Peter Blok is a CFP® with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2014. He previously worked at Grove Point Investments, LLC and Ambrose Wealth Management. He is the owner of a financial services marketing DBA and holds a partial ownership interest in a fintech business. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm uses both firm- and third-party models to develop client strategies, combining active and passive exposures across various risk profiles through multiple platforms and programs.

Josiah Nicely is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, LPL (Prudential), Boyertown Brickworks, Moody's Corp, Tyto Athene, and Flexential Corp. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online Portfolio Solutions Strategist Digital Offering that uses algorithmic risk assessment and approved model strategies managed internally or by third parties.

Mark Malcein is a CFP® with 19 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2008. He offers insurance products to his clients and delegates underwriting management to his assistant to focus on advisory responsibilities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Mary Cromleigh is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill and Morgan Stanley. Cromleigh has been with Hornor, Townsend & Kent since 2018. 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 oversees both discretionary and non-discretionary accounts through third-party asset manager relationships.

Crystal Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with her clients’ long-term goals, with an emphasis on wealth management planning, tax minimization, and estate planning. Crystal works to create flexible strategies that respond to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Her client focus includes college and education planning, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Crystal follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Crystal enjoys baseball, football, golf, music, tennis, traveling, and spending time with her family. Her approach to wealth management emphasizes a collaborative process designed to help clients pursue their financial goals through individualized planning.

Dana Wilkins is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2013. 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, financial planning, consulting, and advisory programs.

Neal Regino is a financial advisor with Equity Services, Inc. and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with National Life Group and Equity Services since 2015. Outside of his advisory work, he serves on the advisory board of the William Trippley Youth Development Foundation, a nonprofit focused on at-risk youth. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Adam Vari is a financial advisor with PNC Wealth Management in Wilmington, DE. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining PNC Investments LLC, he held positions at Interac and worked in education at John Dickinson School and EastSide Charter School. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that implements investments via approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Haley Langan is a CFP® with eight years of industry experience, currently serving as a financial advisor at Corient. Her prior roles include positions at Radnor Financial Advisors, SEI Investments, and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and uses risk management tools and continuous portfolio monitoring to align investments with client objectives.

Aized Gill is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience, including 11 years at his current firm. He holds the Series 63 and Series 65 designations. Gill serves as a board member of Friends of PEB, where he contributes to decisions on allocating funds to nonprofit projects overseas. 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 operates a digital advisory program using proprietary algorithms as well as a managed account program, and it is wholly owned by Citizens Bank, N.A.

Daniel Moore is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities and related entities since 2017, as well as at PNC Investments LLC and PNC Bank from 2012 to 2017. Outside of his advisory role, Moore has participated as a bartender for fundraiser events with the Knights of Columbus nonprofit organization. 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 advisory solutions include a digital advisory program managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Jason Reeves is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, W.L. Gore & Associates, Siemens Healthineers, and Kuraray America Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select retail clients. The firm delivers services through an integrated model linked with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Christian Thompson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at TD Bank N.A. and The Vanguard Group, Inc., among other positions. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm combines strategic and tactical asset allocation with a mix of affiliated and third-party sub-managers, utilizing platforms such as Envestnet and Pershing for advisory technology and custody services.

Timothy Healey is a CFP® professional with 14 years of industry experience, currently affiliated with Janney Montgomery Scott, where he has worked since 2014. He holds a Series 66 license and is based in West Chester, PA. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Raymond Lamorgese is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2022. His prior experience includes 13 years at Morgan Stanley Smith Barney and seven years at Morgan Stanley Private Bank. Lamorgese also serves as a co-trustee for the Carolyn Pagoumian Bowen Trusts. 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, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Brian Moser is a financial advisor at PNC Wealth Management with 21 years of industry experience. He holds the Series 66 designation and has been with PNC Investments LLC since 2015. Outside of his advisory role, he is a co-owner of several short-term rental properties. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary online model account offered as an invitation-only pilot for employees. The program uses algorithm-driven risk assessment and invests via approved model strategies with mutual funds and ETFs, emphasizing automated portfolio management.

Minh Lu is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing and TIAA-CREF. Outside of finance, he is involved with Phillytings, LLC, a clothing apparel business where he is a signer and owner. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program using proprietary algorithms alongside managed account options and operates as both a broker-dealer and insurance agency.

Arielle Jones is a Series 66 licensed advisor with Citizens Securities, Inc. in Conshohocken, PA. She has one year of experience at Citizens Securities and previously worked at Citizens Bank for three years, along with roles in various other industries including telecommunications and retail. Citizens Securities serves a diverse retail client base with both advisory programs and brokerage and insurance services. The firm offers a digital advisory program with ETF-based portfolios, as well as managed accounts, and operates as a broker-dealer and insurance agency.

Charles Burns is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He has been with Janney Montgomery Scott since 1989. Burns holds Series 63 and Series 66 designations. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

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.