Ashley Mc Neely is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise, Charles Schwab, Cetera Advisors LLC, and Thrivent Financial, among others. Outside of her advisory role, she manages an advisory business through Certainty of the Uncertainty, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and utilizes third-party asset manager relationships to provide both discretionary and non-discretionary account options.

David Jwanier is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and eight years of industry experience. He has previously worked at firms including Cetera, Voya Financial Advisors, and Capital One Investing. Outside of his advisory role, he is a fractional owner of racehorses through The Stable.ca and Hold the Line Stable. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored solutions supported by a dedicated Investment Committee and integrated technology and custodial relationships.

Ashley Nimon is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Corient since 2022 and previously held roles at Radnor Financial Advisors, MassMutual Greater Philadelphia, and Northwestern Mutual. Outside of financial services, she was involved with the Smokehouse Tavern and has experience connected to Temple University. Corient provides investment advisory and financial planning services to 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 manager solutions, employing risk management tools and alternative investment options tailored to client objectives.

William Zittle V is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Trinity Wealth Securities, LLC, Florida Financial Advisors DBA Tristate Financial Advisors, and Enterprise Mobility. He has business experience outside finance, including a role at Wickleins Native Plants. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm operates both digital and managed account advisory platforms and is fully owned by Citizens Bank, N.A.

Leif Vanhala is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at First Command Brokerage Services, Fidelity Investments, SunPro, Sustainable Resource Center, and the Center for Energy and Environment. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

J Corle is a CFP®-designated financial advisor with Kestra Advisory Services, bringing 30 years of industry experience. He has worked with Kestra Advisory since 2016 and has longstanding ties to Kestra Investment Services, LLC and Tycor Benefit Administrators, Inc. Outside of his advisory role, Corle is the owner of Tycor Financial Group, which provides consulting and business oversight services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides fiduciary services, plan design, investment due diligence, and access to multiple management platforms and third-party solutions, serving approximately $79.8 billion in assets, including large institutional investors such as sovereign wealth funds.

Bryan Benner is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. Prior to joining Commonwealth in 2017, he worked at firms including American General Life, Tegler Machenry, Legancy Planning Partners, Securian Financial Services, and Vanguard Advisers. Benner is also the sole owner of an operating company that manages his marketing and entertainment business expenses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm manages roughly $212.7 billion in assets and offers a range of managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Daniel Flamma is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including roles at Wells Fargo Clearing, PNC Wealth Management, and Lincoln Financial Distributors. Outside of his advisory work, he serves as a treasurer for the Shadowbrook Home Owners Association and has been involved as a board member and boys field coordinator for a lacrosse league. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently incorporating third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Ronald Parker Jr. is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation. Prior to joining Janney, he worked at JPMorgan Chase and Orth & Kowalick, P.A., and spent five years employed by Chick-fil-A. 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 municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Patrick Brough is a financial advisor with Eagle Strategies (NY Life) based in Havertown, PA, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has been affiliated with Nylife Securities Inc. since 1989. Outside of his advisory role, Brough is involved in insurance brokering and serves as a wholesale general agent of employee benefits. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Nathan Neville is a financial advisor at Goldman Sachs Wealth Services in Philadelphia, holding a Series 66 designation. He has been with Goldman Sachs since 2025 and has prior experience at Henderson Brothers, Inc., as well as work related to West Virginia University and golf club operations. Outside of finance, he has worked at Pikewood National Golf Club and Chick-Fil-A. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm uses centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

David Small is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and 36 years of industry experience. He has worked with Ameritas in various capacities since 2003 and was previously associated with The Advisors Group, Inc. Outside of his advisory role, he is a licensed independent insurance agent and jointly owns a vacation rental property in the Dominican Republic with his wife. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Joseph Bruno is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He worked at Nationwide and Nationwide Securities, LLC for 12 years before joining Integrity Alliance in 2020. Outside of his main advisory role, Bruno owns and operates Bruno Financial Services LLC, providing securities and insurance services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of independent advisors managing approximately $5.4 billion in assets. The firm offers a range of portfolio management and financial planning solutions utilizing discretionary accounts, model portfolios, and third-party sub-advisers, with multiple operational features including dual registration as both an SEC-registered investment adviser and a broker-dealer.

Thomas Polito is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior roles include positions at Cetera, LPL Financial, and Capital One Financial Advisors, among others. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Kevin Mcknight is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Prior to his finance career, he held positions outside the industry, including at Hollywood Casino and Franco's Lawn Care. Citizens Securities serves a broad 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 offerings include a digital advisory program and managed accounts, operating as both a broker-dealer and an insurance agency.

Michael Conk is a financial advisor with Principal Financial Services in Wayne, PA, holding a Series 66 designation and 22 years of industry experience. He has worked with Principal Securities Inc since 2016 and has been associated with Financial Advisors of Delaware Valley and Principal Life Insurance Company since 2013. Outside of his advisory role, he has assisted with ski race event operations for Vail Resorts at Mount Snow. 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 plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Salvatore Lauri is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at W&S Brokerage Services and Western & Southern Life, where he also served as a full-time staff manager. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and retirement plans. The firm operates a large network of independent advisers and offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party platforms.

Jennifer Hiss is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments from 2018 to 2024 and Lehigh Valley Investment Group in 2017. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

Gregory Sarian is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2013 and previously spent 16 years at Merrill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection and multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment strategies.

Michael Mattise is a CFP® with 34 years of industry experience, currently serving at Corient. His prior experience includes roles at Radnor Financial Advisors, LLC, and CIPW Service Company, LLC. He is a member of the RIA Advisory Committee for Brookfield Oaktree and serves on the board and finance and investment committees of The Foundation for Delaware County. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that combines internal strategies with third-party managers and utilizes risk management tools, alternative investments, and private fund capabilities.