golf club and restaurant management. Outside of his advisory work, he assists with insurance sales and service, focusing on life and disability insurance for multiple carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and manages approximately $8.37 billion in discretionary assets and $648 million in non-discretionary assets.

Gregory Holman is a financial advisor with GWN Securities Inc. in Reading, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Kades Margolis and GWN Securities since 2012. Outside of his advisory role, he is involved with the Financial Independence Group, where he sells life insurance–based products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs and strategies.

Graham Parsons is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS Financial Services for eight years and has experience at WePark. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screening in its investment approach, alongside offering affiliated pension consulting, insurance, venture, and private-market investment services.

Jason Molnar is a CFP® with 14 years of industry experience, currently serving at Citigroup Global Markets in Wilmington, DE. He has been with Citi Private Bank since 2016. Outside of his advisory role, he coaches youth soccer and lacrosse teams in the Wilmington area. Citigroup Global Markets serves individual and institutional clients through a variety of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies, combining large institutional scale with specialized market roles and comprehensive client solutions.

Luke Hoffman is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023, with prior roles at Beyond Hello and Kimberton Whole Foods. 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, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

John Collins is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently with TD Private Client Wealth LLC and TD Bank N.A., having previously worked at The Vanguard Group, Inc. and Oberweis Asset Management. Collins held a position as a limited agent for Mother Investment in Phoenixville, PA. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm utilizes strategic and tactical asset allocation through a combination of affiliated and third-party sub-managers.

Dominic Oteri is a CFP®-certified financial advisor with 16 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and also maintains a longstanding affiliation with LPL Financial. Oteri operates under the hybrid DBA FPA Wealth Management within Private Advisor Group. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and retirement-plan consulting, utilizing multiple custodians and model strategists, including Fidelity and BlackRock, to deliver tailored advisory solutions.

Peter Lanza is a financial advisor with Eagle Strategies (NY Life) based in Wayne, PA. He holds Series 63 and Series 65 designations and has 15 years of industry experience. His prior work includes roles at Lanza Financial Strategies and Nylife Securities LLC, as well as NYL Insurance Company. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Michael Orfe is a CFA® charterholder with nine years of industry experience. He has been with Sequoia Financial Group, L.L.C. since 2023 and previously worked seven years at Zeke Capital Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm uses a combination of model portfolios and custom solutions overseen by an Investment Policy Committee, employing various investment vehicles such as mutual funds, ETFs, individual securities, and private investments.

Anthony Stanziano Jr. is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at First Republic Securities Company, LLC and Peapack-Gladstone Bank. 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 in partnership with SigFig and a separate Managed Account program.

Andrew Hess is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He currently works at Creative Planning and previously held positions at Daniels + Tansey, LLP, Merrill, and Bank of America. Outside of finance, he is the CFO of Tri-State Underground, an underground construction company, where he oversees financial activities and provides strategic advice. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jeanne Oneill is a financial advisor at Brown Advisory with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Brown Advisory since 2011. Outside of her advisory role, she dedicates time monthly to assist a family member under a power of attorney arrangement. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm employs a bottom-up, fundamental research approach and offers a range of strategies, including discretionary and non-discretionary portfolio management, OCIO solutions, and a distinctive private-fund and venture program.