Alan Pollack is a financial advisor at Hornor, Townsend & Kent, LLC with 30 years of industry experience. He holds the PFS™ and Series 63 designations and has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 1998. In addition to his advisory role, Pollack operates a CPA and accounting services business specializing in tax planning, preparation, payroll processing, and consulting. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary management.

Paul Karsevar is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He has been with Janney Montgomery Scott since 1999 and holds Series 63 and Series 65 licenses. Janney Montgomery Scott 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 a range of brokerage, financial planning, and advisory services.

Eileen Wood is a financial advisor with Truist Advisory Services and holds the CFP® and Series 66 designations. She has 10 years of industry experience, including 22 years at PNC Capital Markets, Inc. and three years at Truist Investment Services. Wood serves as Treasurer and a board member for Joseph’s House of Camden, a homeless shelter providing overnight accommodations and social services. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and supervisory oversight.

Daniel Herman is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2016, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, consulting, and advisory programs through both in-house and third-party portfolio management.

Jason Mc Evoy is a Series 66-licensed financial advisor at Janney Montgomery Scott with nine years of industry experience. He has been with Janney Montgomery Scott since 2019, following work at Capital One Advisors LLC and Capital One Investing, LLC. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs and offers custody and trustee services through a subsidiary trust company.

Ryan Morgan is a financial advisor with Private Advisor Group, LLC and holds Series 65 and Series 63 designations. He has one year of industry experience, including prior roles at LPL Financial and Hartford Funds Distributors. Outside of his advisory work, he has been involved with the Union League National Golf Club and the Huntingdon Valley Country Club. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through wrap and non-wrap programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program supported by a network of investment adviser representatives.

Lawrence Tchou is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and with 8 years of industry experience. He has been with Bankers Life Advisory Services since 2018 and has prior experience with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Additionally, he serves as an insurance agent with Bankers Life & Casualty, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers both wrap and non-wrap programs with access to a broad range of securities and outside managers.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, he worked in the restaurant industry and continues to be involved as a cook at North Park Lounge. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a range of investment strategies managed by an internal Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

Alan Fefer is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement plan participants, offering managed-account programs, financial planning, and brokerage services.

Jason Stanco is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Truist Investment Services. Outside of his advisory role, he has managed residential real estate investment entities. Truist Advisory Services provides investment consulting and advisory services to a broad client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support through a combination of discretionary and non-discretionary manager relationships, utilizing third-party platforms and AI-enabled research tools.

Joshua Holin is a financial advisor with Independent Financial Partners, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Fuhrman Management Associates, Agency M, One Trick Pony, and Red Tettemer O'Connell & Partners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages substantial assets and supports a decentralized advisory model that allows individual advisors to set investment strategies while offering access to centralized asset management and third-party managers.

Jerry Wacura is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding Series 66 and Series 63 licenses and seven years of industry experience. He has worked previously at GWFS Equities, Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, and TD Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Hee Park is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He previously worked at FSC Securities Corporation for 23 years and has been affiliated with JSO Partners, Mariner Independent, and LPL Financial LLC. Private Advisor Group serves a diverse client base, including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through multiple advisory programs and access to third-party asset managers and managed account platforms.

Michael Berkowitz is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Cetera, Audible.com, and Comcast NBC Universal. Outside of his advisory role, he is involved with Gone Rogue, a band, and BDL&M LLC, where he is a part owner and voice-over artist. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation with investments from affiliated and third-party managers.

Julio Macario is a financial advisor with TD Private Client Wealth LLC holding a Series 66 designation and eight years of industry experience. He has worked at firms including J.P. Morgan Securities LLC, TD Bank N.A., and AXA Advisors, LLC. His background also includes a role at Uber. 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 customers. The firm offers portfolio management, access to various investment vehicles, and financial planning support through a combination of affiliated and third-party sub-managers.

John Maughan is a financial advisor with Eagle Strategies (NY Life) in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2022 and has been affiliated with New York Life and NYLIFE Securities LLC since 2008. Outside of advising, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, working with diverse clients including defined contribution and defined benefit plans.

Michael Vanaria is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill and Sanctuary Securities, Inc. He has an academic background with multiple roles at Loyola University Maryland. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment advisory and financial planning services through a large network of independent advisers and provides tailored strategies supported by an integrated service platform.

Matthew Fleming is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds the Series 66 designation and has been with TIAA-CREF since 2014. Fleming is also an owner of a rental property in Philadelphia. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of investment solutions including model portfolios and customized portfolios managed under client-approved investment policy statements.

Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. Prior to joining Lincoln Investment, he worked for Northrop Grumman for 13 years and is currently employed as a mechanical engineer and project manager at Advent Design Corp. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

John Engelbert is a financial advisor with Valic Financial Advisors holding a Series 66 designation and two years of industry experience. His prior work includes roles at Agia, Enterprise Mobility, and H&R Block. He is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.