Robin Morris is a Series 63-licensed financial advisor at Janney Montgomery Scott with 32 years of industry experience. He has been with Janney Montgomery Scott LLC since 1993. Outside of his advisory role, Morris is the owner of Specialty Electric Co., Inc. and serves as a volunteer treasurer for the Rockledge Volunteer Fire Company without compensation. 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 municipalities, offering brokerage, financial planning, consulting, and advisory programs.

Jessica Landreth is a financial advisor with Citizens Securities, Inc. and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including six years at CCO Investment Services Corp. Prior to her current role beginning in 2020, she worked with Citizens Securities. Outside of advising, she sells hand-made knitwear online under the name Garden to Ewe. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides digital advisory portfolios managed with proprietary algorithms as well as traditional managed accounts.

Sean Bergin is a financial advisor at Rockefeller Financial LLC with 23 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Morgan Stanley Private Bank, N.A. and Bergin & Co., LLC. Bergin is a partner in Ironview Equity Partners, a private equity fund of funds. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and consolidated investment platform, combining discretionary and non-discretionary solutions across asset classes.

Stephen Ryan is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 1994. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options supported by third-party asset manager relationships.

Michael Kelley is a financial advisor at Sequoia Financial Group, L.L.C. in Berwyn, PA, holding Series 65 and Series 66 registrations with eight years of industry experience. His prior roles include positions at Zeke Capital Advisors and Wells Fargo Advisors. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including high-net-worth individuals, family offices, corporations, and charitable organizations. The firm employs both model and custom portfolio management strategies, utilizing a variety of investment vehicles and supported by fundamental, technical, and cyclical research.

Mark Juelis is a financial advisor at Rockefeller Financial LLC with 13 years of industry experience. He holds a Series 63 designation and previously worked at Brandywine Global Investment Management and Franklin Distributors, LLC for 12 years. Outside of his advisory role, he is involved with Fair Gage, LLC, a family real estate business. 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 a range of portfolio management and consulting services and operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services.

Alexandra Freedman is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. Outside of her advisory work, Freedman is actively involved in nonprofit leadership, serving as Board President of JNFuture Philadelphia and Vice Chair of the Jewish Federation of Greater Philadelphia’s NextGen group. 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, through a network of more than 400 independent advisers. The firm offers a variety of portfolio management options and employs multiple analytical approaches while acting as a fiduciary when advisory agreements are in place.

Moustapha Mamadou is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His previous roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Pruco Securities LLC, Foresters Financial Services, and The Prudential Insurance Company of America. Outside of his advisory work, he is a founder and board member of Give Her A Chance, a nonprofit focused on supporting and providing education for girls. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, utilizing a combination of affiliated and third-party managers through a structured asset allocation process.

Danila Vasiukou is a financial advisor with Key Investment Services LLC in Doylestown, PA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Principal Life Insurance Company and Principal Securities, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs and integrates platform and portfolio management services through a multi-provider model with connections to KeyCorp affiliates.

John Maleno is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He is also the proprietor of Maleno & Associates, offering CPA and accounting services, including income tax return preparation and consulting. In addition to his advisory role, Maleno is involved in several life insurance brokerage activities through his own firms and as an agent for other insurance groups. 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 FINRA-member broker-dealer, offering a range of asset management and brokerage services through a network of advisers and third-party asset managers.

Edward Lettieri is a financial advisor with Mercer Global Advisors Inc. in Radnor, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at TriState Capital Bank, Raymond James & Associates, Fort Pitt Capital Group, Hefren Tillotson, and American Century Investments. Outside of his advisory work, he serves as a board member of the Catholic Men's Fellowship of Pittsburgh, an organization focused on the development of Catholic faith. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, and offers specialized services including retirement plan consulting and charitable advisory.

Ta Tyana Williams is a financial advisor at Lincoln Investment with five years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Lincoln Investment in 2025, she worked at The Vanguard Group, Inc. and Northwestern Mutual. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a strong presence in 403(b) and 457(b) programs. The firm combines advisor-led consulting with model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Alfonso Siravo is a financial advisor at Citizens Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citizens Securities in 2020, he worked at M&T Securities and M&T Securities, Inc. from 2015 to 2020. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Michael Coyne is a CFP® and CFA® with 11 years of industry experience. He is currently with Sequoia Financial Group, L.L.C., where he has worked since 2023. His prior roles include positions at Sageworth Trust Company and Charles Schwab Bank SSB. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model portfolios and custom solutions overseen by an Investment Policy Committee, utilizing various investment vehicles and incorporating fundamental, technical, and cyclical analysis supported by third-party research.

Carl Rosenfeld is a CFP® with 21 years of industry experience and is currently an advisor at Corient. His prior roles include positions at Radnor Financial Advisors, LLC, CIPW Service Company, LLC, and Corient Services LLC. He is a partner in Tomorrow Starts Today, a youth sports training program, where he contributes to strategy planning and marketing. 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 corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Gregory Nassour is a CFA® charterholder with four years of industry experience currently serving at Wells Fargo Investment Institute, Inc. He has worked at Wells Fargo since 2019 and previously spent 26 years at Vanguard. Wells Fargo Investment Institute provides institutional research, manager due diligence, model portfolio construction, and asset-allocation guidance to Wells Fargo’s wealth and fiduciary businesses as well as select external clients. The firm’s specialized divisions produce equity and fixed-income analysis, conduct third-party manager due diligence, and develop non-custom model portfolios primarily for affiliated users.

Maxwell Mercando is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Foundations Financial Partners, Repko Law, and Morgan Stanley. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary portfolio construction, model portfolios, and multiple program structures, supported by substantial clearing and custody relationships.

Gregory Kempner is a financial advisor at Private Advisor Group, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including Wealthcare Advisory Partners, LPL Financial, Cantella & Co., and UBS Financial Services. Kempner founded Wealthcare Advisory Partners LLC, through which he continues to provide investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions including its proprietary WealthSuite platform. The firm employs a fiduciary-based advisory model that integrates multiple investment strategies and leverages third-party managers and technology platforms.

Jared Keller is a CFP® with 15 years of industry experience, currently serving as an investment advisory representative at Carson Wealth. He has previously worked at Cetera, Voya Financial Advisors, and operates Financial Independence Planning, LLC. Keller is also an independent insurance agent involved in the sales of fixed insurance products. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a dedicated Investment Committee and partnerships with leading custodians and alternative investment providers.

Lawrence Rosenthal is a financial advisor at Guardian Life with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2000. Rosenthal serves on the board of the Jewish High School for Boys. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, access to proprietary and third-party investment solutions, and a range of financial planning and consulting services.