Joshua Eskin is a CFP® and holds a Series 66 designation with three years of industry experience. He is currently with Janney Montgomery Scott and previously worked at The Vanguard Group, Inc. from 2022 to 2025. His background also includes roles at Levy Wealth Management Group and Eisenberg, Rothweiler, Winkler, Eisenberg & Jeck, P.C. 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 individuals, families, trusts, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Regina Colburn is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Janney, Regina worked at The Vanguard Group and has experience with a children’s museum and other diverse roles outside the financial sector. Janney Montgomery Scott 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Louis Cammisa II is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 license, and has 28 years of industry experience. He has been with Commonwealth Financial Network and operates Cammisa Financial Services, LLC since 2010. 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, technology, and operational support, allowing advisors discretion in portfolio construction alongside proprietary model portfolios managed by its Investment Management and Research team.

Melissa Howard is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 credential and 11 years of industry experience. Her prior work history includes roles at Santander Securities, LLC, and Santander Bank, NA. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios managed via proprietary algorithms, in addition to commission-based brokerage services.

Charles Hoffmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes long tenures at Commonwealth Financial Network and Portin Hoffmann Financial Group Inc, as well as roles at Marcum Wealth LLC and FourFront Advisors, LLC. Outside of his advisory work, he serves as Vice President and Co-Trustee for ILIT AG/SG in Philadelphia, overseeing trust and insurance policy maintenance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research incorporating quantitative and fundamental analysis.

Daniel Levin is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Janney Montgomery Scott since 2009. Levin serves on the Board of Governors and Admissions Committee of the Philadelphia Cricket Club and is a board member of the Bucks County Chapter of the Fox Chase Cancer Center. 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 organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Charles Collings is a financial advisor at Janney Montgomery Scott in Bryn Mawr, PA, holding a Series 63 designation with 44 years of industry experience. He has been with Janney Montgomery Scott since 2009. Collings serves on the advisory board of the Primitive Hall Foundation in Unionville, 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Amanda Salyer is a CFP® professional with 19 years of industry experience, currently with Prime Capital Financial since 2026. She previously worked at Financial Engines Advisors L.L.C. and Fidelity in various advisory roles spanning over eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs a range of investment strategies and maintains an affiliated tax advisory subsidiary alongside its family office practice.

Dennis Springer is a CFP® with one year of experience currently serving at Truist Advisory Services. He previously worked at Merrill for seven years and Wells Fargo for twelve years. His credentials include Series 66 registration. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Edward Ramolt is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds a Series 66 designation and has been with Janney in various roles since 2006. Outside of his advisory work, he provides independent consulting on portfolio accounting systems and wealth management solutions through AlphaSights. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Timothy Hall is a CFP® with 23 years of experience in financial advisory roles. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at firms including Lincoln Financial Advisors and Carson Wealth. Outside of advisory work, he owns a retail spirituality business called Days of Zen and is involved in life insurance brokerage. 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-registered broker-dealer, offering a range of discretionary and non-discretionary account options with over $8 billion in discretionary assets under management.

Zane Byramji is a financial advisor at Janney Montgomery Scott with nine years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott continuously since 2015. 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 a range of brokerage, financial planning, and advisory services.

Mark Anthony Gibson is a financial advisor at TD Private Client Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Bank of America, Merrill Lynch, and Citizens Bank. Outside of his advisory role, Gibson is involved in Liberty Resources Home Choices, a provider of home care services in Philadelphia, where he serves as a personal care attendant. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation alongside affiliated and third-party sub-managers to construct portfolios.

Sean Macartney is a financial advisor with Citizens Securities, Inc. in Southampton, PA, holding a Series 66 designation. He has been in the financial industry since 2022, previously working at Power Home Remodeling and Police and Fire Federal Credit Union. Citizens Securities serves a broad retail client base, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Stuart Leibowitz is a financial advisor with SPC, holding a Series 66 designation and 23 years of industry experience. He has worked at Parkland Securities, LLC since 2014 and BIRE Financial since 2005. In addition to his financial advisory work, he maintains an active law license in Pennsylvania, serves on arbitration panels in Montgomery County, and is an elected board member of his residential condo association. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, model portfolios, and collaboration with third-party managers.

Paul Keller is a financial advisor at Oppenheimer with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, Amazon, and Bank of America. Outside of finance, he works as a waiter and host on weekends at The Olive Garden Italian Restaurant. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm emphasizes strategic asset allocation and manager selection, providing both discretionary and non-discretionary solutions tailored to client objectives.

Wade Hartz is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include five years at Morgan Stanley Smith Barney LLC and nine years at Delaware Valley Advisors. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Ying Liang Stickel is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses with 27 years of industry experience. She has been with Citizens Securities since 2002. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform and managed accounts, operating as a full-service broker-dealer and insurance agency.

Bruce Fenster is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Clearstead Advisory Solutions since 2026. He previously worked for 14 years at MyCIO Wealth Partners, LLC. Fenster holds Series 63 and 65 licenses and is based in Philadelphia, PA. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial and tax planning, family office administration, and institutional consulting. The firm employs an institutional investment process across various account types, combining traditional and alternative strategies, proprietary optimization software, and ongoing portfolio oversight.

Kathryn Clearwater is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has worked in both staffing and retail prior to joining Janney. Janney Montgomery Scott 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 a range of brokerage, financial planning, and advisory services.