Evangelos Tsembelis is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Bofa Securities, Inc. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through its Rockefeller Global Family Office platform.

Heather Robb is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. 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 plans, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

Christopher Pellegrino is a financial advisor with Citizens Securities, Inc. in Conshohocken, PA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, N.A., CCO Investment Services, and Citizens Bank. 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 approach includes a digital advisory program and a Managed Account program, while it also operates as a broker-dealer and insurance agency.

David Sandstead is a financial advisor with Principal Financial Services in Wayne, PA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1997. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Stacy Linneman is a CFP® professional with 16 years of industry experience, currently serving at TIAA-CREF in Philadelphia, PA. She has been with TIAA and TIAA-CREF since 2013, holding roles across both entities during that time. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with relationships through TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and acts as adviser to a donor-advised fund.

David Shoup is a CFP® professional with 30 years of experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. He has been affiliated with both Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2003. Outside of his advisory role, he is involved in multiple insurance brokerage activities and participates as a partner in a networking group focused on sharing ideas among professionals. 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 predominantly non-discretionary investment approach.

Craig Galello is a financial advisor at PNC Wealth Management with 25 years of industry experience. He has been with PNC Investments since 2004 and holds Series 63 and Series 65 licenses. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only employee pilot offering that uses algorithm-driven risk assessments and discretionary model portfolios managed by PNC or third-party strategists.

Steve Leming is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Radcliffe Capital, Foreside Fund Services, LLC, and Penn Capital Management Company, Inc. He is currently based in Marlton, NJ. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS (US) clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Brian Walsh is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Oppenheimer since 2002. Outside of his advisory role, he has an investment in a Philly Soft Pretzel franchise system, though he is not involved in its operations. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation along with a range of investment products, and acts as a qualified custodian for client assets.

Steven Dunn is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to joining Citizens Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary business lines and is wholly owned by Citizens Bank, N.A.

Summer Horan is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds a Series 66 designation and has worked in various roles, including with GM Financial Consultants and PHH Mortgage Corporation. Outside of her advisory work, she provides quoting and customer service for home, auto, and business insurance through CGM Risk Management & Insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Brian Kelnhofer is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2020. Outside of his advisory role, he is also an insurance agent involved in multi-line insurance sales and service for multiple carriers, including Penn Mutual. 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 provides both brokerage and advisory services, managing approximately $8.37 billion in discretionary assets under management as of late 2025.

Barbara Davis is a CFP® professional with 40 years of industry experience. She has been with Hornor, Townsend & Kent, LLC since 2012 and also works with Penn Mutual Life Insurance Company. Outside of her advisory roles, she serves as a board member for a private plumbing and heating company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset managers, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Miroslava Britman is a financial advisor at Equity Services, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at National Life Group and spent seven years at Temple University as an executive assistant to the dean of the dental school. Britman is also president of Britman Financial LLC, involved in fixed insurance sales outside trading hours. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Timothy Herrera is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Janney Montgomery Scott in various roles since 2007. 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 services, financial planning, consulting, and multiple advisory programs.

Maximilian Margiotta is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and six years of industry experience. He has worked at Janney Montgomery Scott since 2016 in various roles. 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, and institutional clients, and offers a range of brokerage, financial planning, and advisory services.

Timothy Gormley is a CFP® professional with over 31 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2018 and spent 11 years at Stifel prior to that. 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, charitable organizations, and municipalities, offering financial planning, brokerage services, consulting, and various advisory programs.

Sharon Dahis is a financial advisor at Mercer Global Advisors Inc. She holds a Series 65 designation and has recently entered the industry, with prior experience at several firms including myCIO Wealth Partners and RTD Financial. Her background also includes teaching positions at Temple University and various schools. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios implemented through low-cost ETFs, index funds, and other vehicles, supported by a range of specialized client services and educational initiatives.

Nicholas Falcone is a financial advisor with Janney Montgomery Scott in Philadelphia, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Withum, DoorDash, and Woloshin Investment Management before joining Janney Montgomery Scott. 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 diverse client base, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Robert Grosch is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Hornor, Townsend & Kent since 2012. 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, managing the majority of its approximately $7.76 billion in client assets on a non-discretionary basis.