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.

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 11 years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. since 2019. He previously worked at Wells Fargo Advisors and 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 is an SEC-registered investment adviser with a national network of over 400 independent representatives, offering portfolio management, financial planning, and access to various managed account solutions for individuals, charities, corporations, and retirement plans.

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.

Matthew Laudadio is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at Laudadio Wealth Management Group and FAODV since 2021, with prior roles at Principal Life Insurance Co and Principal Securities Inc beginning in 2020. His other business activities include serving as an insurance agent specializing in life, long-term care, disability, annuities, group benefits, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Meghan Jones is a financial advisor with Principal Financial Services, holding a Series 66 designation and one year of industry experience. She has previously worked at Forge Wealth Management and held various roles including at University of Pennsylvania and Purenergy Studio. Jones serves as an auxiliary board member and volunteer for Tredyffrin & Easttown Care and volunteers with Women Golfers Give Back, supporting marketing and event efforts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager 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.

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.

Jessica Squadroni is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, PA, holding a Series 66 license and three years of industry experience. She has worked with Eagle Strategies since 2023 and has prior experience at NYLIFE Securities LLC and Barilotti Wealth Strategies. Before entering the financial services industry, she spent five years with IBEW Local Union 98. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides a range of advisory services through multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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 worked with several firms including Raymond James Financial Services and Wells Fargo Advisors before joining Steward Partners. Outside of his advisory role, he is the founder of Bella LLC, where he holds a patent related to wallets. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary management options.

Robert Gregory is a financial advisor at Orion Portfolio Solutions, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at PNC Bank and Eddie Bauer. Outside of finance, he is the founder of Philly Plant Dads, LLC. Orion Portfolio Solutions primarily serves independent advisory firms, retirement plans, charitable organizations, and corporate sponsors. The firm offers model-driven investment solutions and technology-enabled services, managing approximately $64.8 billion in assets across nearly 198 advisors and over 185,000 client relationships.

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.

Harry Hannigan is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and possessing 48 years of industry experience. He has been with Janney Montgomery Scott since 2003. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

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 at Citizens Securities, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience, including prior roles at Fidelity Investments and Ring Bros Marketplace. Outside of her advisory work, she has experience with nonprofit and educational organizations such as the Jewish Community Center Camp Grossman and Boston College. Citizens Securities serves a diverse retail client base, offering investment advisory programs, brokerage, and insurance services. The firm provides ETF-based portfolio management through its digital advisory program and manages both discretionary and non-discretionary accounts.

Ambrose Carr III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2019 and previously with Primerica Advisors and Guardian Life Insurance Co of America from 2013 to 2019. Carr serves on the board of Upland Country Day School, providing oversight of the school's management. Park Avenue Securities LLC serves individual, corporate, and retirement plan clients through brokerage and advisory channels, offering proprietary and third-party investment programs, financial planning, and lending solutions. The firm operates as both a broker-dealer and SEC-registered investment adviser.

Norah Evans is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2018, with prior roles at Santander Securities and HSBC Bank USA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing relationships through employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized investment strategies.

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.

Edward Braun is a CFP® with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. He previously worked with Purshe Kaplan Sterling Investments and Hoover Financial Advisors, PC from 2016 to 2021. Braun holds a Series 63 license and is based in Malvern, PA. Wealth Enhancement Advisory Services manages over $122 billion in assets and provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach integrating passive and active strategies, supported by an internal Investment Committee and a range of portfolio implementation services.

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.