Steven Lane is a CFP® with 23 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2009. He serves on the endowment committee board of Westminster Presbyterian Church. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse range of clients through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Meghan Kelly is a financial advisor at Citizens Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and Northwestern Mutual. Kelly serves on the boards of two nonprofit organizations, Friends of Delaware County Women and Pennsylvania Resources Council. Citizens Securities serves individual and high-net-worth investors with a range of brokerage, advisory, and insurance services. Its offerings include a digital advisory program and managed accounts, supported by the firm’s affiliation with Citizens Bank, N.A.

Scott Shaw is a financial advisor with J. W. Cole Advisors, Inc. in Doylestown, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.W. Cole Advisors since 2015. Outside of his advisory role, Shaw serves as chairperson of the Financial Advisory Council at Calvary Chapel Central Bucks Church, where he provides guidance on charitable giving strategies. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches including discretionary and non-discretionary management, model portfolios, and digital advice platforms.

Melissa Howard is a financial advisor at Citizens Securities, Inc. in Conshohocken, PA, holding a Series 66 designation with 12 years of industry experience. Prior to joining Citizens Securities in 2022, she worked for Santander Securities, LLC and Santander Bank, NA from 1998 to 2022. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory program using proprietary algorithms and a separate Managed Account program, while operating as a broker-dealer and insurance agency.

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.

Eric Roessler is a financial advisor at PNC Wealth Management with 24 years of industry experience. He holds a Series 66 designation and has been with PNC Investments Inc. since 2010. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and delegated investment implementation.

Timothy Hall is a CFP® professional with 23 years of industry experience, currently with Hornor, Townsend & Kent, LLC. His prior roles include positions at Lincoln Financial Advisors, Carson Wealth, and Penn Mutual Life Insurance. Outside of financial advising, he owns Days of Zen, a spirituality retail service where he works as a photographer and non-financial blogger. 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 operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Michael Pivovarnick is a Series 66-licensed advisor with 11 years of industry experience. He currently works at PNC Wealth Management and previously spent 12 years at Bank of America and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a Portfolio Solutions Strategist Digital Offering that uses algorithm-driven risk assessment and executes investments via approved strategies with mutual funds and ETFs.

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.

Kevin Mcgarry is a financial advisor with Hightower Advisors holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Valley Financial Group, and H. Beck, Inc. Outside of his advisory work, he volunteers as a basketball coach for St. Anthony's. Hightower Advisors serves a diverse clientele including individual and institutional investors, offering investment advisory, financial planning, and retirement consulting. The firm’s approach includes manager selection and multi-manager solutions utilizing both affiliated and third-party managers, along with a range of investment vehicles and portfolio management services.

Paul Keller is a financial advisor at Oppenheimer with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Merrill, Amazon, and Bank of America. Outside of his advisory role, he works part-time as a waiter and host at an Italian restaurant on weekends. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, and charitable organizations with a range of advisory and brokerage services. The firm offers both discretionary and non-discretionary investment management, focusing on equity, balanced, and fixed-income portfolios, and maintains custody of client assets as a qualified custodian.

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.

Shirley Antonini is a financial advisor with Key Investment Services LLC and holds Series 63 and Series 66 credentials. She has 17 years of industry experience, including prior roles at Wells Fargo and KeyBank. Outside of her advisory work, she has a long-standing association with the Schuylkill Racquet Club. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and leverages a multi-provider model combining internal and third-party portfolio management, with a significant portion of assets managed on a non-discretionary basis.

Alexander Bezugly is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at LPL Financial, Advisors Asset Management, Inc., Northfield Bank, and Capital One. He is also associated with Zoogs Holding LLC, a personal vehicle registration entity. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Clark Stossel is a financial advisor at Independent Financial Partners with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management for four years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.