Robert O'Hara is a financial advisor with Sanctuary Advisors, LLC who holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as an advisory board member for Cathedral Kitchen, a charitable organization in Camden, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports independent advisors through a range of portfolio management options and employs multiple investment approaches, acting as a fiduciary under written agreements.

Michael Santifort Jr. is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2009. 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 provides a digital advisory platform and a Managed Account program, operating as both a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Craig Boyer is a financial advisor with Valic Financial Advisors in Mount Laurel, NJ, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is president of Boyer Holdings LLC and Coastal Fig Company, involved in agricultural ventures including growing and selling figs. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models and maintaining a large advisor base.

Zachary Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at BlackRock, Charles Schwab and Co., TD Ameritrade, Merrill Lynch, and Citizens Securities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active strategies, supported by an internal Investment Committee.

Brian Michaels is a CFP® with 15 years of experience in financial advisory. He is currently with Private Advisor Group, LLC and has also worked at LPL Financial LLC, McAdam LLC, Purshe Kaplan Sterling Investments, and VOYA Financial Advisors, Inc. Based in Philadelphia, PA, Michaels provides investment advisory services through Private Advisor Group, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and strategies to meet client goals.

Michael Corr is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors, OSAIC, the Pennsylvania House of Representatives, and The Vanguard Group. 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, offering brokerage, financial planning, and advisory programs, and combines in-house portfolio management with third-party managers across multiple wrap programs and model portfolios.

Milagritos Sosna is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. She holds a Series 66 credential and has worked at firms including JP Morgan Securities, Charles Schwab, and Ameriprise. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Elena Colibraro is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Key Investment Services and Key Bank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, with oversight from its Product Due Diligence Committee and partnerships with third-party discretionary managers.

Patrick Hynes is an investment advisory representative at CWM, LLC with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including Cetera Wealth Services and Voya Financial Advisors. Outside of advisory services, he is also an insurance agent involved in the sales of fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Edmund Chen is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott and its affiliates since 2018. Prior to his advisory career, he was employed by Comcast for two years. 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.

Michael Mc Carron is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Grant Thornton. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services with integrated portfolio management and centralized client support.

Jhenae Martin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she collaborates closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. She provides investment advice tailored to client needs and facilitates access to Bank of America's banking and lending services. Martin’s areas of expertise include general investing, retirement planning, and preparing for unexpected financial events. She emphasizes building relationships to gain a thorough understanding of what matters most to clients and their families, enabling her to offer ongoing advice and guidance as their needs evolve. She holds the Personal Investment Advisor (PIA) designation and completed her high school education at Wolmer's Trust High School for Girls and Ardenne High School.

Justin De Lisi is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Ironview Capital Management LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations, providing portfolio management, financial planning, and consulting. The firm operates a Private Advisor model with a consolidated investment platform offering discretionary, non-discretionary, and model-delivery solutions across multiple asset classes, and uniquely functions as a registered broker-dealer offering securities transactions, insurance products, and investment banking services.

Jean Schneider is a financial advisor at William Blair with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for eight years before joining William Blair in 2024. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, private funds, and co-investment opportunities.

Lucas Dittenhofer is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Kimberly Wenger is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 66. Kimberly has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2012. Outside of her advisory role, she serves as head coach for the Great Valley High School lacrosse program and is a board member of the Pennsylvania Girls' Lacrosse Association, where she chairs the annual recognition and awards committee. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a dual-registered advisory and broker-dealer platform. The firm employs a network of advisers and utilizes third-party asset manager relationships to provide tailored investment strategies across discretionary and non-discretionary accounts.

Joel Davis is a CFP® professional with 11 years of industry experience currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at CWM, LLC, Main Street Financial Life Advisors, and Wells Fargo entities. Additionally, he works as an insurance agent selling life and annuity products and supports tax planning and preparation through a separate tax advising firm. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management, multi-manager solutions, and the use of both affiliated and third-party managers.

R Gaillard is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Janney since 2017, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. The firm offers brokerage, financial planning, consulting services, and multiple advisory programs, utilizing a combination of in-house and third-party portfolio management.

Thomas Sylvestro is a financial advisor at TD Private Client Wealth LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Wells Fargo Clearing, LPL Enterprise, and Prudential Insurance Company of America. 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 combines strategic and tactical asset allocation using both affiliated and third-party sub-managers, and offers portfolio management, financial planning support, and custody through third-party custodians.

Michael Clatterbuck is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Levy Wealth Management Group, LLC and LPL Financial. Outside of his advisory role, he is involved with LWMG Holdings, LLC, a business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management supported by quantitative and fundamental research.